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To allow us to file your return on time, please provide your data at least five business days ahead of its filing deadline.


AvanTax Filing Services in 4 steps

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Technical Support

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Other AvanTax Products
AvanTax Auto - Complete package
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Using AvanTax Filing Services in 4 Steps

Note: you can also check out some examples of recent customer experiences to help get a better understanding of how Filing Services can help reduce the complications of Tax Filing season.

1) Download & Populate Our Import Template

Download an import template from the templates page and enter your data into the appropriate columns. Detailed instructions and requirements are included on the template for your convenience. Once populated, you are ready to transmit your data to us for processing.

2) Transmit the Completed Import Template

Once we've received your order, we'll setup an account for you on our secure client portal, which you will use to give us your completed Excel templates, for security reasons we do not recommend email. Once we've received your data you can relax, knowing that we'll be dealing with the work of preparing your submission and confident that our many years of experience are working for you.

3) Approve your Processed Returns

When your returns are ready, you will receive an email including a receipt of payment and details on retrieving the completed return. Simply retrieve your files, review them, and email your approval to us. Once approval is received, we will proceed to file your returns, and complete any printing and mailing services you have purchased.

4) Receive your Confirmation

When your returns have been processed, we will email your confirmation notice. This email will contain:


Technical Support

Free technical support for any question is only an email or phone call away.

Email support is available Monday to Friday, 9:00 AM to 8:00 PM EST and on Saturday as conditions permit.

Telephone support is available Monday to Friday, 9:00 AM to 5:00 PM EST.