Before you get started
This guide is for customers who want to do one of the following:
- Allow other users to access a PRFT account
- Change or remove other users’ access to PRFT accounts
If you previously use Taxpayer Access Point (TAP) to manage user logons and complete other transactions, you can learn:
Create an access code for another user
To allow another user to view your PRFT account or complete transactions, you’ll need to create an access code for them. Follow the steps below to create an access code.
1. On the “Summary” page, find the PRFT account you want to allow another user to access. Under the “Account Management” heading, choose “Create new user access code.”
2. In the “Access Level” dropdown, select what level of access you want this user to have. You can choose from the following options:
- File Returns
- Make Payments
- File Returns and Make Payments
- View Only
Note: License Express will auto-fill your business name and address.
3. Choose the “Submit” button.
4. On the “Confirmation” page, you’ll see a request code and the date and time when you submitted your request. Keep this information for your records. We may ask for it if you need to contact us for help.
5. You can either choose the “Continue” button to go back to your dashboard or the “Print” button to print your confirmation page.
6. We’ll send the access code to the email address you use for this PRFT account. Give this to the user you want to have access to your account. Then have them follow our guide on registering using an access code.
Note: Access codes expire after 24 hours. If the other user doesn’t register within that time, you’ll need to create a new one.
Change or remove access to a PRFT account
Follow the steps below to change whether or how another user can access one of your PRFT accounts.
1. On the “Summary” page, find the PRFT account you want to change or remove a user’s access to. Under the “Account Management” heading, choose “Users List.”
2. You’ll see a table with a list of users who have access to this account. Find the user whose access you want to change or remove.
Note: You can’t change or remove your own access to a PRFT account.
- To change a user’s access level, choose “Change Access.” Go to step 3.
- To remove a user’s access, choose “Remove Access.” Skip to step 7.
Change a user’s access to a PRFT account
3. In the “Access Level” dropdown, select what you want to change the user’s access level to. You can choose from the following:
- File Returns
- Make Payments
- File Returns and Make Payments
- View Only
Note: License Express will auto-fill the location name and address, as well as the user’s name, email address, and current access level.
4. Choose the “Submit” button.
5. On the “Confirmation” page, you’ll see a request code and the date and time when you submitted your request. Keep this information for your records. We may ask for it if you need to contact us for help.
6. You can either choose the “Continue” button to go back to your dashboard or the “Print” button to print your confirmation page.
Remove a user’s access to a PRFT account
7. Check the box next to “Remove user’s access.”
Note: License Express will auto-fill the location name and address, as well as the user’s name, email address, and current access level.
8. Choose the “Submit” button.
9. On the “Confirmation” page, you’ll see a request code and the date and time when you submitted your request. Keep this information for your records. We may ask for it if you need to contact us for help.
10. You can either choose the “Continue” button to go back to your dashboard or the “Print” button to print your confirmation page.
View or manage access to multiple accounts
In certain cases, you may want to change or remove a user’s access to more than one PRFT account. To do so, follow the steps below.
1. In the main navigation, choose “More…”
2. Under the “Access Management” heading, you can either view or manage other users’ access to your accounts:
- To see other users’ current access settings, choose “View Access.” Skip to step 3.
- To change or remove other users’ access to multiple accounts, choose “Manage Access.” Skip to step 6.
Note: Only PRFT account owners can see “Manage Access.” If someone else gave you access to a PRFT account, you won’t see this link in License Express.
View other users’ access to your accounts
3. Under the “Logons with Access to Customer” heading, you’ll see a list of users with access to your License Express account. To check a specific user’s access settings, choose the number next to their name.
4. Under the name of your organization, you’ll see which PRFT accounts this user can access and their access level for each.
5. To check this user’s activity in License Express, choose “Activity” in the main navigation. Here you’ll see a list of transactions they have completed, such as filing a return or making a payment.
Manage other users’ access to your accounts
6. Under the “Logons” heading, you’ll see a list of users with access to your License Express account. From here, you can change their security level or cancel their access:
a. To change a user’s security level, choose the title next to their email address—for example, “Account Manager.” Then go to step 7.
b. To cancel a user’s access, choose “Cancel Access.” Then skip to step 9.
Change a user's security level
7. In the dropdown menu under “Type of Access,” select the new security level you want to give to this user.
8. Choose the “Save” button.