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Taxfyle Clients
Policy and Procedures
How it Works
- How do I create a profile?
- Where can I find the terms of use?
- How do I apply Promo Codes
- What if I want to cancel my tax return preparation?
- Can I use the same e-mail address to submit personal and business returns?
- Is Taxfyle available outside of the US?
- How is my tax return routed to the right Pro?
- How can I set up Teams on Taxfyle?
- Our relationship is confidential.
- Using Taxfyle from your PC
- What if I don't respond once my return is complete?
- How do I reset my password?
- What if I need more state returns?
- What is my relationship with my Pro?
- Is my information safe?
- Finding Taxfyle in the App Store
- What if I answer a question incorrectly?
- What's your privacy policy?
- Do you verify your Pro's status as a Pro?
- How do Consultations Work?
- What is it? Info gathering
- Document Signature
- Can I use the same person to prepare my business and personal returns?
- New documents
- Can I select my Pro?
- How To Enable Desktop Notifications
- What If I Need to File Returns for Multiple Years?
- How does Taxfyle compare to do-it-yourself software?
- How does my Pro know what I need?
Technical
- How can I rename a document?
- I'm having trouble uploading my documents...
- How come I can't create/access my account?
- I'm having technical problems chatting with my Pro, what should I do?
- How do I sign out of the app?
- Your website is non-responsive and buttons aren't working...
- How can I report an issue with my engagement?
- How Can I Correct My Name in My Profile If I Accidentally Misspelled It?
- I Didn't Receive My Password Reset Email
- How Do I Contact Taxfyle?
- How Can I Report a Technical Issue?
- Why Do I Have to Keep Logging In
FAQ
- Late to file/pay penalty
- Income from 1099/W-2/1098 etc.
- What is Taxfyle?
- How Long Until I Receive My Tax Refund?
- Lost tax documents
- Can I file multiple years?
- Client User Guide: Consultations (Video Call)
- What if I'm late to file?
- Filing as a Non-Resident Alien
- Extending Your Tax Return Due Date
- Filing status
- Which Filer Package Should I Choose?
- Business Returns
- How do I upload a PDF, Excel, Power Point, Etc.?
- How can I use the same Pro going forward?
- Itemizing deductions
- Who's preparing my return?
- What or who is a Pro?
Tax Questions
- What if I don't need to file in the states indicated?
- Reasons you may want to file a tax return even though there is no legal obligation
- What does the IRS consider rental property income?
- Do I need to file a tax return?
- What's a K-1?
- I've changed my address, how do I let the IRS know?
- How do I know if I'm an independent contractor?
- How do I know if there was a change in partners' capital?
- What's the Difference Between Selling Inventory and Business Property/Capital Assets
- Can I Connect My Facebook Account with My Username Account?
- What is a non-resident alien?
- Why do you need to know if I have an ownership interest in a foreign entity?
- Why would a dependent have to file a tax return?
- Where's my tax refund??
- Do I have to file a tax return?
- How do I know if we had income unrelated to our tax-exempt mission?
- What's a K-1?
- How do I know which states require me filing a tax return?
- What happens if I don't file my tax return or file it late?
- What Exactly Is a Dependent?
- What Happens If I Don't Track My Income and Expenses in Accounting Software?
- What if I'm a non-resident alien?
- Why Do You Need to Know If a Foreign Entity Owns a Piece of My Company?
- What qualifies as campaigning or lobbying?
- State returns
- What are the implications of applying for tax-exempt status?
- What's included in household income?
- I think I owe the IRS, what now?
- How do I know if my company made a distribution?
- How can I verify whether or not I received dividends during the year?
- How does the IRS define home ownership
- What qualifies as research & development?
- How can I verify whether or not I sold stocks during the year?
- What's the difference between a public charity and a non-exempt charitable trust?
- What if I can't afford to pay my tax liability?
- How do I know if I have to file a separate business return?
- Why do you need to know if I (or my business) own or controls a foreign bank account?
- How Do I Know How Many K-1s Need to Be Prepared?
- How Do I Get an ITIN?
- What's considered a foreign asset?
Managing your Request
- How Long Will It Take to Connect with My Pro After I Submit My Request?
- How can I delete documents?
- Can I download my tax return once it's complete?
- How Do I Review My Job History?
- What kind of records and documents will my Pro need?
- How do I create a request for services?
- How Do I Upload Photos?
- I missed my Consultation appointment; now what?
- Why isn't my Pro responding?
- Can I have more than one request open at the same time?
- How long will it take for my job to be completed?
- How can I communicate with my Pro after my job is closed?
Services
- Does this work with 1099s / W-2s / 1098s / etc...?
- Can Taxfyle Help with My Tax Situation and Filing Requirements?
- Can I Have a Consultation with My Tax Filing?
- Finding Taxfyle in the Google Play Store
- How does Taxfyle Bookkeeping work?
- I don't know how to taxes.
- How do I reschedule an appointment with a Pro?
- Other Tax Services we offer
- Can Taxfyle help with my state returns too?
- Can Taxfyle Handle My Business Returns?
- What If I Need to Migrate My Books?
- What happens if my Consultation goes over time?
- Can Taxfyle estimate my tax due before I request a Pro?
- What software is Taxfyle Bookkeeping done through?
- Difference between Write-Up Services and Bookkeeping
- What If My Deductions Are Not Organized?
- I use bookkeeping software, how do I export my reports?
- What if I need to file an amended return?
- How do I grant a Pro access to Quickbooks Online?
- Can Taxfyle Help Me with Estimated Payments?
- What's the Difference Between Month-to-Month and Year-End?
- Taxfyle Consultations: Have a Call with a Pro!
- What if I'm married? Single? ...Dating?
- What If I Need to Itemize My Deductions?
- What if I need to file a return for a year that isn't listed in the app?
- Can Taxfyle take care of my extension for me?
- Can I work with a Pro I’ve used before?