1040-TW (Desktop) | Creating a Preparer User Account

Owned by Sigma Tax Pro
Dec 20, 2022
1 min read

  1. To create a preparer user account, you must login with the admin account

2. Go to Tools > Utilities/Setup Assistant 

3. Go to Setup > Setup Assistant

4. Go to Preparer Information and click New

5. Fill in all the Preparer Details and click OK