Cleints' Access to the Tax Return

Forum|Forum|2 years ago
January 12, 2024
2 replies
17 views

When clients are trying to access the electronic copy their 1040 tax return, what is the code that they should use?

I forgot.

This topic has been closed for replies.

itonewbie

Level 15

Perhaps this is what you're looking for?

https://accountants.intuit.com/support/en-us/help-article/print-file/create-password-protected-pdf-proseries/L447koWwK_US_en_US

Your client should also have received instructions about the composition of the password when the return was sent:

https://accountants.intuit.com/support/en-us/help-article/email-reports/email-tax-return-password-protected-pdf-using/L4B8nhGdz_US_en_US

---------------------------------------------------------------------------------Still an AllStar

GodFather

Intuit Community Champion

Is this pertaining to Intuit Link? Is there some other way to automatically provide clients with a secure copy of their return through the program itself?

Jim-from-Ohio

Intuit Community Champion

@GodFather yes.. with return open, File > Email password protected PDF> Print > file is then placed on your computer somewhere > E-mail (note: email address has to be entered in the information worksheet)

T

Terry53029

Intuit Community Champion

I never send clients returns through normal email, as it is not secure. There are several services, that send them encrypted for you. I personally use Encyro, as it is easy, and very affordable

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