Resend Preparer Invitation
1

To resend an invitation to a preparer:

  1. From within your TaxAct Professional Edition program, click Preparer in the upper menu bar, hover your mouse over Master Information, then click Preparers.
  2. Click the Pencil icon next to the preparer name, then click Invite.
  3. Click Send Email Invitation.
  4. Fill out the information, then click Send Invite.

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 (at the bottom of your Practice Manager), then selecting the Preparer Invitation option.