TaxConnections

TaxConnections Tutorials

Easy, step-by-step instructions on how to use TaxConnections.com

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1. How To Sign Up For A Consumer Free Membership
  1. Click on Consumer Sign Up button in upper right hand corner of computer screen.
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  2. Fill out Consumer Sign Up form on this page.
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  3. Click on "I agree to TaxConnections Terms of Use and Privacy Policy."
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  4. Click on "Set Up Account".
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  5. You will receive a confirmation Email shortly afterwards verifying your request.
  6. Click on the link that tells you to "Validate Your TaxConnections Membership".
  7. You will be brought back to TaxConnections Login page. Login with your email address and password.
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2. How To Sign Up For A Tax Professional Membership
  1. Click on Tax Pro Sign Up button in the upper right hand corner of computer screen.
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  2. You will see many benefits to listing your Tax Professional Profile on TaxConnections. Click on “Tax Professionals Sign Up Here” to complete the Tax Professional Sign Up form.
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  3. Complete the Sign Up Form, click on "I agree to TaxConnections Terms of Use and Privacy Policy”, then Click on "Set Up Account".
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  4. Go to your Email and Validate your membership.
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  5. Click on the link in your Email that asks you to "Validate Your TaxConnections Membership".

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  6. Once Your Membership is Validated, you will be on the Membership Payment Page. Complete the Membership Choices with payment information and continue to “Checkout”.
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  7. You have completed the Membership Subscription Portion and are ready to be begin building your Tax Professional Profile.
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  8. Next you will be guided to "Let’s Get Started" where you fill out your Tax Professional Profile Information.

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  9. Complete your Tax Professional Profile and upload Your Photo. Do not upload company logos, pictures of your children, pets, etc. When this step is complete, you will appear on the Home Page of TaxConnections.com as a “Featured Professional”.
  10. We recommend you cut and paste from your resume or Linked In profile to save time.
  11. If you need to come back to finish later, make certain you click “Save”.
  12. Always remember your "Welcome Navigation Bar" at the top of the screen brings you back to “Edit Profile” to complete and enhance your Tax Professional Profile Page.

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  13. Click on your "Welcome Navigation Bar" to see the Drop-down list of all Tools available to you. Review other Tutorials to further enhance your Tax Professional Profile Page.
  14. Congratulations and Welcome to TaxConnections!
3. How To Ask Tax Questions
  1. Login or Sign Up for your Free Consumer Membership if this is your first visit to our site.
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  2. Click on "Ask Tax Questions" which is displayed across the Header of the site.
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  3. You are now on the "Ask Tax Questions" landing page. Click on the "Submit Tax Question" button in the upper right hand corner of this page.
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  4. Select the Country of the Tax Question.
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  5. Then write your question in the designated box as indicated in the picture below. If you want to provide more details on the question, another box is provided for additional information.
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  6. Enter the Topic of your Tax Question to give it a category/tag.

    a. If you are uncertain how to categorize your Topic, simply type any letter into the text box for a list to appear.

    b. If you do not see an appropriate category/tax for your Topic, you can create one when you click "Add More".

