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Add/Create New Users in UltimateTax Online - VIDEO INCLUDED

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

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

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  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
  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

Solution Articles: 
Editing/Adding Users in UltimateTax
User Functions in Online

This information applies to all UltimateTax Online software.

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