TFX User Guide
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Documents

  • Documents Section Overview
  • Tax Documents Prepared by TFX
  • Managing Your Uploaded Documents
  • Managing Files Sent by Email (Email Attachments)
  • Accepted File Types
  • Approving/Disapproving Your Return
  • Filing Instructions and Confirmations
  • My Cabinet Is Locked. I Cannot Work With the Files / Access My Tax Questionnaires
  • What documents will you need from me in order to prepare my return?
  • Can I mail hard copies of my documents to your NY office?
  • Want to know why you owe taxes?
  • How to extract specific pages from a PDF
  • What to do if you’re missing some (or all) of the tax documents we ask for
  • My foreign address is formatted incorrectly on my tax return
  • How should I handle non-latin characters and accent marks?(such as Ä, Ö, or ß)
  • I don't have a scanned copy of a document that you need. What can I do?
  • I can't seem to open a PDF file you prepared. Please help!
  • Who is a “U.S. person” in the eyes of the IRS?
  • My children don’t have U.S. Social Security numbers. Should I apply for Social Security numbers for them before filing?
  • Handling a Death in the Family
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Categories

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  • Our Services
  • Pricing
  • Tax Rules
  • FBAR/FATCA
  • Tax Questionnaire
  • Documents
  • Engagement Letters
  • Bills & Payments
  • After Filing
  • Support
  • Referral Program
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