If you’re retiring or leaving a company, you can transfer your account to someone else using this process. This process copies your data from one account to a new one and could result in lost transaction history. All data will be deleted from the old account.

TIP: If you just want to update where we send notification emails you can change that in one step.

From the dashboard, go to your account under your business or personal name. Click on Account from the dropdown menu.

Click on Transfer Account from the options on the left side of the screen.

Fill in the email address you want the account transferred to. This will be the username for the account and notification emails will default to this address. Note, this email address cannot already be associated with a Tax Forms Helper account.

Next, set up 2-Factor authentication for the person you are transferring the account to. We recommend using SMS text messages as the most secure option. Be sure the phone number you enter can receive SMS text messages.

Click Transfer to initiate the account transfer process. You will be prompted to enter in authentication codes for the new account. Contact the person you are transferring the account to for these codes. Click Verify Codes when you're ready to complete the process.

You will be signed out from your account when you click Close.

The person you transferred the account to now needs to use the Forgot Password process to set up a new password for the transferred account.

That's it. Your job is done and the account now belongs to its new owner.