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.
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
Create Your Account
Open the secure IPROTAX TaxPass page and register using your email address.
- 2
Enter Your Information
Complete the guided interview and upload clear copies of your supporting documents.
- 3
Submit to IPROTAX
Your submitted information and documents are delivered through TaxPass to our CrossLink tax-preparation software.
- 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
New clients and returning clients who did not use IPROTAX for the immediately preceding tax year must pay a nonrefundable deposit before services begin. The deposit is $100 for an individual tax return and $250 for a business tax return. If you miss filing with IPROTAX for one tax year, the applicable deposit will be required when you return.
Individual Tax Return
$100 Deposit
For every new individual client and any returning individual client who did not use IPROTAX for the immediately preceding tax year.
Nonrefundable.
Opens IPROTAX’s secure external payment page in a new tab.
Business Tax Return
$250 Deposit
For every new business client and any returning business client who did not use IPROTAX for the immediately preceding tax year.
Nonrefundable.
Opens IPROTAX’s secure external payment page in a new tab.
A sole proprietor whose business activity is reported on Schedule C of Form 1040 remains an individual tax-return client and pays the $100 deposit. A separately filed business return—including Forms 1065, 1120, or 1120-S—requires the $250 business deposit.
If you need both an individual return and a separate business return, do not pay both deposits through the website. Contact IPROTAX so the correct deposit can be confirmed.
The deposit is applied toward the applicable tax-preparation fee. It is nonrefundable and does not guarantee a refund, filing outcome, completion date, or acceptance of a tax return by any taxing authority.
How deposit payment works
- Choose the correct individual or business deposit.
- Pay securely through PayKah.
- Save the PayKah payment receipt.
- Begin or continue the tax intake through CrossLink TaxPass.
- 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.