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How to Change a Tax Return Owner From the Utility Menu

Wed, Jun 7, 2023  Dashboard / Portal, Desktop Program, Hosted Program, Utilities

Changing a Tax Return Owner (Assign Tax Return to a different User ID) Note: This is done from the Main/Master User ID. 

  1. From the main site software, sign in as a user with administration rights.
  2. Click on the Utility Menu and select Change Tax Return Owner.
  3. Enter the SSN of the primary taxpayer.
  4. Enter the User ID with a leading zero. For example: 019464 
  5. Enter the filing status and click Change. 
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