Tax Processors Plus Customer Portal FAQs
Software reference · Written guide Content date 1 min read
Frequently Asked Questions about the Customer Portal
How do I send a Customer Portal Registration Link?
I Can't See Taxpayer Documents in Customer Portal
How Does the Preparer Share Signature Documents in the Customer Portal?
Adding Electronic Signatures to a Return
How Does the Taxpayer Register for Customer Portal?
The taxpayer signed in the Customer Portal but I don't see the signatures
I sent tax documents to the Customer Portal to be signed, but the taxpayer doesn't see them
When my taxpayer clicks the 'Create Portal Click Here' link it takes them to a login page
My client can’t register for the Customer Portal. It keeps saying the information does not match
How Does the Taxpayer Sign Documents in Customer Portal?
Downloads
Downloads for this guide are not available yet. Links will appear when the files are ready.
- 2023 Customer Portal Desktop.pdf — TPP edition pending
- 2025 Customer Portal Tax Processors Plus Online .pdf — TPP edition pending