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Location
Enter your Store Code:
Tax Docs
Ask the customer: Did you bring your tax documents (W-2, 1099-INT, etc.)?
Customer has documents
No
documents
Tax Info
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Take the customers ID (match it with their face) and documents
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Exit the software. Go to your camera and take pictures of the ID and documents.
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Return to the software when your done capturing images.
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Add the customers phone number below:
Cell Number and
Photos: Done
Tax Info
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Take the customers ID (match it with their face)
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Exit the software. Go to your camera and take pictures of the ID.
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Return to the software when your done capturing images.
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Add the customers phone number below:
Cell Number and
Photos: Done
Upload
Documents
Import your customers images.
Add more images
Ok. You can send the remaining documents to info@royaltaxbox.com later. Press Continue!
Tax Info
Give the customer their documents back and tell them: You are now signed up to get your taxes completed. Check your email for more information. RoyalTaxBox will call you to finish filing.
Customer
documents returned
Tax Info
Tell the customer: You are now signed up to get your taxes completed. Check your email for more information. RoyalTaxBox will call you to finish filing.
Tax Info
Finish!
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