The taxpayer sent me documents in Taxes To Go, but I don’t see them

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• 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 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 ...

• 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. ...

• 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.

• 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: