Workstream lets you manage multiple tax entities with ease. Use the dropdown in the Team tab to switch views or apply actions to the right entity.
The My team only toggle filters your list to show just your direct and indirect reports. It works across all tabs.
Switching tax entities
If you manage multiple tax entities, you’ll see a dropdown menu at the upper-left corner of the Team tab. From here, you can choose to view all team members across entities, or filter by a specific one.
⚠️ Any actions you take (like assigning documents or offboarding someone) will apply to the selected tax entity. Always double-check you’re working in the right one.
My team only view
The My team only toggle filters the list to show just the team members you manage, including both direct and indirect reports.
📌 You'll find the My team only toggle in the ⋯ menu of the team list. It's only available when you're viewing a single tax entity. If you see "To see your team, switch your view to a specific tax entity," select a tax entity first. Choosing All tax entities turns the filter off. It works across all tabs: Active, Onboarding, and Offboarded.
When turned on, the team list automatically filters down to just your assigned direct and indirect reports.