How to update the tax preparer's information?
87 views | Last modified 9/5/2023 3:13:53 AM EST

To update tax preparer information, from the dashboard, click My Accounts and under the settings page, click Tax Professional/CPA Profile.

Edit the required tax preparer information and click Update. The information will be updated.


Was this helpful? Yes No

Couldn't find what you
are looking for?

Contact Us

(704) 839-2321 [email protected]