What is Taxes to Go?
The Taxes to Go Mobile App allows you, the taxpayer, to snap pictures and submit your tax documents without ever stepping foot into an office.
Using the information sent through the app, your tax professional will prepare the tax return and send it back to you to be e-signed.
You will sign the documents inside of the app, send it back to the tax professional and then the return is ready to e-filed!
The app includes a chat feature so that you and your tax professional can always stay in contact.
Step 1: Download the App.
After providing your phone number, email, plus first/last names, your tax professional will send you a link via text to download the Taxes to Go app.
You will receive a text message from the automated Taxes to Go message system with a link to the App Store to download the Taxes to Go app.
Step 2: Create an Account.
Once the app has been downloaded, you will open it to the page below. You will need to use the exact email from the initial download to see the branded app.
Type in the email address you provided to your tax professional, and click “Create Account”. You will now be taken to the account creation page to register with the branded app.
You will need to put in your email address, phone number, create a password, and agree to the terms.
Passwords must include 1 uppercase, 1 lower- case, 1 number, and 1 special character.
After successfully registering, you will receive a text with a 6-digit code to the cell phone number used in the creation of the account. Keep this 6-digit code handy. Complete to access the account.
Following the account creation, the app will guide you to the main page.
Step 3: Start Your Tax Return.
These pages will give you information about the app navigation, tax codes, and push notifications.
After passing the pages about app navigation, tax codes, and push notifications, you will be guided to Start a New Return.
If you have already started the return in your program, you would just want to click “Continue”.
Step 4: Utilize the Tabs On the Landing Page.
On this landing page, you will see tabs across the bottom. These include Tax Return, Documents, Signature, Chat and Settings.
- The Tax Return section is where you enter your personal information. Begin with this section. The app will guide you through each part.
- The Document section allows your to upload any documents to you. Some information will have to be completed fully before you are allowed to go to the next step.
- Signatures and Chat allow you to sign documents and chat directly with your tax professional.
Step 5: Submit.
Once done, review your information and submit the app return. You will then be guided back to the main page.
Your tax professional will now begin working on your tax return.