|
Did you know you can transact business 24/7 with your Tax Professional Online Services account? It's quick and convenient to view your clients' accounts and receive instant confirmation for return filings, payments, and responses to notices.
What you can do in your account
Make estimated tax payments for your client.
- Schedule payments in advance.
- View and cancel scheduled payments.
- Review estimated tax payments for return preparation.
View and print your client's Form 1099-G, Statement for Recipients of State Income Tax Refunds.
Access your client's Account Summary before filing their return.
- Review the amount of tax they prepaid.
- Accurately report prepayments to prevent processing delays.
File an income tax extension and pay at the same time.
Check your client's refund status.
- Access the most up-to date information—it's updated daily.
- Know how to respond when your client has received a letter about their refund.
Respond to a department notice.
- Provide the requested information the fastest way possible.
- Protest a bill or request penalty abatement.
Pay a bill.
- Use a credit card or authorize a direct debit from a bank account.
- View the current balance due on all open bills in Account Summary.
Submit a power of attorney. The online service:
- prepopulates the taxpayer’s individual or business information,
- lists all tax types associated with a taxpayer, and
- identifies assessments, collection cases, and audit cases.
Do your clients know about our online services?
Encourage each client to create an Individual Online Services account. They'll be able to sign up for email alerts about their refund and pay their bills using our Make a Payment application, either with a credit card or directly from their bank account.
Have a client that isn't ready to create an account? They can still pay their tax bills directly from their bank account using our Quick Pay application.
|
