Multi-Factor Authentication (MFA) for Taxpayers

Multi-factor authentication provides enhanced security by sending the required access code to the taxpayer's phone instead of their email address. The code is required to access the return. 

Enabling Multi-Factor Authentication

1. Click the Navigation Widget. 
2. Click Suite Settings.
3. Click Security.
4. Navigate to Multifactor Authentication. 
5. Click the Taxpayers toggle to ON.

Using Multi-Factor Authentication

Setting Multi-Factor Authentication During Processing

1. Click the Client Info tab while processing a return.
2. Select the appropriate Country Code from the drop-down.
3. Enter the 10-digit Mobile Number for the taxpayer.
   • Our system currently recognizes 10-digit phone numbers so some international numbers may not be allowed at this time.

Continue processing and deliver the return as normal.  Please follow our Processing a Return article to walk through the rest of the process.

Client Experience

The client accesses the return via the link provided in the initial email or reminder email. The client enters a partial SSN for individual returns. After clicking the Get Started button, the client is directed to the authentication screen and is prompted to request an access code.

1. 1. Click Send Code.
      • A message states whether the code is being delivered to your email address or your phone.
        • Email Access Code: An 8-digit access code is sent to the same email address as the initial email was sent to.
        • Mobile Access Code: A 6-digit access code is sent to your cell phone via text message.
   2. Enter the 6 or 8-digit access code in the code field.
   3. Click Confirm.