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TAP Help – Edit a Shared Bank Account


In TAP, you can designate whether a bank account is to be used only for a specific tax account or whether it can be shared across multiple tax accounts.

Where Do I Start?

Depending on which window you are already on, you may need to click one or both of the following hyperlinks in the I want to… section:

  • Home
  • View My Profile

What Do I Do?

  1. On the My Accounts tab, view the Advanced Payment Options sub-tab.
  2. Click the bank name hyperlink.
  3. Click the Change tab.
  4. Complete the appropriate fields.
  5. Click Save.