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  7. Click on "I agree to TaxConnections Terms of Use and Privacy Policy"
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  8. Click on "Submit Tax Question" and it will appear on the "Ask Tax Questions" landing page.
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  9. You will be notified when a Tax Professional answers your tax question.
4. How To Find The Answers To Previously Asked Questions
  1. Click on "Ask Tax Questions" which is displayed across the Header of the site.
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  2. On the left, you will see several search options, the first being "Refine Search." In this search bar, you may type in any keywords that pertain to the topic of your question.
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  3. Our search engine will then find all the questions related to that keyword and bring up the results for you.
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  4. If you are searching for questions specific to a certain country, you may use the "Refine by Location" search bar.
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  5. If you want to search by a predetermined topic you may select one of our options under “Refine by Topic”
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  6. If your topic is not shown, then click on "More Topics."
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  7. This will bring you to a new window filled with all of our current topics. Here you can select the one that best matches your interest.
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5. How To Find A Tax Professional
  1. Go to www.taxconnections.com.
  2. Type what you want to search for in the open box under "Find A Tax Professional Around The World". Search by tax expertise, location, title, degrees, certifications, tax professional by name, postal code, etc.
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  3. Example: Search results for "CPA". While this search produced pages of CPA’s, this example is just showing a small sample of Tax Professionals with this distinction.
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  4. Click on your choice or retype a new search in the search box.
6. How To Connect With A Tax Professional
  1. Register for a Free Consumer Membership or Login if you have previously registered.
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  2. Go to "Find a Tax Professional" to search for a Tax Professional.
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  3. Select a Tax Professional and go to their Tax Professional Profile Page.
  4. Click on the “Connect With Me” Button on their Tax Professional Profile Page.
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  5. A Pop Up screen will appear that asks you to introduce yourself and write a message.
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  6. Click on “Send Message” and wait for the Tax Professional to Accept you into their Tax Boardroom.
  7. Once in a Tax Professionals Tax Boardroom (Virtual Tax Office), you can communicate with them directly.
7. How To Build Your Book of Contacts
  1. Go to www.taxconnections.com. Click on "Login".
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  2. This brings you to the "Sign In" page. Enter your Email Address and Password and click the blue Sign In button.
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  3. You are now on the main landing page for Consumers. Notice the “Welcome Your Name” above the Header Bar.
  4. Now you need to start building your Contacts for your Book of Contacts.
  5. Go to “Find a Tax Professional” and enter your search criteria. You can search by Tax Expertise, Location, Title, Degrees, Certifications, etc. Find who you would like to connect with due to private questions you may have, questions to discuss in further detail, get more in-depth information about their blog post or just to add them to your book of contacts.
  6. Now that you have found the Tax Professional you want to connect with, click on “Connect With Me”.
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  7. Complete the message information that will send a request to the Tax Professional.
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  8. The Tax Professional will receive your request in their Tax Boardroom. You will receive a screen notice that your request has been sent.
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  9. When the Tax Professional accepts your request, you will receive an "Alert". Click on the "See Alerts" in the "Welcome Your Name" dropdown menu and you will have notification that the Tax Professional is now connected to you and you may interact with them in the Tax Boardroom. You will also receive an Email with a link to enter their Tax Boardroom.
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  10. Continue to Build your Book of Contacts to have your own Directory of Tax Professionals.
8. How To Recommend A Tax Professional
  1. Sign Up or Login if you are already a member of the site. If you are not a member you will be prompted to Sign Up.
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  2. Enter the name of the Tax Professional into the "Find A Tax Professional" search field on the Home Page then click Search.
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  3. Click on the Tax Professional's Summary Profile which takes you to their Full Profile page.
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  4. When you are on the Tax Professional's Full Profile page, the "Recommend Me" button is in the upper right corner.
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  5. Click on "Recommend Me" and a pop up screen will appear requesting you fill out this information.
  6. You can then provide your recommendation on this Tax Professional and submit it.
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  7. Whenever you submit a recommendation an Email notification will be sent to the Tax Professional.
9. Views To Your Tax Professional Profile Page
  1. Go to www.taxconnections.com and "Login". Enter your Email Address and Password and select "Login". You may select "Keep Me Logged In" to have your TaxConnections Login remain live on your browser when opened.
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  2. The "Welcome Your Name" green dropdown navigation bar is located at the top center of your screen after you have Logged In. Click it and your menu of options will appear. This is very important as it provides you with tools for navigating the site. Click on your "Tax Boardroom".
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  3. While in your Boardroom, you can see the "View Number of Visitors To Your Profile" which will be placed prominently under your name.
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10. How To Get Yourself Listed On Our Worldwide Directory
  1. Click on Tax Pro Sign Up button in the upper right hand corner of computer screen.
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  2. You will see many benefits to listing your Tax Professional Profile on TaxConnections. Click on “Tax Professionals Sign Up Here” to complete the Tax Professional Sign Up form.
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  3. Complete the Sign Up Form, click on "I agree to TaxConnections Terms of Use and Privacy Policy”, then Click on "Set Up Account".
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  4. Go to your Email and Validate your membership.
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  5. Click on the link in your Email that asks you to "Validate Your TaxConnections Membership".

