How to setup 2-Step Verification and Google App Password

2 Step Verification must be turned on to allow the function of emailing through the 1040 software.

  1. Navigate to gmail.com & login to the Google/Gmail account.
  2. From the top right hand corner click your accounts Image & select Manage your Google Account.

  3. Select Security (typically found on the left side)
  4. Navigate to the How you Sign into google section and click on 2-Step Verification to toggle the feature on.

    The account password & Google code will need to be entered to proceed.

  5. Verify the sign in method has been activated by clicking on 2 Step Verification.

  6. Scroll to the bottom of this page finding App password location. Click the symbol to access the password setup page.


    You maybe required to input password again.

  7. From the App Passwords page use the Select App dropdown menu and choose "Other (Custom name)".

    Suggested naming convention would be 1040SW and click Generate.

  8. Highlight and Copy the password shown below and click Done
    Suggestion: Take a picture with cell phone for future access (password will not display once Done is selected).

    Note: there are NOT spaces in the password.
    Example password is inputted to the program as: xaokzietgtgbkldm

  9. Paste the generated password into the TextMsg/Email tab of the tax program. 
    Setup > Office Setup > Email tab
    Note: The same password can be used in multiple program years. 
  10. Test the email function to confirm it is working as expected.
    KB: 291 How to Email an Encrypted PDF Copy of a Tax Return