Enabling Multi-Factor Authentication (MFA) for Taxpayers

Enabling Multi-Factor Authentication
  • Login to SSR.
  • Under Settings, go to Security.
  • Toggle the Text Based Authentication button to On.

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  • When toggled On, when a mobile number is entered in the Client Info tab during processing, the taxpayer's access code will be sent to them via text message. 
  • If no mobile number is entered, the access code will be sent to the taxpayer's email address. 
Using Multi-Factor Authentication
  • When the taxpayer accesses the return, they will enter part of their SSN for individual returns, then they will need to request an access code. 
  • This page will let the taxpayer know the code will be sent to their cell phone. 

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  • Once the taxpayer clicks the "Request Access Code" button, the code will be sent in a text message to the taxpayer's phone. 

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  • The taxpayer will enter the code and select "Continue".

Need Assistance?

Please Submit a Ticket

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