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Customer Portal 2022: Send link from Personal Information Page

16 Jan 23
Kim Manuel
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You can now send your taxpayer their Customer Portal link from the Personal Information Page.  The option will appear once you enter their email address on the personal information page.   It defaults to “Don’t Send”.  It automatically populates the email address and telephone number entered on the personal information page.  Once you click continue on the page, an email is sent to the taxpayer with a link for them to register their account

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