Using FreeTaxUSA as a paid preparer

pandaexpressfan_1
pandaexpressfan_1 Member Posts: 39 Level 4
edited November 20 in Filing my taxes

Is anyone on here using FreeTaxUSA to prepare other people's taxes? I'd be curious to hear your thoughts on how it works for you and your clients. I'm wondering how many returns I can file and if I would have to create a new account for each client? I'm hoping to prepare around 10 returns this year- mostly family, friends, neighbors etc…

Best Answers

  • money4nothing
    money4nothing Member Posts: 2 Level 2
    Answer ✓

    Not paid but I assist several family/friends with their returns. Each return needs a separate account from my past experience.

  • rachels
    rachels FreeTaxUSA Agent Posts: 128 image
    Answer ✓
    Hi pandaexpressfan_1,

    Yes, you would need to create a separate account for each of your clients. For more detailed information on how to file returns as a paid preparer, please see the following Community article:

    https://community.freetaxusa.com/kb/articles/203-how-to-use-freetaxusa-software-as-a-paid-preparer?

Categories