Grant us Accountant Access to ADP

Michael Coronado

Welcome to onboarding with us for Payroll! This section will explain onboarding, getting started, and instructions for various access.

If you use ADP Payroll for your payroll service, we will ask you to grant us “Accountant Access” to either run your payroll or access online payroll reports. This allows us to get your employees paid, and to accurately state payroll within your accounting file.

Below are instructions for granting us access to payroll reports:

Instructions for View Only Access to ADP

Step 1

Log into ADP

Step 2

Hover over “Company” on the top menu bar

Step 3

At the very bottom, click “Authorization” (see screenshot below)

Step 4

Click the green button that says “add”

Step 5

Type our setup email address into the Accountant’s Email box then click the green search button

Step 6

Make sure the firm that comes up is Pronto Income Tax (Firm ID#), then click the green “That’s my Accounting Firm” button.

Step 7

Check the following boxes (see below), then click the green Connect button:

Reports & Tax Forms

General Ledger

I acknowledge that ADP does not verify the identity of firmsI have verified Pronto Income Tax is my accounting firm

Step 8

All finished! If you see the screen below, then you’ve connected us and we got an email from ADP telling us we now have access to payroll reports.All finished!

We will receive an email from ADP that you granted us accountant access to your ADP reports. 🎉

Why Accountants Need Access

For bookkeepers, your banking statement is one of the easiest ways they can gather information relating to your income, expenses, and cash flow. Your accountant can then use this data to formulate business plans, perform tax planning, and generate accurate financial reports.

Working with Outsourced Accountants and CFOs
Optimizing your business’s accounting software and getting accurate reporting on the inner workings of your business can make a huge difference. Our outsourced bookkeepers can assist with software integration, business forecasting, tax planning and more.

Delegating various tasks to the proper departments and individuals can also help you achieve your short-term and long-term goals. This is the part where an excellent CFO advisor comes in. Talk to us about scaling your business.

Our team of seasoned small business bookkeepers and CFO advisors can help you manage your finances the smart way

About the Author

Michael Coronado is the Vice President of Pronto Income Tax. When he’s not serving clients, he geeks out on current events and planning his next travel adventure