Cleints' Access to the Tax Return

[CTFos]

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

I forgot.

[itonewbie]

Perhaps this is what you're looking for?

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

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-pr...

[GodFather]

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]

@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)

[Terry53029]

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

[itonewbie]

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@Terry53029 wrote:

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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Same here.  We use Verifyle.

If we do trade sensitive info over email, we would turn on the encryption option with a finite valid period in ProtonMail, which our non-ProtonMail clients can open with a passphrase which we communicate to them separately by a different means, much like how insurers communicate with customers.

[GodFather]

Thanks for the information, Jim.  I use Link to exchange information but it's good to know this option exists. How is the access code determined and communicated?

[Jim-from-Ohio]

if you start to do one (test it) you will see the password secret that they are emailed (the password is not emailed. just wording on what how the password can be solved)