Adding Locations

The Locations section is used to manage where submission notifications will flow to. 

 

1. Log in to Tax Mobile App with your username and password. (Credentials are provided by Metik via email.)
2. Click on the Locations tab
   
   
3. Enter the following information
   1. Name
   2. User-ID (Important Note: The format on entry requires a leading zero before the UID and all zeros entered for the EFIN. 
      
      
   3. Image
   4. Address 1, City, State and Zip
   5. Email (This email will receive the submission notifications.)
   6. Phone
4. Click Save Details.

Note: Locations are listed in the order they are displayed on the mobile application portal. Drag and Drop to rearrange locations. Use the red X to remove a location.