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.

Please note:

The client will not receive a generated access code via text or email, you would need to provide it to them over the phone or in a new email. 

Generate an Access Code

  1. Navigate to Tax Returns in the left panel. 
  2. Click Delivered Returns
  3. Locate the return.
  4. Navigate to the Action column on the right side and Select the More (...) icon.
  5. Click View Access Code
  6. Provide the Active Access Code to the client OR
  7. Click Generate Access Code to generate a new code. 

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