Step-by-Step Guide to Adding a Preparer
Navigate to Preparer Setup:
From the Main Menu, go to Configuration > Preparer Setup.
Add a New Preparer:
Click Add Preparer.
Enter Preparer Information:
SSN is not required.
Enter the preparer's First & Last Name.
Default PIN Number: This 5-digit number will serve as the preparer’s signature.
2848 CAF Number: If the preparer is authorized to file Form 2848, Power of Attorney, enter their IRS-issued CAF number.
Enter PTIN/SIDN or check Data Entry Only, no PTIN required.
Check Office Contact if applicable.
Check Self Employed if applicable.
Check Can view own returns only if you want to limit the preparer to viewing only their own returns.
Check Required to use Guide for preparers who may need extra assistance with taxes or the program. When checked, the preparer will be guided through the Income and Deductions Menus with step-by-step questions.
State-Specific Information:
Prepares NY returns: If the preparer will prepare New York state tax returns, check this box and enter either the NYTPRIN or select an NYTPRIN Exempt Code.
Prepares OR returns: If the preparer will prepare Oregon state tax returns, check this box and enter the OR license number.
Preparer Agent Information:
If the preparer is an authorized IRS Acceptance Agent, enter their Title, Company Name, Office Code, and IRS Agreement Date. This information will be used for Form W-7, Application for an ITIN.
Login Account Details:
Email Address and Cell Phone Number are required for Multi-Factor Authentication.
Multi-Factor Authentication (MFA) acts as another step in security for protecting your account. During login, you will be required to verify yourself either by sending a code to your email address or texted to your cell phone number. Please verify this information is correct before continuing.
Create a Username for the preparer. Note: The username CANNOT be changed once created and saved.
Create a Password. Once this is created, the Preparer Menu will no longer show the password. If the preparer forgets his/her password, the preparer will need to click Forgot Password on the Login screen and follow the prompts.
Make sure the Active checkbox is checked to allow the preparer to log into the program.
Security Roles:
The Security Roles feature allows you to set restrictions on the preparer, limiting what they can do within the program.
Finalize:
Click Continue when finished.
Click Return to go back to the Configuration Main Menu.