The following tabs are client-specific and are visible after opening the client details using these steps:

1. In TaxAct Pro, click the Portals tab.
   • Alternatively, log into My Account and click Client Portals.
2. Click the Clients tab.
3. Locate the client in the list and click once to open their Portal details.
   • Tip: You can use the Search bar or click a column header to sort.

If you do not want to use these features or have them appear in the Client Portal, go to Account Settings > Connect Features and uncheck the options that you want hidden.

Profile

The Profile tab will show information that your client has entered while logged into their Client Portal. You can compare this information with what you have entered in the return to ensure accuracy.

Checklist

The Checklist tab is used to create a document checklist in the client’s Portal. This allows you to add specific document types that you need to complete their return. To add a checklist item, follow these steps:

1. Click the Checklist tab and select Add Item.
2. Complete the required fields:
   • Enter a Document Name.
   • Select a Document Type from the drop list.
   • Choose a Recipient (optional).
   • Choose the Year (optional).
3. Click Add.
4. Your client (taxpayer) will receive an email notification that they have new checklist items. When they log in, they can click Checklist and upload documents for each requested item, ensuring you have the documents needed to complete their return.

Questionnaires

You can send a range of web forms to collect additional information from a client.

1. Click the Questionnaires tab.
2. Choose the relevant tax year from the drop-down menu.
3. Click Send New.
4. Check the box beside each questionnaire that you want to send, or click Select All.
   • Tip: You can preview the questionnaire before sending it.
5. Click Send.

The client will receive a notification email and find the web forms in the Questionnaires section of their taxpayer portal. They can edit the form directly by clicking the pen icon or choose additional options in the blue option listing. The taxpayer must click Submit for the changes to be uploaded.

Once the taxpayer clicks Submit, you will be able to view their responses on the Questionnaires tab.