---
schema_version: "1"
id: cbdcd9cfcbade1456118016538fa794f68ea008b0a41944c845b521e2ea2e959
title: Register Taxpayer Portal Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/aps_tr_register_portal_users.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.aps_tr_register_portal_users.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9bbbba7d795b6d2a9b5f3fcf1a2dad8db5ff09f4591ebe9c38e91596d85ef757
description: 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.
products:
  - Public Sector
release: "264"
---
# Register Taxpayer Portal Users

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.

### 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 ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d91199e60">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="d91199e60 ">To configure registration for an Experience Cloud site:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d91199e60 ">Create and Manage Experiences AND Customize Application</td>

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

Create the taxpayer portal site before you configure registration. See [Create the Taxpayer Portal Site](https://help.salesforce.com/s/articleView?id=ind.aps_tr_configure_taxpayer_portal.htm&release=264.0.0&type=5 "Create an Experience Cloud site by using the Public Sector Tax and Revenue Portal template."). Set field-level security for Identification Number before users register. See [Set Field-Level Security for Identification Number](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.").

Experience Cloud supports self-registration, a custom registration page, registration with a screen flow, and registration with an authentication provider. An agency can also create the users in Salesforce, including with a bulk upload, or turn on a registration page so taxpayers register themselves.

## Configure Self-Registration

Turn on self-registration so taxpayers can create their own portal login.

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 **Login & Registration**.
4. Under Registration Page Configuration, select **Allow customers and partners to self-register**.
5. Select the self-registration page type.
    
    For page setup, profile assignment, and authentication providers, see [Configure Your Self-Registration Page](https://help.salesforce.com/s/articleView?id=experience.external_identity_create_registration_page.htm&type=5&language=en_US).
6. Under Assign users to a profile and account, leave **Account** empty, and then save your changes.
    
    Person accounts are enabled for Tax and Revenue. With Account empty, Salesforce creates a person account for each taxpayer who self-registers.

## Store Tax Identity for Portal Users

Create the account, contact, and Identity Document records that connect a portal user to taxpayer data, and then assign community access.

Create these records for each portal user, whether the user self-registers or you create the user in bulk.

1. Create an account and a contact for the portal user.
2. Create an Identity Document record related to that account.
3. Store the identification number and the identification type on the Identity Document record.
    
    Identity Document maps to Party Identification. Identity resolution matches the portal user to agency tax data on the identification number.
4. Assign the community permission set license and data space access. See [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.").
    
    Assign the **PublicSectorTaxRevenueCmtyPsl** permission set license. Give **Public Sector Tax and Revenue for Community Users** access to the tax data space so data governance policies apply in Data 360.