Grant Access Through TAXcess
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Log In to TAXcess:
- Visit TAXcess and log in with your credentials.
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Navigate to Authorized Users:
- After logging in, go to My Profile.
- Select Manage Authorized Users.
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Add Agile as an Authorized User:
- Click on Add New Authorized User.
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Enter Agile's details:
- User ID: [Insert Agile's TAXcess User ID]
- Email Address: admin@agilebk.com
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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