Requesting Access to Another Account in the TransAction Portal (TAP)

Introduction

When requesting access to a client's TransAction Portal (TAP) account, you will need:

  • Your own TAP login information
  • Your client's account information, including:
    • The 13-character alphanumeric account number
    • The address associated with the account
    • The client's FEIN

Video Instructions

Video instructions are available on the Montana Department of Revenue YouTube channel.

Instructions

To request third-party access, follow these steps:

Go to the TransAction Portal (TAP) ↗.

  • If you are an existing user, log in.
  • If you are new, click “New user? Setup online access.”

TransAction Portal login page with fields for username and password highlighted. Instruction box reads “Once you have created a TAP account, login.”

Once logged in, click Manage My Profile in the upper right corner of your screen.

User’s TAP dashboard showing tax accounts. “Manage My Profile” link in the upper right is highlighted with an instruction box that says “Select this link to add third party accounts.”

Click the More... option.

Manage My Profile page with tabs visible. The “More…” option is highlighted, with instruction text “Select this option to add third party accounts.”

In the Access Management box, click Request Account Access as a Third Party.

Manage My Profile page showing the “Access” box. The “Add Third Party Account Access” link is highlighted with instruction text “Select this link to add third party accounts.”

Choose the account type you want to access from the dropdown list.

Add Third Party Account Access page with a dropdown menu to choose account type. Instruction box says “Select the account type for the third party account from the dropdown list.”

Provide the required taxpayer details, including:

  • Account ID
  • Zip code
  • Additional verification information (such as the client’s FEIN)

Then click Next.

Add Third Party Account Access page showing Client Account Information fields. Instruction boxes read “Complete the questions in this step” and “Choose one of the following options: FEIN, Last Payment Amount, Total Wages Paid.”

On the summary screen, read the statement carefully.

  • Check the box to confirm you understand the statement.
  • Verify that all information provided is accurate.
  • Click Submit.

Summary screen showing account details and confirmation statement. Enter optional client email, check the box to agree, and click Submit.

You will see a confirmation page with your confirmation number.

  • You may select Printable View to save a copy.
  • Or click OK to close the screen.

You have successfully completed your third-party account access request in TAP.

Confirmation page after submitting third party access request. A confirmation number is displayed with instruction text “Confirmation that you have added third party access, Congratulations.”