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How To: Navigate TaxAdvantage

Instructions and tips on how to get around in the TaxAdvantage application

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Written by Alex Gyorffy
Updated over 3 months ago

Let's show you how to get around as you get started with TaxAdvantage.

URL to Access TaxAdvantage

Your company will have it's own designated URL. Please bookmark it!

Format: <yourcompanyname>.armanino.app/tax

Ex: democompany.armanino.app/tax

After signing in, you’ll land on the Dashboard, which provides a personalized overview of your tax activity—including open requests, upcoming deadlines, and recent updates. From here, you can easily navigate to other modules using the side menu.

Navigation

The hamburger menu in the top left will open a side menu with links to navigate between various modules within the application.

Menu Link

Description

Dashboard

Your personalized homepage with a snapshot of key action items and updates.

Status Tracker

View upcoming tax deadlines, filing statuses, and project progress in real time.

Information Requests

Upload documents and provide data requested by your Armanino tax team.

Deliverables

Access finalized tax documents shared by your Armanino team.

Notices

Upload and track tax notices with AI-powered data extraction and status updates.

Tax Insights

[COMING SOON] Embedded tax analytics and dashboards

Users

User management console to invite users and manage permissions

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