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  6. Once Your Membership is Validated, you will be on the Membership Payment Page. Complete the Membership Choices with payment information and continue to “Checkout”.
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  7. You have completed the Membership Subscription Portion and are ready to be begin building your Tax Professional Profile.
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  8. Next you will be guided to "Let’s Get Started" where you fill out your Tax Professional Profile Information.

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  9. Complete your Tax Professional Profile and upload Your Photo. Do not upload company logos, pictures of your children, pets, etc. When this step is complete, you will appear on the Home Page of TaxConnections.com as a “Featured Professional”.
  10. We recommend you cut and paste from your resume or Linked In profile to save time.
  11. If you need to come back to finish later, make certain you click “Save”.
  12. Always remember your "Welcome Navigation Bar" at the top of the screen brings you back to “Edit Profile” to complete and enhance your Tax Professional Profile Page.

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  13. Click on your "Welcome Navigation Bar" to see the Dropdown list of all Tools available to you. Review other Tutorials to further enhance your Tax Professional Profile Page.
  14. Congratulations and Welcome to TaxConnections!
11. How to Login To TaxConnections
  1. Go to www.taxconnections.com and "Login". Enter your Email Address and Password and select "Login". You may select "Keep Me Logged In" to have your TaxConnections Login remain live on your browser when opened.
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  2. You are now Logged In and are in an exclusive area for Tax Professionals
  3. Click on the "Welcome Your Name" green dropdown navigation bar and a menu of options will appear. This is very important as it provides you with tools for navigating the site.

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  4. This navigation bar provides you with valuable site navigation tools that include: View Profile, Edit Profile, Book of Contacts, Tax Boardroom, Tax Questions Asked, Tax Questions Answered, eBook Download, Inbox and Account Settings.
12. How To Use Your Welcome Navigation Bar
  1. Go to www.taxconnections.com and "Login". Enter your Email Address and Password and select "Login". You may select "Keep Me Logged In" to have your TaxConnections Login remain live on your browser when opened.
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  2. The "Welcome Your Name" green dropdown navigation bar is located at the top center of your screen after you have Logged In.
  3. Click on the "Welcome Your Name" green dropdown navigation bar and a menu of options will appear.

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  4. The "Welcome Your Name" green dropdown navigation bar provides you with valuable site navigation tools that include: View Profile, Edit Profile, Book of Contacts, Tax Boardroom, Tax Questions Asked, Tax Questions Answered, eBook Download, Inbox and Account Settings.
13. How To View Your Profile
  1. Go to www.taxconnections.com. Click on "Login".
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  2. This brings you to the "Sign In" page. Enter your Email Address and Password and click the blue Sign In button.
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  3. You are now in an exclusive area for Tax Professionals. (Notice the Header Bar is Green.)
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    To view your Profile, click on the “Welcome Your Name” Dropdown Navigation Bar above the Header Bar to see the dropdown menu. Click on “View Profile”.
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  4. You are now viewing your Tax Professional Profile.
14. How To Edit Your Profile
  1. Go to www.taxconnections.com. Click on “Login”. Enter your Email Address and Password and select “Sign In”. You may select “Keep Me Logged In” to have your TaxConnections login remain live on your browser when opened.
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  2. After you have properly Logged in to TaxConnections, a “Welcome Your Name” green dropdown navigation bar will appear at the top of your screen. This is very important as it provides you with tools for navigating the site.

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  3. In order to Edit Profile, simply click on “Edit Profile”.

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  4. This takes you to the categories page to edit your information. Click on the category for editing. In this example, Employment History.
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  5. Update or Edit the information and Click on the blue “Save Changes” button.

15. How To Upload Your Tax Library On Your Profile Page
  1. Go to www.taxconnections.com. Click on "Login".
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  2. This brings you to the “Sign In” page. Enter your Email Address and Password and click the blue "Sign In" button.
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  3. To Access your Tax Boardroom, click on “Welcome Your Name” Dropdown Navigation Bar to view the menu options available to Tax Professional Members. Click on "Tax Boardroom".
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  4. You are now in your Tax Boardroom; your Virtual Tax Office and Message Center.
  5. Click on the "Upload Library Documents" Bar.

