Portal guide
BackThe client portal is where you follow your tax cases, report payments of slips and send the documents the office asks for.
First time: the invitation QR code
- The office sends you a QR code or invitation link.
- Scan the QR code with your phone camera (or open the link).
- Choose a username (English letters and digits) and a password (at least 8 characters with a letter and a digit), then press Save and sign in.
Next times
Open the portal address and sign in with your username and password. If the office allows it, there is also an SMS code tab: enter your mobile and a 6-digit code is texted to you.
Home page: a warning if a slip is unpaid, the documents the office asked for with their due dates, and all your cases with their current stage.
Case page: assessed amount, final amount, paid and remaining; payment slips; the case history with the date of each stage; messages the office shared with you; shared documents.
- The office issues a slip (amount, payment ID, due date); it appears in your portal at once.
- Pay it, then on the case page choose the receipt (photo or PDF) and press I have paid.
- The slip shows "waiting for the office" until the office confirms it.
Documents the office asks for appear on the portal home page with a send button. You can also send any file at the bottom of a case page under Documents. Allowed: PDF, JPG, PNG and WebP up to 10 MB. Files are stored encrypted.
The portal installs like an app and opens full screen; no app store needed.
- Android: open the portal in Chrome → menu ⋮ → Install app or Add to Home screen.
- iPhone: open it in Safari → Share → Add to Home Screen.
On the portal home page, under Get the office's notices, press Connect next to Telegram or Bale (or scan its QR code) and press Start in the messenger. From then on document requests, new slips and the office's messages are sent to you there. Press Disconnect any time.
If the office uses WhatsApp, notices also go to your registered mobile number on WhatsApp.
| Question | Answer |
|---|---|
| I forgot my password | Ask the office for a new invitation QR code. |
| No SMS code arrives | Sign in with username and password; the SMS code only works when the office has SMS set up. If you asked 3 times in 15 minutes, wait a little. |
| I don't see a case | Cases still in draft are not shown; they appear once the first stage is recorded. |
| Dates are Gregorian | Dates follow your company's country of registration. |
| New phone | Just sign in with the same username and password. |
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