When would you need to purchase additional units?
- When you have used all of the return units included in your Pay As You Go Package.
- When you want to file a return type that is not included in your Unlimited Package.
- When you want to file a prior year return with a Pay As You Go Package.
Return units must be purchased for the specific tax year of the return you are preparing and cannot be transferred from one tax year to another.
To Purchase Additional Units
1) Log in to your ProTaxPro.com account, select PURCHASE on the top-right corner of the Preparer Tool page.
2) Locate the Buy Units section. Use the drop-down menu to select the Tax Year and enter the Number of Units you would like to purchase, then select Buy Units to continue.
3) On the next screen, review and confirm your purchase details. Once you have verified the information, select Complete Purchase.
4) To finalize your transaction, enter your payment information and select Process Checkout.
Once your purchase is complete, return to the Dashboard to begin working on a return using the newly purchased unit.