Linking the Site to the US Tax Forms Package

The US Tax Forms package must now be linked to the Site you created.

  1. Go to Setup and in Quick Find enter Installed Packages.

  2. For the Sage People US Tax Forms package, select Configure.

    Sage People displays the Sage People US Tax Forms Configure page:

    Screenshot: U.S. Tax Forms package configuration page with fields to Symmetry and HIREtech integrations

  3. In the Symmetry Postback Site field enter the full URL for the site you created, including the https scheme component.

    For example: https://mydomain.my.salesforce-sites.com/symmetry

  4. Select Save.

When you are first setting up and testing U.S. Tax Forms, leave Symmetry Enable Production Environment unchecked. When you are ready to go live with Tax Forms, return to the Configure page and select the checkbox.