MyTaxOffice Applicacion Movil para Contribuyentes

Este articulo es para mostrar paso a paso como el contribuyente puede descargar la aplicacion movil de MyTaxOffice.

 

  • Desde Google Play App Store o Apple App Store descargue la aplicacion movil de MyTaxOffice.

  • Despues de descargar la aplicacion MyTaxOffice, haga clic en el icono para abrirlo.

  • Para primero usarios, haga clic SIGN UP.

  • Llene la informacion en Register Information (First Name, Last Name, Social Security Number, Re-enter your SSN, Date of Birth y Firm Passcode (esto es dado por su preparador de impuestos)) y haga clic NEXT.

  • Cree un Account Name, este sera lo que usara para ingresarse al la aplicacion movil de MyTaxOffice. Y cree una Password y Confirm Password, ingrese un Password Hint en caso que se le olvide la contrasena, despues ingrese el Firm Passcode y haga clic SIGN UP.

  • Despues saldra la pantalla de Welcome y ahi vera el nombre del  Preparer, haga clic Continue.

  • Termine llenando la Primary Information y haga clic SAVE.

  • Ingrese la Address y haga clic SAVE.

  • Ingrese el Email Address, Day Time PH Number, Another Contact Number y Routing and Account Number (SI es que el reembolso sera deposito directo). Haga clic SAVE.

  • Haga clic Continue en la pantalla de Features.

  • Ahora puede subir documents hacienda clic en el icono de Photo/Upload, firmar la declaracion hacienda clic en el icono de Sign Pad, y mandar mensajes a sus preparador por el icono de Message, puede ver formas por el icono de View Forms, y mucho.

  • Toda la informacion ingresada sera mandada automaticamente a el preparador de impuestos.

by Jai Ramirez

 MyTaxOffice Mobile App for Taxpayers

This article for the tax payer to assist in downloading MyTaxOffice Mobile App.

 

  • Go to your Google Play App Store or Apple App Store and download MyTaxOffice Mobile App,

  • Once you download the MyTaxOffice Mobile App, click on the icon to open it.

  • For first time users, click SIGN UP.

  • Fill out the information on the Register Information (First Name, Last Name, Social Security Number, Re-enter your SSN, Date of Birth and Firm Passcode (provided by Tax Preparer)) and click NEXT.

  • Create an Account Name, that will be used to login to the MyTaxOffice Mobile App. and create a Password and Confirm Password, enter a Password Hint in case you forget your password and then enter the Firm Passcode and click SIGN UP.

  • You will see the Welcome screen and it will show the name of the Preparer, Click Continue.

  • Finish filing out the Primary Information and click SAVE.

  • Enter the Address and click SAVE.

  • Enter Email Address, Day Time PH Number, Another Contact Number and Routing and Account Number (If they are doing a direct deposit for refund purposes.). Click SAVE.

  • Click Continue on the Features screen.

  • Now you are able to Upload documents, Sign the return, send a Message to the preparer, View Forms, and more.

  • All information entered it will be send automatically to the tax preparer.

 

 

by Jai Ramirez

Retrieving a Return from MyTaxOffice Mobile App in KIS Online

Retrieving a Return from MyTaxOffice Mobile App

 

  • Once your customer has created a new return through the MyTaxOffice Mobile App, you can log in to your KIS Online

  • You will get a pop-up message saying “New Returns are created from MyTaxOffice App.” Clock View Return(s) to see the returns.

  • Click on the Primary Name to open the return.

  • You will be directed to the Manage MyTaxOffice App Return

  • From the Manage MyTaxOffice App Return screen you can View and Send Messages to the taxpayer, Request Documents, Request Signatures, and Request Review for the taxpayer to review the return.

  • To manage the return, you will click on the Manage icon at the left right corner.

  • It will direct you to the Client Manager for that return where you can click the Edit icon to edit the return.

  • Make any necessary edits on the return and click the Save button at the bottom and then click Complete to mark the return Complete and return the Client Manager.

   

  • To go to the Manage MyTaxOffice App Return screen, click at the icon on the top right labeled My TaxOffice.

  • If your return is completed, you can now send the Request Review and Request Signature, so that the taxpayer can review the return and sign it through their MyTaxOffice Mobile App.

  • Once your clients review and sign the return you will be able to Transmit the return to the IRS.

 

 

by Jai Ramirez

Mobile App Tax Pass

SUMMARY

 This article demonstrates how to use the mobile app Tax Pass.

 

REQUIREMENTS

TAX PAYER: Download the mobile app Tax Pass from your App Store on your mobile device.

TAX PREPARER: (Optional) Download the mobile app ERO Go  from your App Store on your mobile device.

 

TAX PAYER

  • Down load the mobile app from your App Store on your mobile device called Tax Pass.

  • Open the Tax Pass App and click Register.

  • Register by entering your email, a password, confirming your password and and enter the Mobile App ID given to you by your Tax Preparer and accepting the Private Policy; then click Register.

  • Confirm the information for the office of your Tax Preparer is correct and click Yes.

  • Check your email for a verification code and enter it on the next screen and click Verify.

  • Click on New Return, then click Yes on the next screen where it ask if you want to start a new 2019 return.

  • If the address is correct on your Driver's License or Government issues ID you can click Yes to scan it, or select No to enter the information manually,
  • Fill out the tax payer's personal information and click Continue.

  • Continue entering the tax payer's personal information on the next screen and click Continue.

  • On the next screen select your Preferred Method of Contact, Preferred Language, Referral Type and Description (if you were referred) and select your Citizenship, then click Save.

  • Now from your main screen you can click Add+ next to Dependent(s) if you have any dependents to claim.

  • Enter their information and click Add.

  • From the main screen you can click Add+ next to W-2(s) 

  • Enter the information of each W-2 and make sure on the top to select if the W-2 is for the Taxpayer or Spouse if applicable.

  • Once you have added all the W-2 forms, if you have any Documents you would like to send your tax preparer, you can click Add Documents. 

  • To add a document you need to click Add+ and select the type document it is.

  • Then you can either take a picture of the document by selecting Capture Document or click on Add from Gallery.

  • Once you add the document, you can go back to the main screen by clicking at the bottom where it says Return.

  • Now you can either Save Return if you are not done with it, or Save and Submit Return and click Continue if you are done with your return and want to send it to your tax preparer.

 

TAX PREPARER

(Optional)

  • Download ERO Go from your Android App Store or Apple Store.

  • Once you download the ERO Go app, you will use the same login information you use to login to the Customer Portal. 

  • Once logged in, you can get your QR code to give your customers to use in the mobile app Tax Pass, Check mobile app tax returns and chat with your mobile app customers.

  • On your Simple Tax software go to the Work In Progress screen (WIP). Under Tax Returns go to where it says TaxPass Mobile App Retrieval and click on it.

  • From the Client List box, select the return(s) you want to retrieve and click OK.

  • The return will now show on your software and you can double-click the return to open it and finish working on it and transmit it once done.

by Jai Ramirez