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For Tax Pros
For Tax Pros
All you Pros out there... This one's for you! ; p
53 articles in this collection
Written by
Success Team
Connecting with Stripe
Setting up your Pro account with Stripe
Written by
Success Team
Updated over a week ago
How To Enable Desktop Notifications
Written by
Success Team
Updated over a week ago
Getting Started
Pro Best Practices
Reference these best practices to set yourself (and your clients) up for success at Taxfyle!
Written by
Success Team
Updated over a week ago
What is Taxfyle?
The future of the accounting firm
Written by
Success Team
Updated over a week ago
Who can become a Taxfyle Pro?
CPAs and EAs
Written by
Success Team
Updated over a week ago
How much can I expect to earn?
The sky's the limit!
Written by
Success Team
Updated over a week ago
How do I get paid?
Complete your setup to get paid for the jobs you complete
Written by
Success Team
Updated over a week ago
Is it free to register with Taxfyle?
Joining the Taxfyle network is 100% free
Written by
Success Team
Updated over a week ago
How can I start working with Taxfyle?
What you need to do
Written by
Success Team
Updated over a week ago
How do I pick up jobs?
Accepting opportunities within the Taxfyle platform
Written by
Success Team
Updated over a week ago
What are my responsibilities as a provider?
Expectations when working within the Taxfyle network
Written by
Success Team
Updated over a week ago
What is my relationship with Taxfyle?
Pro's engaged within the Taxfyle network do so as independant contractors
Written by
Success Team
Updated over a week ago
Is there an experience requirement?
Only need to maintain the proper credentials
Written by
Success Team
Updated over a week ago
Onboarding Questions
Registering with Taxfyle
How to register with Taxfyle
Written by
Success Team
Updated over a week ago
How do I upload my information?
Uploading is the easy part, gathering the information may take some time...
Written by
Success Team
Updated over a week ago
What if I don't have/can't find the information needed to register?
Registration info requirements
Written by
Success Team
Updated over a week ago
When will I be granted access to the Tax Pro Dashboard?
Dashboard access
Written by
Success Team
Updated over a week ago
How many jobs can I accept?
Simultaneous jobs - Job limit
Written by
Success Team
Updated over a week ago
I registered as a Tax Professional, but my information wasn't saved.
Registration errors / lost information
Written by
Success Team
Updated over a week ago
Doing the Work
Is my Pro account set up to pick up opportunities?
Let's verify what workspace you're in...
Written by
Success Team
Updated over a week ago
Haven't received job opportunity email notifications?
Job opportunity notifications
Written by
Success Team
Updated over a week ago
What if my client isn't responding?
My client isn't replying to me
Written by
Success Team
Updated over a week ago
What if there's more work to be done than what was originally indicated?
More forms than anticipated
Written by
Success Team
Updated over a week ago
When is it appropriate to close a job?
Closing jobs - When to close a job - How to close a job - Requirements to close a job
Written by
Success Team
Updated over a week ago
Can I call or email the client?
Communicating (chatting) with clients
Written by
Success Team
Updated over a week ago
Can I remove unresponsive clients?
My client isn't responding/replying
Written by
Success Team
Updated over a week ago
Document permissions functionality
Things to know
Written by
Success Team
Updated over a week ago
How can I delete documents?
Deleting documents
Written by
Success Team
Updated over a week ago
What if my client stops responding but I've completed the return?
Unresponsive clients
Written by
Success Team
Updated over a week ago
How should I handle suspected fraud?
Fraud, Identity theft, Fake ID, Suspicious activity
Written by
Success Team
Updated over a week ago
Prohibited Conduct
What is considered prohibited conduct?
Conduct never allowed while working with Taxfyle
Written by
Success Team
Updated over a week ago
What are the penalties for engaging in prohibited conduct?
Banned from Taxfyle indefinitely
Written by
Success Team
Updated over a week ago
How does Taxfyle know if I'm soliciting?
Detection and monitoring controls
Written by
Success Team
Updated over a week ago
What happens if I'm flagged for engaging in prohibited conduct
Account will be inspected for quality control
Written by
Success Team
Updated over a week ago
What if I've identified additional services I can provide my client?
Reach out to the Success team for additional services
Written by
Success Team
Updated over a week ago
What happens if my client wants to e-mail or call me outside the Taxfyle platform?
Any communication outside of the platform is disallowed
Written by
Success Team
Updated over a week ago
Payments
How do I get paid?
Complete your setup to get paid for the jobs you complete
Written by
Success Team
Updated over a week ago
How often am I paid?
Taxfyle pay schedule
Written by
Success Team
Updated over a week ago
How can I make sure my Stripe account is connected to the Portal?
Confirming your Stripe integration
Written by
Success Team
Updated over a week ago
What happens to my payment if the client is refunded?
Client refunds
Written by
Success Team
Updated over a week ago
There is an issue with payments made to my account or lack thereof.
Payment discrepancy
Written by
Success Team
Updated over a week ago
How can I change the bank account to which my Stripe is linked?
Deposit of earnings - Bank account
Written by
Success Team
Updated over a week ago
Question about how to do something in Stripe
Stripe questions
Written by
Success Team
Updated over a week ago
Tax Pro Ratings
How can I regain access to the dashboard?
Lost access - reinstatement of access
Written by
Success Team
Updated over a week ago
How can I improve my rating/reputation?
Bettering your reputation
Written by
Success Team
Updated over a week ago
How can I increase my job limit?
Job limit - reputation - more jobs
Written by
Success Team
Updated over a week ago
How/when do I get rated?
Ratings - when and how
Written by
Success Team
Updated over a week ago
Tax Preparation Software
Does Taxfyle provide tax preparation software?
About Taxfyle software
Written by
Success Team
Updated over a week ago
Do I have to use my own tax software?
What are your software options
Written by
Success Team
Updated over a week ago
Are there any e-filing fees with the Taxfyle tax preparation software?
E-filing fees
Written by
Success Team
Updated over a week ago
How long does the Taxfyle software license last?
Life of license
Written by
Success Team
Updated over a week ago
Insurance
Does Taxfyle offer Errors & Omissions insurance?
Errors & omissions insurance
Written by
Success Team
Updated over a week ago
Do I need insurance?
Errors & omissions insurance
Written by
Success Team
Updated over a week ago