If you live in Alaska, California, Florida, Nevada, New York, South Dakota, Tennessee, Texas, or Wyoming, your Money Pro subscription includes tax filing for federal and one state through ZenBusiness’ tax filing integration with April.
April’s integration automatically imports the business income, expenses, and mileage that you tracked in your Money Pro account into April’s tax filing software. From there, you’ll verify your business data, enter any other required fields, and add any other information needed to complete your return such as W-2 income, personal deductions, etc.
April’s tax filing flow will walk you through the entire process with simple questions and prompts.
To get started with April, first make sure that you’ve tracked all of your 2022 business data in Money Pro, then follow these steps:
In the left menu, click on ZenBusiness Money Pro, then Taxes.
When you get to the Taxes page, click the File Taxes button.
Money Pro will display a summary of the income, expense, and mileage data to be imported into April. Click the Accept button to transfer your data to April.
You’ll be redirected to April to create your April account. Click the Sign up button to begin this process.
The email field will automatically be filled in to match the email address for your ZenBusiness account (note: your email address cannot be changed within April itself). You’ll need to accept April’s Terms of User and Privacy Policy, then click Create an account.
You will be emailed a one-time passcode to verify your email. Enter it, then click the Continue button.
Create your password and click the Continue button.
You will get confirmation that you have signed. Click the Get started button to continue.
April will prompt you to review your data from Money Pro. Once you’ve reviewed it and are ready to import it, click the Confirm button.
Click the Start button to start your tax return.
Follow the flow to confirm and enter all of your data and submit your tax return.
If you run into any issues or have questions, please reach out to the ZenBusiness Customer Success team via in-app chat or via email at hello@zenbusiness.com.