Logging In

Because Global Access is a web-based tool, users are given a web address with a username and password to log in. Administrators can set up a forced password change in Corporate Edition for Global Access users on their first login. In this case, users view the Change Password page on their first login and are then redirected to the Introduction page.

When users log in to Global Access, the Introduction page displays. This page contains an introduction prepared by the Corporate Tax Department, as well as a  general explanation of the software. The Global Attachments section displays documents uploaded by Corporate.

Review the instructions and documents. If you need assistance, click the Corp. Tax Dept Contacts link for contact information.

Add a list of contacts under Corp. Tax Dept. Contacts. As an administrator, you can also post any files (i.e., a manual) as global attachments on this page. For more information on how to add files as global attachments, refer to the Manage Global Attachments section.

When you are ready to proceed, click Next. (You can also click Unit List from the left navigation.)