When the taxpayer uploads a document or sends a message, a red dot will appear next to messages. You will then select the Unread Message dialog in the lower left corner of the screen (same as always).
The portal list will also display the number of documents that were uploaded.
In the below screenshot the link registered date is now populated because I created my portal login in order to upload the document.
The Customer Portal list allows the sites to more easily manage the taxpayers who have been sent a customer portal link.
Select the Portal Clients button on the Welcome Screen.
This will display a client portal listing for the taxpayers you have sent a customer portal link:
You have the same abilities to manage returns as you do on the client list pages.
Select allows you to enter the return from the Portal Clients list.
Note: Due to the amount of data on the listing, you will need to scroll horizontally. You also have the ability to search for the taxpayer in the search bar.
| Online portal available for eligible recipients of the one-time tax rebate who need to update their address or bank information.
Taxpayers who are eligible for the one-time tax rebate and need to update their address or bank information from what was on their 2021 tax return, are reminded to visit the online portal at taxrebate.mn.gov to update that information before 5:00 pm CST on Friday, July 28, 2023. Eligible recipients who have not changed their address or banking information from what was on their 2021 income tax or property tax refund returns do not need to take any action. There is no application for the one-time tax rebate payment. Only eligible rebate recipients who need to update their information need to use the secure online portal. Taxpayers will not apply for this rebate payment. The department will use tax year 2021 individual income tax or property tax refund returns to determine eligibility and distribute these tax rebate payments in the early fall. What do taxpayers need to do?
When will rebate payments go out? Eligible recipients of the one-time tax rebate can expect to get their rebate payment in the early fall. Who is eligible for the one-time tax rebate? You are eligible if you meet all of the following requirements:
Taxpayers who died before January 1, 2023, are not eligible. Visit our website for one-time tax rebate eligibility requirements and additional information. Where can Minnesotans find more information on other tax-related legislation? Revenue is reviewing other legislation recently signed into law and is working to update the state tax filing systems to reflect changes made to Minnesota’s tax laws. For more information on other tax law changes, visit the Tax Law Changes page on our website. |
A product deployment for TaxSlayer Pro Online will occur Thursday, May 25th beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.
CUSTOMER PORTAL
MANAGEMENT REPORT
You can now send your taxpayer their Customer Portal link from the Personal Information Page. The option will appear once you enter their email address on the personal information page. It defaults to “Don’t Send”. It automatically populates the email address and telephone number entered on the personal information page. Once you click continue on the page, an email is sent to the taxpayer with a link for them to register their account
The site will be placed in maintenance on Tuesday, December 6th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.
CUSTOMER PORTAL
FORM FINDER
The site will be placed in maintenance on Tuesday, November 1st, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.
CONSENTS
CUSTOMER PORTAL
The volunteer that prepared the return and the volunteers who can see all returns will see a notification when the taxpayer and/or spouse has signed the tax documents made available to them.
This is from the taxpayers view
The user that prepared the return and any users that have the ability to see all returns will see a chat/message notification
In this instance there are two unread messages because both taxpayer and spouse signed the tax document.
The volunteer will select the unread message(s) – Note we will be adding more clarification around which taxpayer the chat/message belongs to.
The chat history will display the messaging that the documents have been signed.
