Your Compliance Partner will need to have their own CereTax account, please do not set them up as an additional user under your own account. To grant access to your Compliance Partner, follow the steps below:
Client Steps
- Once logged into CereTax, navigate to Administration > Partner Management
- Click Generate Invitation
- Copy the value that appears and provide it to your Compliance Partner
- Repeat Step 2 for however many access codes are needed
- Once the access codes are created, they are only valid for 24 hours. If your Compliance Partner is not able to accept their access code(s) within the 24 hour timeframe, you will need to complete these steps again
Partner Steps
- Once logged into CereTax, navigate to Administration > Partner Management
- Click Accept Invitation
- Paste the value that was provided from the client & click OK
