Taxport Transformation

We’re thrilled to introduce a new, streamlined experience for Taxport, which will replace the current Formview web-based experience.

Note: We will continue supporting Taxport Formview throughout the 2024 tax season, so you can transition at your own pace.

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

Stay tuned here for updates, FAQs, training sessions, webinars, and more.

Explore the New Taxport

The new Taxport experience officially launched on October 22! Watch our on-demand webinar for an in-depth demo, feature walkthrough, usability enhancements, and answers to frequently asked questions. Don’t miss this opportunity to see how Taxport can simplify your reporting process:

Watch On-Demand

Take a deeper dive into the new Taxport browser interface. We’ve specifically designed sessions for Taxport Enterprise with Managed Services or Taxport Enterprise without Managed Services.

Choose an option below to maximize your Taxport experience:

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 launched October 22. The initial release includes the core Formview functionality with support for the most used forms in Taxport. Support for remaining forms and managing rejects will be released throughout the fall. Users can stay up to date in the release notes section of the application.

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.

Users are now able to begin logging into the new interface at taxport.sovos.com. Taxport’s classic Formview interface will continue to be accessible at taxport.convey.com. Users who have permission to launch Taxport Powerview can 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 configurations.

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.

October 24, 2024

If you are not an administrator or owner of the Taxport application, please disregard this message or forward it to an administrator.

The new Taxport user interface has been released and is now available at taxport.sovos.com! Don’t worry, the Formview features you’ve come to rely on haven’t gone anywhere. Click Here to learn more. Consider attending our webinar for a walk through of the new Taxport experience. You can register to attend here.

With our initial release, the functionality that exists in Formview today is available for the most used form types in the new Taxport . Over the coming weeks, we will release support for remaining form types and managing rejects.

If you are not utilizing Single Sign On (SSO), Formview users now have access to the new Taxport interface. If you would like to prevent users in your organization from accessing the new interface, our support team (1099Support@sovos.com) is available to assist you in managing access for your organization.

If you are using SSO, you will be able to control the rollout of access for your users. You can find technical details about configuring SSO for the new interface here.

We will continue to support Taxport Formview, as it exists today, for the tax year 2024 filing season. It will continue to be fully accessible without changes at taxport.convey.com.

Your Sovos Team

Stay tuned here for updates, FAQs, training sessions, webinars, and more.