Taxes To Go Mobile App
Can I use Taxes to Go to just send and receive documents to/from my clients?
Yes! TaxesToGo can be used to send documents back and forth. You can do this in 4 easy steps! You will need to already have the return in your program to use TaxesToGo to only share documents. If you haven't already, go ahead and start the return. ...
The taxpayer is using my branded Taxes To Go app, but I can’t see them in my queue
If you are trying to pull in a Taxes To Go return from your Branded App Queue but aren't able to find it in the list, there are a few troubleshooting steps we recommend: Verify the taxpayer has submitted their information to you. You can do this by ...
I’m trying to pull in a Taxes To Go return and the program keeps asking me for a Social Security number.
If the program is asking for a Social Security Number when you are pulling a Taxes To Go return from Import App User (ProWeb) or Pull From Pro App (Desktop), this means the taxpayer did not complete the My Tax Return section in the app and did not ...
When I’m trying to import an app return it keeps saying there is no data.
If you are trying to import a Taxes To Go return from Import App User (ProWeb) or Pull From Pro App (Desktop) and it is saying there is no data matching, it is possible you have the incorrect email address and/or tax code for that app return. You ...
Why isn't my customer's return showing in my Taxes To Go queue?
If a taxpayer is using the Taxes To Go app with your company's branding on it, when they submit their information it will arrive in your Taxes To Go queue within seconds. If a taxpayer sends you their information and you don’t see it in your program ...
I can't see the chats for my Taxes To Go users.
The Taxes To Go chats only show for the app returns you have claimed. You will not see every chat within your tax office. Also, the Taxes To Go chat bar at the bottom of the screen won't show until you have claimed your first Taxes To Go app return. ...
What are the phone requirements to use the Taxes to Go Mobile App?
Minimum phone requirements to use the Taxes To Go mobile app. iOS: Supported OS: iOS 11.0 and up Camera Access Photo Album Access Internet Connection Store Link: https://itunes.apple.com/us/app/taxes-to-go/id1151450846?ls=1&mt=8 Android: Supported ...
The taxpayer sent me documents in Taxes To Go, but I don’t see them
Documents sent to you via the Taxes To Go mobile app are available to you almost instantly in desktop or ProWeb. If the taxpayer has sent you documents via Taxes To Go but you cannot see them in the return: 1. Have you claimed the taxpayer's app ...
I sent documents to the app to be signed, but the taxpayer doesn't see them.
First, we recommend trying to send the documents to be signed again. It's possible there was an issue sending the first time. After verifying the documents have sent successfully from your program, be sure to have the taxpayer refresh (or even close ...
The signatures aren't showing in the tax return, but the taxpayer signed in the app
If you are unable to see the taxpayer's signatures in a tax return from Taxes To Go: If you are using Desktop, if you are in the Receipt Menu reenter the return, then Exit back to the Receipt Menu. Otherwise, try closing and reopening the program. If ...
My client got an error message: Unable to Submit return at this time.
If the taxpayer is using Taxes To Go app and upon touching the Submit button receives a message "Unable to submit return at this time", tell them to go back through the app and ensure all the required information has been entered. Marriage status for ...
Can I pull a return from prior year and still use the Taxes To Go Mobile App?
Yes. In both Desktop and ProWeb you have the ability to associate an existing return with information the taxpayer has sent via Taxes To Go. ProWeb - Select the Tools dropdown menu next to the return, then select Sync Return with Mobile App. Desktop ...
My taxpayer accidentally downloaded the generic Taxes To Go app. Can I switch it to branded?
Unfortunately, once the generic Taxes To Go app account has been created, there isn’t a way to switch the account to branded. The branding is tied directly to the taxpayer's email address that you use to send out the referral link from Account Hub. ...
I pulled a Taxes To Go app return into the program, but I need to start over. Can I pull it again?
Yes! In both Desktop and ProWeb, if you delete (Desktop) or deactivate (ProWeb) the tax return the app return will revert to the Taxes To Go queue for you to pull again. Did the taxpayer use your branded Taxes To Go app? If so, you will see the ...
Can I create a new app account with the same email and phone number?
Taxes To Go accounts are created based on email address. You cannot use the same email for more than one account. Multiple accounts can, however, use the same phone number.
Does the information from the documents sent in Taxes to Go automatically upload into the data fields in the program?
Taxpayer documents submitted via Taxes To Go are images, and the information in an image does not automatically pull into the tax return. You will need to view and/or print the documents to see the information and manually enter it in the tax return. ...
Will information from last year’s app pull forward into this year's app?
No. For security purposes, every year we discard the data entered into the prior year’s app. Any information entered by the user into the app is only specific to the current tax year and will not carry forward to the app when they use Taxes To Go in ...
Why don’t I see my branded Taxes To Go app in the app store?
Your branded Taxes To Go app is not in the app store. The branding is just a filter over the base Taxes To Go app. The branding is applied when the user logs into the app with the information entered on the Referral Link website.
How does a taxpayer get my branded Taxes To Go app?
Your clients will get your branded Taxes To Go app when they use your custom Referral Link. The link is available in your Account Hub and in your Software, and you can copy and paste it into an e-mail or text message to your clients, or you can put ...
Taxes to Go Guide for Taxpayers (For Your Customers)
Taxes to Go allows you and your customers to share documents back and forth quickly and securely. For instructions on how to use Taxes to Go in the program, please download the PDF below:
Taxes to Go Guide for Tax Preparers
Taxes to Go allows you and your customers to share documents back and forth quickly and securely. For instructions on how to use Taxes to Go in the program, please download the PDF below: