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You can assign staff members to tax returns as preparers, reviewers, representatives, and staff.

Before you start

Make sure you're assigned to a permission group that has the Staff enabled.

Assign tax roles

1. In Onvio Center select Setup, then Staff.
2. Select Edit next to a staff member in the list.
3. Open the Roles tab.
4. Mark the checkbox next to any of these fields to assign that tax role:

   Preparer

   • Allows staff to prepare and file tax returns.
   • Enter preparer information like EFIN, PTIN, and State filing information in the Tax Preparer Information tab.

   Reviewer

   • Allows staff to review tax returns.

   Representative

   • Allows staff to be representatives in tax returns for Forms 2848 and 8821.
   • Enter representative information like CAF number, Designation, and Address in the Representative Information tab.
5. Select Save when you're finished.

Tax return assignments

1. Open Projects.
2. Select Edit next to a project in the list.
3. In the Assignments section, choose the return's Preparer, Staff, and Reviewer if needed.
4. Select Save & Open to open the return, or Save & Close to return to the Projects list.

Representatives

Representative information is used only when the return requires Form 2848 or 8821. This is in the Separate Filings input folder, on the POA screen.

Video: Creating Permission Groups (3.5 minutes)