TaxesToGo: Tax Processors Plus TaxesToGo Manuals and FAQs
Software reference · Written guide Content date 2 min read
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TaxesToGo Manuals
Frequently Asked Questions about TaxesToGo
How do my customers get the branded app?
Why don’t I see my branded app in the app store?
Will information from last year’s app pull forward into this year?
Can I create a new app account with the same email and phone number?
I pulled the app return into the program, but I need to restart. Can I pull it again?
My customer accidentally downloaded the generic app. Can I switch it to branded?
Can I pull a return from prior year and still use the TaxesToGo Mobile App?
My client got an error message: Unable to Submit return at this time.
The signatures aren't showing in the tax return, but the taxpayer signed in the app.
I sent documents to the app to be signed, but the taxpayer doesn't see them.
The taxpayer sent me documents in TaxesToGo, but I don’t see them.
What are the phone requirements to use the TaxesToGo Mobile App?
I can't see the chats for my TaxesToGo users?
Why isn't my customer's return showing in my TaxesToGo queue?
My taxpayer can’t create their TaxesToGo account because it won’t send them a code.
When I’m trying to import an app return it keeps saying there is no data.
The taxpayer is using my branded TaxesToGo app, but I can’t see them in my queue
Can I use TaxesToGo to just send and receive documents to/from my clients?
I don't see how to send documents to the taxpayer to be signed.
Adding Electronic Signatures to a Return
How long does it take for a return to show in my branded app queue after it’s submitted?