Generate an Access Code for Taxpayers

If Taxpayers do not receive an access code, Firm Users have the option to generate a new access code in order to send or provide them via email or phone.  This allows the firm to provide direct help if the Taxpayers are having difficulties accessing their returns.

Important

When the client clicks Send Code, a new code is generated. The client must click this button to get started.

Do not open the View Access Code window until the client clicks the Send Code button to make sure you are providing the most recent code. 

Generate an Access Code

1. Navigate to Delivered Returns. 
2. Locate the return and select the More (...) icon.
3. Click View Access Code. 
4. Provide the Active Access Code to the client OR
5. Click Generate Access Code to generate a new code.