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How to Authorize Agile in MB TAXcess

Updated

Grant Access Through TAXcess

  1. Log In to TAXcess:
    • Visit TAXcess and log in with your credentials.
  2. Navigate to Authorized Users:
    • After logging in, go to My Profile.
    • Select Manage Authorized Users.
  3. Add Agile as an Authorized User:
    • Click on Add New Authorized User.
    • Enter Agile's details:
      • User ID: [Insert Agile's TAXcess User ID]
      • Email Address: admin@agilebk.com
    • 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.
    • Set the start date and, if desired, an end date for the authorization.
    • Click Save, then Confirm to finalize the authorization.

For more information visit - TAXcess Help Guide