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Managing your requests
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?
Of course!
Written by
Success Team
Updated over a week ago
What kind of records and documents will my Pro need?
All the docs!
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?
Absolutely!
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?
No, but...
Written by
Success Team
Updated over a week ago