Description: This article will guide you step by step on what to do when you forget the preparer username.
Process:
Open your Desktop Business Software and log in with your ADMIN credentials. Normally the username is ADMIN.
If you don’t remember the ADMIN password please type the username and click Forgot Password.
The following message will appear. Click OK.
It will request you to answer the Security Answer. After typing your answer click Enter on your Keyboard.
The following message will appear. Click OK.
You’ll be prompted to enter a New Password. Please do so and remember to include all the requested details. After typing the password click Enter on your Keyboard.
You’ll be prompted to confirm the New Password. After typing the password click Enter on your Keyboard.
The following message will appear. Click OK.
Now log in with your ADMIN credentials.
Once inside, click Configuration.
Click Firm / ERO / Preparer Setup.
Click Preparer (s) Menu.
Click on the Preparer Name and then click Edit.
Now click Preparer Security.
Here you’ll find the Username for that preparer.
Now click Exit Menu.
Now, click EXIT.
Again, click EXIT.
Again, click EXIT.
Again, click EXIT.
Now click File on the left top corner and then click Logoff User.
Now, log in to the Software using your preparer credentials.
If you don’t remember the Preparer password please type the Username and click Forgot Password.
The following message will appear. Click OK.
It will request you to answer the Security Question. After typing your answer click Enter on your Keyboard.
The following message will appear. Click OK.
You’ll be prompted to enter a New Password. Please do so and remember to include all the requested details. After typing the password click Enter on your Keyboard.
You’ll be prompted to confirm the New Password. After typing the password click Enter on your Keyboard.
The following message will appear. Click OK.
Now log in with your Preparer credentials.
