This guide is for users who have purchased a Tax Plan for the wrong tax year. This happens when the incorrect tax year is selected in the Tax Center and the tax plan purchase is made.
How to switch Tax Plan to the correct tax year
- It’s not currently possible to swap your tax plan purchase to a different tax year but we are happy to offer you a refund so you can purchase the correct plan
- If you’ve purchased the wrong tax year within 30 days [and any other criteria from new policy] you can request a refund through Chatoshi, our Support Center helpbot.
- Finally, go ahead and purchase a Tax Plan for the correct year
How do I know which tax year I’ve purchased a plan for?
Select which tax year you want to check you have a Tax Plan for by clicking ‘Tax Report’ in the top left of the Tax Center:
You can then see which Tax Plan tier you’ve purchased in the tax plan section in the top right of the Tax Center:
How do I purchase a tax plan for the correct tax year?