Taxes to Go Guide for Taxpayers (For Your Customers)

• Related Articles

• 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:

• 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. ...

• 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.

• 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 ...