Online Program > How to Create a Login

Logins can be created at the Office or Account level. An activation email will be sent for each login created.

Follow the instructions below to successfully create a login at the Office level:

1. Login to the 1040 Online Program.
2. Click on Office Settings on the Lower Left Panel.
3. From the Extended Setup section, click on Logins.
   
4. Click to Create New Login.
   
   
5. Complete the required fields highlighted in red and click Save. Important Note: All preparers must be linked to a preparer ID.
   
   
6. Upon completion, an activation email link is sent to the new login.
   Subject: 'New Account Email'

Follow the instructions below to successfully create a login at the Account Level:

1. Login to 1040 Online program.
2. Click on Account Settings from the Left Panel.
3. From the Setup section, click on Logins.
4. Click to Create New Login.
   
   
5. Complete the required fields highlighted in red and click Save.
   

   

6. Upon completion, this will send an activation email link to the new login.

Related Articles:

• KB 880: Online Program > Understanding the Login Type
• KB 902: Online Program > Default Access Levels Defined