Update: You can now send correctly formatted portal links from any access point from within the return. Reminder: You can resend the link if the taxpayer is having challenges registering their account.
Scenario: You sent your taxpayer a customer portal link from the left navigation or taxpayer drop down from inside the return
Problem: The taxpayer cannot get their account created through registration
Reason: Incorrect link
Solution: We will be correcting this with an update in the morning. This update will also remove the preparer’s email address
Alternative: Navigate to the e-file section and send the link to the taxpayer from there