Upgrading to Bench Tax

Table of Contents

Bench Tax has several Benefits

  • Get your bookkeeping and income taxes done in one place. Our team of experts will organize your books, provide unlimited tax advisory, maximize your income tax returns and get your filing done efficiently.
  • During tax season, your dedicated tax team works with you to collect all the information and documents needed to file your return and get your state and federal income taxes filed on time.
  • Get unlimited year-round support from a licensed Bench Tax Advisor. They’ll get to know your business and will provide ongoing advice to help you make the right tax decisions and maximize your tax deductions throughout the year.

How to upgrade to Bench Tax

  1. From the ‘Tax Centre’ in the main menu go to ‘Tax Filing and Advisory’ 
  1. Click ‘Add Bench Tax’ 
  1. You’ll be asked to answer a short series of questions to ensure that Bench Tax is a good fit for your business before confirming that you’re ready to add Bench Tax.
  1. Select ‘Get More Info’ if you have outstanding questions about Bench Tax. After clicking, an Account Manager will contact you to discuss your questions and help you add Bench Tax once you’re ready.
  1. Once you’ve successfully added Bench Tax, you’ll receive an overview of how you will be able to connect with your dedicated tax team going forward.

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