SimpleTax Help

I have a partner. Should we use the same account?

If you have a partner, the easiest and fastest way to prepare your returns is to use the same SimpleTax account and to link your returns. Because of the way we encrypt your data, you aren’t able to link returns from different accounts.

If you and your partner aren’t comfortable sharing an account, if your partner isn’t using SimpleTax, or if you’re filing your returns at different times, set the Who is your partner? field to My partner won’t use this accountleave the dropdown box Link your return with emptyanswer “No” to the question Do you want to prepare your returns together?. You’ll need to manually enter some of your partner’s tax information in the Your Partner section.