TaxSlayer Online Ordering, Setup and MFA CA2 TC Pre-season Meeting Tax Year 2017 Tax-Aide Policies and Procedures – TY2017

Program Objective Provide procedure for ordering 2017 TSO, setup of sites, multi-site administration and multifactor authentication. Tax-Aide Policies and Procedures – TY2017

Program Objective Presentation is intended to hit major points of ordering software, creating sites and multi-factor authentication Not intended to go into full detail Will probably bore experienced TCs and leave new TCs confused You are invited to the CA2 TC Reference Manual Experienced TCs find my mistakes New TCs tell me where it is confusing Tax-Aide Policies and Procedures – TY2017

Procedures for ordering software licenses Ordering TSO Software Procedures for ordering software licenses TSO Ordering, Admin, MFA– TY2017

Who Does the Ordering Who orders for your district? District Coordinator District TC Someone else Single individual should be responsible for all sites in district. Does not have to be individual doing setup Tax-Aide Policies and Procedures – TY2017

How to Order Software Licenses Software licenses are ordered through the CA2 TCS Start with a copy of last year’s order Ask Edison if you do not have a copy Confirm the information for each Add new sites and delete sites that will not open Do not order for Ad Hoc sites that do not have a unique EFIN Tax-Aide Policies and Procedures – TY2017

When to Order Software Licenses Edison would like to have all orders by Oct 29 He sent a copy of last year’s order as a guide Update your order Tax-Aide Policies and Procedures – TY2017

What To Put in Your Order Location District name SIDN In the format S7305xxxx EFIN Site EFIN Transmitting EFIN “Same” or EFIN MasterParent EFIN Leave blank for Master site. EFEN of master for subscriber sites Software type TSO Site Name Name of site Site Address Street address of site Site City City Site State State Site ZIP ZIP Code Tax-Aide Policies and Procedures – TY2017

What To Put in Your Order (Cont) First Name First name of the person to whom the software will be shipped Last Name Last name of the person to whom the software will be shipped Shipping Address Street address of the person to whom the software will be shipped . Cannot be PO Box City City of contact State State of contact. ZIP ZIP code contact E-mail E-mail address of contact person Telephone Telephone number of contact person Customer Type AARP/TCE Comments NA Tax-Aide Policies and Procedures – TY2017

Contact Address Contact address should be individual who will do site setup It is possible to transfer responsibility For district master / multi-site admin use address of individual who will create master site. May be necessary to transfer site setup. Tax-Aide Policies and Procedures – TY2017

Master Site Administrator-Subscriber Site Relationship Relationships MUST be specified when the software is ordered Master Site Administrator can create profiles and publish them to Subscriber sites to reduce need for each site to create same profiles (e.g., state-specific print set, standard user security profiles, standard taxpayer (return) profiles, etc.) Subscriber sites can use published profiles sent from MSA or make their own Published profiles CANNOT be edited by sites Tax-Aide Policies and Procedures – TY2017

Sample Software License Order SAMPLE SOFTWARE ORDER Site SIDN EFIN Multi-Site Admin Site Name Contact Shipping Address City Zip Comments SXXXX0101 XXX713 XXX931 My Town Senior Center Sam Smith 1234 Aloha Ave My Town XXXXX District A site SXXXX0102 XXX622 Nearby Senior Center Dennis Jones 3109 Cane Rd Nearby SXXXX0103 XXX001 My Town Public Library Angela Clark 4567 Beach Rd District A MSA SXXXX0104   Statelevel Senior Center Stacy Brown 6743 Sandy Street Statelevel State MSA EFIN XXX001 publishes state-level profiles EFIN XXX931 subscribes to state-level profiles and publishes to district sites EFINs XXX713 and XXX622 subscribe to district level profiles Tax-Aide Policies and Procedures – TY2017

Discuss special considerations for site setup TSO Ordering, Admin, MFA– TY2017

Site Setup How did you handle site setup last year? One individual does everything District level individual creates sites Site personnel handle site setup Site personnel handle site creation and setup District level creates Multi-factor Admin One or more individuals create shared items Tax-Aide Policies and Procedures – TY2017

References to Support Site Setup What reference was used to assist with setup last year? NTC document “Setup Guide for TaxSlayer Pro Online” TC Reference Manual Did it on your own Tax-Aide Policies and Procedures – TY2017

