1. Pro Guide
  2. Getting Started As A Pro

Getting Started As A Pro

How to get started with NexGen Taxes

Are you looking for an easy way to drive business to your entire network? The NexGen Taxes Pro Program was created to help Tax Pro by connecting them with the customers they want to serve. We align with you and your organization to provide lead management, customer service, and the marketing tools you need to be successful. You can get started by Signing up as a pro

Background Check

Finding a pro they can trust is at the top of every customer’s to-do list when starting a new project. And background checks build that trust and confidence when hiring.
Background checks are free and it ensures the safety of everybody. It is easy to take, and we handle everything for you. You are required to provide valid government-issued photo identification, maintain an active Tax Preparer, CPA license or EA designation, a PTIN that is current for the relevant filing period, and an EFIN that is under their name or that of their practice. As part of the verification process, we make sure your PTIN number, EFIN number, and other credentials that you have provided during the onboarding process are valid.
As a Pro, you are responsible for maintaining the CPE credits and you need to keep the license current. Each Tax Pro must renew their EFIN and PTIN for the active season to be considered to receive leads in the platform.
It is recommended that each Tax Pro obtain Errors & Omissions (‘E&O’) insurance to protect against liability in the event of a dispute.

Terms Of Use

Before you sign up and get started with NexGen Platform, it’s required that you review, agree, and abide by the terms set forth in NexGen Taxes’s Terms of Use document. The terms of use can be accessed at the support and knowledge base section of the portal all the time. In the event there are changes and updates to our Terms of Use, you may be required to accept the modified Terms of Use before continuing to use the portal. NexGen Taxes reserves the right to make changes to Terms Of Use at its absolute discretion.


Stripe Payments

It’s recommended that all Tax Pros engaged with NexGen Taxes create a Stripe account to transact seamlessly within the platform. To create an account, please visit https://dashboard.stripe.com/register. Stripe is a third party payment solutions provider and is used to both collect online payments from customers and transmit earnings and confirm the identity of users to prevent fraud, and increase 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). You will be prompted to connect with your Stripe Account during onboarding. You can also update your Stripe Account in the settings, in case something changes with your Stripe account.
Tax Pros are paid on a weekly basis. Therefore, you will see your fees deposited within your Stripe account on the Monday following the week after the Job is completed (one week in arrears). Please note that only completed jobs will be paid out. As discussed within our “cancellation fees” section, if a client cancels the service, we will pay you your portion of the amount collected.


Was this article helpful to you? Yes 2 No

How can we help?