The documents below contain step-by-step instructions for third-party tax professionals using the Philadelphia Tax Center. Use the instructions to:
- Start using the system.
- Request account access from existing taxpayers.
- Add clients who are new taxpayers in Philadelphia.
When you request access to an existing or new taxpayer’s accounts, the verification process includes sending a physical letter in the mail. The letter goes to your client’s mailing address. It may take you a week or more to complete the initial setup, but this allows us to protect tax and personal information.
Download these documents to your device, or print them for easy reference.