Steps to view billing information
Log into your main accountant account and click on the billing icon from the left panel.
On the billing page, select the Plans tab from the top. Next, click on the "View Subscription" button. Alternatively, select the Subscription tab from the top.
On the Subscription window, you can view all information including
Billing cycle - monthly vs yearly
Basic subscription cost
Team subscription cost
Taxes
Tax Return Add-on balance
Steps to edit billing information
Follow the same steps as above. You will end up on the Billing>Subscription tab.
Click on the "Change" button and you will be able to change the billing cycle on the Taxbotic Premium pop-up.
Next, on the same Billing>Subscription tab, click on the "See billing information and invoices here" link at the bottom of the screen. You will be directed to the stripe billing screen. Here you can view your billing information as follows.
Current plan information - It will show your cost along with team information. It will also show your renewal date. Furthermore, you can edit the credit card on file here.
Payment Methods
Billing Information - You can also update your billing information here. The taxes levied depend on your billing information. So, fill out these details accurately.
Invoices History - You can also download your invoices here.
Once edited, click on the "Return to Taxbotic" link and you will be directed back to your Taxbotic account.
💡 Tip
Need more help? Reach out to us at help@taxbotic.com or visit our other guides.