Taxes to Go Guide for Tax Preparers

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• 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:

• 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 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. ...

• 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. ...

• 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 ...