How to Request an Access Code

  • Your tax firm will send you a secure email like the one shown below:


  • The email will come from
  • We recommend that you add this email address to your safe list, whitelist, or contacts to avoid them going to your junk or spam folder.
  • When you click the access link, you will be directed to the landing page for the return. Select the tab "Click Here to Get Started". mceclip0.png
  • You will then be prompted to enter the last 4 digits of your social security number, then select Authenticate to continue.


         ***Please Note: This step is not required for business/entity returns, only 1040 returns

  • Next, you will be prompted to request an access code. You must select the 'Request Access Code' button to continue. This will send an access code to your email address. 



  • The access code will expire after 20 minutes. Enter the code, then select "Continue".
  • Next, you will see the landing page with an overview of your tax information. You will select the "Click Here to Begin" button to continue. 


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