How to add a preparer


1. The first step is to open TAX HOUND and click Quick Account Setup

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2. Click Add New Preparer

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3. Create a Username and Press Tab

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4. Create a password and Press Tab

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5. Confirm password and Press Tab

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6. Create a password hint. (must be at least 4 letters)

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7. Enter Preparer First Name

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8. Enter Prepare Last Name

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9. Click Preparer Type

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10. Select Preparer Type

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11. Select the letter the preparer’s PTIN begins with. Most commonly used is P

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12. Enter Preparer’s PTIN (including leading zeros) and Press Tab

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13. Enter Preparer’s Area Code and Press Tab

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14. Enter Preparer Phone Number and Press Tab

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15. Enter Preparer’s Email Address

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16. Do you want to list all taxpayers to this preparer? If so, click Yes. Otherwise leave as No.

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17. Select the options you want your preparer to be allowed to do. We recommend leaving the Delete Client Records, Delete Firm Records, and Disable View/Print Config as unchecked. The rest are entirely up to you.

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18. Select the software sections, you want your prepare to have access to.

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19. Click Create New User

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20. Click SKIP

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21. Click COMPLETE

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22. That’s it. You’re done.

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Here’s an interactive tutorial—How-to-untitled-task-name

September 7, 2021
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