- Multi-Site Group (MSA) = Allows a group administrator the ability to create and assign items from the Configuration menu
- No Consent is required because the group administrator does not have the ability to see taxpayer data at the sites
- Relational Group = Allows a group administrator the ability to create and assign items from the Configuration menu, review returns, transmit returns, access returns at the child site level, and run reports for the group of sites
- A TaxSlayer Relational Consent is required and will be assigned to each site, including the group master, prior to Start New Return from being turned on
When are new sites added to existing groups?
We add new sites to groups once the orders have been processed. We do this on a weekly basis.
When are new groups created and notified of their group login?
We create any new groups once the orders have been processed. The group master location must be ordered prior to the group being created.
How will I be notified of my group login?
You will be notified of your group login, default passwords and the sites associated with it via VITA/TCE customer support email.
How do I change the group level administrator?
- AARP/TCE sites must submit the request to AARP Foundation
- Non AARP/TCE sites must submit an email to VITA/TCE Customer support that contains the old group level logins, along with the email address and cell phone (optional) of the new group admin
How do I make changes to the sites assigned to my group?
- AARP/TCE sites must submit the request to AARP Foundation
- Non AARP/TCE sites must submit all request to VITA/TCE Customer support via email that contains detailed information, including the EFIN, Site Name and SIDN