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Label:
Guide
Tax practitioners, payroll service providers, and authorized representatives can use this guide to create a PRO Username on Portland Revenue Online and request/cancel third-party access to their clients' tax accounts.
Important: Before you can gain third-party access to your client's account in Portland Revenue Online (PRO), the client must already have a PRO username created for their tax account(s). If your client has not created a PRO login yet, they must do so before you can request third-party access.
Steps to Create a PRO Username
- From the Pro.Portland.gov home page, click the Create PRO Username hyperlink in the Log In box.
- Review the Instructions and click Next.
- On the PRO Username Type page, select No if you are creating a login to access client accounts as a tax practitioner or payroll provider.
(Select Yes only if you are creating a login and have your own personal or business tax accounts) - If creating the login for a firm or business, select the entity type that matches the company's structure. Select the appropriate option for bulk filing and click Next.
- Complete the required demographic fields to identify yourself or your business (based on entity selected in the previous step), then click Next.
- When filling out the address, you must click the Verify Address hyperlink to continue, which reviews your address against USPS records for accuracy.
- Complete the required Profile, Phone Number, and Security information then click Next.
- Review your summary and click Submit if your information is correct. Use the Previous button to return to earlier screens if changes are needed.
- Once submitted, return to the Home Page and log in using the PRO username and password you just created.
Steps to Request Third-Party Access
- From the Pro.Portland.gov home page, log in to your PRO account using the Log In box.
- Under your name in the top-right hand corner, click the Manage My Profile hyperlink.
- Click the More… tab.
- In the Access Management panel, click the Request Third Party Access hyperlink to gain access to a client's account.
- Select the tax account type to which you are requesting access from the dropdown menu.
- If your client has multiple accounts with the City of Portland, you will need to request access to each individually, or your client can grant you access once they approve your initial request.
- Complete the Third Party Access required fields (these may vary depending on Account Type)
- If the information provided matches a customer in our records who also has an active PRO username, the client will receive instructions to approve or deny your request.
- If the information submitted is incorrect, you will receive an auto-decline in your Profile Messages.
Once access is granted, you will be notified by email and your client's profile will appear in your PRO account when you log in.
Canceling Third-Party Access
- From the Pro.Portland.gov home page, log in to your PRO account using the Log In box.
- Under your name in the top-right hand corner, click the Manage My Profile hyperlink.
- Click the More… tab.
- In the Access Management panel, click the Manage My Access hyperlink to view and/or remove your access to your client's accounts.
- Click on the hyperlink under the client you want to work with for whom you want to cancel/remove access (Account Manager/File Returns and Make Payments/Full Access).
- Click the Cancel My Access hyperlink to remove the client from your account.
- Confirm by clicking the OK button.
- Note: this cannot be undone
Manage Secondary Logons Associated with your PRO Username
Adding a Secondary Logon User
Use this option to create a secondary web logon for your employee or associate who will act on your behalf to perform tasks such as filing returns and making payments for your clients' tax accounts.
- From the Pro.Portland.gov home page, log in to your PRO account using the Log In box.
- Under your name in the top-right hand corner, click the Manage My Profile hyperlink.
- Click the More… tab.
- In the My Users panel, click the Manage Secondary Logons hyperlink.
- Click the Add hyperlink.
- Complete the required fields.
- Select Administrator if the user should be able to manage other users and access settings.
- Select Account Manager if the user only needs access to work on client accounts (for example, filing returns or making payments).
- Select the types of accounts and/or specific customers your Secondary Logon user to be able to work with.
- Click Submit.
- The user will receive an email with steps on how to add a password for themselves to then access the same accounts you work with.
Changing a Secondary Logon User's Access Settings
- Starting point: You are logged in to PRO and on the Manage My Profile page.
- Click the More… tab.
- In the My Users panel, click the Manage Secondary Logons hyperlink.
- Click the Active Name hyperlink for the user you want to update.
- Click the Change hyperlink next to the setting you want to update.
- Customer Groups will change which specific client(s) your secondary user has access to.
- Account Access will change the types of account(s) your secondary user is able to work on.
- Select the types of accounts and/or specific customers your Secondary Logon user to be able to work with.
- Click the Save button.
Deactivating a Secondary Logon
This option allows you to remove/deactivate secondary logons.
- Starting point: You are logged in to PRO and on the Manage My Profile page.
- Click the More… tab.
- In the My Users panel, click the Manage Secondary Logons hyperlink.
- Click the Active Name hyperlink for the user you want to update.
- Click the Deactivate Logon Access hyperlink.
- Select the Yes to confirm deactivation to your Secondary Logon user.
- Once deactivated, the user will no longer be able to access your PRO account. This action can be reversed by selecting Reactivate Access.
- Click the Save button.
- Click the OK button to confirm.