Software Delivery Three categories Renewing – no change from last year Renew with change in admin New site Tax-Aide Policies and Procedures – TY2017

Renewing Existing Site Receive one e-mail Log on with old username and password Update as needed Change in Site Admin Contact TaxSlayer Support for help with update Insure old admin is assigned template with restricted capability or made inactive Tax-Aide Policies and Procedures – TY2017

New Site Creation Create all sites before creating MSA site Will receive two emails from TaxSlayer User Activation Code Used to create user account on TS Pro website Download Desktop here AARP doesn’t use Site Activation Notification Tax-Aide Policies and Procedures – TY2017

Site Activation Notification Activates the site via link to “Preparer Personal Information” page Individual doing this will be Site Administrator with full privileges If e-mail did not go to individual doing setup will require update of contact information Tax-Aide Policies and Procedures – TY2017

Site Activation Site administrator will Create Username Create Password Enter e-mail address Enter phone number When done click “LOGIN WHEN USERNAME AND PASSWORD ARE ENTERED ABOVE” Tax-Aide Policies and Procedures – TY2017

Site Activation (Cont) Site Administrator user account Three Sections My Account Can edit password and password e-mail Company Info Verify / update site info Add alternate contact if desired Account History Info only When done, log out and log in to site Tax-Aide Policies and Procedures – TY2017

Site Configuration Following steps mandatory for every site Set up site Set up ERO Add preparers (do after security templates created) Following steps depend on whether or not district uses Multi-site Admin Customized security templates Customized questions Return tags Customized print sets Custom Credits Following step is optional TaxSlayer Profile Tax-Aide Policies and Procedures – TY2017

Recommended Sequence If using default security templates Set up preparers as part of site setup after security templates created If using customized security templates Set up preparers after MSA created and security templates shared Tax-Aide Policies and Procedures – TY2017

Site Setup Office setup Verify name Leave “Bank” blank – commercial only Leave “Sales Tax” blank – commercial only Do not change SIDN Set date to show on return to “Current Date” Set signature on 8879 to “ERO Name Only” Tax-Aide Policies and Procedures – TY2017

Site Setup (Cont) Office Configuration Leave Print Digital Signature on 1040 unchecked Optionally check Print Firm Information on Cover Page Disable Third Party Designee Pre-fill should be checked Leave Require taxpayer signatures prior to e-file unchecked Offer 8888 should be unchecked Check Display Summary using 1040 view Tax-Aide Policies and Procedures – TY2017

Office Setup (Cont) Office Configuration (Cont) Check Hide Preparer Name on 1040 Print Optionally check Always Print Schedule A Leave User Topaz Signature Pad unchecked Leave Force Verification of IP Address unchecked If needed, set up Office IP Whitelist first Check Default State Return Type to be Sent Through Bank Optionally check Require Return Tag(s) for Saving Returns Tax-Aide Policies and Procedures – TY2017

Office Setup (Cont) Office Addresses Office Phones Verify pre-filled Office Address Office Phones Verify pre-filled Office Phone Probably pre-filled with contact phone number from order Update as desired Should not be necessary to add second address or phone Tax-Aide Policies and Procedures – TY2017

ERO Setup TaxSlayer thinks ERO is a location, not a person ERO Name should be “AARP Foundation Tax-Aide” EIN box and Self-Employed check box are for commercial only ERO address should be site address ERO phone is probably contact phone from order. Change to site phone if desired Phone number will print on return Tax-Aide Policies and Procedures – TY2017

Miscellaneous Item Configuration Following can be configured at site or at MSA Security Templates Custom Question Templates Taxpayer Profiles Return Tags Print Set Templates Custom Credits Consent Forms Will discuss as part of MSA configuration Tax-Aide Policies and Procedures – TY2017

Add Preparers 2016 preparers will carry forward to 2017 Cannot remove preparers Any not returning make Inactive. Clear check on Active box in Preparer Setup Menu Will need to review existing preparers due to TaxSlayer changes in logon (MFA) Only need full setup for new preparers May want to delay until after MSA complete Tax-Aide Policies and Procedures – TY2017

Create User Preparer(s) Setup Menu Do not use preparer’s full name Problem last year with name printing on return Recommend using first name and last initial Do not change default PIN Leave 2848 CAF number blank – commercial use Use “Pull from office” for PTIN OR SIDN Tax-Aide Policies and Procedures – TY2017

