Intro
If you encounter issues while entering your banking and tax information, and wonder why it's not processing correctly, refer to this troubleshooting guide to identify and resolve the problem.
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Important Note |
| Updates to the Pro Signup Process: We've made improvements to how we verify pro accounts to keep our platform fair and accurate. |
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Grandfathered Accounts
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| Updates to the Pro Signup Process: We've made improvements to how we verify pro accounts to keep our platform fair and accurate. |
Can't Save my Tax Information
Review Your Information
- Your Legal Entity Type should match the type of your bank account.
- If your bank account is a Personal Account, you should choose Individual as the Legal Entity Type.
- If you have a Business Account, your Legal Entity Type should also be Business.
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