Description: This article will guide you on how to deactivate or reactivate a preparer.
Process:
A preparer cannot be deleted - only deactivated. If you need to deactivate a preparer, or reactivate one who was previously deactivated, please follow the instructions below:
Log in to your MO (Multi Office Admin).
Click on ‘ADMIN‘ in the left sidebar.
Select the Location Account where the preparer is under, and click on the Pencil Icon.
Click on ‘Save and Continue’.
Look for the correct preparer you need to disable (*You CANNOT disable the ADMIN preparer).
Click on ‘EDIT’ for the preparer you need to deactivate.
Check the ‘Disable this Account‘ box.
You have now disabled the preparer.
To reactivate a previously disabled preparer, click on ‘Disabled Preparers’.
Click on ‘EDIT’ for the preparer you need to reactivate.
Uncheck the ‘Disable this Account‘ box.
You have now reactivated the preparer.
