Taxes To Go Questions and Troubleshooting
- Desktop: I don't see how to send documents to the taxpayer to be signed
- Where do I get the Referral Link for my Branded Taxes To Go App?
- What are the phone requirements to use the Taxes to Go Mobile App?
- Can I create a return pulling info from prior year and still use the Taxes To Go Mobile App?
- My taxpayer accidentally downloaded the generic Taxes To Go app. Can I switch it to branded?
- I pulled a Taxes To Go app return into the program, but I need to start over. Can I pull it again?
- Can I create a new app account with the same email and phone number?
- Does the information from the documents sent in Taxes to Go automatically upload into the data fields in the program?
- Will information from last year’s app pull forward into this year's app?
- Why don’t I see my branded Taxes To Go app in the app store?
- Why isn't my customer's return showing in my Taxes To Go queue?
- How does a taxpayer get my branded Taxes To Go app?
- I sent documents to the app to be signed, but the taxpayer doesn't see them.
- The signatures aren't showing in the tax return, but the taxpayer signed in the app
- I can't see the chats for my Taxes To Go users.
- My taxpayer can’t create their Taxes to Go account because it won’t send them a code.
- The taxpayer sent me documents in Taxes To Go, but I don’t see them
- When I’m trying to import an app return it keeps saying there is no data.
- I’m trying to pull in a Taxes To Go return and the program keeps asking me for a Social Security number.
- The taxpayer is using my branded Taxes To Go app, but I can’t see them in my queue
- Can I use Taxes to Go to just send and receive documents to/from my clients?