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Bills & Payments section overview
Bills & Payments section overview

View bills, make payments, prepay and create invoices

Kirsten Simmons avatar
Written by Kirsten Simmons
Updated over a week ago

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 and by your tax preparer. The total amount of all unpaid bills is shown next to the Bills & Payments menu option and at the bottom of the table as the Amount Due.

If you have credits/partial payments in your account, they will be applied automatically towards any submitted bills.

  • 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 and you will need to pay the difference.


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.

If you have a positive balance (credit/partial payment), your credit balance will be displayed next to the Bills & Payments menu option and at the bottom of the table as the Amount Available To Spend.

If your available credit is less than the bill amount, e.g. $745 bill with $350 prepaid, the amount due will be displayed next to the Bills & Payments menu option and the Amount Available To Spend will show $0.


Make a payment

You can pay selected bills or all outstanding bills with a credit/debit card (except American Express).

To pay your bills:

  1. Navigate to Bills & Payments > Bills.

  2. Select Pay All (to pay all bills simultaneously) or Pay Selected (to pay selected bills and clear the checkboxes next to the bills you will not pay for now).

  3. Click Pay Outstanding Bills.

  4. Check the box I have read and agree to the TFX Terms of service and click Continue.

  5. Enter your card details and click Pay.

Notes:

  • All payments are made through a secure processing service. We do not store your payment details.

  • The payment amount in USD may be subject to currency conversion. The conversion rate will depend on the policies and rates set by your bank or financial institution. Before making online payments, we recommend reviewing your bank's currency conversion terms and conditions. For alternative payment methods such as PayPal, bank wire transfer, ACH or Wise, please refer to the Payment options article.


Make a prepayment

If you do not have unpaid bills, you can make a prepayment with a credit/debit card (except American Express).

To make a prepayment:

  1. Navigate to Bills & Payments > Payments and click Make Prepayment.

  2. Enter the amount you would like to prepay, check the box I have read and agree to the TFX Terms of service, click Continue.

  3. Enter your card details and click Pay.


Make a payment with PayPal

Once you have contacted our support and we have enabled the PayPal payment option for you, you can pay your bills and/or make a prepayment using PayPal. For alternative payment methods, refer to the Payment options article.

To pay your bills with PayPal:

  1. Navigate to Bills & Payments > Bills and click Pay Outstanding Bills.

  2. Select PayPal and click Continue.

  3. Log in to your PayPal account and choose a way to pay.

To make a prepayment with PayPal:

  1. Navigate to Bills & Payments > Bills and click Make Prepayment.

  2. Enter the amount you would like to prepay, select PayPal, and click Continue.

  3. Log in to your PayPal account and choose a way to pay.


Create PDF invoice

You can create a PDF invoice for the services you have ordered, payments, and prepayments made.

To do it, follow these steps:

  1. Navigate to Bills & Payments > Payments and click Create PDF Invoice.

  2. Select the checkboxes next to the bills issued by TFX and payments you wish to be included in the invoice, click Create Invoice, and save it to your computer.

  3. You can open it using the PDF reader of your choice.

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