Scenario: I sent my taxpayer a customer portal link via text only (did not enter an email address)
Problem: The taxpayer cannot register their portal because we are currently requiring an email address in the registration process
We are working to resolve this.
Alternative: Click Customer Portal and enter phone number and email address and resend them the link. It will go to the email account.
Alternative 2: You can enter their email address in the efile section, Save & Exit the return and they can enter that into the portal registration