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 by your tax preparer. The total amount of all unpaid bills is shown next to the Bills & payments menu option and at the top of the table as the "Total 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 amount, 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 prepayment), 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".
Make a payment
You can pay selected bills or all outstanding bills with a credit/debit card (except American Express).
To pay your bills:
Navigate to Bills & payments > Bills.
Select "Pay all" (to pay all bills simultaneously) or "Pay selected" (to pay selected bills).
Click Pay outstanding bills.
Check the box "I have read and agree to the TFX Terms of service" and click Continue.
Enter your card details and click Pay.
❗ Important 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.
Retainer bills appear in 💲green💲 and represent prepayments that are stored as credit on your TFX account. This credit does not expire and will remain available to be applied toward any future services, including tax preparation, FBAR filing, or consultations. Think of it as adding funds to your account in advance, which gives you flexibility and faster turnaround once work begins.
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:
Navigate to Bills & payments > Payments and click Make prepayment.
Enter the amount you would like to prepay, check the box "I have read and agree to the TFX Terms of service", and click Continue.
Enter your card details and click Pay.
Make a payment with PayPal
Once you have contacted our Customer Success team 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:
Navigate to Bills & payments > Bills and click Pay outstanding bills.
Select PayPal and click Continue.
Log in to your PayPal account and choose a way to pay.
To make a prepayment with PayPal:
Navigate to Bills & payments > Payments and click Make prepayment.
Enter the amount you would like to prepay, select PayPal, and click Continue.
Log in to your PayPal account and choose a way to pay.
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.
❗ Important note: Per our TFX Terms of Use, 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.
Create a PDF invoice
To create a PDF invoice for the TFX services you have ordered and paid for, follow these steps:
Navigate to Bills & payments > Payments and click Create PDF invoice.
Select the checkboxes next to the bills issued by TFX and the payments you wish to be included in the invoice.
Click Create invoice — the PDF file will be saved on your computer.
You can open it using the Google Chrome browser or a PDF reader of your choice.
Note: If you need payment invoices (i.e., receipts for payments) or a detailed breakdown of each payment made with your company credit card, please contact our Customer Success (CS) team. Simply provide us with your "Bill To" address and your company's VAT ID (if required). The CS team will send you a PDF file.