|
|
|
|
When you log in to MassTaxConnect, on or after June 26, you will see some changes to your client accounts screen if you have access to more than 100 clients. If you have 100 clients or less, there will be no change to your client accounts screen.
Current view includes all clients
Right now, when you log in to MassTaxConnect, all your client accounts, including those that are designated as favorites, are automatically loaded onto your first screen. For third-party providers with more than 100 client accounts, this can create significant wait times. This change will improve speed and efficiency for all taxpayers and businesses interacting with MassTaxConnect.
What is changing
Beginning June 26, 2022, if you have more than 100 clients, only those you have designated as a “Favorite” will appear on your first screen. If you don’t have any clients designated as a “Favorite,” the first screen will have no client accounts preloaded. You will still have access to all your client accounts, but they will no longer automatically load on to your first screen.
How to designate a client as a favorite
You can designate up to 100 client accounts as favorites. It’s easy to assign favorite status and you have three options. You can add a favorite after choosing the Select a Customer tab by selecting Add to Favorites for any clients that you want to include.
|
|
|
You can also add a favorite from the Search for Someone to Work With window,
|
|
|
and from the summary screen for an account.
|
|
How to access all client accounts
You can access a client account that is not designated as a “Favorite” from the “Select a Customer” tab when you log in to MassTaxConnect. Choose “Search for Someone” and filter the search to find a client.
|
|
You can “filter” by search terms like name, address or FEIN to easily find the client you are looking for. Once you have selected a client, the client’s account will appear on the first screen until your session ends. If you want to keep a client on the first screen after the session ends, add them as a favorite.
Client list of 100 or less
You will not experience any changes as of June 26 if you currently have 100 or fewer clients. We are including you in this communication because you could soon have more than 100 clients. Once you reach 101 clients, these changes will impact you as well and only those clients you have designated as favorites will appear on your initial screen. If you create a favorites list, those are the clients you’ll see first, but you can easily search for clients not on the list by choosing “Search for Someone” and filtering the search to find a client (see above).
We recommend designating clients as favorites now
You may want to take a little time before June 26, if you have more than 100 clients, to select up to 100 of your client accounts as favorites. Those with favorite status will automatically load onto your first screen when you log in after June 26. We also recommend that favorite status be designated for clients of third parties with close to 100 clients. To designate a client as a favorite, follow the procedures detailed above. Once you pass the threshold of 100 clients, only your favorites list will automatically load on your first screen.
|
|
|
|
|
|
|
|