I pulled a Taxes To Go app return into the program, but I need to start over. Can I pull it again?

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• 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:

• 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 ...

• 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:

• 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. ...

• 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 ...