Customer Portal
14 articles
Articles in Customer Portal
Customer Portal: Provided Information Did Not Match Information From The Tax Return
Provided information did not match information from the tax return.
Customer Portal: I sent tax documents to be signed, but the taxpayer doesn't see them
If they are still not able to see the documents, call Tax Processors Plus Support at (855) 698-0691 for further troubleshooting assistance.
Why Can't I see the Customer Portal Option in my Clients Return?
If you are unable to see the "Send Customer Portal Invite" in a current year tax return, it is likely that the email address is already associated with a TaxesToGo account.
Tax Processors Plus Customer Portal: File Size and Document Limits
Tax Processors Plus's Customer Portal allows you and your customers to share documents quickly and securely.
Tax Processors Plus Customer Portal FAQs
How do I send a Customer Portal Registration Link?
Tax Processors Plus Desktop Customer Portal FAQ
How Do I Send a Customer Portal Invitation Link?
The taxpayer signed in the Customer Portal but I don't see the signatures
Select Document Signature Manger to verify if the signature(s) is there.
How Does the Taxpayer Sign Documents in Customer Portal?
After the taxpayer has completed their registration and submitted it, and the preparer has sent documents through the Tax Processors Plus program, the Files From My Preparer Window will display the files sent from the tax preparer.
How Does the Preparer Share Signature Documents In Customer Portal?
Customer portal allows preparers and taxpayer to securely share documents, including signature documents.
How Do I Send a Customer Portal Invitation Link?
If you are a Tax Processors Plus Desktop Premium subscriber, you and your non-business clients are able to exchange documents via the Customer Portal.
How Does the Taxpayer Register for Customer Portal?
If the invitation was sent by email, look for the message with the subject Your Secure Portal Has Been Created .
Can I Send a Business Return Through the Customer Portal?
No, in Tax Processors Plus Desktop you cannot send a business return through the Customer Portal.
When my client clicks the "Create Portal Click Here" link they are taken to a login page
If they don't remember their Customer Portal password they should select the "Forgot Password" link to reset the password.
Customer Portal: The taxpayer can’t create a password for the Customer Portal. It keeps saying it does not meet the requirements
If they are using a password that meets the above requirements and they are trying to register on their cellphone, ask them to complete the portal registration on a computer instead.