Staff > Main tab

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Use the Main tab of the Staff screen to enter identification, contact, and preparer information for your firm's staff members.

Choose Setup > Firm Information > Staff and click the Main tab.

Fields & buttons

Enter the ID, EIN or SSN, name, and title of the staff member. You can add a staff photo by clicking the picture icon and browsing to the picture, which can be in .BMP, .GIF, .JPG, .JPEG, .PNG, .ICO, .EMF, or .WMF format.

If the staff member is no longer an active employee, you can change the status of that staff by marking the Inactive checkbox. That staff member will no longer be available for selection in any of the staff assignment drop-down lists throughout the application.

In the Addresses section, enter the staff member's address. Use the Address verification feature (click the Address Verification Location button button) to enter the city, state, and ZIP code.

Note: You can enter up to three addresses - Business, Home, or Other - by clicking the Selection Selection button button to select one of the options. Specify an address as the mailing address by marking the Mailing address checkbox.

In the Phone and fax numbers section, enter the phone and fax number information for the staff member. You can enter multiple contact phone numbers by clicking the Selection Selection button button.

In the Email and web addresses section, enter the individual's email address and (if applicable) website URL. An email address is required for a staff member to register their portal in NetStaff CS (or for client staff register portals in NetClient CS).


  • An email address is required for a client staff to initialize their portal in NetClient CS. Enter the email address to use when sending the initial Welcome message.
  • Once information has been entered, clicking the Email Email button button opens your default email client with this address in the TO line, and clicking the Website Website button button automatically opens the specified website using your default browser.

To enter additional contact information for the staff member, open the Additional Contacts screen by clicking the Ellipsis button button next to the Additional Contacts field while you are in Edit mode.

If the staff member prepares payroll tax forms, mark the Payroll form preparer checkbox. If the staff member is a third-party designee, mark the Payroll form preparer checkbox and then also enter information in the Third-Party Designee PIN field.

To enable access to NetStaff CS portals via the File Exchange Documents portlet in the Workpapers Dashboard, you must enter a NetStaff CS ID.

Click the Ellipsis Ellipsis button button next to the Account field to open the NetStaff CS User Account dialog, mark the checkbox next to the appropriate NetStaff CS login ID, and click OK.

For details, see Using the File Exchange Documents portlet.

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