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How do I assign organizations to my team?

Follow the steps below to assign the organization(s) for the stuff you added. 

Step 1:  Log in to the Tax990 account. Navigate to the ‘My Account’ menu and Click ‘Manage Staff’.
 


 

Step 2: You will find the list of staff you’ve added. Click on 'Assign Organization' next to the corresponding staff.
 


 

Step 3: Select the organization(s) you want to assign and click ‘Assign’
 


 

After assigning the organization(s), you can view the number of organizations assigned to the corresponding staff member in the list.
 

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