How Can I Set Up Offices From the Company Level?

If your company has several offices, you will be required to set up new offices to serve your additional locations. Setting up the new offices is done through your Company level ProWeb. Before you can create the offices, you will need to first add extra locations..

To set up an office, first create the Office, then add an ERO and finally make an Account for the Preparer.

Creating the Office

To create an Office:

Select Manage Offices from the Welcome Page
Then click +Add Office
Enter the Office’s information in the fields provided. This information will include the Company’s Ancillary Products, Name of the Office as well as the settings for the Office Configuration.
After entering the basic office information, you will then choose the features that the office will be able to access. This is done by proceeding to the “Check the items the office has permission to edit” section then mar the features that the office will access.
Next, provide the contact information for the office. Including the email address and phone number.
If, at the Company Level, you have created templates, then use those templates in the new office by simply selecting Set Templates then click Save.
Whether or not you set the templates, you will be able to access the office and complete its set up by clicking Save and Access Office.

Setting up the ERO.

To set up the ERO:

Select Configuration from the Welcome Page
Then select ERO Setup
After Which you will click +Add ERO then enter the Customer ID. The ID is in the Company Information in the Account Hub.
Proceed to enter a Name for the ERO and the Office Identifier. These are the Name of the Firm and office contact respectively.
If applicable, enter the EIN.
You will then be required to enter a valid EFIN
To enter the ERO Address and Phones, click Add next to the options
Once done, click Continue.

Creating a Preparer Account

To create a Preparer Account:

Select Configuration from the Welcome Page
Select Preparer Setup
Then Click +Add Preparer
If you wish to enter the SSN, do so. It is however not mandatory
Enter the Name of the Preparer
Set a 5-digit Default PIN Number that will act as the preparer’s signature.
If applicable, enter the 2848 CAF Number
Either Data Entry Only, no PTIN required or Enter PTIN/SIDN
If applicable, check the Office Contact and Self Employed options
If you wish to restrict the preparer to only their returns, check the Can View Own returns Only option
Check the option “Prepares NY returns” and enter the NYTPRIN or choose a NYTPRIN Exempt Code if the preparer will prepare state returns from New York. the state of New York requires that the preparers of its returns be registered and have an ID number or be regarded as exempt.
Check the “Prepares OR returns” option and provide the OR license number for preparers preparing tax returns from Oregon and who are registered by the state.
If applicable, enter the Preparer Agent Information
Enter the preparer’s email and phone numbers. These will be required in their multi-factor authentication.
Make a username and password that the Preparer will use
If you wish to restrict the user, set a Security Template
Once done, click Continue.

The ERO will be ready to create returns upon the completion of the three processes illustrated above provided they have the login information.