Beginning with Tax Year 2015, the Taxpayer Authentication and Spouse Authentication input section(s) are available to enter the following information:

  • Customer Type - Select one of three options 'New Taxpayer', 'Returning Taxpayer to the Same Preparer' or Returning Taxpayer to the Same Firm (New Preparer)'.
  • Taxpayer Identity Verification - Select one of the four options 'Identity Not Verified', 'In Person - Valid Government Picture ID', 'Remote - Valid Government Picture ID or Financial Utility Account Number', 'Remote -valid Government Picture ID and Financial Utility Account Number'.
  • ID Type - Select 'Driver's License Number' or 'State Issued ID'.
  • Driver's License/State ID # - Some states required driver's license information as a measure to prevent identity theft. Please see: State Agency Driver's License and State ID Expectations for more information.
  • Driver's License State
  • Issue Date -  The issue date as it appears on the driver's license/state ID.
  • Expiration Date -  The expiration date as it appears on the driver's license/state ID.
  • Additional Information - Enter an additional information here.
  • IRS Theft Protection PIN - IRS issued Theft Protection PIN should be entered here.  This is a 6-digit PIN.

2017 & 2018 - Available on Screen 1, Client Information:



Document ID: 000023774