The "Tax Home" page is the first screen you see when you log in to your account. You can select "Access My Return" or "Continue" to view the current return and review it, or proceed with working on the return. From this page, you can also:
- Check your email/Send an email to Support - click on "Messages" located in the menu on the top right corner of the page, to go to the "Message Center". To correspond with us, click on the "Help & Support" link to send us an e-mail.
- Log out - click on the "Log Out" located in the top right corner
- Update your account information - Select your profile picture > Settings > "Account Settings" to access your account settings. This is where you will be able to edit your current mailing address, email address, and password (You cannot edit your Username once it is created.) Be sure to verify your phone number and or email address once it has been changed.
- Access your Prior Year Return or Start a New Return - for the prior tax year (you can also access accepted prior year returns within three years of the current tax year) by locating the "Tax Returns" section at the bottom of the Tax Home.
- Contact us - From the Tax Home page, access the return of the tax year you are working on, then located in the upper right-hand corner select "Help & Support". This displays support hours and phone number, the option to send us an e-mail, or the ability to search our Knowledge Base for answers to your questions.
- Manage Account- Select your profile picture in the top-right > Settings > "Payment History," to see your account charges, banking information, IRS payment information, or deactivate your return.
- Deactivate your account- To deactivate your current year return, select your profile picture > Settings > Payment History > Return Options. Here, you can see your account charges, banking information, IRS payment information, and deactivate your return. You must choose a reason for deactivating and then select "Clear return." Clearing your return will remove all current year information so you can start over. Note: You cannot deactivate a return after it is paid for or e-filed.
- Check the Status of your Return(s) - The "Return Status" will be shown on the Tax Home page (both federal and state, if applicable) once they have been created, e-filed, accepted or rejected (and why they were rejected by selecting FIX RETURN).
- Track your Federal Refund Status - "Track Refund" will provide you with both the information needed to check the IRS Where's My Refund tool and a link to the IRS website.
- Print accepted return(s) - Once the "Return Status" shows your Federal and/or State return(s) as "Accepted", a printer bar/icon will be available for easy access to printing your accepted return(s).
- Knowledge Base - To access this feature you will select the "Help & Support " tab on the right-hand corner of the program, choose the type of question you have. Select from a list of questions or select "My topic is not listed" to gain access to our help articles.
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E-file return- To access the return to e-file it, log in to your account and navigate to the "Tax Home" page. From there, you can select "Access My Return" or "Continue" to view and review your current return before proceeding with submission.