Tag Archives: Relational Admin

Relational Admin (RA): Your Welcome Page

You have received your login credentials for your Relational Admin group account.  This also requires the use of a Relational EFIN and the appropriate 7216 Consents.  We will be assigning the appropriate Reporting Consent that will be required to be completed for the purpose of electronic filing.

You will have access to Group Menu

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Client Search = Allows you to search for a taxpayer from any of the sites under your group

Group Configuration = Allows you create configurable/setup items and assign to any of the sites under your group

Group Reports = Allows you to run reports for any of the sites under your group

Transmissions = Allows you to transmit returns for any of the sites under your group

Office Access = Allows you to access any office under your group with your group login credentials.  At this point you can assist the site in quality reviewing returns if the site utilizes the built-in review process to mark returns ready for review, create preparers/users, and much more