Create Provider Manually – Expert Tax

This article explains how to manually create a provider in Expert Tax, including entering basic information for use in billing and reports.

1. Go to Add Data.

2. Select Create Provider Manually.

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3. Fill the Provider Information.

create provider basic info.gif

4. Press Continue.

create provider basic info adress.gif

5. Select Waiver Type.

Note: If you select a waiver type different from None (10%), Non-Resident US (20%) or Non-Resident (29%), you must have a Waiver Number and Expiration Date, otherwise you will not be able to continue.

If you would like assistance or need more information, please feel free to write to us at support@experttax.com or open a ticket at support.experttax.com and we will assign a technical support staff to contact you as soon as possible.

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