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Accounting Firms
Accounting Firms
Account Management
Client Management
Payment Management
Tax Payer
Account Management
Payment Management
Frequently Asked Questions (FAQ)
KYC & KYB Frequently Asked Questions
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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)
KYC & KYB Frequently Asked Questions
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
How to use Bill Reseller Feature
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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
Client Invite Statuses
How to add Alberta or Quebec Tax Accounts
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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
Understanding Tax Sub-Type Categories
Understanding Payment Statuses
How to Schedule a Provincial Payment
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