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Granting Accountant Access with ADP TotalSource

Edited

  • Log into ADP TotalSource as an Administrator.

  • Navigate to Setup > Manage Partners > Accountant Connect

  • Click Add Accounting Firm

  • Enter either

  • Accountant Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.

  • Select Reports & Tax Forms under Access Permissions

  • Click on Terms & Conditions to open and read

  • Check the box next to Read and Accept the Terms & Conditions

  • NOTE: The checkbox will not activate unless the Terms & Conditions link has been clicked.

  • Click Add Accounting Firm

  • If you are unable to locate these codes, please reach out to ADP for assistance

TristanCPA will send an invitation to the email on file under your ADP account to complete access to your payroll once provided with the Company Code & Service Code