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Create the Taxpayer Portal Site

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Create the Taxpayer Portal Site

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

Required Editions

View supported product editions.
User Permissions Needed
To create and manage Experience Cloud sites: Create and Manage Experiences AND Customize Application

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:

  1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
  2. Click New.
  3. From the template gallery, select Public Sector Tax and Revenue Portal, and then click Get Started.
  4. Enter a name for the site, and then click Create.
  5. After the site you create the site, click Builder to open Experience Builder.
  6. Use Preview to review the site before making it live.
  7. Click Publish to activate the site.

After you create the site, assign permissions to taxpayer portal users. See Assign Permissions to Taxpayer Portal Users.

 
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