Client Training Videos

• Get to know our secure Client Portal by watching this Overview.
• How to login to our secure Client Portal.
• How to view and respond to our Requests.
• How to Upload Files to the client portal.
• Using our Home Office Template (download below).
• Using our Donation Calculator Template (download below).
• How to switch between multiple Client Portal accounts.
• How to electronically sign documents.
• How to begin filling out your electronic tax organizer.

Download our Excel Templates and Tips:

• Noncash Donation Calculator - Template
• Home Office - Template
• Business Startup Tips

How to pay your taxes and Where's My Refund

• Federal Refund – You will need information from your tax return here. If you do not have it, you can find it in your client portal.
• State Refund – You will need information from your tax return here. If you do not have it, you can find it in your client portal. Once on website, click "Where's My Refund?" under the "Individuals" section.
• Paying the IRS - Direct Pay with Bank Account. Once on the page, click “Make a Payment” and go through the prompts to pay.
• Paying Oregon - “Make a Payment” via Revenue Online website. Once on the page, click “Make a Payment” and go through the prompts to pay.
• Setting up IRS Installment plan - Use this link for IRS Installment Plans. Follow instructions to get started.
• Setting up Oregon Installment plan - Use this link for Oregon Installment Plans. Follow instructions to get started.

How to determine what sales are in regions subject to tax:

• Multnomah County & City of Portland - This link allows you to search addresses of your jobs within the City of Portland and Multnmoahc Counyt subject to tax on the following forms; Form-SP, Form-SC and Form P.
• TriMet Self-Employment Tax - This link allows you to search the addresses of your jobs within the TriMet region subject to the TriMet Self-Employment Tax on Form TM.

Third-Party Applications

Here is a list of applications we use to streamline our services for you!

• Canopy Client Portal – This is the location you will send and receive documents from us. 

Informational Sources

Helpful tax tips and information you may need for yourself or use of third-party applications.

• Business Facebook Page – Please visit and like out Facebook page to stay in touch with new business events and services!
• Internal Revenue Service – Information available from the IRS.
• IRS Withholding Calculator – Want to know if you had enough withheld to avoid any underpayment tax penalties? Use the IRS Withholding Calculator.
• Oregon Department of Revenue – Information available from the State of Oregon.