How to add a change a user’s password to login to Simple Tax 1040

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 SUMMARY

This article demonstrates how to add or change a user’s password.

 MORE INFORMATION

13 STEPS

1. Click Logins

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2. Click Add…

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3. Enter a Login ID
That will be what they use as their login.

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4. Enter a Login Name

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5. Enter an Email Address
That is the email they will use if they ever need to reset your login password. 

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6. Enter a Cell Phone Number
That is the email they will use if they ever need to reset your login password. 

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7. Enter a Password

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8. Re-enter your password to Confirm Password

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9. Select the Access Level from the drop down list that you want this login to have.

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10. Select the Preparer Shortcut from the drop box list to link the Login with the Preparer.

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11. Click OK

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12. You can Edit or Remove a Login by highlighting the login account name and then clicking on either Edit or Remove.

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13. Click Close You are Done!

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Here’s an interactive tutorial

https://www.iorad.com/player/1691471/Software-Setup-Wizard-for-Logins

 Simple Tax 1040 

  • On the Setup menu, click Login Accounts.

  • Click the user you want to modify and then click Edit.

  • In the Password box, type the new password and retype the same password in the Confirm Password box.

  • Click OK.
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