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How it works...
How it works...
This is a story all about how...
43 articles in this collection
Written by
Success Team
General
How does Taxfyle work?
...Taxfyle turned the industry upside down
Written by
Success Team
Updated over a week ago
Taxfyle is always at your fingertips...
Or in your pocket... Or on your nightstand... (Okay this is getting kinda weird)
Written by
Success Team
Updated over a week ago
Can I request services outside of income taxes?
As a matter of fact, you can!
Written by
Success Team
Updated over a week ago
Is Taxfyle available outside of the US?
Thanks to the internet, we can honestly say Taxfyle is worldwide...
Written by
Success Team
Updated over a week ago
How does Taxfyle compare to do-it-yourself software?
A comfortable alternative
Written by
Success Team
Updated over a week ago
What if I'm not happy with the service?
We're here to help...
Written by
Success Team
Updated over a week ago
What if I don't respond once my return is complete?
Written by
Success Team
Updated over a week ago
Who is helping me
What or who is a Pro?
They're almost like superheroes... Superheroes whose superpower is saving you time and frustration
Written by
Success Team
Updated over a week ago
Do you verify your Pro's status as a Pro?
We trust, but we also verify.
Written by
Success Team
Updated over a week ago
How does my Pro know what I need?
They do this for a living...
Written by
Success Team
Updated over a week ago
How to Connect with Prior Year Pro
Connecting with your previous Pro
Written by
Success Team
Updated over a week ago
Can I select my Pro?
Here's how that works...
Written by
Success Team
Updated over a week ago
How is my tax return routed to the right Pro?
Professionals know their comfort zones
Written by
Success Team
Updated over a week ago
What is my relationship with my Pro?
Mostly casual...
Written by
Success Team
Updated over a week ago
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
Written by
Success Team
Updated over a week ago
Pricing and payment
View Receipts/Invoices
Receipts for jobs are saved for your convenience
Written by
Success Team
Updated over a week ago
How do I get a quote?
With a few quick taps and swipes...
Written by
Success Team
Updated over a week ago
Do I pay up front?
Only a small fee to secure your Pro. The rest is paid once it's done.
Written by
Success Team
Updated over a week ago
Why was my credit card just billed for a few dollars?
That's just for the service fees and audit protection
Written by
Success Team
Updated over a week ago
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...
Written by
Success Team
Updated over a week ago
Will my quote change?
If your responses to our onboarding questions were accurate, no.
Written by
Success Team
Updated over a week ago
How is the quote generated?
One word... Algorithms
Written by
Success Team
Updated over a week ago
What are the service fees for?
Your protection and convenience
Written by
Success Team
Updated over a week ago
What if I need to file returns for multiple years?
We've thought of that and made it as easy as...
Written by
Success Team
Updated over a week ago
How many years are included in my quote?
All the years you choose in the questionnaire...
Written by
Success Team
Updated over a week ago
What if I answer a question incorrectly?
It's all good... We all make mistakes and we know exactly how to fix it...
Written by
Success Team
Updated over a week ago
What if I need more state returns?
Well haven't you been busy with all that globe trotting???
Written by
Success Team
Updated over a week ago
What if I don't need to file in the states indicated?
Looks like you just saved yourself a few bucks...
Written by
Success Team
Updated over a week ago
How do I apply promo codes?
We love a good deal, and you should too!
Written by
Success Team
Updated over a week ago
How do I add a payment method to my profile?
It's fast and simple...
Written by
Success Team
Updated over a week ago
Creating your profile
How do I create a profile?
Looking for tax services? You found the right place...
Written by
Success Team
Updated over a week ago
Can I use the same e-mail address to submit personal and business returns?
Not a problem.
Written by
Success Team
Updated over a week ago
Accessing and using Taxfyle
How can I set up Teams on Taxfyle?
Teamwork makes the dream work! Let's get to work!!
Written by
Success Team
Updated over a week ago
Using Taxfyle from your PC
Yeah, you can do it there too
Written by
Success Team
Updated over a week ago
Finding Taxfyle in the App Store
It's easier than you think
Written by
Success Team
Updated over a week ago
Finding Taxfyle in the Google Play Store
Also... Easier than you think
Written by
Success Team
Updated over a week ago
Policies and procedures
Where can I find the terms of use?
Right in here!
Written by
Success Team
Updated over a week ago
What's your privacy policy?
It's private...
Written by
Success Team
Updated over a week ago
What if I want to cancel my tax return preparation?
You can if you want to... but please note our policy.
Written by
Success Team
Updated over a week ago
Keeping your data safe
Is my information safe?
In one word, yes.
Written by
Success Team
Updated over a week ago
How to access Archived Jobs
Access your archived engagements and link old documents to current engagements with these simple steps.
Written by
Success Team
Updated over a week ago
Our relationship is confidential.
But what does that mean?
Written by
Success Team
Updated over a week ago
Who's preparing my return?
A credentialed tax professional - That's who
Written by
Success Team
Updated over a week ago