On 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

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

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Permissions

To access the Advanced Settings section, you must have the ViewAdvancedSettings() permission enabled for your Role.

Read more: Assigning Employee Permission Roles

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Finding the Page

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

[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 section.

2. Enter the credentials provided by your tax provider in the form.

   

3. Click the Save Changes button.

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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.