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Client Portal

Start Your Tax Return From Wherever You Are

Enter your information, upload your tax documents, and submit everything securely to IPROTAX through CrossLink TaxPass.

Start My Tax ReturnReturning Client Login

You will continue to CrossLink TaxPass, the secure system connected to our professional tax-preparation software. IPROTAX does not collect your Social Security number or tax documents on this page.

The process

What happens after you begin

  1. 1

    Create Your Account

    Open the secure IPROTAX TaxPass page and register using your email address.

  2. 2

    Enter Your Information

    Complete the guided interview and upload clear copies of your supporting documents.

  3. 3

    Submit to IPROTAX

    Your submitted information and documents are delivered through TaxPass to our CrossLink tax-preparation software.

  4. 4

    Review and Sign

    An IPROTAX preparer reviews your information, contacts you regarding missing items, and sends the completed return for final review and signature.

Preparation

Have These Items Nearby

  • Photo identification for the taxpayer and spouse
  • Social Security cards or ITIN letters
  • W-2s, 1099s, and other income statements
  • Form 1095-A for Marketplace health insurance
  • Dependent and childcare-provider information
  • Prior-year tax return for new clients
  • Business income and expense records
  • Rental-property income and expense records
  • Education and charitable-contribution documents
  • IRS Identity Protection PIN, when applicable

Missing something today?

You can save your progress in TaxPass and return later if you do not have everything available today.

Documents are uploaded inside CrossLink TaxPass. Please do not email tax documents, Social Security numbers, or bank information to IPROTAX.

Choose your deposit

Deposit

Choose Your Deposit

Select the deposit that matches the type of tax return you need IPROTAX to prepare.

Individual Tax Return

$100 Deposit

For new individual clients and returning individual clients who have not filed with IPROTAX during the previous two years.

Nonrefundable.

Pay $100 Individual Deposit

Opens IPROTAX’s secure external payment page in a new tab.

Business Tax Return

$250 Deposit

For new business tax clients, including clients seeking preparation of partnership or S-corporation returns.

Nonrefundable.

Pay $250 Business Deposit

Opens IPROTAX’s secure external payment page in a new tab.

How deposit payment works

  1. Choose the correct individual or business deposit.
  2. Pay securely through PayKah.
  3. Save the PayKah payment receipt.
  4. Begin or continue the tax intake through CrossLink TaxPass.
  5. IPROTAX separately verifies the deposit before completing preparation.

Deposit payments are processed through IPROTAX’s PayKah payment service using Stripe-hosted checkout. IPROTAX’s website does not collect or store your payment-card information.

Paying a deposit does not mean your tax return has been completed or filed. Please save your payment receipt and complete your tax intake through CrossLink TaxPass. A completed payment page does not by itself confirm payment: IPROTAX verifies every deposit with PayKah before completing preparation.