From your home page, click Add New.
Fill out the top block of information for your internal use and Save details.
To add an individual, click the person icon next to the word PARTICIPANTS.
Enter information working from top to bottom. If you are requesting tax data for this individual, you must include the person's SSN, First name, Last name, Phone number, and Address.
Click the "request tax records" box. This DOES NOT automatically send anything to your client.
At the bottom, click Save.
When all individuals and businesses have been added, send your custom consent link to the taxpayer.
Helpful links:
Message Template: Request for Client Consent - provides sample language that can help you in communicating with your clients
How does TaxStatus work? - includes a downloadable piece that you can share with clients