---
title: "Online 1040 - Service Bureau Setup"
canonical: "https://support.crosslinktax.com/space/CSC/1869290499/Online%201040%20-%20Service%20Bureau%20Setup"
format: markdown
---
> ℹ️ A **Service Bureau (SVB)** can view all accounts and sub-offices created under it. Any account that is created under the SVB will only have the capabilities to drill down into their own accounts; sub-accounts will never be able to view any information above where they are in the *account* hierarchy.


![image-20260728-155115.png](media://0000265c-2076-4f6a-ab89-66cd9e950b3a)

A Super Service Bureau has the capability of creating both **Accounts** & **Offices**. An **Account** is a business that is unrelated to the top-tier account. An **Office** is directly related to the top-tier account.

![image](media://f277a741-833b-4502-a208-16e760cbac86)

## **Creating an Account**

> ℹ️ You have the choice between the following two types of accounts:
> ℹ️ 
> ℹ️ 1. **Multi-Office:** Allows for creation of managers and offices.
> ℹ️ 2. **Reseller:** Ability to create sub SVBs that can create other SVB accounts, as well as multi-offices and direct sub-offices. (See SVB Hierarchy above.)

Any time a new Multi-Office or Reseller account is created, a new User ID will be assigned to the account.

> ⚠️ This new User ID will appear on the web portal, at which point the EFIN can be registered to the account.


> 📝 *An EFIN is NOT required when creating a Multi-Office or Reseller account since this only applies when creating offices.*

## **How to find EFINs and User IDs associated with an Account**

1. When logged in at the account level, the User ID associated with an account will appear in the **User ID** column on the Accounts screen. This applies only to SVB accounts.
  1. The User ID will appear under the **Profile Menu**.
2. When logged in at the account level, the EFIN associated with an office will appear in the **EFIN** column on the Offices screen.
  1. The EFIN will appear under the **Profile Menu** at the office and preparer level.

 

## **Creating an Office**

> ℹ️ Creating an office will generate an office that is tied directly to the top tier account:

> ⚠️ *Before you can create an office, you need to add the EFIN on the web portal first.*

1. Click **Offices**.
2. Click **Create New Office**.
3. Complete the required information.
4. Click **Create**.