Tax Payers can be invited to connect with their Tax Preparer using several different methods. This article will detail how to connect to your Tax Preparer when they have shared their code directly with you for both billing models.
To connect to your Tax Preparer using their code:
- Log into, or sign up for, your Ledgible Tax Payer account.
- Click the settings gear icon on the right hand side.
- On the right side of the page that opens, you will have a section named Connect to tax pro. Click the Add Tax Pro button below.
- Enter the code your tax professional shared with you previously.
- Click Connect and the accounts will be linked. Note: if the billing model is set to Preparer Pays, there will be a message on this page confirming this.
You can now proceed with adding your wallet and exchange data to your Ledgible account.