How do I create a new user in TaxWise® Online?

  • Article Type:
  • How To
  • Last Modified:
  • 11/05/2022


To set up user accounts for TaxWise® Online.


  • TaxWise Online


To add a new user account, do the following: 

  1. Go to the TaxWise Solution Center.
  2. Click Login.
  3. Log in using your Client IDAdmin username, and password.
  4. Click Manage Users.
  5. Click Create a New User
  6. In the Create User screen, enter the following:
    • In User Name, enter the user name.
    • In Real Name, enter the first name, middle initial, and last name.
    • In Email Address, enter the users email address.
    • In Is Active User, select the check box. 
    • In the Assign Roles section, select a Possible Role and use the arrows to move this role to the Assigned Roles box.
      • Note: For users to be able to log in, create tax returns, and electronic file, the SuperUser and LicensedUser roles must be on the Assigned Roles section.
  7. Once you have assigned the appropriate security roles, click Save.

Additional Information


  Solution Tools
 Solution Id 000228954/How-do-I-create-a-new-user-in-TaxWise-Online
 Direct Link
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