Staff assignments

When you assign staff groupings, clients and tax roles, you're able to generate reports, filter and reuse relevant information.

Groupings and clients

You can generate reports based on staff groupings and clients.

  • If you group or filter reports by staff groupings, you can see how much was produced for a specific office, department or supervisor.
  • If you group or filter reports by staff assigned to clients, you can see how much was billed for clients of a specific partner, manager or associate.
  • If you are assigned as a partner, you can go into billing and filter for only those clients that you are the partner of, and bill only those clients.

Tax roles

  • Preparer

    When you assign a staff member as the preparer of an Onvio Tax Project, their information is used within tax return and on various forms, when applicable.

    For example, if you mark the Print preparer’s name in signature block where allowed checkbox on the Tax Preparer Information tab, once they are selected as the Preparer for the project, their name will automatically print at the bottom of the applicable tax forms.

  • Representative

    This role only applies to forms 2848 and 8821 within a Tax Project. You can select the preparer as the Power of Attorney or designee in the entry screen for these two forms, and their information is populated automatically rather than manually for each tax return.

  • Reviewer

    This role helps with filtering, reporting and workflow management, but it does not cause data to populate into any portion of the tax return project.


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