Profile Search Screen*

The Profile Search screen is the starting point for STO administration. At this screen you can find existing user profiles to modify or start to create a new user profile. For help getting to the Profile Search Screen click here.

Find Existing User Profiles

1. Find an existing profile by filling in a box and clicking Find.
   Note: If the entire login ID, Company or User Name is not known, a minimum of three (3) characters of the identifier will work.

2. Click on the Login ID for the desired user. The Profile Maintenance screen will open.

Notes:

• Clicking on an email address will open a new window for emailing to that user.

• Clicking on Next Page will display the next page of search results.

• Clicking on Last Page will display the ending page of search results.

• Clicking on Home goes back to the home screen.

• Clicking on Search will take you to the Customer Search Screen, which leads to customer tax account information.

• Clicking on Log off logs you off Source Tax Online and all associated applications.

To Create A New User Profile

To create a new user, click on Create New User in the left-side panel. The Profile Maintenance screen will open.

Getting to the Profile Search Screen

To get to the Profile Search screen do the following:

1. Within STO Click on Home to go to the Home page.

2. Click on Web User Profile Maintenance*. This will bring you to the Profile Search screen.

* Only administrators can view this information.