How to Get Started with NexGen Taxes
Background checks help establish trust and confidence when making hiring decisions.
As a Pro, it is your responsibility to upkeep the Continuing Professional Education (CPE) credits and ensure the currency of your license. Each Tax Pro must renew their Electronic Filing Identification Number (EFIN) and Preparer Tax Identification Number (PTIN) for the active season to be eligible to receive leads on the platform.
It is recommended that all Tax Pros engaged with NexGen Taxes create a Stripe account to facilitate seamless transactions within the platform. To create an account, please visit https://dashboard.stripe.com/register. Stripe, a third-party payment solutions provider, is utilized for both collecting online payments from customers and transmitting earnings. It also confirms the identity of users to prevent fraud, enhancing trust and safety.
At the end of the calendar year, Stripe will provide you with your Form 1099-K if applicable (200 transactions and $20,000 during the course of the year). Connecting with your Stripe Account is part of the onboarding process, and you can update your Stripe Account in the settings if there are changes.