Once an admin has been added to the account by another administrator, they will receive the below email. They should follow the below instructions to set a password, confirm their account details and set MFA. Once completed, they will be able to access their Calculus account.
- Click the link or copy and paste the URL into the address bar.
- Please note that this link is active for 24hours, if it has expired, you will see the below page after you follow the link:
- Click Request New Reset Link to get a new link sent to your inbox.
- Having followed the original link within 24hours or the reset link, you will be directed to the below page:
- Enter the password you wish to use for your account. This password must be at least 8 symbols long and include a capital letter, a lower-case letter, a number and a special symbol.
- Select Set My Password.
- Once you have set a password that is accepted by the system, you will see the below screen and message:
- Click here to follow the link and you will be redirected to the Sprintax identity login page:
- Enter the email and password that you have set for your account.
- On your first login into your account, you will see the below screen:
- The above question refers to any Sprintax accounts you may have under the same email address with which you were added as a Calculus admin. Even though another administrator added you to the institutional account, you should still select No to the above.
- After selecting No, you will be prompted to confirm your first and last name as seen above.
- Once you have entered these, select Continue.
- You will be redirected to the below page:
- Here, you will need to set up a form of Multi-factor Authentication (this is an IRS requirement).
- The two immediate options are Passkey or Authenticator App.
- If you click Try another method, you will see another option of Text Message.
- If you would like further info on how to enable or disable each form of MFA, you can access our Admin Help Center > General > Multi-factor Authentication.
- Please note that we strongly encourage you to have two forms of MFA set up in your account in case you lose access to one. Again, more info on enabling and disabling MFA can be found in our Help Center.