Generate an Access Code for Taxpayers

Notice: This Help Center content is moving to the Thomson Reuters Help & Support page. Please reference Help and Support for the most up-to-date information. Content on this page will no longer be maintained or updated after July 20, 2026.

If a client is unable to locate their access code, firm users can generate a new access code and provide it to them via email or phone.  This allows the firm to provide direct help if the taxpayer is having difficulty accessing their documents.

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. 

Return

1. Navigate to Delivered or Archive Returns. 
2. Click the More (...) icon for the appropriate return. 
3. Click View Access Code. 
4. Click the Direct Document tab. 
5. View the most current access code OR
6. Click Generate Access Code to generate a new code for the taxpayer.

Client Portal

1. Navigate to Delivered or Archive Returns. 
2. Click the More (...) icon for the appropriate return. 
3. Click View Access Code. 
4. Click the Client Portal tab. 
5. View the most current access code OR
6. Click Generate Access Code to generate a new code for the taxpayer.