Multi-factor authentication (MFA) for taxpayers
Use multi-factor authentication to secure taxpayer returns with an access code sent to the taxpayer's phone instead of email.
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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
- Select theNavigation Widget.
- SelectProduct Settings.
- SelectSecurity.
- Go toMultifactor Authentication.
- Turn theTaxpayersswitch toON.
Using multi-factor authentication
Setting multi-factor authentication during processing:
- Select theClient Infosection while processing a return.
- Select theCountry Codefrom the dropdown.
- Enter the 10-digitMobile Numberfor the taxpayer.noteOur 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.
Client experience:
The client accesses the return using the link in the initial or reminder email. For individual returns, the client enters a partial Social Security number. After selecting
Get Started
, the authentication screen prompts the client to request an access code.- SelectSend Code.noteA 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.
- Enter the 6 or 8-digit access code in the code field.
- SelectConfirm.
