1040-DR (Web-based) | How to Create a Demo
- Sigma Tax Pro
To create 1040-DR Web Demo logins, go to this link and login.
After logging in, go to Manage Accounts
From the dropdown menu, search for Demo
From the search button, search for the email to make sure it’s not already there.
If you searched and found that the email is already there, please notify your Manager. But if the email is not there, click Add User.
Now, add client’s first and last name and email and uncheck the Onboarding Email, then click Save.
You will be directed back to the Manage Locations page; now, select the Demo back from the dropdown menu and Search for the email you just added. Click the highlighted email to adjust the security level of the user.
Now, cross-reference the client’s information and make sure it’s matching Salesforce, then click Application Access from the top right side of the screen.
From the dropdown menu choose Web 1040.
Now, give the client User access level.
Now, go back to Applications from the side of the page and click Web 1040.
From the main dashboard of the software, click Manage Accounts.
Search for the client’s Email in the search box and if nothing comes up, click New User.
Add the client’s Email, then Next; now, enter the Demo under the latest tax year.
And now, send the email to the client including Support’s Email and the Account Manager’s Email in the BCC. If the lead is under Sigma Admin, only add support’s Email.
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