Support

Product support without tax-return intake

During public preview, support can help with product operation, preview status, browser issues, and security routing. It is not a tax-return intake, return-review, or tax-advice channel.

Choose The Right Contact

  • Preview status and browser issues: email support with the page name, product id, browser details, and timestamp.
  • Form-use questions: ask about product operation, browser issues, downloads, import/export mechanics, validation code names, or why the software marked a scenario unsupported.
  • Security or privacy concerns: email security if you found a vulnerability, suspect data exposure, or believe a system may be misconfigured.
  • Tax, legal, accounting, valuation, or IRS notice questions: contact your own CPA, EA, attorney, valuation professional, or the relevant government source.

Do Not Send

Do not send SSNs, TINs, full addresses, generated PDFs, project JSON, gift details, valuation facts, brokerage/appraisal files, IRS notices, or complete tax returns through ordinary support channels.

Do not attach screenshots or files that show return facts. If support needs diagnostics, use product ids, order ids, browser details, page names, timestamps, and validation code names instead of field values.

Support Can Help With

  • Preview status and product availability boundaries.
  • Browser compatibility issues.
  • Local project import/export mechanics without receiving your project file.
  • Download problems and general product workflow questions.
  • Explaining software validation messages without reviewing your return facts.
  • Requests about public-preview forms or research-stage packet concepts.

Support Cannot Answer

  • Whether you must file, whether a transfer is a gift, or how to value property.
  • Whether GST, gift splitting, adequate disclosure, late filing, or other tax rules apply to your facts.
  • Whether a return, address, recipient, election, signature, attachment, or filing position is complete or correct.
  • Professional review, correction, approval, or preparation of a return.
  • IRS representation.