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  6. A Pop Up Screen will appear that allows you to Upload Library Documents for visitors to view. Click on "Browse…" to get to the document for uploading then double click the document to attach it to your profile.(doc, docx, txt, xlsx, csv, ppt, pptx, and pdf only.)

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  7. "Title Your Document" – Place the title for your document in the field box and click "Next".
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  8. This brings you to the Visibility Option. You can choose to display your documents on your Tax Professional Profile Page for everyone to see, or in your Virtual Tax Office only (a.k.a., your Tax Boardroom). Special Note: If you want your documents to be viewed only by those individuals you "Accept" into your Tax Boardroom, please select "Tax Boardroom – Private View".

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  9. It is important to select "Finish" to upload your document. You may have up to nine articles/documents/publications in your Tax Library.

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16. How To Add Documents To Your Tax Library
  1. Tax Professional Members Login at www.taxconnections.com.
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  2. This brings you to the “Sign In” page. Enter your Email Address and Password and click the blue Sign In button.

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  3. After you have properly Logged In to TaxConnections, a “Welcome Your Name” green dropdown navigation bar will appear at the top of your screen. This is very important as it provides you with tools for navigating the site.

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  4. Now Click on Tax Boardroom and you will see a button that states “Upload Library Documents”. Click on the “Upload Library Documents button and a Pop Up Screen will appear that enables you to upload up to nine documents for visitors to view in your Tax Library.


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  6. You have an option to display your documents on your Tax Professional Profile – Public View, your Tax Boardroom Page – Private View or both areas. If you only want visitors who are invited into your virtual office to see your documents, then put them in the Tax Boardroom – Private View. If you want the public to see what is in documents we suggest you put them on your Tax Professional Profile – Public View.
  7. Browse your computer for the document to upload.

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  8. Give your document the title that will appear in your Tax Library.

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  9. This will take you to the “Upload” window where you can control the settings on your documents. The document you are loading can either be in “Private” view behind the scenes visible only to those you have allowed into your Tax Boardroom, or in “Public” view to be seen by all who visit your Tax Professional Profile page.

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  10. Select “Finish” to have the document appear in your Tax Library.

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17. How To Edit/Delete Documents In Your Tax Library
  1. Tax Professional Member Login at www.taxconnections.com.
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  2. This brings you to the “Sign In” page. Enter your Email Address and Password and click the blue “Sign In” button.
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  3. You are now in an exclusive area for Tax Professionals. (Notice the Header Bar is Green.)
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    To Access your Tax Boardroom, click on “Welcome Your Name” Dropdown Navigation Bar to view the menu options available to Tax Professional Members. Click on “Tax Boardroom”.

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  4. You are now in your Tax Boardroom; your Virtual Tax Office and Message Center.
  5. Click on the "Edit/Delete" Bar.
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  6. A Pop Up Screen for “Publications Settings” will appear. You can edit the title by clicking in the box and renaming your publication, selecting the blue arrow dropdown to change the documents visibility (visible to Tax Boardroom visitors only, or viewed on your Tax Professional Profile Page), or select the “X” to delete the publication.

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  7. It is important to select “Update” to save your changes. You may upload up to nine articles/documents/publications in your tax library.
18. How To Setup Your Tax Library To Be Viewed

There are Two View Options for your Tax Library:

  1. Tax Boardroom and Tax Professional Profile View: Whenever you upload documents to your Tax Professional Profile Page, Visitors view your Tax Library documents. (We also display the same documents in your Tax Boardroom – Private View.)
  2. Tax Boardroom – Private View: When you upload documents to your Tax Boardroom, only those visitors you screen through to your Tax Boardroom can view these documents.

