If you need income tax advice please contact an accountant in your area. NOTE: FreshBooks Support team members are not certified income tax or accounting professionals and cannot provide advice in these areas, outside of supporting questions about FreshBooks.
What Happens If A Tax Preparer Makes A Mistake?.When you suspect the tax preparer of misconduct that results in an IRS audit and penalties, you can report them to the IRS for misconduct or sue for damages. Since it is your tax returns, it’s your responsibility. Our security is regularly tested and verified by qualified auditing companies.If your tax preparer makes a mistake resulting in you having to pay additional taxes, penalties or interest, you have to pay these fees - not your tax preparer. We implement all recommendations from the IRS and the payment card industry. We have a well-trained team of specialists that deal with the security of your data and use state of the art methods to prevent any unauthorized access. We take client data as seriously as you do. What are your security measures to make sure my clients’ data is safe? Please click here to follow the steps to upload your EFIN Letter.
If you are unable to answer the verification questions given when setting up your firm, you will need to upload your EFIN letter for verification. It’s an important first step in preventing tax-related identity theft and EFIN fraud. The EFIN Verification process is required to e-file returns in the MyTAXPrepOffice software. Visit our Integrated Bank Products page to learn more about our financial partners.ĭo I have to upload my EFIN Acceptance Letter and how do I do it? How do I complete my ERO Enrollment Application?Ĭlick on your desired Financial Partner from the Financial Products widget on your dashboard to complete your ERO Enrollment Application.
We have a Conversion Wizard located on the dashboard of the software that makes converting your files effortless. MyTAXPrepOffice makes converting from your previous software easy. How do I convert returns from my previous software?
Click here to see how to enable offline mode. Once your internet access returns, your work will automatically sync to all of your logged-in devices. When you enable the Offline Mode, it ensures that you can continue working within the application as if you were still connected to the internet. Our software includes an Offline Mode feature. What if I don’t have access to the internet but need to prepare returns?
If your registration email is not in your SPAM folder, please contact customer support so that they can send you another email.
What should I do?Įmail providers may automatically identify our email as SPAM. If you know the package you wish to purchase, you can click here to check out and become an official MyTAXPrepOffice customer! To customize, please call 307.414.1211 to speak to an account executive.
We will also customize packages if our standard plans do not meet your business needs. If you have not already chosen a package, please click here to choose a package that’s right for your business. There are a few ways you can purchase our software. Okay, I really like the MyTAXPrepOffice program. If you would like someone to walk you through the software with no obligation, you may call 307.414.1211 or click here to contact us. Since MyTAXPrepOffice is online software, you can demo the program right from our website! If you would like to try our software, please visit our Demo page. How can I order a demo of your software? Information on how to receive your EFIN or PTIN can be obtained here. All paid preparers who e-file returns are required by the IRS to have a PTIN. You may prepare paper returns while you wait to receive your EFIN. Our software does require an EFIN to e-file a return. Do I need an EFIN or PTIN to use MyTAXPrepOffice?
“An apple a day keeps the doctor away” could be “Aaadktda”).ĭo change your password often and use a different password for each site with which you have an account.ĭo not write your passwords down where they can be found by others. or %).ĭo use acronyms or parts of words, perhaps from common phrases (e.g. do not use names or dates).ĭo use numbers, punctuation, upper and lower case letters, and special characters (e.g. Do not choose a password that is easy for others to guess (e.g.