Step 1. Create your new account
After creating your account, don’t forget to fill out the “What Brings You to
TravelTax?” questionnaire! That will ensure you get your contract faster and get
started in the correct workflow ASAP.
Contact us if you need to file for any previous years that are more than 3 years ago. info@traveltax.com / 402-379-7818
Step 2. Sign your Engagement of Services Agreement
After creating your account, read our welcoming email and sign your Engagement of Services agreement. You’ll then immediately have access to this year’s workbook, found in the Organizers section of your portal. We will not proceed with your file until the workbook is submitted.
Step 3. Complete and submit your workbook
Once you submit your workbook, we’ll review your documents and then email you a link for you to schedule your appointment yourself online (unless you have an email return). Keep an eye on your portal for updates on the progress of your file. It’s that easy!
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After your workbook has been reviewed by our documents department, you will receive an email that will allow you to book your own appointment online (unless you qualify for an email return).
Before booking, you will be obligated to pay a $200 non-refundable retainer for our services. This retainer will reserve your appointment slot AND IT WILL BE CREDITED TO YOUR FINAL INVOICE!
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For legal couples filing together, if you need a partner added to or removed from your portal, drop us a line at: info@traveltax.com
BE SURE TO INCLUDE THE FULL NAME OF THE PARTNER YOU NEED ADDED, AS WELL AS THEIR EMAIL ADDRESS.Or call us at 402-379-7818, and we can take care of that. You will not have the option of adding or removing a partner yourself. Whether filing jointly or separately, you must be on the same account.
Once added, couples can log into the same portal using their separate email addresses to complete the workbook and sign contracts and important tax documents. All contracts and documents will require both your signatures.
In the case of married couples, the Engagement of Services Agreement will ask for the signatures of both parties. We are willing to move you forward in the process with only one signature, however, be aware that this does not absolve one or both parties from the responsibilities of this agreement. One signature signifies agreement of both taxpayer and spouse. Both signatures will be needed on all tax return documents moving forward. -
If you are filing for multiple years, we will require a $200 retainer for each year before filing. After paying, we will contact you to schedule your tax prep appointment.
Contact us ahead of time if you need to file for previous years that are more than 3 years ago:
info@traveltax.com / 402-379-7818 -
We defend any return we prepare without charge subject to conditions, pay penalties, and interest (not the underlying tax), should it be our error. Your return is backed up by a $1 Million tax audit defense and ID theft protection.
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We schedule tax appointments in the order received and continue filing returns throughout the year until all are completed. If it is necessary to file an extension, the extension is a complimentary service for clients who file their taxes with TravelTax.
There is a $25 service fee if you fail to file your returns with TravelTax after we file the extension. You must submit the Extension Agreement found in your portal by midnight on April 11th to ensure the extension will be done.
More info on Extensions HERE! -
Yes!
If you refer 3 people who become clients, we’ll give $50 off tax filing.
If you were referred, be sure to indicate that when creating your client portal account. The “What Brings You to TravelTax” questionnaire will ask you!