How do I upgrade Tax Pro?

If you wish to move from the Tax Pro basic or business plan, upgrading is easy. Follow these steps...
  • Log in to your customer control panel (
  • Click on SERVICES, then find your Tax Pro subscription
  • Click on ACTIVE to the right. You are now on your main subscription.
  • On the left you will see an option to Upgrade/Downgrade - Click
You can choose your upgrade option from here.
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