Instructions on creating at account

Instructions on creating at account


Before you begin:

You will need to have the following information to set up a new taxpayer portal. Before you begin, make sure you have and know the following information:

  • A valid email address
  • Your social security (SSN) or Individual Tax Identification Number (ITIN)
  • Tax filing status and mailing address
  • One financial account number linked to your name:
    • Credit card _ last 8 digits (no American Express, debit or Corporate Cards) or
    • Student loan – (Enter the student loan account number provided on your statement. The account number may contain both numbers and letters. Do not include any symbols.) Additionally, the IRS cannot verify student loans issued by Nelnet. Or
    • Mortgage or home equity loan or
    • Home equity line of credit (HELOC) or
    • Auto loan
  • Mobile phone linked to your name (for faster registration) or ability to receive an activation code by mail. (Please note, choosing to receive an activation code by mail takes approx. 5-10 business days. Once received the registration process must be completed within a 30-day period, or a new activation code must be requested.

To begin registration:

  1. Go to
  2. On the main page, on the left side of web page select the option that says, “view your account”.
  3. Select “Login to your Online Account”
  4. Select Create Account
  5. Follow the prompts and enter the requested information. Security codes will be emailed to the registered email, as well as texted to the telephone number provided.

Once you have successfully created your account, if not automatically done, login using your email address and password you chose to register the account with. A security code will be sent to your mobile phone number on file and must be entered within the allotted time, usually within a five-minute window.  Once you are successfully logged in, the first screen you will see will show your recent login attempt times and dates. This is a great way to monitor potential unauthorized attempts to access your account.  From your home screen, you can choose from multiple options, including accessing the Child Tax credit portal, requesting a tax transcript for previously filed tax returns, information about your current year tax return and managing payments for taxes due and setting up a payment plan. Please note, each individual taxpayer much set up an account, even when you file as a married couple. This is especially important when managing your child tax credit advance payments.