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Accounting Firms
Accounting Firms
Account Management
Client Management
Payment Management
Tax Payer
Account Management
Payment Management
Frequently Asked Questions (FAQ)
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Help Center
Accounting Firms
Accounting Firms
Account Management
Client Management
Payment Management
Tax Payer
Account Management
Payment Management
Frequently Asked Questions (FAQ)
Accounting Firms
Find all the necessary information to have your account set up and support your clients.
Account Management
How to I create my Firm or Bookkeeping account?
Adding Team Members to Your TaxPay Account
What is Skip Client Approval?
How to Add a Team Member
How to Update Client Access for your Team Members
How to Update Team Permissions
See more
Client Management
How can I add Clients to TaxPay?
Manage Clients Settings
How can I remove a Client from TaxPay?
How can I reactivate a deleted Client?
How to add a Client
How to Reassign Clients
See more
Payment Management
Payment Processing Time
How to Reschedule an Expired payment?
How to Approve a payment scheduled by a Team Member?
What is Express Direct Debit?
How to schedule a Reminder
See more
