Getting Started
Navigate to Configuration: On the main menu, find and select Configuration.
Go to Preparer Setup: Look for and click on Preparer Setup.
Adding the Preparer
Add a Preparer: Next to Preparer Maintenance, you'll see an Add button. Click it!
Enter Information: Fill out all the preparer's details.
Click Create Login: After entering the information, select Create Login.
Setting Up The User
User Setup Page: You'll be taken to the User Setup page.
Create a Username: Make a unique username for the new preparer.
Choose Access Level: Decide what level of access this preparer should have.
Link Logins: Connect the new login to the preparer you just added.
Linking Default Paid Preparer
Find the dropdown menu labeled Default Paid Preparer.
Choose the preparer you want to link to the new user from the menu.
Saving Your Changes
Don't forget this step! Click the Save button to finalize everything.