pass – Tax Software Support

MyTaxOffice Mobile App setup for Preparers

To be able to setup your software with your customer’s MyTaxOffice Mobile App you will need to follow the steps below.

You will automatically be directed to the Preparer Information screen, click on the icon that looks like two squares at the far right of the Preparer Name.

You will then get the PassCode on the screen and give to your customers. They will need this PassCode to setup their MyTaxOffice Mobile App so that the information is sent to you directly.

Note: Each preparer has their own PassCode to use with their customers unless you want all returns to go to the administrator then use the administrator’s PassCode ONLY.
You can check the box “Send me an email when customer creates a new return from the mobile application” if you want to get email notifications when your customers create a new return through the MyTaxOffice Mobile App. It will send to the email under the PassCode.

NOTE: If you wish to change the email, you can do so in the Preparer Information screen by clicking on the edit icon that looks like a pencil inside a box.

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.

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 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)

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.