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 homepage, 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.
  5. Enter the Payment Type, Payment Date, and Amount.
  6. Click Submit.
  7. 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 homepage, 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 Filing an Paying 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.

Note: 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, and click the More tab.
    2. In the My Users panel, click Manage Secondary Logons.
    3. Click Add a Secondary Logon (near the top).
    4. Enter the Username, Name, Email, and Type of Access.
    5. By default, the Type of Access for this person is Account Manager. You can change this to Administrator or Primary Manager.
    6. Click Next.
    7. Select the Customer Groups and Account Access (tax types) you want this person to have access to.
    8. Click Submit and then click OK.
    9. The person you specified will receive an email to finish setting up the secondary logon. Make sure they complete the steps.

Tip: If the person you added as secondary logon can’t find the email, have them check their spam folder. Or, you can select Resend Logon Access Email (near the top) on this person’s profile.

To change access for a secondary logon

  1. On your TAP homepage, click Manage My Profile, and click the More tab.
  2. Do one of these:
    • On the My Users panel, click Manage Secondary Logons.
    • On the Other Users panel, click 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 (near the top). Select the access you want and click Save.
  5. To update the customer group this person has access to, go to the Customer Groups area and click Change. Select the customer groups you want and click Save.
  6. To change which accounts (tax types) this person can access, go to the Account Access area and click Change. Select the tax types you want and click Save.

To delete access for a secondary logon

  1. On the TAP home page, click Manage My Profile, and click the More tab.
  2. Do one of these:
    • On the My Users panel, click Manage Secondary Logons.
    • On the Other Users panel, click Manage Additional Logons.
  3. Select the username for the person you want to manage access for.
  4. Select Deactivate Access (near the top) and click Yes to confirm.

Managing customer groups

A customer group sets the accounts that someone with a secondary logon can access. When you add a person as a secondary logon, they go into the Default customer group.

You can create other customer groups if you want people with secondary logons to be able to access only certain client accounts. A client can only be in one customer group.

To add a customer group

  1. On the TAP home page, click Manage My Profile, and click the More tab.
  2. In the My Users panel, click Manage Secondary Logons.
  3. On the Customer Groups tab, click Add.
  4. Enter the name and description for this customer group and click Save.
  5. Go to “To manage accounts in a customer group” below to add accounts to this group.  

To change the customer group for an account

  1. On the TAP home page, click Manage My Profile, and click the More tab.
  2. In the My Users panel, click Manage Secondary Logons.
  3. On the Customers tab, you can see the customers you have access to. In the Customer Group column, click this customer’s current group. 
  4. Select the new customer group you want. A customer can only be in one customer group.
  5. Click Save.

To rename or delete a customer group

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

Preventing future access to your TAP account

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

  • Third-party access. The default is Yes to allow. You must leave this set to Yes to let someone manage your TAP account from their TAP account.
  • Secondary logon access. The default is Yes to allow. You must leave this set to Yes if you want to set up a secondary logon for anyone else, such as your own employees, to access and manage your TAP account.  

Important: Turning off access like this only prevents future logons. It doesn’t affect access for people who currently have it. To delete access for these people, see “To delete access for secondary or additional logons” above.

To prevent future third party access to your TAP account

  1. On the TAP homepage, click Manage My Profile, and click the More tab.
  2. In the Access Management panel, select Manage Third Party Access.
  3. Locate the Allowed field and click Yes.
  4. Confirm you want to prevent all future third-party logons by clicking Yes in the popup window. The Yes in the Allowed field changes to No.

 

To prevent future secondary logon access to your TAP account

  1. On the TAP homepage, click Manage My Profile, and click the More tab.
  2. In the Other Users panel, select Manage Additional Logons.
  3. Locate the Allowed field and click Yes.
  4. Confirm you want to prevent all future secondary logons clicking Yes in the popup window. The Yes in the Allowed field changes to No.