- First, you will need to login
- Click on the My Profile button in the top right-hand corner
- You will see account info such as your email, name, and number.
- Above that, you will see a tab that says Member Users.
- Here you can select to Add New Member and add one at a time or Import bulk Member User and add all of them at once.
Using +Add Member:
- Press add new member
- Add name, email, and phone number
- Press save changes
Using Import Bulk Member Users:
- Click on Import Bulk Member Users
- Press the Click here button to download our Excel template
- Fill out the user's name, email, and phone number
4. Save the Excel file to your computer
5.On the Import page,click the select button, then choose the "Member_SpreadSheet" file
6. Press the upload button
7. Once your people show up, click save changes
NOTE: When you press save changes it will email the member an invitation from Tax1099.com, once they accept they can start filing immediately.