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O
oldsheldon
Level 3
January 23, 2026
Question

how do i set up a new preparer in proseries?

  • January 23, 2026
  • 1 reply
  • 2 views
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1 reply

ljr
ljr
Level 9
January 23, 2026

it's been awhile but I think you first have to invite them with the email address they will be using from your proseries account, then in the tax program under options there is a firm/preparer choice somewhere as well. you need to do both 

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