---
title: "The customer portal"
url: https://services.dev/docs/examples/tax/customer-portal
---
# The customer portal

URL: https://services.dev/docs/examples/tax/customer-portal

> The tax brand's customer portal across one plan year, screen by screen as the brand serves it. The year ahead, an extension filed by a clock, the return with its record, and the taxpayer's kept facts and allowances.

*tax's words: return is a job, taxpayer is a subject, review is a task, preparer is a member (examples/tax/brand.ts).*

The customer portal is where a business and its officer follow their returns, at `/portal`, in the brand's words. Every screen below is the page the brand serves on the test clock as [the year](https://services.dev/docs/examples/tax/years.md) ran. [The customer portal](https://services.dev/docs/app/buyers.md) covers what every brand's portal does.

## The year ahead

2 February 2027. The plan has filed the 2026 1099s and ordered the 2026 return. The portal opens on what's coming: each date and who answers for it. One organizer item is open, the books. The pay clock is the business's own, so it can mark it done on a receipt. Under the taxpayer, its signer of record and what 2025 left on file:

*Screen: the customer portal at `/portal`, job_4Tx3 · waiting at organizer · 1 outstanding · clk_7Hq4 open · clk_7Hq5 open · clk_7Hq6 open (captured/screens/tax-portal-year.html).*

## Extended

13 April. The books haven't come, so the rung deposited the tax and filed each state's extension: October federally and in New York, November in California and New Jersey. The date to pay closed on the deposit:

*Screen: the customer portal at `/portal`, job_4Tx3 · waiting at organizer · 1 outstanding · clk_7Hq4 open · clk_7Hq5 open (captured/screens/tax-portal-extended.html).*

## The return

The 2026 return, accepted in July: the deposit and extensions, the signature, the Form 8879-CORP, New York's repair, and $0 due:

*Screen: the customer portal at `/portal/returns/job_4Tx3`, job_4Tx3 · accepted at file (captured/screens/tax-portal-return.html).*

## The year, used

25 July. The taxpayer keeps the 2026 carryforwards, each state's tax and the deposit for next year to read, and its assessment and refund dates with who answers for each. The plan shows each allowance used:

*Screen: the customer portal at `/portal`, job_4Tx5 · accepted at record · clk_7Hq4 open (captured/screens/tax-portal-accepted.html).*

---

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