A Guide for Taxestogo Online Portal
Using the online portal is a convenient way to upload documents directly from your computer as you receive them.
Tip: Save all your tax documents in one folder on your computer so they’re easy to find when you’re ready to upload. You do not need to have every document ready at the same time.
Follow these steps to get started:
Locate your accountant’s specific link. This will be sent to you by email.
Click the link provided and create a secure username and password.
Enter your personal information, including your name, email address, phone number, and the last four digits of your Social Security number.
Click Continue and choose how you would like to receive your secure verification code.
Enter the verification code in the box provided.
Once you’re logged in, you’re ready to upload your documents. Click “View Files”, then select “Upload Documents” to begin.
