To proceed with filing the tax returns, we will need the user's credentials (username and password) as the necessary data is already available in the app.

Additionally, if multi-factor authentication (MFA) is required, please provide our group email address to be added as the MFA contact.

This will ensure we receive the authentication codes needed for verification.

Once confirmed, We can set up the group email.

We also need to check if the customer has imported registrations that need to be included. If so, please make sure all the relevant details are accurately entered into the app.

If you would like a more detailed walkthrough or assistance with navigating the app, you can schedule a call with us using this LINK.