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    (For complete instructions, please see “How To Upload A Tax Library On Your Profile Page.)
19. How To Access And Use Your Book of Contacts
  1. Go to www.taxconnections.com. Click on "Login".
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  2. This brings you to the "Sign In" page. Enter your Email Address and Password and click the blue Sign In button.
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  3. You are now in an exclusive area for Tax Professionals. (Notice the Header Bar is Green.)
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    To Access your Book of Contacts, click on “Welcome Your Name” above the Header Bar to see the dropdown menu. Click on “Book of Contacts”.
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  4. Since you have been building your Book of Contacts, when you open your book, you will see an alphabetized list of every guest you have screened through to your Tax Boardroom.
  5. Click on a Contact and this will take you to their Tax Boardroom where you can communicate directly with this person.
  6. You can keep Boardroom Notes in the right column on your discussions and follow up tasks.
20. How To Build Your Book of Contacts
  1. Go to www.taxconnections.com. Click on "Login".
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  2. This brings you to the "Sign In" page. Enter your Email Address and Password and click the blue Sign In button.
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  3. You are now in an exclusive area for Tax Professionals. (Notice the Header Bar is Green.)
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  4. Go to “Find a Tax Professional” and enter your search criteria. You can search by Tax Expertise, Location, Title, Degrees, Certifications, etc. Find who you would like to connect with due to similar backgrounds, questions to discuss in further detail, get more in-depth information about their blog post or just to add them to your book of contacts.
  5. Now that you have found the Tax Professional you want to connect with, click on “Connect With Me”.
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  6. Complete the message information that will send a request to the Tax Professional.
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  7. The Tax Professional will receive your request in their Tax Boardroom. They can "Accept" or "Pass" the request.
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  8. When accepted, you will receive an “alert” stating that you are now both connected and are able to interact in your Tax Boardroom, as well as, be listed in your Book of Contacts.
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  9. Continue to Build your Book of Contacts to have your own Directory of Tax Professionals that you have approved. You can also have approved “Consumers” appear in your Book of Contacts.
21. How To Upload Your Photo To Your Profile
  1. Go to www.taxconnections.com. Click on “Login”. Enter your Email Address and Password and select “Sign In”. You may select “Keep Me Logged In” to have your TaxConnections login remain live on your browser when opened.

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  2. After you have properly Logged In to TaxConnections, a "Welcome Your Name" green dropdown navigation bar will appear at the top of your screen. This is very important as it provides you with tools for navigating the site. Select "Edit Profile" from the dropdown menu.

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  3. This is the area that you can edit all of the information on your Tax Professional Profile. To upload your photo, select the last category “Upload A Picture”.

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  4. Upload your Profile Picture by clicking “Browse” to search your computer for your picture. Format should be .jpg or png. “Double Click” on the picture to select it for your Profile. Do not upload company logos, pictures of your children, pets, etc.
  5. Next you will need to “crop” your image. Click and stretch the corners of the box and grab the middle of your picture to select the placement you want for your profile.
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  6. Click “Save Changes” to set your photo to your Profile. This step will place you on the Home Page in the “Featured Tax Professionals” section when your profile has been completed within ten days of sign up!

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  7. Click “View Profile” to see what Consumers and Tax Professionals will see as your Profile picture.

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  8. If additional editing is needed, go back to “Edit Profile” in the "Welcome Your Name" menu bar. Scroll to the bottom to "Upload A Picture".

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  9. You are now able to Re-crop or Delete the Photo.
22. How To Upload A Video To Your Profile
  1. Go to www.taxconnections.com. Click on "Login".
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  2. Enter your email address and password and Login. You can also login through your other preferred social networks.
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  3. Click on "Welcome Your Name" above the Header Bar to see the dropdown menu. Click on "Edit Profile".
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  4. This takes you to the categories page to edit your information. Scroll the categories and Click on “YouTube Video”.
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  5. From this page, go to the YouTube link on your screen and continue to follow these instructions (1 through 5 below).
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  6. Once you have pasted the YouTube code in the YouTube Video text field, select “Save Changes”.
  7. You will still be on the Profile Editing Page, scroll to the top and select “View Profile” to see the addition of your video.
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23. How To Access Your Tax Boardroom
  1. Go to www.taxconnections.com and "Login". Enter your Email Address and Password and select "Login". You may select "Keep Me Logged In" to have your TaxConnections Login remain live on your browser when opened.
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  2. The "Welcome Your Name" green dropdown navigation bar is located at the top center of your screen after you have Logged In. Click it and your menu of options will appear. This is very important as it provides you with tools for navigating the site. Click on your "Tax Boardroom".
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  3. You are now in the Tax Boardroom; your Virtual Tax Office and Message Center.
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24. How To View All The Tax Questions Answered
  1. Login to your Tax Professional Account and click on your “Welcome Dropdown Navigation Bar.”
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  2. Click "Tax Questions Answered" which brings you to a page where you can view every tax question you have answered.
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25. How To Answer Tax Questions
  1. You must be a member of TaxConnections Worldwide Directory of Tax Professionals and logged in to Answer Tax Questions on the site. Tax Professional members answer by selecting "Ask Tax Questions".

