Please follow the following steps to add a new Tax Agent in APS Tax Manager.
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Open Tax Agent Console.
Click on Details.
In the Add Tax Agents pop up, enter the new Tax Agent's Name.
Select the Default Tax Process by clicking on the dropdown, click on add.
Enter all the details for the new tax agent.
Open Client Console, Attributes, Edit Mode.
Select the name of the new tax agent that you have added in the Tax Agent Console.
Open Tax Manager, Return Defaults, Edit Mode.
Select the name of the new tax agent that you have added.
When the return is opened, the Return Integrity Check wizard will pop up, tick the box to allow the new Agent into the return.
๐Note: At times, the new tax agent information may not flow between Consoles. Refreshing the tab or restarting APS will apply the updates.
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