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Use these Quick Start Checklists on your first day!

Summary:

Follow the steps to do initial tasks like set up your environment, log in, enter data, analyze forms and use reports. The checklists are organized by predefined roles for Service Administrators, Power Users, Users, and Viewers

Content (required):

Quick Start Checklists are now available to help you start using Tax Reporting. Select your role, then use these checklists on your first day. Follow the steps to do initial tasks like set up your environment, log in, enter data, analyze forms and use reports. The checklists are organized by predefined roles for Service Administrators, Power Users, Users, and Viewers.

Version (include the version you are using, if applicable):

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