In the Tax Providers page, you’ll see a host of different tax provider forms. Locate your chosen provider and enter the credentials.

What We’ll Cover

• Finding the Page
• Entering the Credentials
• Selecting Your Tax Provider

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Finding the Page

In Corporate Office, navigate to: Administration > Advanced Settings > Tax Providers.

https://[CLIENTID].corpadmin.directscale.com/Settings?category=Tax%20Providers

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Entering the Credentials

1. Scroll down until you find your tax provider’s form.
2. Enter the credentials provided by your tax provider in the form.
3. Click the Save Changes button at the bottom of the page.

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Selecting Your Tax Provider

1. Scroll down and locate the Tax Provider section.
2. Select your tax provider of choice in the dropdown.
3. Click the Save Changes button at the bottom of the page.