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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