MoneyForward Year-End Tax Adjustment Integration

Modified on Tue, 21 Jan at 2:32 AM

Integrating MoneyForward Year-End Tax Adjustment with Josys enables the IT Admin to view user accounts.   



Key benefits


When you integrate Josys with MoneyForward Year-End Tax Adjustment, you can view a list of user accounts, including their status, roles, employee code, and office.


Note: Josys supports multiple MoneyForward Year-End Tax Adjustment integrations.



Prerequisites


Before you begin with the integration, make sure that you have:

  • A MoneyForward Year-End Tax Adjustment admin account
  • An Email, a Password, and Company Number



Locating the Company Number


Step 1: Log in to MoneyForward Year-End Tax Adjustment using an account with admin privileges.


Step 2: Copy the Business number for later use in the integration steps.





Steps to Integrate

Step 1: Select MoneyForward Year-End Tax Adjustment from the App Catalog in the Apps section.


Step 2: Provide a suitable Label in the respective field

Step 3: Enter the MoneyForward Year-End Tax Adjustment login Email and Password in their respective fields.

Step 4: Enter the Business number copied in the previous section in the Company Number field and click Next to proceed.


Step 5: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.



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