Register for the TransAction Portal (TAP)

Use these steps to create your TransAction Portal (TAP) account. The process includes setting up your login, verifying your email, adding security features, and confirming your identity.

TAP login screen with option ‘New user? Setup online access.

  • Fill out the required fields: name, username, password and email address.
  • Check your email for a message from TAP-NoReply@mt.gov and enter the verification code.
  • If you don’t receive the code, select Resend or choose Use a different email if needed.

TAP Verify Email screen with field to enter a verification code sent to your email.

  • Choose one or more security questions from the dropdown menu.
  • Enter your answer and confirm it.
  • Select Submit to continue.

TAP Security Questions screen with dropdown to select a question and fields to enter and confirm your answer.

  • Choose how you want to receive your security codes:
    • Authentication App (like Google Authenticator)
    • Text Message
    • Email
  • Follow the instructions for your selected method and select Confirm.

TAP Two-Step Verification setup screen showing options for authentication app, text message, or email.

  • On the confirmation page, select the Log In option.

TAP confirmation screen showing account creation success message with options for Printable View and Log In.

  • Once your login is created, select one of the following:
    • Setup Online Access to Your Account, or
    • Request Account Access as a Third Party

TAP user dashboard showing Setup Online Access to Your Account and Request Account Access as a Third Party options.

  • Select My Business Account if you are registering for a business (such as Livestock Reporting).
  • Select My Individual Income Tax Account if you are registering for personal taxes, HELP Integrity Fee, Medical Marijuana, or Marijuana Worker accounts.
  • Click Next to continue.

Setup Online Access screen with options to choose either My Business Account or My Individual Income Tax Account, followed by Cancel, Previous, and Next buttons.

During this step, you will need to verify your Department of Revenue account information.

  1. Enter and re-enter your Social Security Number (SSN).
  2. Select and answer two verification options from the list:
    • Federal AGI from Form 2
    • Total Gross Household Income from Form 2
    • Last name from your most recent return
    • Letter ID from the department dated within the past year
    • Account ID
  3. If you do not have a recent letter, you can request one from the Department of Revenue to complete verification.
  4. Click Submit to continue.

Verification screen with fields to enter Social Security Number and options to select two verification items such as AGI, household income, last name, letter ID, or account ID.