E-Services Online

Follow the instructions below to activate your business e-services account

1. Getting your Digital Certificate

From the e-services web page, click on the “Buy Now” graphic.

This will take you to the “Taxsoftware.com E-Mail Verification” link, shown below. You will be asked to enter your e-mail address for verification. Enter your e-mail address, then click on “Submit.” Then please close your web browser.

You will receive a verification e-mail with instructions on how to proceed. It will contain a multi-digit UPID necessary to secure your account. After you receive this UPID, please return to the web site: https://www.Taxsoftware.com.com/certsrv/get_cert.asp.

 You will be prompted to cut and paste the UPID from your verification e-mail into the box provided. Then click on “Submit.”

The next page will request identifying information, as shown below. 

Please fill in the information for your Taxsoftware.com user certificate. The certificate is a digital ID that is used to identify you. No username or password is required when using Taxsoftware.com e-services.

Click on “submit” after you have filled in the required information.

To install your certificate, you will click through a series of prompts. You must answer “Yes” to the security questions. 

Click on “yes” to request a certificate now, as shown below.

 When the certificate you requested is issued, click on “Install this certificate” to install the digital ID onto your computer.

Click on “Yes” to add the certificates now, as shown below.

Click on “Yes” to install a certificate from Taxsoftware.com.

You will receive a prompt that your certificate has been successfully installed. After the certificate is installed, you can click on “Continue” to pay for your e-services account.

2. Activating your E-services Account

Follow the steps below to purchase/activate e-services online.

Every time you access the e-services management web site to purchase services, you will be prompted to present your digital ID/user certificate. Select your certificate and click on “OK” to present your digital ID to Taxsoftware.com.

 You will see the Taxsoftware.com e-services Payment Page, shown below. This page will reflect the status of your e-services account. Any payments previously made will be listed on this web page.

 Click on “Update Profile” to fill in your EFIN and PTIN information. Your EFIN and PTIN were assigned by the IRS when you first e-filed.

The next page is the New Company for e-services page, shown below. You must enter your correct EFIN and PTIN information on this web page.

You will only be able to e-file tax returns with Taxsoftware.com if your EFIN, PTIN, and digital ID all match. This protects your account from misuse. No one else will be able to e-file any tax returns under your EFIN.

Click on “Continue” after you have updated all of your information.

To purchase a new e-services package, as shown below, enter 2000 for the number of individual tax returns to receive the special price. Then click on “Update Price.”

You may also purchase business tax returns from this web page by entering the number of business tax returns desired and clicking on “Update Price.”

After you have updated the price, the total amount for your purchase is shown. You can enter your payment information and click on “Pay” to pay for the returns.

You can return to the e-services management web page at any time to check on your purchases or see any payments made on your account. The e-services management web page can be accessed by clicking on the “Buy Now”  graphic on the e-services web page at any time.

User's manual for e-service customers.