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Tax professional resources

Tax professional resources

When you use your Online Services account to assist your clients, you:

  • Get instant confirmation and an electronic postmark when timing is most important.
  • Speed up processing time.
  • Get access to the client information you need to accurately file, 24/7.
  • Eliminate hold time.
  • Resolve issues faster.
  • Help deter fraud.

Assist my client online

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From your client’s first estimated tax payment to resolving an issue, your Tax Professional Online Services account provides 24/7 access to the tools you need.

Access my client’s information

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With your client’s permission you can access their information and assist them online. There’s no faster, more convenient way to resolve your client’s tax issue.

Learn about my responsibilities

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Review the e-file mandate for tax professionals and the requirements for registration and education.

Find what I’m looking for

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We’ve taken your most frequently asked questions and searches, added more ways to keep in touch, and made a desktop for you. If we’ve missed something, let us know!