Our website for tax professionals is a multi-year website. In future years you will be able to log in to one website and get access to historic information.

How to login to the tax pro website

Use your existing username and password to login to our website. If you forgot your username or password, select "Trouble logging in?" to recover your username or password.

If you are logging into our website for the first time as a new client click the "First time logging in" link to login for the first time. Make sure you are logging in after your office information has been transmitted to sbtpg. 

Viewing information for different tax years

Once you have successfully logged in, you will always be directed to the most recent tax year. You can identify the tax year you are viewing from the left side of the dashboard. Our website supports the upcoming tax season starting in September. If you log-in to our website in September you may see a future tax year displayed on the dashboard.

In future tax seasons you will be able to switch to another year by selecting a tax year from the top right side of the screen. 

Once you have selected another tax year, the information on the dashboard will refresh, and you will see the year you have selected displayed on the dashboard.

Year-specific information

As you navigate across the website you will see information that is specific to the tax year you are viewing. For example, reports, dashboard, documents and check printing (if you print checks from our website) will display information for the tax year you are viewing. To view reports for the 2026 calendar year, you must select "TY 2026" first, navigate to Reports, and then run a report for that year.

Information that is not year-specific

Other features like employee user access, support cases, and notifications may not be year-specific. For example, as you add an employee user to your sbtpg account that employee will have historic access to your account and not just one specific tax year.