How to Change a Tax Return Owner From the Utility Menu

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. 

Article ID: 269
Created: Mon, Aug 15, 2016
Last Updated: Wed, Jun 7, 2023

Online URL: //kb.erosupport.com/article-269.html