Users and Account Access
The first user to request access receives 'Master' level access. All other users will receive 'Account Manager' access. The user with Master level access manages the access of Account Managers and third party preparers.
All users of My Tax Account need their own username. My Tax Account assigns usernames to individuals, not to businesses. Even though a Master, Account Manager, or third party preparer have access to business accounts, you cannot access those accounts until you have your own username and password. Once you complete the registration you need to request access to your business accounts. Learn more about the registration process and getting access to a business account with our
Business Account Registration instructions or Registration video.