Add/Create New Users in Online Software

To create a new user in the software, you will need to:

1. Sign in to your ADMIN account
2. Select Administrator in the top right and click Settings

1. Click on Manage Users
2. Select Create New User
3. Fill out the needed information
4. Select the type of account you want it to be (Super User, Return Preparer)
5. Then Select License User (Without this, the user will be unable to log in)
6. Save and close
7. Log out
8. Log in with User ID, Username, and Password (Password for the first time will be the same as the Username)
9. Set the new password

This information applies to all Online software.