ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
26
Federal ID #
Your Company’s Federal Employee Identification Number (EIN) that you
would like displayed on your Payroll reports. You can enter with a hyphen
or without.
Processing Fee
Bank Product
The amount of money your company charges for processing Bank Products.
This amount is used to help produce the Labor/Revenue, Referral Types &
ROI Reports.
State Unemployment
Account
Your Company’s State Unemployment Account number you would like to
display on your State Unemployment Report.
Refer-A-Friend
Amount
The amount of money your company pays to reward a contact for referring
business to your office. This dollar amount is used in the calculation of some
Refer-A-Friend reports.
Uploads
Upload Company related documents and letters.
ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
27
Field Descriptions for Security Information
Auto-Set the Contact Portal Password to the first 15 characters of the last name with the last four
digits of the SSN
Selecting this option will default a portal password to the first 15 AVAILABLE letters of the client’s
last Name (with the first letter capitalized) plus the last four the client’s Social Security number to
when a Client File is created.
Block Non-Admin users from modifying the referral type after it has been set
Non-Admin users will not able to change the referral type for new/returning clients.
Disable Email Functionality
Selecting this option will turn off all ATOM generated emails and texts.
Use email for contact portal login
Selecting this option will require the user to input their email rather than their Social Security number
or EIN when logging into to the Client Portal.
Display Notes on the Client Portal Office Events Tracking Screen
ALL office Event notes will display
Allow Return Status Change Email
This will enable emails to alert your clients when their EF Status has changed in their file.
ote:
Use extreme caution when selecting this option as it will generate an email ANYTIME there is
an EF Status change in your client’s files. (For Drake, Crosslink & TaxWise users)
Enable Client Portal Information Update Email
Selecting this option will create a Portal Message notifying your office when a client updates their pro-
file or changes their password. **You may wish to turn this option off during the peak tax season so
your portal is not inundated with Portal Messages that are just change updates.
Contact Portal Login Label (Only applicable when "Use email for contact portal" is not checked)
Customize the Client Portal Login Label. The Login Label is what the Client sees hen the Login to the
Portal.
Facebook Connection URL for Contact Portal
Add your Facebook page link here which will appear as a link on the Client Portal
RAL Decline Code Verbiage
The RAL Decline Codes and Verbiage you would like displayed in the EF Database section. You
should be able to copy and paste the codes and verbiage from your RAL bank website or from your tax
preparation software.
Email Disclaimer
You may wish to add confidentiality disclaimer verbiage to your emails.
Credit Card Instructions
Add credit card payment instructions to the secure credit card payment screen on the Client Portal. On-
N
ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
28
ly applicable if processing payments on-line through ATOM & EPS.
Company Website
Add your company page address here to appear on the Client Portal and Pro-
spect Message site?
FICA Tax & Federal Unemployment Information
*This section only needs to be completed if using ATOM to calculate our company payroll.
Calendar Year
The Calendar Year related to your company’s Federal Unemployment tax rate.
Unemployment Wage Limit
Your Company’s Federal Unemployment Wage Limit for the year.
Unemployment Rate Your Company’s Federal Unemployment Tax Rate. Record percent as deci-
mals: For example, record 1% as .01.
FICA Wage Limit
Enter the National FICA Wage Limit
FICA Rate Employee Enter the National employee FICA rate
FICA Rate Employer Enter the National Employer FICA rate
State Unemployment Information
*This section only needs to be completed if using ATOM to calculate your company payroll.
Calendar Year
The Calendar Year related to your company’s State Unemployment tax rate. At
this time, ATOM software CANNOT calculate State Unemployment tax for
multiple states. The software assumes all wages were earned in the state of rec-
ord on your Company Information screen.
Wage Limit
Your Company’s State Unemployment Wage Limit for the year.