Frequently asked questions

How do I upload a 1040 form? How does the new R.A.P Feature work?

TaxPlanIQ uses optical character recognition (OCR), better known as our Read. Analyze. Propose (R.A.P feature) to read redacted returns and suggest tax savings opportunities. 

Not only do we use the latest AI technology, but we also have excellent tax experts to help find the highest savings for each client.  

Here is the complete user guide and video overview of all the exciting new features. 

 

 

 

How do I manage my Subscription?
To manage your account subscription, including updating billing information, changing your subscription, reactivating a subscription, or canceling your account based on our terms and conditions, please get in touch with our support team at support@Taxplaniq.com. Our team will reach out to you to help with your needs.

While we would hate to see you go, we understand the importance of feedback in improving our software. So, we may ask a few questions before we can understand your reasons and how we can improve.
How do I change my plan?
Email our Customer service team at Support@Taxplaniq.com.
How do I find out about events?

Visit TaxPlanIQ.com/events to learn about our public events and Customer-only Events.  If you are a customer, you can log in to TaxPlanIQ and go to the Event section. 

We offer Weekly tax labs for all our customers, and our Monthly Powers and Growth plan include even more events. 

Can you help me with a tax plan?

YES! You will be notified about Tax planning labs that take place weekly on Thursdays, or you can email us at Support@TaxPlanIQ.com  to partner on a case study where we can create and help implement the plan with you and the client. 

I tried TaxPlanIQ before and want to use my old custom profile. How do I reactivate my account?
Please email Support@TaxPlanIQ.com to request to reactivate your account.  
What if I don’t see a strategy in your library?

Let us know at Support@TaxPlanIQ.com!

We add them weekly. We don’t currently do anything too aggressive (like listed transactions).

How do I update my library?

If there are new updates, the strategy will have a download button to the right. You can also click “accept all changes” at the top right.

Can I extend my trial?
A trial extension may be granted case-by-case, as eligibility depends on several factors. For inquiries regarding a trial extension or any other questions, don't hesitate to contact our customer support at Support@TaxPlanIQ.com. Keep in mind that delaying your engagement with our platform could mean missing out on valuable opportunities to participate in our Weekly Tax Labs, exclusively available to our Standard plan Subscribers.
When should I use the ROI tab (one-page summary) versus the presentation?
If your client is very number-oriented, the ROI tab by category is helpful. Otherwise, the presentation is better for visual learners.
When should I send a client the tax planning report?
After they pay a tax planning or implementation fee!
How can I get additional education and coaching?
Sign up for our Growth plan!
Are you a tax projection software?
Log into your custom profile with TaxPlanIQ. On the top right icon/ gear, click on settings, settings pops up, then click on Manage billing. After clicking on manage billing, click on the subscription dropdown and select cancel subscription.  We hate to see you leave, but we want to know why (to make better software), so we ask a few questions before cancellation that should not take you more than 1 minute. 

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