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  2. Select "Tax Professionals: Answer A Tax Question".

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  3. Click on the question that you would like to answer and the "Answer This Question" box appears. Type your response in the Text Box and select "Submit Answer".

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  4. If you want further clarification on the question before you answer it, select "Request Clarification." A field is displayed that asks you to "Clarify Your Tax Question".
  5. Once you press "Submit Answer", the answer to your question will appear on the Home Page (only if you are a paid member with your photo on your profile); your question will appear on your Tax Professional Profile page (this is important because the text words that appear on your profile screen are synced up with our Find A Tax Professional feature.)
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  6. The "Leave A Comment" button enables you to leave a comment on any answer to a tax question. You may comment on another tax professional's answer. We expect you to be courteous. See Example:

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26. How To Change Your Email Address For Your Account
  1. Login into your Tax Professional Account and click on the “Welcome Your Name” Green Dropdown Navigation Bar.
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  2. You will see a menu of options with "Account Settings" being the last one listed. Click on that and it will take you to the "Account Settings" page.

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  3. On this page you will see an option to “Edit” your Email Address. Click on that and you will be given a place to type in your new Email Address and once you are done, click "Update."
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27. How To Change Your Password
  1. Login into your Tax Professional account and click on the "Welcome Your Name" Green Dropdown Navigation Bar.
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  2. You will see a menu of options with "Account Settings" being the last one listed. Click on that and it will take you to the "Account Settings" page.

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  3. On this page you will see an option to "Edit" your Password. Click on that and you will be given a place to type in your current Password and your new one. Once you are done, click "Change Password" to finalize the change.
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28. How To View Your Notifications
  1. TaxConnections sends a Notification whenever you have a message waiting for you. The square red box to the right of your "Welcome Your Name" Green Dropdown Navigation bar indicates the number of notifications you have waiting to be viewed.
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  2. Click on the “Welcome Your Name” Green Dropdown Navigation bar to view your Notifications.
  3. Notifications will be indicated by a red number in each category you have a notification. This example shows 5 notifications for the "Tax Boardroom" and 13 alerts on new connections placed in your "Book of Contacts." Once you view your Notification, the number will disappear.
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29. How To Post Your Event On TaxConnections
  1. Click on "Tax Events" tab located on th top header.
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  2. Once you get on the page you should see the "Post Tax Event" button on the upper right side, click on that to begin the process.
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  3. This will bring you to the form page where you fill out th details of your event. You must have the required information filled out in the blanks to proceed with the event form.
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  4. As you go through the steps, you will notice the completion bar on the bottom will start to fill up and indicate how far along you are in completing the process.
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  5. Once you reach the last page, check the box agreeing to the TaxConnections Terms of Use and Privacy Policy.
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  6. To finalize your event, click on "Create Event" at the bottom right.
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30. How To Post A Continuing Professional Education (CPE) Course
  1. You must Login as a Tax Professional.  If you are not a Tax Professional, please Sign Up for a Free Consumer Membership.  Once you have your Consumer Membership, Email TaxConnections at:  support@taxconnections.com.  You may request a complimentary upgrade to a Tax Events Administrator to post your Organizations Continuing Professional Education Courses providing your company website in the Email.
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  3. Go To TaxConnections.com and click on “Tax Events” located in the Header Bar.
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  5. On the Tax Events landing page, you will see “Post Tax Event” in the upper right hand corner.  Click on this button to Post your Continuing Professional Education Course.
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  7. Select the “Event Type” as “Course CPE” and complete the details of your Continuing Professional Education Course.
  8. Browse your computer for the Event Logo or Image for easy recognition on TaxConnections Tax Events Page.

