How do I add additional clients or tax returns after I have finished the setup wizard?

To add a new client or start a new tax return in BTCHub after you’ve completed the setup wizard, you can simply return to the setup wizard and complete the steps again. Any new clients and tax returns will appear and be imported into Pixie. To get back to the setup wizard go to Settings > Integrations > BTCSoftware.

How do I link an existing tax return to an existing Pixie task?

Linking an existing tax return to an existing Pixie task is coming soon! For now, we recommend you follow the instructions for “How do I add additional clients or tax returns after I have finished the setup wizard?”

How do I start a tax return from Pixie?

Starting a new tax return from Pixie is coming soon! For now we suggest that you create a new tax return in BTCHub and then follow the instructions for “How do I add additional clients or tax returns after I have finished the setup wizard?”

Am I able to import clients or tasks that are password-protected in BTCHub?

Importing clients or tasks that are password-protected is coming soon! For now we recommend that you remove the password-protection to allow for import during the setup wizard and then re-enable the password protection once the import is complete. Imports only take a few seconds, so you could do this at a quiet time when your systems are not being accessed by your team.

Am I able to work on accounts production or corporation tax returns?

Accounts production and corporation tax returns are coming soon, when support is added for them in the BTCHub.

Can I use the BTC Integration without the document e-signing add-on?

No, the document e-signing add-on is needed to send tax returns for client approval.

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