Configure Specialists/Global Preparer

The administrator must go to the account https://account.experttax.com/

Steps to add Specialist

1. Select Company
2. Next Specialists
3. Click on the Add Specialists button
4. Then enter the Specialist's information you want to add.

Steps to add the global preparer

1. Go to the top left of the screen where your email address is located.
2. Choose User Profile.
3. At the bottom of this page, you will see the Change Specialists section.
4. Then type in the name of the Specialist you wish to add.
5. Click the Add button.

Steps to select the global preparer in the return.

1. You must have a return created.
2. Inside the return select Preparer Info.
3. Click on Use global preparer
4. Choose the specialist
5. Then, the program will fill in all the information related to the created specialist.

If you would like assistance or need more information, please feel free to write to us at support@experttax.com or open a ticket at support.experttax.com and we will assign a technical support staff to contact you as soon as possible.