The Taxes to Go mobile app allows your clients to get their taxes done easier than ever before. It’s as simple as Snap, Send, Sign.
Your taxpayers begin by creating an account through the Taxes to Go mobile application. After their account has been created, they will take snap shots of any documentation required to complete their tax return and send that to you. You then retrieve the information in TaxSlayer ProWeb to complete the return. Once you’ve completed the return, you send it back to the client for them to review and sign.
The App includes a chat feature for communication between the you and your clients and is fully integrated into your TaxSlayer ProWeb software. This app is available for both Android and iOS and can be found in Google Play and the Apple App Store.
Setting up your branded mobile app
From inside your Account Hub, you will see Taxes To Go as shown below.
Click View to go the Taxes to Go configuration page. Enter your business name in the Profile Name field, choose a color theme, and optionally upload your own logo. As you make these changes, you will see a preview on the right side of the page.
After you've clicked SAVE on your Taxes to Go configuration, you will see your Referral Link generated. This referral link is what ties your branded app to your office. For your customers to use your branded app, they will need download the app by clicking that link.
Setting up additional locations
The referral link from the Taxes to Go configuration above is only for your main office. If your tax business has multiple locations, you will need to set up the Taxes to Go configuration for each location. To configure each of your additional locations, click Location Manager under the 9-square "app switcher" menu at the top right and choose Manage Locations. From the list of locations, you will see a phone icon. This will open that location's Taxes to Go configuration screen.
The configuration screen for each additional location will look exactly like the screen from your main location. Once you've clicked SAVE, that office's referral link will be generated.
FAQ
How do my customers get the branded app?
Your customers will get your branded app by using the Referral Link created in your Account Hub. After they enter their information on the Referral Link website, their email address will be associated with your branded app and when they log in to the app with this email address it will show your branding.
How long does it take for a return to show in my branded app queue after it’s submitted?
This process is nearly instantaneous. If a user sends you their documents and you don’t see it in in the Taxes to Go queue on the ProWeb Welcome page, close and reopen the program. If the problem persists please call our Customer Support team for assistance.
Why don’t I see my branded app in the app store?
Your branded app will not be shown 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.
Will information from last year’s app pull forward into this year?
No. For security purposes, every year we discard the data from the prior year’s app. Any information entered by the user into the app is only specific to the current year.
Does the information from the documents automatically upload into the data fields in the program?
No, the information from the documents will not automatically pull into the programs. You will need to view the documents to enter their information into the tax return.
Can I create a new app account with the same email and phone number?
Taxes to Go accounts are created based on the email address. The same email address cannot be used for more than one account. (The same mobile number can be used in more than one account, however.)
I pulled the app return into the program, but I need to restart. Can I pull it again?
Yes! In both programs if you deactivate the return the app will go back into the queue for you to pull again. For branded apps you will see it back in the list available to claim. For generic apps you will use the same email address and 6-digit code to repull.
My customer accidentally downloaded the generic app. Can I switch it to branded?
No. In order for the app to be branded, the taxpayer needed to start on the referral link website. Unfortunately, once they have created their account there isn’t a way to switch from using generic app to using the branded app. The process of completing the return is identical in both appsThe user will need to uninstall the app and create a new account with a different email using your referral link.
Can I pull a return from prior year and still use the Taxes to Go Mobile App?
Yes. In both programs you have the ability to "Sync Return with Mobile App Return." This feature allows you to take an existing return in your program and associate it with an app return.
What are the 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 OS: Android 7.0 (Nougat) and up
Camera Access
Photo Access
Internet Connection
Store Link: https://play.google.com/store/apps/details?id=com.rhodescomputerservices.taxestogo
Taxes to Go Manual
For instructions for the Taxes to Go Mobile App in ProWeb, please download the following manual:
