Creating Your First Job
Creating a job with us is easy. Just answer some questions, pay the service fee, and your pro will start preparing your work request. Here's how it gets done...
How can Taxfyle help?
Taxfyle has eliminated the need to meet with your Pro in person by allowing you 24/7 access to your dedicated Tax Pro while your job is in progress. This will allow you to get your taxes done at your convenience. Taxfyle only offers vetted, credentialed Pros to serve its customers. This means you're guaranteed to receive the services of an industry professional specializing in tax preparation.
Upon submitting a job, you can instantly connect with a Pro to chat and share your relevant documents. Securely share your relevant tax information and let them take care of the rest. Your dedicated Tax Pro will provide you the quality tax advice needed to optimize your return. We highly recommend all Taxfyle customers review and ask questions to ensure the accuracy of their return. Providing all your pertinent documents and reviewing drafts of your return is ultimately your responsibility. You will have the better understanding of your financial activity than your Pro. We highly encourage our customers to ask any tax-related questions to clear up any confusion and ensure you're more than satisfied with your service.
How long will it take to get connected with my pro?
Jobs are typically picked up within two minutes after submission. We strongly suggest enabling push notifications within the app so you may be informed as soon as you're connected and messaged by your Pro.
How long will it take my job to be completed?
We establish a seven day timeline as a guideline for our Pros in order to ensure your tax return is completed in a timely manner. However, this timeline is flexible. Should it take longer than seven days to collect all your information and the deadline passes, no worries, your Pro will work with you whenever you're ready. Pros are relatively quick at turning around tax returns once they've received all the information. Ideally, most, if not all, your documents are in order when submitting a job.
What kind of records and documents will my Pro need?
When completing your engagement, it's important that you make your Pro aware of transactions that occurred during the year.
Please note that items on this list are not exhaustive and some may not apply to you. Standard documents may include the following:
W-2,
1099,
K-1,
The prior year 1040,
1040-ES,
Social Security Earnings statements,
IRA/Roth/SEP contributions,
Lottery/Gambling winnings,
Alimony paid/received,
Any IRS or State Correspondence,
Bank account investment in foreign country,
Stock/Mutual Fund sales or purchases,
HUD Statements,
Property taxes paid,
Student loan payments,
Scholarship and grants received,
Household employee information,
Health insurance premiums paid,
Information on debt canceled/forgiven,
Information on casualty/theft losses,
Charitable contributions (cash and non-cash),
Unemployment income,
Job search expenses,
HSA/MSA Contributions/distributions,
Education contributions/distributions (529 plan),
Moving expenses,
Medical expenses,
Business income and expenses (Trial balance if available),
Real Estate Income and expenses,
Auto business miles
Keeping track of your expenses and miles will help when its time to claim deductions. It's not required that your Pro see all expenses, however, they may ask to see documentation on large transactions.
Substantiating your expenses with documentation is highly recommended in the event of a possible IRS audit. There is no threshold amount for substantiation of these expenses. Best practice is to save your receipts and invoices for 7 years after they are incurred in the event the revenue department questions your deductions.
How do I sign my return?
Sign documents through your iOS device by opening an uploaded document and selecting the digital signature feature button. Entering your signature is as simple as drawing with your finger.
If opening the document from your PC or Mac, you have the option of printing out the form to sign and upload a scanned copy, or opening the PDF and electronically signing on your computer.
How long until I receive my tax refund?
After your return has been filed, it may take some time before your refund is received in your bank account. For returns that have been e-filed with direct deposit information, the standard transit time is five to ten business days. The toll-free phone number to check your Federal refund status is 1-800-829-1954. Automatic service is available every day of the week, 24 hours per day. Or you can go here and check via the Internet.
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