Desktop Programs
      Back to home
      1. Help Center
      2. Desktop Software
      3. Desktop Programs

      Create a Login Account in the Tax Software

      How to create a login account in the tax software.

      • Log into the software as a user with administrator rights.

      • From the top menu, select Setup and Login Accounts. 

      • Click Add to open the Login Preferences window.

      • In the Login ID, enter a unique Login ID. This cannot be changed once created and is used to log into the software.

      • In the Login Name box, enter the name for the login. This entry is informational only.

      • Input the desired password in the Password and Confirm Password sections. 

      • Select the applicable access level from the Access Level box. 

      • In the Preparer Shortcut ID, enter a Preparer ID setup for this user