Adding Banking Details

To make payments, it is necessary to provide your bank account information.

There are two options available for adding your banking information in t TaxPay: you can do it manually or through Plaid.


🏦 Select Bank Institution:

Choose your bank from the list provided.
💳 Provide Credentials:

Enter your bank credentials, which may include your client card number, username, and password.

💰Select Account:

Once connected, select the bank account you wish to link for tax payments.

     

✍️ If you are manually entering your bank account details, make sure to double-check all your banking information before submitting.

        

You can easily access your banking information by selecting the bank accounts option in the left menu. Feel free to add multiple accounts using various methods as needed.

 

👋 If you ever need help, please feel free to reach out to support@taxpay.ai.  We're here to help you!