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I have a long time client, one of my favorite and most profitable, who had an issue on the 2022 tax return. I prepared the return in Feb 2023 but the IRS sent the client a larger refund in Mar 2023 than I calculated. I went over the return and could not find anything that was improperly entered. I told the client that the IRS would send a letter of explanation for the change and please let me see a copy of it because I wanted to know what they changed and how I missed it. In June of 2023 I followed up, no letter. Last year when we did the 2023 return I followed up, no letter from the IRS. Today, I got a note from the client that he got an IRS notice for the 2022 return acknowledging they made a mistake and would he please pay them back for their error. 2 takeaways from this for me: 1 - I was right which makes me feel better & 2 - the IRS makes mistakes, even in the e-file environment. The clients still need us. Tom Longview, TX

The 2 out of 11 that note "(paid subscription may be required)" talk about advanced features, such as automatically entering the authentication code, keeping devices up-to-date, etc. Read about all the authenticators that WK says have been tested with their software to see if you need or want the advanced features.

Yes. When you log into the ATX tax program or the ATX Payroll program, you input your user name (Admin) but do not enter your password. Below that is a link that says Authentication Manager or Manage your Authentication. When you hit that link, you will be prompted to re-enter your registration number. When you do that, the QR code appears. This is what I needed, the second QR code for the Payroll program. You can then scan it with your phone and my MS Authentication app (only one app) then displays the security code for both the regular tax program and for the Payroll program. I didn't notice the link for managing the authentication and entered my password, then the security code window appeared which I didn't have. I only had one security code on my phone for the regular tax program. I hope this helps for anyone having a similar problem.