This article applies to:

Generate an access code for taxpayers

Firms can generate a new access code and provide it to their client via email or phone. This lets the firm help the taxpayer directly.

note

Send Code
generates a new code. Your client needs to select this to get started.

Don’t open the View Access Code
window until the client selects Send Code
to make sure you are providing the most recent code.

Go to Delivered
or Archive Returns
.

Select the More (...)
for a return.

Select View Access Code
.

Select the Direct Document
tab.

View the most current access code OR

Select Generate Access Code
to generate a new code for the taxpayer.

Go to Delivered
or Archive Returns
.

Select
More (...)
for a return.

Select View Access Code
.

Select the Client Portal
tab.

View the most current access code, OR

Select Generate Access Code
to generate a new code for the taxpayer.