How does team management work in Tax990?

Tax990 allows you to invite your team members and have them assist you in the filing process. Here is how it works:

Invite Team Members

• You (admin) can invite team members to join your account and access the filings.
• Provide basic details of the team member and send invitations via email. Once the invitation is accepted, the team member gains access based on the role assigned to them.

Assign Roles

• Each team member can be assigned a specific role, which determines their permissions:
  • Preparer – Can prepare forms but cannot transmit them.
  • Preparer and Transmitter – Can prepare and submit returns to the IRS.

To learn more about role settings, click here. 

Assign Organizations

• If your account manages multiple EINs (organizations), you can control which team members have access to each EIN.
• This feature is especially useful for accounting firms or large nonprofits that oversee multiple clients, chapters, or entities.

Task Assignment & Workflow Tracking

• Admins and co-admins have the ability to assign specific tasks to individual team members.
• The centralized dashboard offers real-time visibility into task progress, enabling efficient workflow management.