Create User (Cont) Preparer(s) Setup Menu (cont) Check boxes Do not check “Office Contact” or “Self Employed” Optionally check “Can view own returns only” Check for leaders Check for dedicated reviewers Do not check for others Do Not check “Required to use Guide” or “Prepares NY Returns” Tax-Aide Policies and Procedures – TY2017

Create User (Cont) Login Account E-mail address More discussion in Multi-factor Authentication Cell phone number – do not use landline User name Password Use same password for everyone User will change on first login Leave “Active” checked Security template More discussion in Multi-Site Admin Tax-Aide Policies and Procedures – TY2017

User Names Must be unique across all of TaxSlayer Pro Online User names from 2016 carry forward to 2017 AARP document “TaxSlayer User Name Guide” has recommendations Other recommendations First name + first initial last name + site ID First initial first name + last name + site ID First name “.” last name + site ID Site ID Some part of SIDN Initials of site name Example Johnjfsc Add incrementing digit if necessary Tax-Aide Policies and Procedures – TY2017

Passwords Must contain 8 to 30 alphanumeric characters Must contain at least 1 uppercase alphabet, 1 lowercase alphabet, 1 number and 1 special character (@ $ ! % * ? &). The # character is not allowed. Cannot contain login ID Cannot be previous password Passwords are case sensitive Must be changed every 90 days Can be used at multiple sites Tax-Aide Policies and Procedures – TY2017

Miscellaneous Notes about Users If the user is being set up specifically for an Ad-Hoc or Special Event site, do NOT check the Pull from Office, instead change the SIDN value for the user to the SIDN of the Ad-hoc site. Districts will have to make their own decision about restricting counselors to use of the Guide Me feature. New counselors should probably be restricted until they have gained a reasonable level of experience. Experienced counselors should not be restricted. When a counselor uses the same email address and cell phone at multiple sites, additional configuration is required.  The default security template for the Site Administrator is to not assign a template. A preparer with no security template by default has ALL privileges. TaxSlayer recently added the capability to change a return marked as “Complete” back to “In Progress”. Unfortunately they used a negative implementation in the Security Template. Site Admin might need a custom template Tax-Aide Policies and Procedures – TY2017

Multi-site Admin Group Administrator TaxSlayer documentation often refers to Multi-Office Administration Permits sharing of Customized security templates Customized questions Return tags Customized print sets Custom Credits Consent Forms Optional Taxpayer profile Tax-Aide Policies and Procedures – TY2017

Site Creation TaxSlayer creates a separate site. User name ######multi where ###### is EFIN Credentials sent in single e-mail containing User name Default password Tax-Aide Policies and Procedures – TY2017

Site Creation (Cont) Login goes to Group Menu with one choice Group Configuration Helpful Information Select Office List of sites associated with MSA site Double check Last year sites with same name were assigned incorrectly Tax-Aide Policies and Procedures – TY2017

Security Templates Each user in TaxSlayer must have an assigned security template Security template defines capabilities available to user Currently there are 44 capabilities available 4 are not available to Tax-Aide Tax-Aide Policies and Procedures – TY2017

Security Template Capabilities Access Current Year Client List Access Office Access Previous Years Client List Add and Configure Security Templates Add or Edit Custom Credits Add or Edit Office IP Whitelist Add or Edit Print Sets Add or Edit Tags Add/Edit Fees Add/Edit Preparers Allow Ability to Clear Signatures Assign Preparer’s Security Template Cannot Change Return Status back to In Progress Change Consent Forms Change Questions and Available Answers Change Return Preparer Change Tax Profiles Configuration Create Tax Returns Deactivate Return Tax-Aide Policies and Procedures – TY2017

Security Template Capabilities (Cont) Delete Return Notes Delete Scanned Documents Do not Force Return Review Edit Calculated Preparer Fee Edit ERO Setup Edit Minimum Preparer Fee Edit Office Setup Hide Accepted Returns from Limited Viewers Mark Return Complete Mark Return for Review Override Return Minimum Preparer Fee Password Protect Return Print Returns Review Returns and Mark Review Decision Send Return to IRS View Client Status View Full SSN View Refund Status View Reports View/Edit Existing Returns Tax-Aide Policies and Procedures – TY2017

Who Gets to do What Easiest is to assign all to everyone Bad idea TaxSlayer provides seven pre-defined templates Administrator (assign to single user) SuperUser Preparer Current Year Preparer All Years Setup Manager Interviewer Reviewer NTTC does not recommend use of any of these Tax-Aide Policies and Procedures – TY2017

