Requirements:

  • GST Account 
  • Admin Access

Overview:


This article will guide Tax Admins on how to Assign Locators to different Groups within GST. 

There are multiple Groups within GST , and they all belong to specific Locations. Here are the following

Locations:

  • HOME (9242) - Internally processed returns
    • Groups
      • Sureprep
      • Tax Group
      • Tax Preparers
      • Tax Reviewers
  • SP104X  (EX6A) - 1040/1041  Outsourcing team
    • Groups
      • Outsourcing
  • SP990X (EX6B) - 990's Outsourcing team
    • Groups
      • Outsourcing
  • STAFF (EX5Z) - Personal Returns
    • Groups
      • Internal


Assigning Locators:

  1. Start in the "Returns" section of GST  

  2. Select the Locator/Taxpayer Name that you would like to assign the Outsourcing Team. (Ensure you have selected the correct Account)

  3. Once the Locator is selected, navigate to the "More" dropdown along the dark ribbon. Then select "Assign Users/Dates"

  4. A Side menu will appear in which you will see Users, Dates, and Groups. Select "Groups"

  5. You will need to select the appropriate Location based on what team you want to assign to. Once you have selected the Group click Add to continue

  6. You will see that the Group has been assigned on the "Assigned Group" Column. Save Changes to finalize assignment and you have finished assigning the locator! 


Should you run into any issues or need assistance, please contact the help desk. You can submit a ticket HERE , by emailing the help desk at [email protected], or by calling 404.879.3434/ x3434.