---
schema_version: "1"
id: 7fac724445cdc5ef6b7d6ea415b1d77c94c04fc1101948ffbbf16270d6f200f7
title: Create the Taxpayer Portal Site
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/aps_tr_configure_taxpayer_portal.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.aps_tr_configure_taxpayer_portal.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 11aaf317f241b0aa632f151dff849efb255ec87575093ae4269019d5150b603c
description: Create an Experience Cloud site by using the Public Sector Tax and Revenue Portal template.
products:
  - Public Sector
release: "264"
---
# Create the Taxpayer Portal Site

Create an Experience Cloud site by using the Public Sector Tax and Revenue Portal template.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.psc_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions, user interfaces, and add-ons that support Public Sector.">View supported product editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d20271e60">User Permissions
              Needed</th>
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        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d20271e60 ">To create and manage Experience Cloud sites:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d20271e60 ">Create and Manage Experiences AND Customize Application</td>

          </tr>
        </tbody>
      </table>

The Public Sector Tax and Revenue Portal template includes three prebuilt pages: a Tax Center page where taxpayers view their data, a login page, and a home page. Customize the pages in Experience Builder.

Before you begin, complete these setup tasks in order:

- [Assign Tax and Revenue Permissions to Internal Users](https://help.salesforce.com/s/articleView?id=ind.aps_tr_assign_permissions.htm&release=264.0.0&type=5 "Confirm that internal admins have Customize Application, and assign Data Cloud Architect to users who configure Data 360.")
- [Set Up Tax and Revenue](https://help.salesforce.com/s/articleView?id=ind.aps_tr_set_up_tax_and_revenue.htm&release=264.0.0&type=5 "Turn on the Tax and Revenue org preference, use the default data space or create one for tax data. Then select that data space in Tax and Revenue Settings. Enable person accounts and set up security for taxpayer identification.")
- [Configure Taxpayer Portal Access to Tax Data](https://help.salesforce.com/s/articleView?id=ind.aps_tr_configure_portal_data_access.htm&release=264.0.0&type=5 "Tag the Tax and Revenue data model objects for portal visibility. Then create a data governance policy so that authenticated taxpayers can read their own data in the portal.")

1. Enable Digital Experiences.
    1. From Setup, in the Quick Find box, enter Digital Experiences, and then click **Enable**.
        
        Refresh the page after you enable Digital Experiences. For more information, see [Enable Digital Experiences](https://help.salesforce.com/s/articleView?id=experience.networks_enable.htm&type=5&language=en_US).
    2. Select **Settings**.
    3. Select **Allow using standard external profiles for self-registration, user creation, and login**, and then save your changes.
2. Create a role and assign it to the admin user. A role is required to create portal users.
    1. From Setup, in the Quick Find box, enter Roles, and then select **Roles**.
    2. Click **Set Up Roles**, and then add user role.
    3. Assign that role to the admin user.
3. From Setup, in the Quick Find box, enter Digital Experiences, and then select **All Sites**.
4. Click **New**.
5. From the template gallery, select **Public Sector Tax and Revenue Portal**, and then click **Get Started**.
6. Enter a name for the site, and then click **Create**.
7. After you create the site, click **Builder** to open Experience Builder.
8. Use the template's login page.
    1. Open **Workspaces**, and then select **Administration**.
    2. Click **Login & Registration**.
    3. For **Login Page Type**, select **Experience Builder Page**.
        
        Taxpayers open the template login page. To customize login, see [Customize Login, Self-Registration, and Password Management for Your Experience Cloud Site](https://help.salesforce.com/s/articleView?id=experience.networks_customize_login.htm&type=5&language=en_US).
9. Allow unauthenticated guest users to open the site.
    
    Site-level public access gives guests access to pages such as the home page. It can also override page access, so set the Tax Center page to require a login in the next step.
    
    1. From Setup, in the Quick Find box, enter Digital Experiences, and then select **All Sites**.
    2. Next to the taxpayer portal site, click **Workspaces**.
    3. Select **Administration**, and then select **Settings**.
    4. Under General, select **Guest users can see and interact with the site without logging in**, and then save your changes.
10. Require a login for the Tax Center page.
    1. Open the site in Experience Builder.
    2. From the Pages menu, select **Tax Center**.
    3. Open the page settings, set **Page Access** to **Requires Login**, and then save your changes.
11. Use **Preview** to review the site before making it live.
12. Click **Publish** to activate the site.

Who Can Open Each Page   
| Page | Unauthenticated guest user | Logged-in User |
| --- | --- | --- |
| Home | Accessible | Accessible |
| Tax Center | Requires login | Accessible |

After you create the site, register taxpayers and assign permissions to taxpayer portal users. See [Register Taxpayer Portal Users](https://help.salesforce.com/s/articleView?id=ind.aps_tr_register_portal_users.htm&release=264.0.0&type=5 "Onboard taxpayers with a bulk upload or a registration page, and store each taxpayer's identification number and identification type on an Identity Document record.") and [Assign Permissions to Taxpayer Portal Users](https://help.salesforce.com/s/articleView?id=ind.aps_tr_assign_portal_permissions.htm&release=264.0.0&type=5 "Assign the permission set license and permission sets that taxpayer community users need to access the taxpayer portal.").