Adding a New Preparer User Account

1. Go to Configuration

Select Configuration from the main menu.

Open

Go to Preparer Setup.

Open

2. Add a Preparer

Next to Preparer Maintenance, click Add.

3. Enter Preparer Information

Fill in the preparer’s information and click Create Login.

4. Set Up the User

You will be directed to the User Setup page.
Create a username, choose the access level, and link the logins to the specific preparer.

5. Link Default Paid Preparer

From the Default Paid Preparer dropdown menu, select the preparer you want to link to the new user.

6. Save Changes

Don’t forget to click the Save button.