1040-SR - Desktop | Creating a New Preparer
How to Create a Preparer in 1040-SR Desktop
This article explains how to add a preparer, set login access, and manage security settings in 1040-SR Desktop.
Add a New Preparer
Open 1040-SR Desktop on the main computer.
From the Quick Menu, select Configuration.
Select #1 Firm / ERO / Preparer Setup.
Select #3 Preparer's Menu.
Select New.
Enter Preparer Information
Preparer Code: Use a unique number not used by any other preparer.
First Name / Last Name: Enter legal name.
Username: This is the login name for the preparer.
Note: The preparer creates their own password at first login.
PTIN: Enter the preparer’s PTIN from Salesforce.
Set Security Level
Go to Configuration > #1 Firm / ERO / Preparer Setup > #3 Preparer's Menu.
Select the preparer.
Select #15 Preparer Security.
Security Options
Super User (#3): Full access.
Unlimited: Same as admin and can create returns.
Used only for EROs when requested.
Restrict E-file Access
If the preparer should not be allowed to e-file:
Select #14 E-File Menu Security.
Set #2 Transmit Electronic Returns to No.
Preparer First-Time Login
Log out of the software.
Preparer enters their username and selects Login.
They will be prompted to:
Create a password.
Set a security question and answer.
This setup is required only once.
Reset a Forgot Password
Go to Configuration.
Select #1 Firm / ERO / Preparer Setup.
Select #3 Preparer's Menu.
Choose the preparer.
Select #2 Password / Security Question to reset.