TakeAway Tax Client Portal lets you share tax information securely, track your return, and stay in touch with your tax pro in one place. It is designed as a guided, step‑by‑step experience to simplify even complex tax situations.​

How to Sign In

• Go to the TakeAway Tax Client Portal sign-in page.
• Enter your username (email) and password, then click Sign In.
• You can select “Remember Me” to stay signed in on your device and use “Forgot Password?” if you need to reset your password.​
• You can open the translation dropdown menu and choose Spanish.

Your Dashboard

Once you are signed in, you will see your Dashboard. From here, you can:​

• Watch an Interactive Onboarding video 
• View your Tax Return Status (Not Started, In Progress, or Okay).​
• See your Tax Planning Status (Awaiting Info, Under Review, etc.).​
• Start or continue your Questionnaire (onboarding).​
• Access Messages, My Documents, Tax Planning, Forms & Resources, Blogs, and your Profile.​

On the dashboard, you will see Your Tax Pro section.​

• View your tax professional’s name, email, and phone number.
• Use this info to reach out with questions or to follow up on your tax return.​

Complete the Tax Questionnaire 

The Questionnaire guides you through everything your Tax Professional will need to start your tax return. Sections include:​

• Personal Information (Taxpayer and Spouse) – names, contact details, address, marital status, and phones.​
• Identification Information – driver’s license or ID details for you and your spouse.​
• Dependent Information – information about any dependents you claim.​
• Income – W‑2s, other income, pensions, retirement, rental income, and more.​
• Deductions & General Questions – life changes, HSAs, home sale, foreign income, digital assets, and more.​
• Business / Investments – LLC/DBA, expenses, rental property, and Form 1099 questions.​
• Electronic Filing & Direct Deposit – e‑file authorization and bank information for refunds.​
• Upload Tax Documents – upload all documents needed to prepare your return.​

You can see your questionnaire listed by title, year, and status (such as Completed) and open it again as needed.​

Uploading and Viewing Documents

In My Documents, you can:

• Upload files like W‑2s, prior year returns, and other tax documents.​
• See each document’s name, type, tax year, and last updated date.​
• View any documents shared with you under Shared Documents.​

Messaging Your Tax Pro

The Messages section functions like a secure inbox.​

• View Inbox and Sent Items.
• Click + New Message to select a recipient (such as your tax pro or office account), add a subject, and send a secure message.​

Tax Planning and Subscriptions

Under Tax Planning, you can see any active or past subscription plans for ongoing tax planning services.​

• View your plan name, features, and status.
• Access related tax assessment, pre‑tax proposal, tax plan, and roadmap items when available.​

Forms & Resources

In Forms & Resources, you get quick access to important tools.​

• Forms: mileage logs, business expense worksheets, Form W‑4, Form I‑9, Form W‑9, and more.​
• Resources: links like IRS – Where’s My Refund, Make Quarterly Estimated Tax Payments, Get IRS Transcripts, and other IRS tools.​

Blogs and Learning

The Blogs section includes educational articles on tax topics such as gig worker taxes, pet-related deductions, new parents, and nonprofits.​

• Each article shows an author, date, short preview, and a Read More link.​

Your Profile

Under Profile, you can:

• Review your basic information (name, email, phone, address).​
• See your Tax Pro and a Book an Appointment option when available.​
• Edit your details, change your profile picture, and update your password.​

If you need additional help using any area of the portal, they can send a secure message in the Messages sectionTax Professional or contact the office directly for support.​