37 STEPS
1. The first step is to open TAX HOUND and Enter First Name and Press Tab
2. Enter Last Name
3. Select the letter your PTIN begins with
4. Enter PTIN (including leading zeros) and Press Tab
5. Enter Area Code and Press Tab
6. Enter Phone Number
7. Enter Email Address
8. Enter Address
9. Skip down to Zip Code and Enter Zip Code.
10. Create a 5 digit PIN. (we recommend using your zip code)
11. Click Create Admin Preparer
12. Select Security Question 1
13. Answer Security Question 1
14. Select Security Question 2
15. Answer Security Question 2
16. Select Security Question 3
17. Answer Security Question 3
18. Click Save Changes
19. Under Login Security, click COMPLETE
20. If your contact person is the same as the Admin Preparer, Click Same as Admin Preparer box.
21. If you are self-employed, click the Check Here, If you are self-employed box.
22. Enter your EFIN
23. Enter Firm Name
24. Click Save Changes
25. On the Federal pricing screen, select the pricing option you want to use.
26. Click Save Federal Pricing
27. Click Continue To : State Pricing
28. On the State pricing screen, select the pricing option you want to use.
29. Click Save State Pricing
30. Click Continue To : Discount
31. Click Continue To : Invoice Config
32. Enter an Invoice Prefix (we recommend using some part of your company name) and Press Tab
33. Enter the Invoice Sequence Number (we recommend using the current year) and Press Tab
34. Enter Office Location (we recommend using your city)
35. Our recommendation is to check this box to show a detailed fee disclosure on all bank products.
36. Click Save and Close
37. That’s it. You’re done.
