Get started with Onvio Tax

If this is your first time using Onvio Tax, follow this process to help you get set up and familiar with the application.

Log in and get familiar with Onvio

  1. Log in to Onvio at using the instructions you received via email. We recommend using Google Chrome as your web browser. 
  2. You can find answers to your questions about Onvio and review additional resources for tax research and guidance via our Help & How-To Center, which you can access via help button in the upper-right corner of most Onvio screens.

Set up your firm and staff information

  1. Click the Application menu  Menu button and choose Onvio Center.
  2. If this is your first time logging in as your firm's Onvio administrator, you'll need to add a permission group
  3. Add staff and enable their Onvio access.
  4. Assign staff to a permission group
  5. Assign tax roles and enter EFINs and PTINs for your staff, if applicable.
  6. If you plan to file returns electronically, submit your EFIN application summary if you haven't done so already.
  7. 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. If you need to update your firm name, the Licensee can follow these steps.

Access and explore Onvio Tax 

  1. Click the Application menu  Menu button and choose Onvio Tax.
  2. The Tax dashboard currently includes the Electronic Filing Status, News Feed, and Approval Status widgets.
  3. In the Projects tab, you can quickly add a project to a new or existing client.
  4. Use the Setup menu to create or customize client documents for your firm.

Return preparation and review

  1. Assign a preparer, staff, or reviewer to your tax returns.
  2. Add state or city returns. 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 return as necessary.
  3. Use the help button in the upper-right corner to see screen overview for data entry assistance.
  4. Review the return and address diagnostic messages.
  5. If desired, you can lock the return to suspend calculations and prevent further changes after review.
  6. File the tax return electronically and create PDF or paper copies as needed.

Contact us

Was this article helpful?