Set up TrustFile

Set up TrustFile

Set up your account and learn how TrustFile works

About this course

Learn how to create and configure your TrustFile account so you can file your returns.

It takes about twenty minutes to take this class.

Curriculum20 min

  • Create your TrustFile account
  • Connect your sales channel and add transactions
  • Configure your filing states
  • Configure your settings
  • Review your tax forms and figures
  • Verify your transactions
  • File your returns

About this course

Learn how to create and configure your TrustFile account so you can file your returns.

It takes about twenty minutes to take this class.

Curriculum20 min

  • Create your TrustFile account
  • Connect your sales channel and add transactions
  • Configure your filing states
  • Configure your settings
  • Review your tax forms and figures
  • Verify your transactions
  • File your returns