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Getting Started With TaxAdvantage

A quick start guide to help you hit the ground running with TaxAdvantage

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Written by Alex Gyorffy
Updated over 3 months ago

Welcome to TaxAdvantage!

TaxAdvantage is your central hub for managing tax-related requests and tracking deliverables with Armanino. This guide will help you get started with guidance on how to:

  • Access the platform and set up your account

  • Invite your colleagues

  • Navigate through the application

  • Get started with key features: Information Requests & Status Tracker

  • Leverage support resources

Accessing TaxAdvantage

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

Format: <yourcompanyname>.armanino.app/tax

Ex: democompany.armanino.app/tax

How To Set Up Your Account

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  1. The first step to set up your account in TaxAdvantage is to check your email for your temporary login credentials.

  2. On the Sign-In page, enter your email address and copy-paste the temporary credentials from the onboarding email. Please make sure that there are no extra spaces at the end of the temporary password.

  3. After signing in with the temporary credentials, you will be prompted to create a new password. Your password must contain at least:

    • 14 characters

    • 1 number

    • 1 uppercase letter

    • 1 lowercase letter

    • 1 special character

  4. The final step is setting up multi-factor authentication (MFA), which is a critical security requirement for the platform. Setting up MFA requires an authenticator app on your mobile device, such as Okta Verify, Google or Microsoft authenticator. Open your preferred authenticator app to set up a new MFA account and scan the QR code. Then type in the 6-digit code that appears in your authenticator app.

    Visit this article for step-by-step instructions setting up MFA on the top authenticator apps.

    Once you have set up MFA, your account is ready to go and you will automatically be redirected into TaxAdvantage. If you have any issues with MFA, please contact us at TaxAdvantageSupport@armanino.com.

Adding New User(s)

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  1. To add a new user, navigate to the menu bar at the top left, and click on Users to open the user management console

  2. Click the "+Add" button on the top right-hand side of the page and fill in the name, email address, and group for the new user (Note: Users may be assigned to multiple security groups). Then click "Save".

  3. The new user will now be visible in the user management console. An email (below) will be sent to their email inviting them to set up their account and login to TaxAdvantage.

Navigate TaxAdvantage

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

Visit How-To: Navigate TaxAdvantage to learn more.

Respond to Information Requests

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  • View and respond to outstanding document and information requests

  • Upload the required documents directly in each request.

  • Use the built-in chat to communicate with your Armanino tax team.

  • Track request statusā€”outstanding, fulfilled, returned or complete

Visit Information Request Overview to learn more.

Using the Status Tracker

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  • Monitor tax return filings, compliance projects, and key deadlines.

  • Stay informed on outstanding action items and upcoming due dates.

  • Use filters to focus on specific projects or deliverables.

Visit Status Tracker Overview to learn more.

Getting Help & Support

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  • Utilize the chat feature within information requests to communicate directly with your tax team

  • Use the in-app chatbot to quickly answer questions on how to use TaxAdvantage or escalate issues to our support team

  • Email TaxAdvantageSupport@armanino.com to contact our support team

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