Get Help with Taxbot

Click on the device you are using

IOS

Android

Online

How to download the app
Simply go to the app store and search for Taxbot. Download it and put in your login information. The download is free but it doesn't work unless you have a Taxbot account to connect it to. Each day the app syncs your data and makes sure your account is active. So if you see a spinning circle just know that it is doing a daily sync.

How to track your mileage on your iPhone
Learn how to track your mileage on the go...

How to add an expense on your iPhone
With a click of a button you will be tracking your expenses...

Can I track multiple businesses?
Yes, you can track multiple businesses now.

Changing settings
From the homescreen of the Taxbot app hit the gear icon in the upper right hand corner and you can edit your settings there.

How to add an expense category
To add an expense category open the app. Press "Add Expense/Apt"-> Category. From this screen you will see a "+" sign in the upper right corner. Tap this and follow the instructions. Make sure you read the difference between General and Appointment Categories. Name your category and hit save. It will then be in your list of alphabetical categories.

Delete records on the phone
To delete a record on the phone open the expense or trip tab and then simply swipe your finger left to right on the expense you want to delete. You will then see a delete option.

Troubleshooting/help

First and Foremost
If you are having a problem with your iPhone or iPad you shold do a hard reset on your device. This will not cause you to lose any data it will just turn off your device and help reset some of the settings on the phone that might be getting in the way of the app. To do this you need to hold down the power button on the upper right hand corner of your iPhone and press the round home button on the front of device for about 10 seconds. You will see an apple icon as it resets.

Also, check the app store to make sure you have the latest version of the app downloaded

My mileage tracker isn't accurate
Make sure your location services are enabled for Taxbot. Open your settings on the iPhone and select 'Location Services' and make sure they are enabled both in general and on the Taxbot app.

Also to improve accuracy make sure your Wi-Fi is enabled. It doesn't have to be connected to Wi-Fi to run but it still can get supplemental location data by knokwing wht locations are around.

The accuracy of your iPhone depends on the strength of the GPS signal it can get as well as the strength of the GPS in your device. The iPhone 3GS has a much weaker GPS in it that the 4 or 4S. It may take longer for your GPS to get a good reading on the 3GS. The 3GS may also get more accurate during the course of your trip as it warms up.

How to download the app
Simply go to the app store and search for Taxbot. Download it and put in your login information. The download is free but it doesn't work unless you have a Taxbot account to connect it to. Each day the app syncs your data and makes sure your account is active.

How to track your mileage on your Android phone
Learn how to track your mileage on the go...

How to add an expense on your Android phone
With a click of the button, you will be tracking your expenses...

Can I track multiple businesses?
Yes, you can track multiple businesses now.

Changing settings
From the homescreen of the Taxbot app hit the gear icon in the upper right hand corner and you can edit your settings there.

How to add an expense category
To add an expense category open the app. Press "Add Expense/Apt"-> Category. From this screen you will see a "+" sign in the upper right corner. Tap this and follow the instructions. Make sure you read the difference between General and Appointment Categories. Name your category and hit save. It will then be in your list of alphabetical categories.

Delete records on the phone
To delete a record on the phone open the expense or trip tab and then simply swipe your finger left to right on the expense you want to delete. You will then see a delete option.

How to add an expense online
With a click of the button, you will be tracking your expenses...

How to track your mileage online
Learn how to track your mileage on the go...

Questions?

Feel free to call us at 855-482-9268 or email us at support@taxbot.com.

General

Will there be a blackberry app?
Unfortunately 85% of the smarphone market is iPhone & Android. Blackberry is very difficult to program our application for because each carrier changes the software slightly. Some carriers don't allow us access to all the parts of the phone that we need.

Report a bug

If you have tried everything we have shown in this help section so far, and it still hasn't fixed your issues, you can call and leave a message or for a faster response use our chat feature and leave a message in the bottom right corner of this page.

If we haven't convinced you yet, just go ahead and try it!