Forgot Tax Processors Plus Desktop Username

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The message "The username was not found" will appear in Tax Processors Plus Desktop when you click "Forgot Password" for a username that doesn't exist. In the event that you forgot your username, there are two kinds of Tax Processors Plus Desktop users who can retrieve it:

• The ADMIN user - If you don't remember the ADMIN password, click "Forgot Password" to reset it.
• Another user whose security role is "Unlimited".

Note: In a networked office with multiple PCs preparing taxes, retrieving your username can only be done on the PC designated as the File Server.

From the ADMIN Menu (if the ADMIN user) or the Quick Menu (if a user with a security role of "Unlimited") select:

• Configuration
• Firm/ ERO / Preparer Setup
• Preparer (s) Menu
  
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  The illustration for this step is not available yet. Follow the written instructions.

• Select the preparer's name, then Edit
• Choose Preparer Security
• The Username is on the first line.

Additional Information:

Resetting the Admin Password

Preparer Security

Setting Up Preparer Security Roles