How it works...

How does Taxfyle work?

...Taxfyle turned the industry upside down

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Taxfyle is always at your fingertips...

Or in your pocket... Or on your nightstand... (Okay this is getting kinda weird)

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Can I request services outside of income taxes?

As a matter of fact, you can!

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Is Taxfyle available outside of the US?

Thanks to the internet, we can honestly say Taxfyle is worldwide...

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How does Taxfyle compare to do-it-yourself software?

A comfortable alternative

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What if I'm not happy with the service?

We're here to help...

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What if I don't respond once my return is complete?

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What or who is a Pro?

They're almost like superheroes... Superheroes whose superpower is saving you time and frustration

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Do you verify your Pro's status as a Pro?

We trust, but we also verify.

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How does my Pro know what I need?

They do this for a living...

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How to Connect with Prior Year Pro

Connecting with your previous Pro

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Can I select my Pro?

Here's how that works...

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How is my tax return routed to the right Pro?

Professionals know their comfort zones

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What is my relationship with my Pro?

Mostly casual...

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Can I use the same person to prepare my business and personal returns?

We can make it happen... but jobs aren't typically routed to the same Pro

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View Receipts/Invoices

Receipts for jobs are saved for your convenience

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How do I get a quote?

With a few quick taps and swipes...

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Do I pay up front?

Only a small fee to secure your Pro. The rest is paid once it's done.

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Why was my credit card just billed for a few dollars?

That's just for the service fees and audit protection

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Can the fee be taken out of my refund?

We're not quite there yet, but your return will be in your account before you know it...

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Will my quote change?

If your responses to our onboarding questions were accurate, no.

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How is the quote generated?

One word... Algorithms

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What are the service fees for?

Your protection and convenience

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What if I need to file returns for multiple years?

We've thought of that and made it as easy as...

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How many years are included in my quote?

All the years you choose in the questionnaire...

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What if I answer a question incorrectly?

It's all good... We all make mistakes and we know exactly how to fix it...

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What if I need more state returns?

Well haven't you been busy with all that globe trotting???

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What if I don't need to file in the states indicated?

Looks like you just saved yourself a few bucks...

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How do I apply promo codes?

We love a good deal, and you should too!

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How do I add a payment method to my profile?

It's fast and simple...

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How do I create a profile?

Looking for tax services? You found the right place...

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Can I use the same e-mail address to submit personal and business returns?

Not a problem.

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How can I set up Teams on Taxfyle?

Teamwork makes the dream work! Let's get to work!!

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Which Filer package should I choose?

Need help on deciding which filer plan best fits your needs, we got you covered!

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Using Taxfyle from your PC

Yeah, you can do it there too

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I use bookkeeping software, how do I export my reports?

Had your bookkeeping done using Freshbooks, Quickbooks, Wave, or Xero? Learn how to export your bookkeeping documents here!

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Finding Taxfyle in the App Store

It's easier than you think

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Finding Taxfyle in the Google Play Store

Also... Easier than you think

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Where can I find the terms of use?

Right in here!

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What's your privacy policy?

It's private...

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What if I want to cancel my tax return preparation?

You can if you want to... but please note our policy.

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Is my information safe?

In one word, yes.

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How to access Archived Jobs

Access your archived engagements and link old documents to current engagements with these simple steps.

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Our relationship is confidential.

But what does that mean?

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Who's preparing my return?

A credentialed tax professional - That's who

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