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Settings

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
  1. Select the
    Navigation Widget
    .
  2. Select
    Product Settings
    .
  3. Select
    Security
    .
  4. Go to
    Multifactor Authentication
    .
  5. Turn the
    Taxpayers
     switch to
    ON
    .
Using multi-factor authentication
Setting multi-factor authentication during processing:
  1. Select the
    Client Info
     section while processing a return.
  2. Select the
    Country Code
     from the dropdown.
  3. Enter the 10-digit
    Mobile Number
     for the taxpayer.
    note
    Our 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.
  1. Select
    Send Code
    .
    note
    A 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.
  2. Enter the 6 or 8-digit access code in the code field.
  3. Select
    Confirm
    .

This article applies to:

  • Product: safesend
  • Subject: Setup,Setup
  • Audiences: Staff