Your Tax Progress
Status1
Intake Complete
2
Preparation Started
3
Review
4
Signature
5
Sent to IRS
6
Refund Notice
7
Refund Sent
Messages
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Alerts
ImportantThese alerts mirror what your Metatax team sees in their Admin dashboard.
Notifications
UpdatesMessages, tasks, and other updates from your Metatax team.
Documents
Files you upload here appear instantly for your Metatax team in the Admin system.
Referrals
Program+ Referral
Get paid for every referral who filesYour submissions are sent directly to Metatax and tracked below.
✓ Referral
Updated by MetataxThis log is read-only and updated by a Metatax representative. You’ll see stages like “Contacted — Not Interested”, “Contacted — Appointment Set”, “Taxes Prepared”, “Paid Out” and “Referrer Paid”.
Settings
AccountAccount Information
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