Designating tax vendor information in AdvanceFlow

Alerts and notices

To enable integration between AdvanceFlow and your firm's tax applications, you must designate tax vendor information within AdvanceFlow.

Note: When you designate tax vendor information, you also ensure that AdvanceFlow uses the correct tax codes for your engagements.

If you have administrative permissions, you can follow these steps to designate tax vendor information.

  1. Click the Administration button in the navigation pane and then click the Firm Settings button.
  2. In the Tax Information section, mark the checkboxes for the applicable tax vendors.
  3. Click the Save button in the ribbon.

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