Resend Preparer Invitation

At times, it may be necessary to send another invitation to a preparer who may not have received the first one:

  1. Click Preparer in the top menu.
  2. Click Master Information, then click Preparers.
  3. Locate the preparer to re-invite, then click the Email Sent link in the Invite Status column.
  4. Click Send Email Invitation.
  5. Re-enter your additional comments (if necessary), then complete the Email Address information.
  6. Click Send to complete the send process of the email.

Completing the process above will re-send the email invitation to your preparer.

You can also send an invitation by signing into your account on the TaxAct website and going to Practice Administration (from the tiles at the bottom of your Practice Manager), then selecting the Preparer Invitation option.