How can we help?

How do I get started with TaxGoing?

Sign up for a free 14-day trial at taxgoing.com/register. Once registered, add your firm details in Settings, then create your first client and return. Setup takes about 5 minutes.

What do I need to e-file returns?

You need an active IRS EFIN (Electronic Filing Identification Number). Enter it in Settings → Firm Profile. You'll also need a 5-digit self-selected ERO PIN. Each return requires a signed Form 8879 before submission.

How does the electronic signature (Form 8879) work?

After preparing a return, click "Send for Signature" to generate a secure link. Your client receives it by email, reviews the tax summary, and signs digitally using their 5-digit PIN. You receive a notification when signed.

Which states are supported for e-filing?

We currently support Idaho (ID), Colorado (CO), Arizona (AZ), Utah (UT), Oregon (OR), North Carolina (NC), and Georgia (GA) via the IRS Fed/State MeF program. More states are being added regularly.

How are Social Security Numbers protected?

All SSNs and ITINs are encrypted at rest using AES-256 encryption. They are never stored in plain text and are only decrypted server-side when generating official IRS forms.

Can I add multiple preparers to my account?

Yes. In Settings → Preparers, you can add unlimited preparers with roles: Owner, Reviewer, or Preparer. Each has appropriate access controls and all actions are tracked in the audit log.

How does the AI interview work?

The AI Interview asks your client a series of questions (via your portal) and automatically populates the Form 1040 fields. It supports both English and Spanish. You review and adjust before filing.

What is the pricing?

TaxGoing offers a free tier (up to 3 returns), a Starter plan at $25/month, a Professional plan at $79/month, and pay-per-return pricing starting at $8/return. See taxgoing.com/#pricing for full details.

How do I cancel my subscription?

Go to Settings → Billing and click "Cancel Subscription." Your access continues until the end of the current billing period. You can export all your data before cancellation.

Is TaxGoing IRS-authorized?

Yes. TaxGoing is an IRS Authorized e-file Provider operating under EFIN 823853. We comply with IRS Publication 1345 requirements for Electronic Return Originators.