TAP Advanced Use

Need help using TAP?

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  • If a field turns red, hover over it to see the error and correct it.
  • See the Tech Problems with TAP guide for common issues.
  • Call us at(208) 334-7660 in the Boise area or toll free at(800) 972-7660.
  • Contact us through the TAP Issues box in our Submit a question section.

Setting up your account and client accounts

As a tax professional, you must have your own TAP account (see the Starting with TAP guide). Then, add access to client accounts if you want to file and pay taxes on their behalf.

Requesting access to client TAP accounts

You must add client access for each tax account (tax type) such as sales tax, withholding, or IFTA. The process of accessing a client account is also a two-step process.

Note: The client must have allowed third-party access to its TAP account. Access is allowed by default.

To request access to a client TAP account

  1. Log in to your TAP account.
  2. On the More tab, go to the Access panel and click Add Access to Another Account.
  3. When asked if you have received a registration code, leave No selected and click Next.
  4. Enter the information for a tax account (tax type) you’d like to access and click Submit.
  5. Add any other tax accounts for this client you want to request access for.
  6. Ask your client to look for a letter from us, which will take 7-10 business days. When the letter arrives, have your client give you the registration code and see “To confirm access to a client TAP account” below.

To confirm access to a client TAP account

  1. After you’ve received the registration code from your client, log back into your TAP account.
  2. On the More tab, go to the Access panel and click Add Access to Another Account.
  3. When you’re asked if you received a registration code, click Yes. Enter the code. This is case sensitive.
  4. Click Submit.

You now have access to the client tax accounts you requested access to.

Managing client TAP accounts

You can do many tasks for your client through TAP. Tasks include paying their taxes, reviewing pending payments, and seeing if you can still cancel payments.

To schedule payments

  1. On the TAP home page, select the client you want to make a payment for.
  2. Locate the panel for the tax account you want to make a payment for and click Make a Payment.
  3. Choose the payment channel (bank account) you want to pay from.
    • If there’s a default payment channel, that information appears. Leave it as is to pay from that channel.
    • Select New to add a different bank account. Optionally, you can save the payment channel if you want it to be the default for this tax account.
  4. Enter the Payment Type, Payment Date, and Amount.
  5. Click Submit.
  6. Click OK to confirm. You’ll see a confirmation screen and receive an email confirmation after the software starts processing the payment.

To review payments

  1. On the TAP home page, go to the Summary tab and select the client whose payments you want to review.
  2. On the More tab, go to the Payments & Returns panel and select Manage Payments and Returns.
  3. In the Show panel, change Returns to Payments and Not Submitted to Pending.

Tip: In the Status column, click Make Payment to schedule a payment for that account.

To delete payments

See the Changes and History in TAP  guide to cancel payments made by ACH debit that still have a Pending status. You can’t delete these payments if they have a Processing status. You also can’t delete payments made by credit card.

Managing access

You can create secondary logons and security groups for a TAP account.

Adding a secondary logon

You can create secondary logons to allow someone else to manage your TAP account. The person with the secondary logon only sees the accounts and can perform the actions you give them access to. Each user should have a unique logon.

In previous versions of TAP, you could have “Additional” logons. You can still use and manage Additional logons, but you can’t add new ones. Instead, add a secondary logon, if needed.

To add a secondary logon

  1. On the TAP homepage, click Manage My Profile.
  2. On the More tab, go to the My Users panel and click Manage Secondary Logons.
  3. Click Add.
  4. Enter the Username, Name, Email, and Type of Access.
  5. Click Save.

The person you specified will receive an email to finish setting up the secondary logon.

To change access for a secondary logon

Note: Additional Features must be unlocked (see below).

  1. On the TAP home page, click Manage My Profile.
  2. On the More tab, go to the My Users panel and click Manage Secondary Logons or Manage Additional Logons.
  3. Select the username for the person you want to manage access for.
  4. To change the type of access this person has, click Change Access.
  5. To update the security group this person has access to, go to the Security Groups panel and click Change. Select the checkboxes for the security access you want this person to have.
  6. To change which tax accounts (tax types) this person can access, go to the Account Access panel and click Change. Select the checkboxes for the tax accounts you want.
  7. Click Save.

To delete access for a secondary logon

Note: Additional Features must be unlocked (see below).

  1. On the TAP home page, click Manage My Profile.
  2. On the More tab, go to the My Users panel and select Manage Secondary Logons or Manage Additional Logons.
  3. Select the username for the person you want to manage access for.
  4. Select Deactivate Access and click Yes to confirm.

Managing security groups for secondary logons

A security group sets the accounts that someone with a secondary logon can access. When you add a secondary logon, the secondary logon goes into the Default security group. You can create other security groups if you only want people with secondary logons to be able to access certain client accounts. The client can only be in one security group.

To add a security group for secondary logons

  1. On the TAP home page, click Manage My Profile.
  2. On the More tab, go to the My Users panel, and click Manage Secondary Logons.
  3. On the Security Groups tab, click Add.
  4. Enter the name and description for this security group.
  5. Click Save.

To manage a security group for secondary logons

  1. On the TAP home page, click Manage My Profile.
  2. On the More tab, go to the My Users panel and click Manage Secondary Logons.
  3. On the Security Groups tab, click the name of the security group you want.
  4. Do either of these tasks:
    • Click Rename to update the name, description, or both. Then, click Save.
    • Click Delete to remove the security group. Click Yes to confirm.

To change the clients in a security group for secondary logons

  1. On the TAP home page, click Manage My Profile.
  2. On the More tab, go to the My Users panel and click Manage Secondary Logons.
  3. On the Customer Security tab, you can see the clients you have access to. Click the security group with which the client is currently associated. 
  4. Select the new security group for the client. The client can only be in one security group.
  5. Click Save.

Preventing any access to your TAP account

Use this when you don’t want anyone else to have access to your TAP account.

  • Third-party access. The default is Allow. You must leave this set to Allow to let someone manage your TAP account from their TAP account. This is how most tax professionals manage client accounts.
  • Secondary logon access. The default is Allow. You must leave this set to Allow if you want to set up a secondary logon for someone to get direct access to your TAP account.  

To prevent a third party from accessing your TAP account

Note: Additional Features must be unlocked (see below).

  1. On the TAP home page, click Manage My Profile.
  2. On the More tab, go to the Access panel and select Manage Third Party Access.
  3. Click the Yes across from Allow. The Yes turns to No.
  4. Click Yes to confirm.

To prevent secondary logons to your TAP account

Note: Additional Features must be unlocked (see below).

  1. On the TAP home page, click Manage My Profile.
  2. On the More tab, go to the Manage Additional Logons panel and select Manage Additional Logons.
  3. Click Additional logons.
  4. Click Yes across from Allowed. The Yes turns to No.
  5. Click Yes to confirm.

Unlocking additional features

To unlock additional features

  1. On the TAP Home page, click the More tab.
  2. In the Verify Your Account panel, click Unlock Additional Features.
  3. Click the I haven’t received my additional features code checkbox.
  4. Click Request Additional Features Code at the bottom of the page.
  5. Verify your mailing address and click Submit. We’ll send you a letter with a code to unlock these features within 7-10 business days.
  6. After you receive the letter, go to the Verify Your Account panel and click Unlock Additional Features.
  7. Enter the code exactly as it appears in the letter. This is case sensitive.
  8. Log out and log back in to have full access to the additional features.