Contacting Your Tax Preparer

During the tax preparation process, you may have additional questions you wish to ask your tax preparer. The TFX staff can be reached by email or phone (see Consultation Options).

To contact your tax preparer by email, use your normal email address to contact your preparer directly. Alternatively, you can send your preparer a message using our messaging system.

For your convenience, all the messages that you receive from TFX are stored in the Messages section.

Here’s what you can do from here:

Viewing Messages Received from TFX

To access messages received from your tax preparer and other members of the TFX team, navigate to the Messages section. If you have asked for assistance while completing our Tax Questionnaire your questions and our answers are also displayed here.

The following notification will be displayed if you have any unread messages available in the Messages section:

The messages are categorized by the date received. To view the message, click the subject at the left. The message content is displayed at the right.

Searching the Messages

To search within the messages, type any word from the subject or from the message body in the Search field, and then click Enter. The messages list will be narrowed in accordance with the specified parameters.

Composing New Messages

You may send emails to your tax preparer or to TFX support team just from your Client Area. To do so:

  1. Navigate to the Messages section
  2. Click the New Message button.
  3. Select the recipient(s) in the To field. You can send emails to your tax preparer, second tax preparer (if you have one) or to the TFX support team. Add several recipients if needed.
  4. Write the message subject.
  5. Complete the message body. You may use styles and apply formatting, as well as adding bullets or numbered lists.
  6. Click Attach file to add files to the message. You may attach the files from your computer or the ones that have been already uploaded to TFX system.
  7. Click Send Message.

Replying to Messages

To reply to the message received from the member of the TFX team:

  1. Click the message subject to display the message, then click the Reply button.
  2. Click To field to add additional recipients if needed.
  3. Write the message body. You may use styles and apply formatting, as well as adding bullets or numbered lists.
  4. Click Attach file to add files to the message. You may attach the files from your computer or the ones that have been already uploaded to TFX system.
  5. Click Send Message.

Adding Attachments

You may attach files to your emails sent from TFX. There are two options available:

  • adding files from your computer
  • adding files that have been already uploaded to TFX system

To attach files from your computer:

  1. Click Attach File, and then drag and drop your chosen files into the dedicated upload area, OR click Drop files here to upload button.
  2. Select the tax year for which you are uploading the file and add the description (optional). The files are not only added to the message but also uploaded to the TFX system. They will be available in the Docs You Uploaded section.

To attach files that have been already uploaded to the TFX system:

  1. Click Attach File, navigate to Attach uploaded files tab, then click the year to which the file belongs.
  2. Select one or more files and/or folders, then click Add selected files button.

Deleting Attachments

To delete the attached file from the message, hover the mouse cursor over the file thumbnail, then click the recycle bin icon.

To delete all files attached to the message, click Delete all files

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