How to Add or Update Payment Method to your TaxCloud Account

This video explains how to add a Payment Method to your TaxCloud account.




Ensuring a seamless and secure payment process is essential for managing your TaxCloud account. Follow these steps to add a payment method to your TaxCloud account:

Step 1: Access the Settings > Payment Method Tab from the left side Main Menu navigation

  • Log in to your TaxCloud account.
  • Navigate to Settings , and locate the "Payment Method" tab.

Step 2: Expand the Payment Method Tab

  • Click on the "Payment Method" tab to expand the options.

Step 3: Add a Payment Method

  • Within the expanded tab, locate and click on the "Add Payment Method" button.

Step 4: Choose Payment Method Type

  • TaxCloud offers two payment method options: ACH (bank payment) and Credit Card.
  • Select your preferred payment method by clicking on either "ACH" or "Credit Card."

For ACH Payments:

  • If you choose ACH, click on "Enter Information."

  • Provide your billing address details.

  • Continue to add payment details, including the routing number and account number for the designated account.

For Credit Card Payments:

  • If you prefer a credit card, click on the credit card option.
  • Enter your credit card details, including the credit card number, expiration date, and the three-digit CVV number.

Credit Card payments incur a 7% convenience fee

Step 5: Save Your Payment Method

  • After entering the required information for your chosen payment method, click on the appropriate button to save your payment details.

Step 6: Confirmation

  • Verify that your payment method has been successfully added by checking the payment method tab.

Congratulations! You have now added a payment method to your TaxCloud account, ensuring a smooth experience for transactions and payments.


How do I update existing payment method?

Keeping your payment information up-to-date is crucial for a smooth experience with TaxCloud. Follow these simple steps to update your existing payment method:

Step 1: Sign In and Access Settings

  • Begin by signing in to your TaxCloud account.
  • Once logged in, navigate to the "Settings" section.

Step 2: Open Payment Methods

  • Within the "Settings" menu, locate and click on "Payment Methods."

Step 3: Locate the +Add Button

  • Look for the orange "+Add" button in the upper-right corner of the screen. Click on this button to initiate the process of updating your payment method.

Step 4: Choose Payment Method Type

  • After clicking "+Add," you will be prompted to select the type of payment method you want to update. You can choose between "Add Credit Card" or "Add Bank."

Step 5: Add Credit Card or Bank Information

For Credit Card:

  • If updating a credit card, enter the new credit card details, including the credit card number, expiration date, and the three-digit CVV number.

For Bank:

  • If updating a bank account, enter the necessary information, including the routing number and account number.

Step 6: Save Changes

  • Once you've entered the updated payment information, click on the "Add" button to save the changes.

Step 7: Verify Update

  • Confirm that your payment method has been successfully updated by checking the "Payment Methods" tab in your account settings.

You've now successfully updated your existing payment method on TaxCloud.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us