  9. Add the Location of the Course to increase your attendance.

  10. Select the Date and Time of your Course.

  11. Provide your attendees with the Course Description and Benefits of taking the Course.

  12. Provide the Name, Title, Company, Photo and background/biography of your Course Professor/Educator/Trainer. 
  13. Complete the Contact Information for attendee communication.

  14. The final page is where you can promote any Course Credits and provide cost information for the Continuing Professional Education Course being offered.

     

  15. Once you have completed the last page, check the box agreeing to TaxConnections Terms of Use and Privacy Policy.
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  17. To finalize your Tax Event, click on “Create Event” at the bottom right.

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31. How To Register To Blog On TaxConnections
  1. Go to www.taxconnections.com. Click on "Tax Blog".
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  2. This brings you to the “TaxConnections Worldwide Tax Blogs” page. Scroll on the right hand column and select "Register To Blog or Login".
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  3. Enter your Username and Email Address and Click on the “Register” button below.
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  4. TaxConnections Worldwide Tax Blog has just sent an email to you with your Password, “How To Login and Setup Your Profile” and "How To Login and Post" instructions. Get your temporary password, go to www.taxconnections.com/taxblog and login to get started setting up your Profile
    Tutorials
  5. You are now a Registered Blogger and after completing your profile, you are ready to post
32. How To Login And Setup Your Tax Blog Profile
  1. Go to www.taxconnections.com. Click on "Tax Blog".
    Tutorials
  2. This brings you to the “TaxConnections Worldwide Tax Blogs” page. Scroll on the right hand column and select "Register To Blog or Login".
    Tutorials
  3. Enter your Username and Password. If this is the first visit to the Login, cut and paste the auto-generated password from your “Welcome” email.
    Tutorials
  4. Once you Login, you are brought to the TaxConnections Worldwide Tax Blog Dashboard. Click on "Profile" on the Menu Bar at the left of your screen or in the Notice message to complete your Profile.
    Tutorials
  5. Most of the options have already been set for you. The Options that you should personalize are the photo of yourself (Avatar) and your biographical information. We suggest that you complete your biographical information and photo upload prior to publishing.
  6. Change Avatar: Upload your Profile Photo by clicking the box next to “Browse” to search your computer for your picture. Double Click on the picture and Select “Upload Image”. Do not upload company logos, pictures of your children, pets, etc
    Tutorials
  7. After you have selected "Upload Image", crop the image by clicking and holding your cursor in the upper left corner and dragging or "highlighting" your image. Grab the middle of your picture and hold the cursor to position the placement you want for your photo. Click "Crop Image" to set this to your Profile.
    Tutorials
    Tutorials
  8. Under "Contact Info", cut and paste your TaxConnections Tax Professional Profile Page URL to "Website". This will bring any blog readers directly to your micro site for fast, up-to-date information about you as the author.
  9. Biographical Information: This should be a brief paragraph of your background.
  10. Click "Update Profile" at the bottom of the Profile Page and you are now a Blogger on TaxConnections Worldwide Tax Blogs.
    Tutorials
  11. You are now ready to return to “Posts” to submit your Blog for review and Publish to TaxConnections Worldwide Tax Blogs.
    Tutorials
33. How To Login And Post On Your Tax Blog
  1. Go to www.taxconnections.com. Click on "Tax Blog".
    Tutorials
  2. This brings you to the “TaxConnections Worldwide Tax Blogs” page. Scroll on the right hand column and select "Register To Blog or Login".
    Tutorials
  3. Enter your Username and Password. If this is the first visit to the Login, cut and paste the auto-generated password from your “Welcome” email.
    Tutorials
  4. Once you Login, you are brought to the TaxConnections Worldwide Tax Blog Dashboard. Click on "Posts" on the Menu Bar at the left of your screen and select "Add New".
    Tutorials
  5. You are brought to the “Add New Post” Page. Enter the Title of your Blog. When cutting and pasting the title from a different document, highlight your text and place it in the "Text" box. Then highlight it again in the text box and cut and paste it in the title area. This will take off any coding in the title that does not translate well when sharing this post on other sites.
    Tutorials
  6. You may either type directly in the Content area of the blog post, or copy from another document and paste in the "Text Box" as above to take off any coding.
  7. Adding a Picture to your post adds appeal to the article. Select "Set Featured Image" and select your picture from purchased or approved sources. Pictures must be square to conform to TaxConnections style.
    Tutorials
  8. Click "Preview" to see what your post will actually look like and make any adjustments. To fit on the Home Page and the Tax Blog page select the "Read More" Tutorials Button in the toolbar to be even with the bottom of your square photo. No words should appear under the photo.
    Tutorials
  9. Please note the "Read More" button will only appear in the published post.
    Tutorials
  10. Click on "Submit for Review".
    Tutorials
  11. Please keep TaxConnections Guidelines in mind when you post. When sharing documents mentioned in your post, please link them to your tax library on your tax professional profile page. Links to other sites are often "broken" or become broken over time and Google downgrades sites with broken links. This is why we have our bloggers attach documents in your tax library. We have a very high Google ranking as an authority site.
  12. As a Contributor, your post will be reviewed and posted accordingly.
  13. Please contact tracey@taxconnections.com for any assistance. We want this to be an enjoyable experience and we are happy to help you post your hard work. Happy Blogging!
34. How To Recomend A Tax Professional
  1. Sign Up For a TaxConnections Free Consumer Membership.  If you are a member, you can simply Login.  www.taxconnections.com
    Tutorials
  2. Enter the name of the Tax Professional you would like to recommend into the "Find A Tax Professional" search field.
    Tutorials

