Adding Firm Information in KIS Online

You are here:

Adding Firm Information


The objective of this article is to walk you through on how to add Firm Information.

  • Login to your Keep It Simple Online software.

  • Click on the SETUP tab at the top right corner.

  • Click on the FIRM icon on the left side of the screen, it is the second icon from the top.

  • Fill out all the information on the screen under FIRM ADDRESS INFORMATION and under FIRM INFORMATION.

  • Once you have entered all the information to the best of your knowledge, click on the blue button on the lower right corner labeled SAVE CHANGES.
Previous Adding EIN to Database
Next How to create a preparer account

Privacy Preference Center