Earn Rich Incentives
This feature enables the user to earn attractive incentives by referring a new client to the Mytaxfiler. The user can refer multiple new clients by providing the information such as First name, Last...
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My documents (Upload documents)
This feature facilitate the user to upload any documents (eg: W-2s, Form 1099s, etc..) which are needed to complete the tax returns. Separate tabs are available for ‘Order related files’, ‘Individual...
View ArticleAlerts & Notifications
Please visit this tab frequently to see any Alerts and Notifications sent by the Tax Professionals. We appreciate Earliest / Immediate response from you. Frequently Asking Questions (FAQ’s): Q: What...
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Message Center / Mailbox
Message center provides services similar to a normal mailbox. This feature facilitates you to: 1. Compose a New Email – compose a new e-mail to the tax preparer 2. Inbox -read and/or replay e-mails...
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Approve Transactions
The pending approval will list all the documents which are uploaded by the tax professional for you to review and approve. In order to approve/reject the request you need to click the check box which...
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Pay Invoices
This feature is used for making payment towards pending invoices. You can view the list of pending invoices against the order, clicking which will show a small division pop up listing invoice...
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Status of service
The “Status of Service” feature allows you to view and/or edit your service order and you can verify any outstanding items or tasks which are needed for the completion of your tax returns. After you...
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Step: 3 Complete Questionnaire/Upload documents
MyTaxFiler developed a simple questionnaire. This feature facilitate the user to Download and fill-out our simple Questionnaire. Questionnaire is available in excel, Word and pdf, format. The user can...
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Step: 2 Update or Add Profile
This feature enables the user to specify the primary information about themselves which will be used for tax filing purpose. Separate tabs are available for spouse and dependents. A married user needs...
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Step: 1 Select a Service (Individual or Business)
“Mytaxfiler provides services for both individual and business taxation (ie., a combo box after the country). The user can select a services based on his/her requirements. Business Services Our...
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