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TaxSlayer: Adding a New Preparer User Account
TaxSlayer: Adding a New Preparer User Account

Need to add a new preparer to your TaxSlayer Pro account? No sweat! It's a straightforward process.

Angelo Noel avatar
Written by Angelo Noel
Updated over 3 weeks ago

Getting Started

  1. Navigate to Configuration: On the main menu, find and select Configuration.

  2. Go to Preparer Setup: Look for and click on Preparer Setup.

Adding the Preparer

  1. Add a Preparer: Next to Preparer Maintenance, you'll see an Add button. Click it!

  2. Enter Information: Fill out all the preparer's details.

  3. Click Create Login: After entering the information, select Create Login.

Setting Up The User

  1. User Setup Page: You'll be taken to the User Setup page.

  2. Create a Username: Make a unique username for the new preparer.

  3. Choose Access Level: Decide what level of access this preparer should have.

  4. Link Logins: Connect the new login to the preparer you just added.

Linking Default Paid Preparer

  1. Find the dropdown menu labeled Default Paid Preparer.

  2. 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.

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