1. TaxSlayer Multi-Factor Authentication
5 December 2017
NTTC 2017

2. TaxSlayer Advance Security Feature
Extra level of security to minimize taxpayer fraud from lost or stolen laptops.
Was waved as a requirement for TY2016.
Requires all TaxSlayer users to have an accessible cell phone number and address established in TaxSlayer profile.
Can use some else’s phone and but why?
NTTC 2017

3. When is authentication required?
The first time a user logs in from a unique computer
When their authentication has expired
Every 15 days
Change browser
When a computer is re-imaged
Three failed login attempts
Use the Forgot Password feature
NTTC 2017

4. Updating your Preparer Information
Launch the application as normal
Enter your Username, Password and Security Code for that site
You will be prompted to complete an Account Update page
Enter then confirm the cell phone number
Enter then confirm the address
Enter your existing password then confirm
Click Update
Note: addresses and cell phone numbers must be unique unless otherwise designated for multiple use by the site administrator
NTTC 2017

5. Time to Authenticate
Each time a user is required to authenticate, they will be displayed the Account Verification page
Select a delivery option
If a cell phone number is not listed for the user, they will not see the Text option
Select Send Code
Added warning note to not close this window/tab while waiting for code to arrive
NTTC 2017

6. Time to Authenticate
The user will see a verification that the code has been sent
speed of delivery depends on mail providers. TS s within seconds of request
Text speed of delivery is within seconds
Added warning note to not close this window/tab while waiting for code to arrive
NTTC 2017

7. Enter the Authentication Code
Enter the verification code
Click Verify
Once the code is authenticated the user will be taken to the Welcome page
Added encrypted user name to code so can better determine who code belongs to
NTTC 2017

8. Multiple use by the site administrator
Site Administrator logs in to user’s site.
Click on Configuration
NTTC 2017

9. Multiple use by the site administrator
Click on Preparer Setup
Select the user
NTTC 2017

10. Multiple use by the site administrator
Add and phone if not filled in.
Click on box for both and phone to allow multiple accounts to use.
Save and close.
NTTC 2017

11. Multi-Factor Authentication (FAQ)
Will the new users that are being created at my site be prompted to complete the Account Update page?
No, the purpose of the Account Update page is to migrate existing production users to the database that we use to determine when a user is required to enter an authentication code
Does the user have to change their password each time they are required to receive and enter a new authentication code?
No, passwords expire every 90 days
Can I change the MFA interval for authentication?
No, they will be expanding the interval from 7 days to 15 days
NTTC 2017

12. Summary
New for TY2017
Is required for all TaxSlayer users (COU, ERO, SCO, LC)
Can allow the same cell and for multiple site but requires Administrator to authorize.
Not advisable for LC or SCO to use their own cell or for all site users. Why?
NTTC 2017

13. Multi-Factor Authentication
Questions…
Comments…
NTTC 2017