Documentation
Everything you need to use TaxGoing effectively.
🚀
Getting Started
Creating your account and firm profile
Set up your TaxGoing account, enter your EFIN, ERO PIN, and firm details.
Adding preparers and setting roles
Invite staff and assign Owner, Reviewer, or Preparer access levels.
Creating your first client
Enter client personal information, SSN, and filing status.
Starting a Form 1040 return
Open a new return and navigate the income sections.
📄
Preparing Returns
Form 1040 — Income and deductions
W-2 wages, 1099 income, Schedule A itemized deductions, credits, and more.
Schedule C — Self-Employment Income
Reporting business income, COGS, expenses, and home office deduction.
Schedule E — Rental Income
Rental property income, depreciation, and passive activity rules.
Multi-state returns
Adding a state return and understanding the Fed/State MeF transmission.
🤖
AI Features
AI Client Interview setup
Send clients a smart questionnaire that auto-fills the return.
Document scanning (OCR)
Photograph a W-2 or 1099 and extract all fields automatically.
AI Tax Analysis
Get AI-powered insights on deductions and tax-saving opportunities.
Bilingual (EN/ES) interface
Switch between English and Spanish for both preparers and clients.
✍️
e-Signature & e-File
Sending Form 8879 for signature
Generate and send the e-signature authorization to your client.
Client signing process
How clients review their return and sign with their 5-digit PIN.
Transmitting returns to the IRS
Creating the MeF package and submitting via the e-file system.
Checking acknowledgment status
Tracking IRS acceptance or rejection of submitted returns.
⚙️
Settings & Security
Setting up two-factor authentication (2FA)
Enable TOTP-based 2FA to protect your account.
Billing and subscription management
Upgrade, downgrade, or cancel your plan; view invoices.
Audit log
Review all actions taken by preparers in your firm.
EFIN and ERO PIN configuration
Enter and verify your IRS EFIN and self-selected ERO PIN.
Can't find what you're looking for?
Email us at support@taxgoing.com — we respond within 24 hours.