TaxStatus Support

Managing Users

With SAML-based single sign-on (SSO), users can access TaxStatus through an identity provider (IdP) of their choice.

Single sign-on (SSO)

Link a Tax Professional Account

Update your logo on TaxStatus and customer-facing pages.

How do I rebrand my TaxStatus pages?

Departments

Can I download records and what format options do I have?

What is the Notes section?

Fiscal Year-End

How is the Account Standing score calculated?

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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