Adding Users to TaxWise

Modified on Thu, 19 Sep at 11:19 PM

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

  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

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