Q: How long can a Taxpayer access their tax documents in their Customer Portal account?
A: Current year return access is available through November of the current year.
Future Enhancement: The goal for a future year enhancement is to allow the taxpayer to have access to multiple year returns associated with their secured customer portal.
Q: Does a Taxpayer need a new Customer Portal login each year it is used?
A: Short answer: No, the same login can be used by the taxpayer, but only the current year return (at this time) will be available until access to multiple years is available.
A: Longer answer: If the taxpayer uses Customer Portal in Year 1. In Year 2, the preparer will still need to send a link to the taxpayer for Customer Portal for that year. The Taxpayer can use the new link to login to their existing Customer Portal account, which will automatically link to the current year return.