Idaho State Tax Commission

Idaho State Tax Commission

Advanced Use of TAP

This guide will explain:

  • How tax professionals can help manage client accounts in TAP
  • What Additional Features is, how you 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. These guides will help you with other basic TAP tasks:

Tax professionals managing their clients' tax needs

Pay taxes for your clients
  1. On the TAP home page, under the Log In button, click to register a TAP account under YOUR business name.
  2. For the "Login / You Are" field, click the down arrow and select "3rd Party Tax Professional."
  3. Complete this screen. Refer to our Tech Problems with TAP guide if you have problems.
  4. After your account is set up, log in under that TAP account.
  5. From the Home menu under I Want To, click "Add Access to Client Account."
  6. Leave "No" selected where you're asked if you received a code. Click "Next."
  7. Enter the indicated information for an account you'd like third party access to.
  8. Press "Submit."
  9. We'll send the owner of that account a letter. This letter has an access code. The letter also instructs them to contact you and provide you that code if they approve.
  10. After you've received the code from your client, log back into your TAP account.
  11. From the Home menu under I want to, click "Add Access to Client Account."
  12. Change the "No" to "Yes" and enter the access code. Press "Submit."
  13. You now have access to your client's account.

If you administer more than one Account (tax) Type (e.g., sales tax, withholding, IFTA, etc.) for a client, you must set up each Account (tax) Type separately.

If you're having trouble verifying your federal Employer Identification Number (EIN) or you're an out-of-state tax professional with clients in Idaho, you may need a "TAP 3rd Party Tax Professional Profile" set up. Send an email to to request this. You can include your client's names and addresses. Don't email SSNs or EINs.

To schedule payments for multiple accounts (taxes) or multiple client accounts all at one time
  1. Under I Want To on the home page, click Manage payments and returns.
  2. In the Show column, change the "Returns" dropdown to "Payments."
  3. Click the Make Payment link next to the account and period you want to make a payment on.
  4. If there's no default bank information, you can add it now or select from the accounts shown under "Payment Channel."
  5. 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 Okay to confirm.
  9. You'll receive a confirmation screen which can be printed by clicking the "Print" button.
  10. You'll receive an email confirmation once the payment begins processing.
  11. Repeat this process for as many accounts and payments as you want.
  12. To review all of the payments, return to the Manage Payments and Returns page and in the Show column, change "Not Submitted" to "Pending."

If you discover you've entered a payment by mistake, individual payments can still be cancelled while in the "Pending" status. Read our Changes and History in TAP guide for more information.

Additional Features

Unlocking Additional Features allows you access to more information and more actions.

Note: Additional features are already activated if you registered a new TAP account after 11-18-2018.

You'll need to take these steps if you want TAP Additional Features:

  1. Under I Want To, click Unlock Additional Features.
  2. Click the checkbox next to "I haven't received my additional features code."
  3. Click the "Request Additional Features Code" button. Verify your address is correct. Press Submit.
  4. We'll mail you a letter. After you've received this letter, return to the Unlock Additional Features page and enter the code from the letter. It must match exactly.
  5. After this process is complete, you must log out and log back in to have full access to your account.
Manage access levels for multiple logons

This requires unlocked Additional Features.

  1. On the same row as the Accounts tab, click on the Logons tab.
  2. From the list, click on the Account Name (logon) link.
  3. Under Settings, choose to Change or Cancel access.
  4. Click Save.
Prevent a third party from accessing your account

This requires unlocked Additional Features.

  1. Click the Settings link.
  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 new/additional logons to your account

This requires unlocked Additional Features.

  1. Click the Settings link.
  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 December 4, 2018. Last full review of page: July 3, 2018.

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.