CCH Personal Tax
Enter Agent Credentials
The document outlines the procedures for adding online filing credentials for tax returns, prioritizing employee, departmental, and database credentials. Instructions for adding login details for individual employees involve searching for the employee and entering agent credentials in the Online Filing Details tab. Additionally, there are steps for entering organizational login details via the Tax System Parameters menu, specifying user ID, password, and email, followed by selecting the filing organization type. The document emphasizes related topics for further reference.