Adding a New Preparer User Account

1. Go to Configuration

Select Configuration from the main menu.

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Go to Preparer Setup.

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2. Add a Preparer

Next to Preparer Maintenance, click Add.

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3. Enter Preparer Information

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

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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.

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5. Link Default Paid Preparer

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

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6. Save Changes

Don’t forget to click the Save button.

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