CA2 Recommendation CA2 recommends three custom templates Site manager Experienced Preparer New Preparer By default individual who created site is Site Administrator with full (?) privilages Tax-Aide Policies and Procedures – TY2017

Site Manager Access Current Year Client List Access Previous Years Client List Add and Configure Security Template Add or Edit Custom Credits Add or Edit Print Sets Add or Edit Tags Add/Edit Preparers Assign Preparer’s Security Template Change Questions and Available Answers Change Return Preparer Change Tax Profiles Configuration Create Tax Returns Deactivate Return Delete Return Notes Edit ERO Setup Mark Return Complete Mark Return for Review Print Returns Review Returns and Mark Review Decision Send Return to IRS View Client Status View Full SSN View Reports View/Edit Existing Return Tax-Aide Policies and Procedures – TY2017

Site Manager Can do everything except create site Should have one individual on duty at site at all times Can change Complete to In Progress Cannot be done by Site Admin Tax-Aide Policies and Procedures – TY2017

Experienced Preparer Access Current Year Client List Access Previous Years Client List Cannot Change Return Status Back to In Progress Create Tax Return Delete Return Note Do Not Display Accepted Return to Restricted User Mark Return Complete Mark Return for Review Print Returns Review Returns and Mark Review Decision Send Return to IRS View Client Status View Full SSN View Reports View/Edit Existing Returns Tax-Aide Policies and Procedures – TY2017

Experienced Preparer Ability to create and edit current and prior year returns Cannot change return status Depending on district policy may do peer review Depending on district policy may submit return to IRS Tax-Aide Policies and Procedures – TY2017

New Preparer Access Current Year Client List Cannot Change Return Status Back to In Progress Create Tax Return Do Not Display Accepted Return to Restricted User Mark Return for Review Print Return View Client Status View Full SSN View/Edit Existing Return Tax-Aide Policies and Procedures – TY2017

New Preparer Restricted Capabilities Can do current year only Can not change returns status Can not do peer review Can not send return to IRS Tax-Aide Policies and Procedures – TY2017

Changing Return Status “Cannot Change Return Status Back to In Progress” works with “Deactivate Return”. Only returns with status of “In Progress” or “Review Failed” can be deactivated. Ability should be restricted to those with Admin level privileges. Tax-Aide Policies and Procedures – TY2017

Peer Review Capability “Review Returns and Mark Review Decision” belongs to individuals who will act as QR. Its use depends on the QR procedure used by a site: If the site is set up so that the client goes to the reviewer, then the reviewer should have Site Manager Privileges and preparers do not need this privilege. If the reviewer comes to the client and they log on with their own ID then only Site Managers and Experienced Preparers need this privilege. This is based on the assumption that new preparers do not do QR. If the reviewer does the review using the preparer’s ID, then everyone needs this privilege. Tax-Aide Policies and Procedures – TY2017

Send Return to IRS CA2 recommends that the “Send Return to IRS” privilege be assigned only to the site’s ERO and other Admin level personnel. It is not for reviewers or counselors If a District does allow experienced preparers to submit e-files, it should be blocked initially for new preparers. When using a designated ERO, the designated individual should have either the “Site Manager” or “Superuser” security template assigned. Tax-Aide Policies and Procedures – TY2017

Creating Custom Security Template Log in to MSA Group Menu > Group Configuration > Security Template Add for new template Edit to modify existing template Tax-Aide Policies and Procedures – TY2017

Creating Custom Security Template (Cont) Enter name for new template Clear “Check/Uncheck All” Select capabilities for new template Click “Continue” when done Assign the new template to all offices in the district Repeat as needed for other new templates Tax-Aide Policies and Procedures – TY2017

Custom Questions TaxSlayer published with four IRS mandated questions Last year five custom questions were added to TaxSlayer Anticipate the same this year A fifth question is recommended by CA2 but is not required Tax-Aide Policies and Procedures – TY2017

Optional Question Return prepared by List of counselors, either just initials or first name, last initial Tax-Aide Policies and Procedures – TY2017

Mandatory Question 1 TA1 – Quality Review List of counselors, either just initials or first name, last initial. Must include a NULL answer Tax-Aide Policies and Procedures – TY2017

