Customer Portal enables preparers and taxpayers to securely share documents, including signature documents. Before the preparer and taxpayer can begin sharing documents through Customer Portal, the Customer Portal registration link for the return must be created, and the taxpayer must use the link to complete their Customer Portal.
Note: The Basic Information of the tax return, including the taxpayer's SSN, phone number and email address, must be completed in the return before the Customer Portal registration link can be sent to the taxpayer!
The Customer Portal registration link can be sent from three locations within the return:
1. Left-hand navigation menu: From the left-hand navigation menu, select Create Customer Portal.
2. Taxpayer's name drop-down menu: From the taxpayer's name drop-down menu in the top right, select Create Customer Portal.
3. Submission Page: From the Submission page of the return, select Customer Portal.
Selecting any of the three above options will open the Customer Portal Link page. Enter either the taxpayer's Phone Number or Email Address to send the Customer Portal registration link.
Note: Enter only the phone number or only the email address to send the registration link. If both a phone number and email address are entered, the registration link will be sent to the phone number.
Note: Do not use the same email or phone number for multiple taxpayers!
Note: This is an article on using TaxSlayer software. It is not intended as tax advice. For additional information, refer to Additional Information below.
Additional Information
VITA/TCE KB How Does the Preparer Share Signature Documents In Customer Portal?
VITA/TCE KB How Does the Taxpayer Sign Documents in Customer Portal?
VITA/TCE KB How Does the Taxpayer Register for Customer Portal?
VITA/TCE KB How Does the Taxpayer Share Documents in Customer Portal?