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If this is your first time using Onvio Tax, follow this process to help you get set up and familiar with the application. Share this link with other staff members as well, and check back frequently for updates!

Log in and get familiar with Onvio

1. Log in to Onvio at  https://onvio.us using the instructions you received via email. We recommend using Google Chrome as your web browser. 
2. Review the Onvio Tax overview training video, which walks you through the process of setting up, preparing, and filing a tax return. This information is provided via video so you can watch it at your convenience and refer back to it as needed.
3. You can find answers to your questions about Onvio via our Help & How-To Center, which you can access via help buttons in the upper-right corner of most Onvio screens. 

Set up your firm and staff information

1. To begin setting up your firm and staff, open Onvio Center by clicking the Application menu  and choosing Onvio Center.
2. Your firm administrator is in the Full Access Tax Users permission group, which can access Onvio Tax, Documents, and Client Center. If necessary, you can add staff to this permission group. If you don't have any staff members, you can skip this step.
3. Assign tax roles and enter EFINs and PTINs for your staff, if applicable. If you don't have any staff members, you only need to do this for yourself.
4. If you plan to file returns electronically, submit your EFIN application summary if you haven't done so already.
5. Choose Setup > Firm and verify that your firm's name, address, Employer Identification Number, and other information is correct. Note that this screen also displays your Firm ID.  

Access and explore Onvio Tax 1041 

1. Click the Application menu  and choose Onvio Tax.
2. From the Projects list, click the  button to open a tax return project. 
3. In the Projects list, click the  button in the row for a specific project to assign a preparer, staff, or reviewer to that tax return.
4. Explore the Onvio Tax interface as desired.

Begin processing tax returns

1. (Optional) Review the staff and state or city returns assigned to the project via the Properties tab. The home state for each tax return is automatically added once the state application is released. You will need to add any additional states to the tax return as necessary.
2. Import accounting data from Fiduciary Accounting Systems (FAS), if applicable. (Video included)
3. Use the screens in the Data Entry tab to enter or update tax return information for the current client.
4. Add or update beneficiary information as necessary. (Video included)
5. Enter allocation information for beneficiaries. (Video included)
6. Create or customize client documents for your firm.

Review data entry and file return

1. Review the return and address diagnostic messages as necessary.
2. If desired, you can lock the return to suspend calculations and prevent further changes after review. 
3. File the tax return electronically and create PDF or paper copies as needed.

Learn about Onvio Documents and Client Center

• You can use Onvio Documents to store, organize, and retrieve your firm's files. 
• You can share folders and files with your clients from within Documents.
• You can request files via email from within Documents, even if the recipients don't have access to Onvio. You can set an expiration date on the link provided in the email, and can include multiple file requests in a single message.

Onvio Tax interface overview

State overviews (1041)

Get started with Onvio

Release notes for all Onvio applications