Mandatory Question 2 TA2 - Which best describes your race/ethnicity (Taxpayer #1) Did not answer White Asian Black/African American American Indian/Alaskan Native Native Hawaiian/Pacific Islander Other Tax-Aide Policies and Procedures – TY2017

Mandatory Question 3 TA3 - Are you of Hispanic, Spanish, or Latin origin (Taxpayer #1) Did not answer No Yes Tax-Aide Policies and Procedures – TY2017

Mandatory Question 4 TA2 - Which best describes your race/ethnicity (Taxpayer #2) Did not answer White Asian Black/African American American Indian/Alaskan Native Native Hawaiian/Pacific Islander Other Tax-Aide Policies and Procedures – TY2017

Mandatory Question 5 TA3 - Are you of Hispanic, Spanish, or Latin origin (Taxpayer #2) Did not answer No Yes Tax-Aide Policies and Procedures – TY2017

Creating Custom Questions Log in to MSA Group Menu > Group Configuration > Custom Questions “Create Default Question Template” for new template Edit to modify existing template Tax-Aide Policies and Procedures – TY2017

Creating Custom Questions (Cont) Enter name for new template Click Add for new question Enter question Click Add to add answers Enter first answer Repeat for all answers Drag and drop to order answers Click “Save” when done Repeat for additional questions Click “Back” when done with all questions Assign the new template to all offices in the district Tax-Aide Policies and Procedures – TY2017

Ordering Answers Ability to order answers is a new feature in TaxSlayer this year Enter answers in desired order Use drag and drop to re-order as needed When adding or removing answers Edit existing question Delete unneeded answer Use drag and drop to position new answer Tax-Aide Policies and Procedures – TY2017

Taxpayer Profiles Return preparation shortcut for Federal returns No profiles for State returns Function in a manner similar to Quick File TaxSlayer provides two pre-defined profiles Basic (No Profile) Master Profile – IRS defined profile Tax-Aide Policies and Procedures – TY2017

Taxpayer Profiles (Cont) Presents specified forms to preparer in order Difficult to prepare some duplicate forms Difficult to do forms out of order Districts/Sites can create custom profiles Tax-Aide Policies and Procedures – TY2017

Creating Custom Profiles Group Menu > Group Configuration > Taxpayer Profiles Click Add to add a new profile, Edit to edit an existing profile Tax-Aide Policies and Procedures – TY2017

Creating New Profile Enter name for profile Enter description for profile Select year for profile Will be associated with that year only Use Tax Form (Lookup) box to find and select forms for profile Use arrows to order forms in list Click “Save” when done with profile Repeat to add additional profiles Assign profiles to all offices Tax-Aide Policies and Procedures – TY2017

CA2 Recommendations for TaxPayer Profile CA2 has no recommendations for custom taxpayer profiles District desiring to use this feature must develop their own Tax-Aide Policies and Procedures – TY2017

Return Tags Return tags are flags that can be set to indicate status of return Highly recommended ERO should always require return status “Complete” and return tag “OK TO EFILE” before submitting return Difficulty is getting counselors to use them TaxSlayer has option to require return tag before allowing Save Tax-Aide Policies and Procedures – TY2017

Recommended Return Tags A OK TO EFILE B ADDITIONAL INFO NEEDED C SIGNATURE NEEDED D OUT OF SCOPE E NO NEED TO FILE F PAPER RETURN G AMENDED RETURN (used after return was previously filed) H FED EFILE STATE PAPER I CLIENT LEFT TOOK PAPERS J HOLD PENDING TAXSLAYER UPDATE Tax-Aide Policies and Procedures – TY2017

Optional Return Tags (ERO Use) K REJECTED CLIENT TO RETURN L REJECTED FILE PAPER RETURN M REJECTED SIGN NEW 8879 N REJECTED UNABLE TO CONTACT Tax-Aide Policies and Procedures – TY2017

Creating Return Tags Group Menu > Group Configuration > Tags Click “Add” for a new template, “Edit” to edit an existing template Enter name for template Enter tag value Repeat for needed tags Save Changes Repeat for additional templates Tax-Aide Policies and Procedures – TY2017

Creating Return Tags (Cont) Assign template to offices TaxSlayer allows only one template per office Tax-Aide Policies and Procedures – TY2017

