We commit to keeping your information safe and secure. We understand life can happen, and you might not be able to use our service yourself, but you still need help filing.
If someone files for you, that person is called your “representative”. This representative is someone you legally approve to represent your tax situation. A representative isn’t needed if you just need general technical assistance completing intake questions or uploading documents. You can ask a family member or friend to help you answer the intake questions, or upload documents, as needed.
If you decide to use a representative, they will need to follow the steps below:
Create a GetYourRefund account (Click Get Started on our homepage).
Answer intake questions in a way that represents the taxpayer’s situation.
Upload the taxpayer’s tax and identification documents.
Enter their own -representative’s- contact information when creating the account.
Upload a filled out and signed Power of Attorney form to the account. Both the taxpayer and the representative need to sign the form. If they do not upload this signed form, the tax team is not allowed to talk to the representative. Without this signed form, you will not receive service.
Maintain communication with the tax team for the duration of the service.
The representative shouldn't complete these steps, if they already have an active GetYourRefund account for their own return. If this is the case, please reach out to chat for guidance.