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 chang... Read More

Preparers can be managed/created when at the Office level. Follow the instructions below to successfully create a preparer: To Add a Paid Preparer: Login to the 1040 Online Program with Office level access.  Click on Office Settings f... Read More