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Manage Subscription

Activate or Change Your Subscription

If you're new to TaxStatus, activate your subscription to get started.

To activate your account:

  1. Log in to the TaxStatus platform.
  2. Click Billing in the left-hand navigation menu.
  3. You'll see a prompt to "Activate your account to get started."
  4. Choose a subscription plan.
  5. Enter your payment information to complete activation.

Once payment is confirmed, your account is active, and you'll have full access to the platform.

To change your existing subscription:

Once your account is active, Billing moves under Firm Settings.

Click Firm Settings in the left-hand navigation menu.

Under your subscription plan, choose Manage your subscription to update your payment method.



To opt into a different subscription plan, cancel your current subscription, and view the current subscription options. Your new plan takes effect immediately.

If your firm is part of an Enterprise subscription:

You'll see a message indicating your account is covered under an Enterprise agreement. No payment action is needed on your end — your firm's administrator manages billing centrally.