How to Add Agile as an Authorized User in SK SETS

Step 1: Create a SETS Account

If you don't have a SETS account:

1. Visit the SETS homepage.
2. Click on Sign Up.
3. Follow the prompts to create your account.

For detailed instructions, refer to the SETS Sign-Up Guide.

Step 2: Link to Your Tax Client Entity as an Administrator

To manage authorizations, you need to be linked to your Tax Client Entity as an Administrator:

1. Log in to your SETS account.
2. Navigate to Profile Information > Add New Tax Clients.
3. Choose one of the following methods:
   • Using a PIN: Enter your Federal Business Number and the PIN provided by the Ministry of Finance.
   • Without a PIN: Provide your Federal Business Number, postal code, filing frequency, and a recent payment amount.

For detailed instructions, refer to the Linking Entity/Administrator Guide.

Step 3: Delegate Access to Agile

Once you're linked as an Administrator:

1. Navigate to Profile Information > Manage Authorized Users.
2. Click on Add New Authorized User.
3. Enter Agile's SETS User ID: AgileBKUserID (please confirm the exact User ID with Agile).
4. Assign the appropriate access level:
   • View Access Only: Allows viewing of all information and tax programs.
   • All Services: Allows viewing and performing all functions, including filing returns and making payments.
   • All Services except Pay: Allows viewing and performing all functions except making payments.
5. Set the start date and, if desired, an end date for the authorization.
6. Click Save, then Confirm to finalize the authorization.

For detailed instructions, refer to the Delegating Authorized Users Guide.

Additional Information

• You can modify or revoke access at any time through the Manage Authorized Users section.
• For assistance, contact the SETS Help Desk at 1-800-667-6102 or email SaskTaxInfo@gov.sk.ca.