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Tax Processors Plus Desktop Customer Portal FAQ

Desktop · Written guide Content date 1 min read

Frequently Asked Questions about the Customer Portal

How Do I Send a Customer Portal Invitation Link?

How Does the Preparer Share Signature Documents In Customer Portal?

Can I Send a Business Return Through the Customer Portal?

The taxpayer signed in the Customer Portal but I don't see the signatures

How Does the Taxpayer Register for Customer Portal?

My taxpayer can’t create a password for the Customer Portal. It keeps saying it does not meet the requirements.

The taxpayer signed in the Customer Portal but I don't see the signatures

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?

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