Environment: StFX member logging into the portal that is in need of Tax Forms
Purpose: Guide users on proper steps required to access tax forms
Step 1: Connect to the Portal
To Access Banner Self-Service:
- Open an Internet browser
- Go to portal.stfx.ca
- Please note Internet Explorer is no longer supported when accessing Banner, please use an alternate browser.
- Login with your StFX credentials (same as moodle, and Office 365)
Example:
Username: x2019abc
Password: Same password used to access moodle
Trouble logging in? Reset your passoword
Step 2: Access Banner Self-Service
Note: If you do not remember your PIN information, you can enter your Student ID and click the "Forgot PIN" button. Upon your first Banner login, you would have created a security question that you can now answer to get into your account. If you do not remember this, you will need to contact IT Services to recover your PIN number.
Once you're logged in to Banner, click on "Student Services".
At the bottom of the screen, click on "Canadian Tax Forms".
Select the appropriate form from the list.
Click the Submit button, and a pop-up should open with your information. If nothing happens, your browser has pop-ups blocked by default and need to be turned on.
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