Taxport Transformation

We’re excited to announce a new Taxport Formview experience, now called Taxport, coming Fall 2024. Don’t worry, the features you’ve come to rely on aren’t going anywhere.

What to expect

Find forms faster

More easily access frequently used functions with streamlined recipient search

Better reject handling

All new reject workflow makes finding and correcting rejects easier

Simple real-time identity verification

Verify individuals and business partners' information with the IRS

New help center

In app tutorials help new users find the assistance and information they need

Continue to check back here for updates, including timelines, FAQs, trainings, webinars and more.

Transformation Timeline

  • Summer 2024
    All clients should receive emails with updates throughout summer 2024 into early fall. 
  • Fall 2024
    Sovos will launch the new Taxport experience on October 22nd. Sign up here for our webinar, where we will provide a demonstration of the new Taxport user interface.
  • Early Winter 2024
    Updated product trainings for new Taxport browser interface 

Frequently Asked Questions

Yes. We believe that you will really enjoy the new experience, but if you still need to access the legacy version, it will be available for the tax year 2024 filing season.

The updated Taxport experience launches October 22, 2024. The initial release will include the core Formview functionality with support for the most used forms in Taxport. Support for remaining forms and managing rejects will follow in the coming weeks.

All the features you’re used to in Taxport Formview will still be available in the new experience.

No. All of the security settings assigned to users for Formview will be applied in the new interface as well. No additional security configuration is needed, and users will have the same permissions they do today.

If your organization is connecting to Taxport through single sign on (SSO), a new connection will need to be created to connect to the new Taxport URL taxport.sovos.com. Any existing implementation for logging into Formview should be kept in place.

The details of the SSO changes needed are minimal and limited to the URL. They will likely need to be implemented by a member of your organization’s IT team. Click here for technical documents regarding configuring Taxport SSO.

After our October launch date, users will be able to begin logging into the new interface. This will be accessible at taxport.sovos.com. Taxport classic Formview interface will continue to be accessible at taxport.convey.com. Users who have permission to launch Taxport Powerview will be able to access it from both options.

Yes, you can choose to prevent users from accessing Taxport until a specific date. Our support team (1099Support@sovos.com) can assist you with the necessary.

 

Previously communicated updates

May 21, 2024

Exciting Changes Coming for Taxport Enterprise!

Hello,

This fall Sovos will be launching a brand new browser based user interface (UI) for Taxport. With our initial launch, the UI will support the same functionality as our existing Formview interface with a completely redesigned experience. Over time, we will expand the set of features to cover many more of the important tasks you use Taxport Powerview for.

In the coming months, we will continue to share information via email, newsletters, and webinars regarding these exciting changes. We know you will probably have questions. Note that the Formview interface will remain supported for the tax year 2024 filing season in early 2025. In future outreach, you will hear more about how your organization can be ready to leverage this brand new interface for Taxport.

July 31, 2024

Taxport Formview Updates

Hi there,

We’re excited to announce a new Taxport Formview experience, now called Taxport, coming Fall 2024. Don’t worry, the features you’ve come to rely on aren’t going anywhere. Here is what you can expect:

  • Find forms faster – Easily access frequently used functions with streamlined search
  • Better reject handling – All new reject workflow makes finding and correcting rejects easier
  • Simple real-time identify verification – Verify individuals and business partner’s information with IRS
  • New help features – Brand new help center and contextual in app help

Over the coming months, we’ll share information via email, newsletters, and webinars about these exciting changes. We’ll continue to support Taxport Formview, as it exists today, for the tax year 2024 filing season in early 2025.

Your Sovos team

September 16, 2024

Taxport Single Sign-On Update

We’re reaching out because your organization uses Single Sign-On (SSO) to connect to Taxport. We’re excited to introduce our new user interface for Taxport, which you can learn more about here. Bookmark this page to stay updated on important details, including our fall launch date.

As we prepare to launch the new Taxport experience, there are steps your organization will need to take to ensure a seamless SSO connection. Click here for the technical specifications your IT team will use to configure the connection to the new interface.

The Sovos team.

Continue to check back here for updates, including timelines, FAQs, trainings, webinars and more.