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|Steph Oeser

How to E-File: Simple Steps to Use Our Tool

This blog post is for you visual learners! In the video below, we'll walk you through the basics of our e-file site.

(If you're not a visual learner, here's a printed guide to help you instead!)

We know implementing a new way of handling your year-end tax forms might be overwhelming at first, but it offers new solutions to old problems, which is incredibly freeing! With our e-filing option, you save time, money and tons of frustration. Honestly, what could be better during tax time?

How to file online

1. Create an account
2. Set up payers and recipients
2. Complete and file a tax form


If you have any questions about online tax filing, please reach out to us at 800.777.7359.


*This blog post was originally published in November 2018, it was updated in November 2022.

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