  3. Click on a Tax Professional's Profile Page.
    Tutorials

  4. When you are on the Tax Professional's Profile page, click the "Recommend Me" button to the right of the screen.
    Tutorials

  5. When you click on the "Recommend Me" button, a pop up screen will appear that allows you to make your recommendation.  After you have filled out the form, select "Submit Recommendation".
    Tutorials


  6. An Email notification is then sent to the Tax Professional you recommended to notify them of your recommendation.  See example below of how it will appear after you have submitted a recommendation.

    Tutorials
35. How To Share Your Profile
  1. Go to www.taxconnections.com.
  2. Type what you want to search for in the open box under "Find A Tax Professional Around The World". Search by tax expertise, location, title, degrees, certifications, tax professional by name, postal code, etc.
    Tutorials
  3. Click on your profile to open it.
    Tutorials
  4. Above your Answered Questions in the upper right of your profile are “Share” buttons.
    Tutorials
  5. Click on the button to share your profile or expand the menu to see more share options. You can email your profile to clients and colleagues, share it to your Facebook page, or send it to many social sites that you are a member.
    Tutorials
  6. Once shared your "counter" will record how many times your profile is shared.
  7. To learn two more "valuable strategies" that promote you and your tax services, please read Tutorials "How To Add Your TaxConnections Email Signature Business Card Badge" and "How To Add Your TaxConnections Profile Badge To Your Website".

36. How To Add Your TaxConnections Email Signature Business Card Badge
  1. Go to www.taxconnections.com and "Login". Enter your Email Address and Password and select "Login". You may select "Keep Me Logged In" to have your TaxConnections Login remain live on your browser when opened.
    Tutorials
    Tutorials
  2. Scroll down to the footer at the bottom of the page and select "Social Plugins". You must be logged into your TaxConnections Profile.
    Tutorials
  3. This Social Plugins section is dedicated to promoting your specific Tax Professional Profile and your Tax Expertise with these badges that can be placed in your email signature and on your own website. This tutorial will get your "Professional Profile" or "Tax Expert" badge placed in your email signature as your online business card that people can click to see your complete Tax Professional Profile Page.
  4. Select the style you would like to appear in your email signature.
    Tutorials
  5. Follow the directions in "#1 Secret Strategy" on the "Social Plugins" page to place the selected badge in your email signature.
  6. When you send an email to clients and colleagues, you will be getting more views on your profile page and sharing your tax expertise with anyone you send an email to. Following is an example from Hugo van Zyl a TaxConnections tax professional from South Africa.

    EXAMPLE:

    Tutorials