Managing CS Web Thomson Reuters IDs

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The CS Professional Suite website uses CS Web Thomson Reuters IDs to sign-in. Any staff that need access to the CS Professional Suite website should have an account.

Depending on your product licensing, you may also use this account to sign in to your CS Professional Suite applications. Use the information below to manage existing accounts.

Unsure about how your products are licensed? Use the application's sign-in screen to determine which type of credentials to enter, Show me.

To verify the type of credentials you will use to sign-in, complete the following steps.

  1. Open your CS Professional Suite application.

  2. In the login screen, look above the username and password fields, the account type in use is shown.

    To differentiate between CS Web and Onvio Thomson Reuters IDs, use the text below the sign in button.

      

    For more information on setting up  CS Web Thomson Reuters IDs, see the steps in the article below . 

    For  more information on setting up  NetStaff accounts, s ee  Logging in to CS Professional Suite applications .

    For more information on setting up  Onvio Thomson Reuters IDs, see Add or update staff information.

For information about creating and registering accounts, see Creating and registering CS Web Thomson Reuters IDs for staff.

Reviewing and updating permissions

As the CS Web administrator, complete the following steps to access a list of staff with Thomson Reuters IDs and update their permission settings.

  1. Visit tax.tr.com and click Log in on the top right corner. In the Access your web accounts section, click Sign in under "CS Professional Suite, Onvio" and then log in using your Thomson Reuters ID.
  2. In the My Firm section, click the Manage Accounts link.
  3. Review the list of staff members and their permission settings.
  4. Click the Modify button to update that staff’s information.
  5. In the Permissions section, select the new permission level for the staff account. Note that staff who need to access CS Professional Suite applications must have Software Only or higher permission.
  6. Click Save & Return to List.

Notes:

  • If the Position field says, “Not Specified,” you must update it with a selection so that you can assign a permission level.
  • After you save your changes, an email is sent to the staff alerting them that changes were made to their account.
  • If you have a registered Thomson Reuters ID and cannot access your CS Professional Suite applications, your Thomson Reuters ID may need software permissions. Your CS Web administrator can change this setting for you. For additional assistance, see Troubleshooting application or website login errors for CS Professional Suite.

See also: Changing your Thomson Reuters ID profile information.

Deleting existing accounts

In situations where a staff member should no longer have access to our website or your CS Professional Suite applications, you should delete their Thomson Reuters ID. To do so, complete the following steps:

  1. Visit tax.tr.com and click Log in on the top right corner. In the Access your web accounts section, click Sign in under "CS Professional Suite, Onvio" and then log in using your Thomson Reuters ID.
  2. In the My Firm section, click the Manage Accounts link.
  3. Mark the checkbox for the staff who you want to delete, and then click Delete Selected. Show me.
    Delete Selected

Note: CPE certificates associated with the staff account will not be available after you delete the account.

Manage Roles

As the CS Web administrator, complete the following steps to change the Shipping, Mailing, or Billing contacts for your firm.

  1. Visit tax.tr.com and click Log in on the top right corner. In the Access your web accounts section, click Sign in under "CS Professional Suite, Onvio" and then log in using your Thomson Reuters ID.
  2. In the My Firm section, click the Manage Roles link.
  3. Select a staff from the list for each of the Shipping, Billing, and Mailing contacts. Show me.
    Manage roles page

Related articles

CS Professional Suite application security overview

Logging in to CS Professional Suite applications

Resetting or updating the password associated with your Thomson Reuters ID

Troubleshooting application or website login errors for CS Professional Suite

If the Licensee login does not have Admin permissions, first have them log out of the website and log back in. If this does not resolve the issue, contact the Customer Support Resolver.

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