Bills & Payments Section Overview

The Bills and Payments section contains all information regarding your payments.

Covered here:

• Reviewing Bills
• Making a Payment
• Saving and Changing Your Payment Info 
• Making Prepayment
• Paying Bills & Prepaying at the Same Time 
• Settling a Bill with Credit
• Viewing Your Payment History
• Creating an Invoice Payments

Reviewing Bills

Once you have ordered a TFX service, the bill will automatically be added to the Bills subsection. Bills added by your tax preparer will also appear here. The bills are grouped by year. To view all bills paid during a certain year, click on that year in the table.

For each bill, the following information is available:

• Description – You’ll always know what you’re being billed for.
• Date – You can view the date the bill was charged.
• Amount – You can see how much you are charged.
• Date Paid – You can see when you paid the bill.
• Amount Due – The amount due is the total amount of all unpaid bills. If you have unpaid bills, the amount due info will be displayed on the Bills and Payments button on the menu.

Making a Payment

You can pay a bill with a credit card. It is possible to pay all your bills at once or only selected bills. You may also pay your bills and make a prepayment at the same time.

To pay all bills:

1. Browse to the Bills & Payments section, review your bills, and then click Pay Outstanding Bills.

2. Select the credit card type. Then click 'Got it'. Please note that we don't support American Express cards.

To pay selected bills,

1. Browse to Bills & Payments section, then review the bills.

2. Click Pay Selected, clear the checkboxes next to the bills you are not going to pay for now and then click Pay Outstanding Bills.

3. Select the credit card type.  Select the checkbox, then click  Got it. 

Please note that all payments are made using a secure credit card processing services and we never store your payment details.

If you are making a payment via Paypal

First login to your TFX account and follow these steps:

If you are making a pre-payment via Paypal, log in to your TFX account and refer to these steps:

Note: Notify the Support Team to enable the PayPal option on your account.

Payments in your local currency

By default, the payment amount will be converted to your local currency. If, for some reason, you can't pay with your credit card, please contact our support team. We may be able to offer other payment options. 

Saving and Changing Your Payment Info 

You may securely save your credit card details for future payments on our site. To save this information, select  Remember Me, then enter your phone number. The number will be used to verify your identity by TFX and other sites using Stripe Checkout. 

The next time you need to make a payment, the system will remember your saved card.

If you would like to change the credit card that you have on file, click on the last 4 digits of the card number, delete the information, then enter the new card details. 

Making Prepayment

If you don't have any unpaid bills and would like to make a prepayment, follow these steps:

1. Browse to the Bills & Payments section, then click the Make Prepayment button.

2. Enter the amount of the prepayment you wish to make, then select the credit card type.  If your credit card is issued by the U.S., select the checkbox, then click Got it. Please note that we don't support American Express cards.

3. Enter your card details, then proceed with the payment.

Paying Bills & Prepaying at the Same Time 

If you have unpaid bills and would like to pay them and make a prepayment at the same time, follow these steps:

1. Browse to the Bills & Payments section, review the bills, and then click Pay Outstanding Bills and Make Prepayment. 

2. Enter the amount of the prepayment you wish to make, then select the credit card type. If your credit card is issued by the U.S., select the checkbox, then click  Got it. 

3. Enter your card details, then proceed with the payment.

If you have a positive balance, information about your account balance will be displayed right on the Bills and Payments button on the menu.

Settling a Bill with Credit

If you have credit in your account, you don't need to use your credit card to pay bills.

Once a bill is submitted, your credit will be applied automatically. If the amount of the available credit is more than the amount of the bill, you may settle the bill with it. Just click Settle Bill With Credit.

If the amount of the available credit is less than the amount of the bill, the available credit is deducted from the bill. You’ll need to pay the difference with your credit card.

Viewing Your Payment History

The Payments subsection contains info for all the payments you’ve made to TFX as well as for all the promotional credit you’ve received from TFX. Payments are grouped by year. To see the payments you made during a certain year, click on that year in the table.

Reviewing Payment Information

For each payment, the following information is available:

• Description – You can see a payment reference if one was added when the bill was created
• Date – You can see when the bill was created
• Amount – You can see how much you paid
• Date – You can see when the payment was made

If you have a positive balance, information about your credit will be displayed at the bottom of the page as the Amount Available To Spend.

If the positive balance (credit/partial payment) is less than the amount due (.i.e., $745 bill with $350 paid), the system will not release documents until the total bill is accounted for. 

The difference in the amount (i.e., $395) will be displayed at the bottom of the Bills page as the Amount Due.

Creating an Invoice Payments

You can create a PDF invoice for the services you’ve ordered.

To create an invoice:

1. Browse to   Bills & Payments section, then click Payments.

2. Click Create PDF Invoice.

3. Information about the bills issued by TFX and the payments made will be displayed. Select the checkboxes next to the bills and payments you wish to be included in the invoice, then click Create Invoice at the bottom of the screen.

4. Save the invoice to your computer. You can now open it using the PDF reader of your choice.