Customer Portal enables preparers and taxpayers to securely share documents, including signature documents. Before the preparer and taxpayer can begin sharing documents through Customer Portal, the Customer Portal registration link for the return must be created, and the taxpayer must use the link to complete their Customer Portal.
Note: The Basic Information of the tax return, including the taxpayer's SSN, phone number and email address, must be completed in the return before the Customer Portal registration link can be sent to the taxpayer!
The Customer Portal registration link can be sent from four different locations within the return:
- Basic Information / Personal Information Menu: At the bottom of the personal information menu, you can select to send a customer portal invite to either the taxpayer's phone (must be a mobile phone), or to their email address if these fields were entered in the menu above:
- Left-hand navigation menu: From the left-hand navigation menu, select Create Customer Portal.
- Taxpayer's name drop-down menu: From the taxpayer's name drop-down menu in the top right of the return, select Create Customer Portal.
- Submission Page: From the Submission page of the return, select Customer Portal.
Selecting any of the three above options will open the Customer Portal Link page. Enter either the taxpayer's Phone Number or Email Address to send the Customer Portal registration link.
Note: Do not use the same email or phone number for multiple taxpayers.