Managing your requests

And feeling great about your Taxlyfe

15 articles in this collection
Written by Success Team

Submitting a work request

How do I create a request for services?

It's really quick and really easy...

Written by Success Team
Updated over a week ago

How long will it take to connect with my Pro after I submit my request?

Faster than a Jimmy John's delivery cyclist...

Written by Success Team
Updated over a week ago

How long will it take for my job to be completed?

That depends...

Written by Success Team
Updated over a week ago

Can I have more than one request open at the same time?

Written by Success Team
Updated over a week ago

What kind of records and documents will my Pro need?

Written by Success Team
Updated over a week ago

Documents

How do I upload photos?

With a couple of quick taps...

Written by Success Team
Updated over a week ago

When and where can I upload my documents?

Anytime, any place!

Written by Success Team
Updated over a week ago

How do I upload a PDF, Excel, Power Point, Etc.?

Sometimes it's easier just uploading docs...

Written by Success Team
Updated over a week ago

Can I download my tax return once it's complete?

Written by Success Team
Updated over a week ago

How can I delete documents?

You can remove access

Written by Success Team
Updated over a week ago

How do I sign my return?

The convenience of a touch screen

Written by Success Team
Updated over a week ago

How can I rename a document?

Let your fingers do all the work...

Written by Success Team
Updated over a week ago

Other

How do I review my job history?

Reviewing history for some peace of mind

Written by Success Team
Updated over a week ago

How can I communicate with my Pro after my job is closed?

We'll help you with that if need be

Written by Success Team
Updated over a week ago

Can I use the same Pro going forward?

Written by Success Team
Updated over a week ago