This article provides step-by-step instructions on how to update the phone numbers associated with your ProTaxPro.com account. Important: ProTaxPro.com requires phone numbers to be maintained in two separate locations, each serving a different purpose.
Primary Account Phone Number
Used for account security, verification codes, and ProTaxPro.com communications.Business Phone Number for Tax Returns
Used as your preparer contact number on taxpayer returns and tax forms.
Follow the steps below to update the Primary Account Phone Number.
1) Log in to your ProTaxPro.com account, select My Account on the top-right corner of the Preparer Tool page.
2) Locate Login & Password and select Manage.
3) Under User Details, locate the Mobile Phone section and select Edit.
4) Enter your updated Mobile phone number in the New Mobile Number field to ensure you can receive security verification codes. Once complete, select Continue to save your changes.
Follow the steps below to update the Business Phone Number for Tax Returns.
1) Log in to your ProTaxPro.com account, select My Account on the top-right corner of the Preparer Tool page.
2) Locate Account Settings and select Edit.
3) Scroll down to the Preparer Telephone Numbers section and update your phone number.
4) Click Save & Continue to save your changes. You may use either the button located on the upper-right corner or the lower-right corner of the page, as both options will save your information.