Get Answers Support Tax Pros General How do I change the preparer details? Follow the steps below to change the preparer details: Navigate to ‘My Account’ >> ‘Tax Professional Details’ and click ‘Edit’. Then, you can edit the details as required. Once done, click ‘Update’ to save the details. Was this helpful? Yes No Related Questions Can I add multiple team members to my account? Are there any limitations? Can a team have multiple admins? What does a co-admin role do? Is there a free trial or demo? Go to Home Page Need more help? Get in touch with our dedicated support team Contact Us (704) 839-2321 [email protected]