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There are specific requirements a Program Manager needs to complete before the team can use the Customer Portal. See short video.
.For PDF of click here For PowerPoint click here 
Form 15272 -- Must indicate will use Customer Portal --needs to be approved before you do
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Per IRS SPEC-- Taxpayers are required to sign a 14446 is we are working on a tax return and the taxpayer is not present, this is supposed to be signed by them giving us permission to do the work while not in their presence. The initial 14446 needs to be completed and sent to your SPEC for approval prior to tax season starting. The taxpayer should be given a copy -- I usually give the taxpayer page 1-2, and we keep page 3 on file until return is completed and accepted--then it is shredded with the intake form.
Below is our 14446-- so you can see the wording we used for this past year. 
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John B. was so kind to share the following resources he put together for the Customer Portal-thank you John!
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For Preparers:
These are created by AARP/TCE Tip Sheet-Sending Customer Portal Link to Taxpayer Sending Return to Taxpayers via Customer Portal |
