Table of contents:
On the Bills & payments page, you can find bills, the amount due, credits issued by TFX, and information about payments made.
View your bills and the amount due
In the Bills subsection, you can find bills grouped by year that were automatically added when you ordered a TFX service or manually added by your tax preparer. The total amount of all unpaid bills is displayed next to the Bills & payments menu option and at the top of the table as the "Total amount due".
If you have credits in your TFX account, they act as a balance in your favor. These credits can result from pre-payments, paid retainer bills, discounts, bonuses, or adjustments during transactions, and they remain available for use on future bills or services. These credits can be applied to your future bills or when signing an engagement letter:
If your available credit exceeds the bill amount, you do not need to pay anything, and the remaining credit will remain in your account.
If your available credit is less than the bill amount, the credit will be deducted from the bill amount, and you will need to pay the difference.
Retainer bills appear in 💲green💲 and represent prepayments stored as credits in your TFX account. These credits do not expire and will remain available to be applied toward any future services, including tax preparation, FBAR filing, or phone consultations. Think of it as adding funds to your account in advance, which gives you flexibility and faster turnaround once work begins.
View your payments and credits
In the Payments subsection, you can find information grouped by year about all the payments you have made to TFX and all the promotional credits you have received from TFX.
Your account credit balance (positive balance) is always visible next to the Bills & payments menu option and at the top of the table as the "Amount available to spend". Credits may be used on future bills or services. It is recommended to keep track of payments and charges to understand changes in the available credit over time.
Make a payment
On the Bills tab of your TFX account, you can pay all outstanding bills at once or select individual bills. Payments are secure, and multiple payment methods are available.
To pay your bills, follow these steps:
Navigate to Bills & payments > Bills.
Choose:
Pay all — to pay all outstanding bills.
Pay selected and select the bills you’d like to pay.
Click Pay outstanding bills.
Select your payment method.
Check the box next to "I have read and agree to the TFX Terms of service" and click Continue.
Complete your payment based on the selected method:
ACH direct debit: Connect your U.S. bank account and click Pay.
Visa, Mastercard: Enter card details and click Pay.
American Express (Amex), Diners Club, and Discover: Log in to PayPal to complete the payment.
Wise: Log in to Wise, complete the transfer, then click I have paid.
ACH domestic transfer: Use TFX's U.S. bank details to complete the transfer, then click I have paid.
International bank transfer: Use TFX's international bank details to complete the transfer, then click I have paid.
❗ Important notes:
All payments are processed securely — TFX does not store card details.
For card payments in foreign currencies, your bank may apply its own conversion rates and fees. Please review your bank’s terms before making a payment.
Some payment methods are not automatic. If you pay by bank transfer or Wise, you must click I have paid so we can track and credit your payment.
If your bank declines a transaction, try another available payment method (each uses a different processing system). If the issue persists, contact our Customer Success team for assistance.
Per the TFX Terms of service, payments to TFX are non-refundable. The good news is that any unused credit will not expire — it will remain in your account and can be applied to any future services you may need. If you would like to discuss a refund for unused services, please contact our Customer Success team, and we will be happy to review your request.
Make a prepayment
On the Payments tab, you can prepay to apply funds toward an early-bird promotion or future tax return bill. Payments are secure, and multiple payment methods are available.
To make a prepayment:
Navigate to Bills & payments > Payments and click Make prepayment.
Enter the prepayment amount and select your payment method.
Check the box "I have read and agree to the TFX Terms of service" and click Continue.
Complete your payment based on the selected method:
ACH direct debit: Connect your U.S. bank account and click Pay.
Visa, Mastercard: Enter card details and click Pay.
American Express (Amex), Diners Club, and Discover: Log in to PayPal to complete the payment.
Wise: Log in to Wise, complete the transfer, then click I have paid.
ACH domestic transfer: Use TFX's U.S. bank details to complete the transfer, then click I have paid.
International bank transfer: Use TFX's international bank details to complete the transfer, then click I have paid.
❗ Important notes:
All payments are processed securely — TFX does not store card details.
For card payments in foreign currencies, your bank may apply its own conversion rates and fees. Please review your bank’s terms before making a payment.
Some payment methods are not automatic. If you pay by bank transfer or Wise, you must click I have paid so we can track and credit your payment.
If your bank declines a transaction, try another available payment method (each uses a different processing system). If the issue persists, contact our Customer Success team for assistance.
Per the TFX Terms of service, payments to TFX are non-refundable. The good news is that any unused credit will not expire — it will remain in your account and can be applied to any future services you may need. If you would like to discuss a refund for unused services, please contact our Customer Success team, and we will be happy to review your request.
Settle bills with available credits
If you have made a prepayment for the Engagement Letter and have available credit in your account, it may show an outstanding bill once a bill is submitted by your tax preparer. What you can do:
If the available credit exceeds the bill amount, you can settle the bill using your credit. To do it, navigate to Bills & payments > Bills, select the bill you want to pay, then click Settle bill with credits.
If the available credit is less than the bill amount, the credit will be automatically deducted from the bill amount, and you will need to pay the remaining balance. To do it, navigate to Bills & payments > Bills, select the bill you want to pay, then click Pay outstanding bills.
Create a PDF invoice
You can generate a PDF invoice for any TFX service you have ordered and paid for. Here is how:
Navigate to Bills & payments > Payments and click Create PDF invoice.
Select the checkboxes next to the bills issued by TFX and the payments you have made. These will be included in your invoice.
Click Create invoice — the PDF file will be saved to your computer.
Open the file using Google Chrome or any PDF reader of your choice.
Note: If you need a more detailed breakdown (for example, for payments made with a company credit card) or receipts for payments, please contact our Customer Success (CS) team. Provide your "Bill To" address and company VAT ID (if applicable), and the CS team will send you a customized PDF invoice.