How to log into the Bench Tax App
Follow these steps to log into the Bench Tax App:
In the Bench dashboard, navigate to the side menu and select ‘Tax Center’.
Click ‘Tax Filing & Advisory’, navigate the Bench Tax section.
Under the ‘Bench Tax’ section click Log In.
A new window will open up, and you’ll be logged into the Bench Tax App and ready to get started.
How to navigate the Bench Tax App
- Use the left-hand menu to access different sections of the Bench Tax App.
- To return to the main Bench app, simply select the option in the menu.
- When you log in, you’ll see exactly where you are in the tax filing process.
- Below that, you’ll find a snapshot of the tax forms we’re filing for you. Click ‘View All’ to see the full list and their statuses.
- Below ‘Tax Filing Status’, you’ll find a snapshot of document and information requests from your Tax Team:some text
- For each document request, you can upload the required file and leave a comment to provide extra context.
- For information requests, simply leave a comment with the relevant details.
- To see a summary of all comments, click ‘New Comments’ in the top-right corner.
- Stay connected with your tax team by:some text
- Booking a 1:1 consultation using the ‘Book a Call’ button.
- Sending a note by clicking ‘Leave a Comment’ at the bottom of the screen
How to access the yearly Tax Questionnaire
At the start of each tax season, your Bench Tax Team will send you a Tax Questionnaire by email. Filling it out helps us capture any changes to your business since your last filing.
For more details about the Tax Questionnaire, check out this article.
What should I do if I'm having technical issues or want to share feedback?
What Should I Do If I’m Having Technical Issues or Want to Share Feedback?
Your feedback is important and helps us improve your experience. If you encounter any issues (like glitches or errors) or have general feedback while using the Bench Tax App, click ‘Share Feedback’ in the bottom-left corner to let us know.
