Accessing your Clients Personal Income Tax Data

Registration Requirements

Tax Professional Registration Requirements - In order to access this system, you will need to register online as a practitioner with the Revenue Department.  This is a one time only process.  Registered tax professionals in Pennsylvania must also be registered practitioners with the Internal Revenue Service (IRS) and must participate in the Fed/State e-file program. 

To register to access your client's data, click on the Access Client Data button below and then click on the Register button. 

You will need to supply your:

• Pennsylvania e-Signature account (User ID and Password) What's this?
• Social Security Number
• Last Name
• First Name
• Daytime Phone Number
• Taxpayer Identification Number (PTIN)  What's this?
• Electronic Filing Identification Number (EFIN) What's this?

For a complete explanation on how to do this, see the Register as a Practitioner instructions.

Once you successfully register as a tax professional in the system, your client list will be automatically displayed, provided you met the requirements listed below for gaining access to client data. 

 

Gaining Access to Client Data Requirements - In order to gain access to your client's data, you must have:

• Filed your clients PA-40 income tax return electronically through the Fed/State e-file program for the Current tax year. 
• Completed a Power of Attorney Form (REV-677) and had it signed by your client.
• Supplied your PTIN on the PA-40 income tax return and indicated that you have a completed and signed Power of Attorney Form (REV-677) on file.

Viewing Previous Tax Years - You may also view your clients Tax information for previous tax years.  To gain access for previous years, you must have:

• Met the initial requirements listed above in "Gaining Access to Client Data Requirements". 
• Completed a Power of Attorney Form (REV-677) and had it signed by your client for the appropriate tax year.
• Have your client's tax liability which can be found on Line 12 of the PA-40 Tax Return for the appropriate tax year.

For a complete explanation on how to do this, see the Add Power of Attorney (POA) for Previous Tax Years instructions.