Desktop Password Reset/Locked Out

Desktop Password Reset

• Open Tax Processors Plus Desktop
• At the login screen, enter your user name, then click Forgot Password
• Note the prompt informing you that you will have three attempts to answer your Security Question correctly before the login credentials are locked
• Answer your security question, then click Okay
• Create your new password; you'll enter it twice to verify your typing
• You can now log in to the program with their new password.

Unlocking Locked Login Credentials

If a preparer's login has been locked, do the following steps:

• Open Tax Processors Plus Desktop
• Log in as the ADMIN user. The ADMIN password was the first password you created when you installed the program.
• From the Main Menu of Tax Processors Plus Desktop select:
  • Configuration
  • Firm / ERO / Preparer Setup
  • Preparer(s) Menu - select the preparer
  • Preparer Security
  • Password/Security Question - you'll be queried if you wish to clear the current password and security question. Select YES.
• When the preparer next attempts to log into the program they will:
  • Enter their Username, leave the Password field blank, and click LOGIN
  • Create their new password and security question
• The preparer can now log in to the program with their new password.

Additional Information:

Resetting the Admin Password