Idaho State Tax Commission

Advanced Use of TAP

This guide explains:

  • How tax professionals can help manage client accounts in TAP
  • What Additional Features is, how anyone can get it, and what you can do with it

Read through our Starting with TAP guide to learn how to register a new TAP account, how to file a return, and how to make a payment. Other TAP guides include:

Setting up TAP accounts and access to client accounts

As a tax professional, you must have your own TAP account and then add access to client accounts so you can pay taxes on their behalf.

Note: See our Tech Problems with TAP guide if you have any issues setting up an account or adding access to client accounts.

Registering for your TAP account

We recommend following these steps if you need to open a third-party TAP profile for you and then add access to client accounts:

  1. On the TAP home page, click Don't have a logon? Register here.
  2. Select No if this is a first-time registration and you haven't received a TAP registration code yet.
  3. For You Are field, select 3rd Party Tax Professional.
  4. Enter the FEIN, Business Name and ZIP for your own business (not your clients').
  5. You'll receive a physical letter with a registration code after you finish registering. It takes at least 3-4 business days for you to receive this letter.
  6. After you receive the letter, go to the TAP home page and click Don't have a logon? Register here. This time choose Yes, you've received a TAP registration code.
  7. Enter your registration code from the letter. In the You Are field, select 3rd Party Tax Professional and enter your own business FEIN (not your clients').
  8. On the next page, enter details such as User name and Password and then click Submit.

You're now registered with TAP.

Requesting access to client accounts

You must set up a client account (tax type) for each tax account (tax type) – such as sales tax, withholding or IFTA – for each client.

  1. Log in to your TAP account.
  2. Under I want to on the Home page, click Add Access to Client Account.
  3. Keep the default No when you're asked if you received a code and click Next.
  4. Enter the information for a client account you'd like access to and click Submit.
  5. Add any other client accounts you want to request access for.
  6. Ask your client to look for a physical letter from us. Ask him or her to give you that code when the letter arrives. It takes at least 3-4 business days for your client to receive this letter.
Confirming access to client accounts
  1. After you've received the access code from your client, log back into your TAP account.
  2. Under I want to on the TAP Home page, click Add Access to Client Account.
  3. When you're asked if you received a code, click Yes. Enter the access code and click Submit.
  4. You now have access to the client account for this tax type.

Managing client accounts

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

Scheduling payments
  1. Under I want to on the Home page, click Manage payments and returns.
  2. In the Show column, change the Returns drop-down to Payments.
  3. Click Make Payment next to the account and period you want to make a payment on.
  4. Choose the bank account you want to pay from by doing one of these:
    • If there's a default bank account, that information appears. Leave it as is to pay from that account.
    • Select a different bank account from the Payment Channel.
  5. Add a new bank account. Save the payment channel for future use if you want this tax account to default to this banking information in the future.
  6. Enter the Payment Type, Payment Date and Amount.
  7. Click Submit.
  8. Click Ok to confirm. You'll see a confirmation screen and receive and email confirmation once the payment begins processing.
  9. Repeat this process for as many accounts and payments as you want.
Reviewing payments
  1. In TAP, go to the Manage Payments and Returns page.
  2. In the Show column, change Not Submitted to Pending.
Canceling or correcting payments

You can cancel an individual payment that still has a Pending status. See the Changes and History in TAP guide for more information.

Additional Features

You need to unlock Additional Features if you created your TAP account before 11-18-2018 and haven't already unlocked these features. You automatically have access to Additional Features if you registered a new TAP account after 11-18-2018.

  1. Under I Want To on the TAP Home page, click Unlock Additional Features.
  2. Select the "I haven't received my additional features code" checkbox.
  3. Click Request Additional Features Code. Verify your address and click Submit.
  4. After you receive the letter we'll send you, go to the Unlock Additional Features page and enter the code from the letter. The code must match exactly.
  5. Log out and log back in to have full access to the additional features.
Managing access levels

Note: Additional Features must be unlocked to do this task.

  1. Click the Logons tab.
  2. From the list, select the Account Name (logon).
  3. Under Settings, choose to Change or Cancel access.
  4. Click Save.
Prevent a third party from accessing your account

Note: Additional Features must be unlocked to do this task.

  1. Click Settings.
  2. Under I Want To, click Third-party access.
  3. Click the Yes across from Allow.
  4. Click Yes in the pop-up window.
Prevent additional logons to your account

Note: Additional Features must be unlocked to do this task.

  1. Click Settings.
  2. Under I Want To, click Additional logons.
  3. Click the Yes across from Allow to disallow third-party logons.
  4. Click Yes in the pop-up window.

Page last updated April 8, 2019. Last full review of page: April 2, 2019.

This information is for general guidance only. Tax laws are complex and change regularly. We can't cover every circumstance in our guides. This guidance may not apply to your situation. Please contact us with any questions. We work to provide current and accurate information. But some information could have technical inaccuracies or typographical errors. If there's a conflict between current tax law and this information, current tax law will govern.