Source Tax Online (STO) Administration *

After users are setup with a STO user profile, users have secure visibility to their account information. There are three screens administrators will use to manage user profiles.

STO Administration Screens

  1. Profile Search
    Administrators will start here to find (or create) user profiles to manage.

  2. Profile Maintenance
    Administrators can add/remove profiles and assign roles.

  3. Data Filter Maintenance (DFM)
    Administrators can assign rights to profiles with DFM

* Only an administrator can view this screen