How to Add Staff/Organization Members to your ExpressTaxExempt Account
In some cases, there may be more than one person that needs to work on an organization’s 990 series form. ExpressTaxExempt makes it easy to do so!
Here’s how you can securely provide multiple individuals with access to forms in your ExpressTaxExempt account:
- Once signed in, go to “My Account” in the upper right corner:
2. Select “Manage Additional Users”:
3. Select the organization, then click “Add Additional User”:
4. Next, enter their contact name, email address, phone number, and the type of access you want them to have (whether they can edit or just view the form only). You can then click “Create User”:
The individual you’ve added will then receive an email to access the organization’s form in the account using their own credentials.
ExpressTaxExempt
Want to see steps for other types of organizations or other 990 series forms and schedules? Comment below and we’ll make your request a future blog!
