Tax Agents screen

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The Tax Agents screen contains, by default, information for all federal and state tax agents and some local tax agents that can be used by the firm's clients. You can add tax agents for local withholding only. You can delete only the tax agents that have been added manually.

Certain fields can be modified for the tax agents that are provided by the application. The Fields & buttons sections for the Main tab and the Direct Deposit tab explain which fields are available to edit for those agents.

Choose Setup > Firm Information > Tax Agents.

See also: 

Tabbed pages in this screen

Main tab

Direct Deposit tab

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