Getting Started

3 articles

Welcome to Web1040 Pro!

Web1040 ProWeb1040 Pro’s innovative tax preparation software, Web1040 Pro, has been designed to provide a comprehensive and user-friendly experience. As a cloud-based product, Web1040 Pro removes many of the hassles encountered by conventional tax software. Tax preparers no longer need to download p...

Frequently Asked Questions

FAQ – Frequently Asked QuestionsHow do I retrieve my username?Click on Forgot Username on the login page and follow the instructions. Use the following step as well if you have forgotten your password.How do I retrieve my password?Click on Forgot Password on the login page and follow the instruction...

Table of Contents

Chapter 1 – Login and Passwords Login Retrieving Your Username Resetting Your Password Authenticating a new computer Chapter 2 – Configuration Menu Office Setup ERO Setup Preparer Setup Adding Preparers Login Setup Fees Setup Custom Fees and Discounts Security Templates Setup Creating Security Templ...