Print Sets TaxSlayer provides 13 pre-defined print sets Three available when printing from Office Client List Print Return MASTER PRINT (2-8879s) MASTER PRINT QUALITY REVIEW Only MASTER PRINT available when printing from Calculation Summary page Tax-Aide Policies and Procedures – TY2017

Print Sets (Cont) Twelve available when printing from Submission page One Copy – Federal and State Two Copies – Federal and State Three Copies – Federal and State One Copy – Federal Only One Copy – 1040 Only One Copy – State Only Tax-Aide Policies and Procedures – TY2017

Print Sets (Cont) One Copy – Form 8879 Only Signature Documents MASTER PRINT MASTER PRINT (2 8879) Print Invoice QUALITY REVIEW Tax-Aide Policies and Procedures – TY2017

Printing with Default Sets Two default sets will provide acceptable output for client copy One Copy – Federal and State MASTER PRINT Preferred – Uses less paper Tax-Aide Policies and Procedures – TY2017

Problems with Default Sets Print unneeded forms Print various form 1040 1040-EZ, 1040-A or 1040 long form depending on return Prints return in IRS specified submission order User has no control Tax-Aide Policies and Procedures – TY2017

Solution Custom print set(s) Print only needed forms Force 1040 long form Has problem if client receives letter referring to specific line on short forms Tailored sets Client copy Copy to mail Recommended master print set in TC Reference Manual Tax-Aide Policies and Procedures – TY2017

Creating Custom Print Set Group Menu > Group Configuration > Print Set Templates Click “Add” for new template, “Edit” to edit an existing template Enter name for print set Change “Number of Copies” to number greater than zero to add to print set When done, click Save Repeat for additional print sets Assign individual print sets to all district offices Tax-Aide Policies and Procedures – TY2017

Default Print Sets Each site can specify one print set as default Choices are MASTER PRINT MASTER PRINT (2 8879s) QUALITY REVIEW Custom Print Set(s) Tax-Aide Policies and Procedures – TY2017

Default Print Sets (Cont) Default set is presented first in list on Office Client List Submission page Does not override MASTER PRINT on Summary Calculation page Tax-Aide Policies and Procedures – TY2017

Setting Default Log on as Admin Configuration > Print Sets Click “Set As Default” for desired print set Tax-Aide Policies and Procedures – TY2017

Custom Credits Collect statistical information about return I haven’t found a use for these Has anyone used them CA2 has no recommendations for Custom Credits Tax-Aide Policies and Procedures – TY2017

Consent Forms First step of global carry forward implementation TaxSlayer adding placeholder TS adding question to E-file page Permit global sharing of info Preparer will have to answer Only allow if known that taxpayer will go to different site next year Does not affect carryforward at the site No action required during setup Tax-Aide Policies and Procedures – TY2017

Multi-Factor Authentication Now Active for TaxSlayer TSO Ordering, Admin, MFA– TY2017

MFA Requires entry of Verification Code when Code can be delivered via First time a user logs in to a unique devide When authentication has expired When a computer is re-imaged After three failed login attempts When the Forgot Password is initiated Code can be delivered via E-mail Text message Tax-Aide Policies and Procedures – TY2017

Requirements E-mail Must be unique to user (no shared emails) Must be accessible from site Home computer should not use function that removes e-mails from server (i.e. Thunderbird) Can be used at multiple sites Tax-Aide Policies and Procedures – TY2017

Requirements (Cont) Text message Cell phone number must be unique to user (no shared phones) Requires cell phone service at site Can be used at multiple sites Tax-Aide Policies and Procedures – TY2017

Setting Up Users Returning counselors will complete Account Update when they log on Username – pre-filled, cannot be changed Cell Phone Confirm Cell Phone Email Confirm Email Password Confirm password Also updates password Anyone with Admin privileges can update e-mail and phone Tax-Aide Policies and Procedures – TY2017

Setting Up Users (Cont) New counselors Enter e-mail address and cell phone number when creating preparer Tax-Aide Policies and Procedures – TY2017

Same User Multiple Sites Unique user name at each site Same e-mail address and cell phone at all sites On first site edit preparer record and check Allow multiple accounts to use this Email Address Allow multiple accounts to use this Cell Number Repeat for each additional site User may have to log on first to make check boxes visible Tax-Aide Policies and Procedures – TY2017

Multiple Users on Single Computer Shared computer – One site, multiple sites Each user authenticates as normal Additional authentications have no impact on others Tax-Aide Policies and Procedures – TY2017