Review the Report an Incident Page for when submitting an Incident Report Form may be applicable.

There are 2 ways to populate the Incident Report Form in your Portal. The first is through your Team Member Portal, the other is adding it to your Team Member Portal through your Firm Account.

1. Log into your Team Member Portal on TaxDome.

2. Click on Organizers

3. Click on New organizer

4. Find the SQM-7-Incident Report Form in the dropdown and click on Create

5. Here it will automatically take you to the organizer. Be sure to fill out as much information as possible related to the incident.

6. If you would like to use your Firm Account instead. Log into TaxDome and click on New.

7. Click on Organizer

8. Type in your Team Member Portal

9. Find the SQM-7-Incident Report Form and click on Create & send.

10.Find your Team Member Portal under accounts and click on Organizers, the organizer should be there. Click the 3 dots on the right side and click on Change answers. There you can fill out the organizer through the Firm account.