To grant network access to other preparers in your practice, the practice owner must “Invite” them to join your practice via email (instructions below). The email will include a unique link the preparer must click to create their own TaxAct Account so that the account will use your Practice ID.

NOTE: If you are the practice owner, you do not need to invite yourself (you are automatically added to your practice’s network).

Invite Preparers

To invite preparers during setup:

1. Click the Practice Administration tile
2. Click Preparer Invitation.
3. Complete and click the Send Email Invitation button.
4. Once all information in the Preparer Information setup is complete, click Finish.

You can access this information at any time through Preparer > Master Information > Preparers in the Desktop program. You can send preparer invitations via the Invite Status column:

1. Click Master Information and navigate to the Preparers tab.
2. Look at the Invite Status column:
   • Assigned means you sent the invitation and the preparer joined the practice (you don’t need to invite them).
   • Email Sent means you’ve invited the preparer and are waiting for that person to join (you already invited them, they need to follow the email invite instructions).
   • Not Invited means you haven’t sent the invitation (follow steps 3 through 5 to send the invitation).
3. Click the Pencil icon next to the preparer name, then click Invite.
4. Click Send Email Invitation.
5. Fill out the information, then click Send Invite.

Receiving the Invite

If you are a preparer invited by the practice administrator:

1. From within the TaxAct Professional Account Invitation email, click Create a TaxAct account if you don’t have one, or click sign in here if you already have a TaxAct account so that you can link it to the Practice Owner.
2. Enter the following information in your TaxAct account:
   • Practice ID – provided separately by the Practice Owner
   • Your Name
   • Email address – the email address at which you received the invitation
   • Your EFIN and PTIN (or SSN, if not using PTIN) if available.

Resend Preparer Invitation

If you need to resend a preparer invite:

1. From within your TaxAct Professional Edition program, click Preparer in the upper menu bar, hover your mouse over Master Information, then click Preparers.
2. Click the Pencil icon next to the preparer name, then click Invite.
3. Click Send Email Invitation.
4. Fill out the information, then click Send Invite.

Completing the process above will re-send the email invitation to your preparer.

Related Links

• Professional Editions – Setting Permissions for Preparers Invited to Your Practice