New Thomson Reuters ID creation for Licensees or Firm Delegates

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To help strengthen security for your firm's sensitive Thomson Reuters account information - access information found on the Manage Firm page of our website is restricted to only your firm's Licensee or Firm Delegate. This includes items such as reviewing or updating your firm's license PIN or demographic information. What are the Licensee or Firm Delegate roles?

The Thomson Reuters – Tax & Accounting Business (Thomson Reuters) uses certain roles to define the relationship between Thomson Reuters and its Clients for Software products, such as the roles of Licensee or Firm Delegate. Licensee or Firm Delegate serves as account administrator and has legal right to the Client data entered in the software. A Licensee or Firm Delegate is responsible for managing the Client relationship with Thomson Reuters, including notifying Thomson Reuters of any firm demographic or name changes, managing security requirements, and responsibility for data entered in the software.

Your firm's application licensing determines if you are assigned a Licensee or Firm delegate. Based on your application licensing, you firm is assigned one or the other, you cannot have both a Licensee and a Firm Delegate. For questions, please send a message to our Customer Service team at cs.service@tr.com or for immediate assistance a live chat option is available.

As the firm Licensee or Delegate to access the Manage Firm page, you must create your own a Thomson Reuters ID. To do so, complete the following steps:

  1. Visit the My Account page on our website and click the create a free Web Account link. Show me.
  2. Enter your firm ID and ZIP code in the applicable field and click Continue. Show me.
    Enter firm ID
  3. Select your name from the drop-down list, complete the required fields, and click Continue. Show me.
    Contact List

    Important! As your firm's Licensee or Delegate, your name should appear in this list. Marking the My name doesn't appear in the list checkbox will create a duplicate contact and you will not have the correct permissions available for your Thomson Reuters ID.

    • If your name does not appear in the contact list, please contact our Customer Service team for assistance.
    • If your name appears more than once in the contact list, you will need to review the contact records on the Manage Accounts page and delete any that do not have the role of Licensee assigned. A Thomson Reuters ID with administrative permissions assigned is required to access this page.
  4. Enter the email address and password you wish to use and click Continue. You should have access to this email address, any communications we send to you are delivered to this email address. For details about updating this information, see Changing your Thomson Reuters ID profile information
  5. To receive information on product releases and other announcement, mark the appropriate checkboxes. Scroll to the bottom of the screen and click Finish to create your account. You will receive a confirmation message and you are signed in automatically. Show me.
    confirmation

Related articles

To create Thomson Reuters IDs for your staff, see Creating and managing login information for the CS website.

Resetting or updating the password associated with your Thomson Reuters ID

Troubleshooting application or website login errors for CS Professional Suite

Internal notes


If the firm Licensee or Delegate needs to reset their password and has attempted all recommendations on Resetting your CS Web account password, we require a letter on company letterhead explaining why they cannot change the password and that we need to change it for them. Once the User Services representative receives the letter, forward it to the the Customer Service Call Facilitator by emailing the letter to Customer Service TRTA and request the password reset. The CS CF will generate a new password and communicate it to the representative, and they will communicate it to the customer.