TaxDome Subscription - US/CA/AU/NZ (Basic): Everything You Need to Know

Attention! For users in the US/Canada/Australia/New Zealand only. Click for the subscription info for the EU/Brazil

Find out everything you need to know about TaxDome subscriptions: pricing plan, monthlies for seasonal staff, renewals, transfers to other team members, changes in billing information—and more.

Covered here:

• One-Year and Multi-Year TaxDome Subscriptions
• Upgrading from a Trial to a Paid Plan
• How Subscription Cost Is Calculated
• Adding a Team Member in the Middle of Your Annual Subscription Cycle
• Upgrading a Monthly Subscription to an Annual One
• Upgrading from a 1-Year or 2-Year Subscription to a Longer One
• Transferring a Subscription from One Team Member to Another
• Subscription Renewal
• Reviewing Your Subscription
• Does TaxDome Provide a W-9?

One-Year and Multi-Year TaxDome Subscriptions

TaxDome comes with 3-year, 2-year, and 1-year licenses .

One-year license costs $800 (960 CAD/960 AU$/960 NZ$) per year.

You can purchase a license for 3 years at a price of $600 (720 CAD/720 AU$/720 NZ$) per year and save 25% as compared to a 1-year subscription. By purchasing a 3-year license, you lock in your existing rate for three years.

Also, you can buy a license for 2 years at a price of $700 (840 CAD/840 AU$/840 NZ$) and save 12%.

Upgrading from a Trial to a Paid Plan

Your two-week trial period starts the day you create your firm’s TaxDome account. Once you’ve begun, you’ll be able to use all of the TaxDome features.

Once the trial period ends, you’ll need to purchase an annual subscription, also called a license, in order to continue using TaxDome. As a firm owner, you cannot buy a monthly subscription.

However, when you use TaxDome, your team members can be on either an annual or monthly subscription plan. The only difference between annual and monthly is the price. Monthly subscriptions are especially useful when you have temporary or seasonal staff or you’re not ready to buy annual subscriptions for all of your team members.

Here is more information on pricing.

To purchase a TaxDome subscription:

1. Go to Settings > Team & Plans and open the Plan overview tab, then click Subscribe in the Your plan section.

2. Select your pricing plan, then review it. As firm owner, you need at least one annual subscription, or license, to use TaxDome.

You'll have the option of selecting the 1-year, 2-year or 3-year license. If you also add team members during your trial, you’ll be offered to buy subscriptions for them, too. 

• If you don’t need subscriptions for some of your team members, clear the checkboxes next to their names. You can return to the Team members tab to Upgrade team licenses later.
• Decide on the best license period for each team member. Remember that multi-year options for the team members will be available only if you choose a multi-year plan for the firm owner.

3. Review your plan, click Next, then enter your credit card or bank debit (for the US users only) information and click on the Submit payment button.

To learn more about your payment options, go to the article on subscription payment.

How Your Subscription Cost Is Calculated

The date when your trial ends (sign-up date + two weeks) is your renewal date. Regardless of when you add a user to your account, the renewal date stays the same.

If you decide to upgrade before the end of the trial period, your credit card or bank account ( for the US users only) will be charged only on your renewal date. You will still get a free two-week trial if you purchase a subscription before your trial period ends. There’s no chance of losing any free days!

Your annual subscription is valid for 365 days.

Adding a User in the Middle of Your Annual Subscription Cycle

The annual subscription cost for a new user is based on the number of days remaining until your renewal date.

For example, if you are adding a team member to your account 60 days after your renewal date, it will cost $800 * [(365 − 60) ÷ 365] = $668. The annual subscription for all users ends on your original renewal date, no matter when you purchased annual subscriptions for your team members.

• How to add a subscription for a new team member
• How to add a subscription for a team member who had been deactivated

Upgrading a Monthly Subscription to an Annual One

The expiration date of a monthly subscription is displayed in the Renewal column of the Team members tab. You can upgrade a monthly subscription to an annual one at any time and save on cost.

The annual subscription price for a user with an active monthly subscription is based on the number of days remaining in the paid month and the number of days remaining before your subscription-renewal date.

For example, if you are upgrading a team member 22 days before their monthly subscription ends and 357 days before your annual subscription ends, it will cost $800 × (357.873 ÷ 365) − 85 × (22.366 ÷ 30) = $784.38 − $63.37 = $721.01.

The upgrade cancels the monthly license, and the user is added to the firm’s annual subscription.

Since the monthly subscription is user-based, you can choose to upgrade all of your team members who have monthly subscriptions or only some of them.

1. Go to Settings > Team & Plans and open the Team members tab, then click Upgrade team licenses.

2. Select the 1-year or multi-year license for your employee. If you have available annual subscriptions, you can apply them by selecting the USE FREE LICENSES checkbox.

3. Review the subtotal, click  Upgrade, then Confirm and pay.

Note! Your team can be on different duration cycles than the firm owner, but cannot have a license that expires after the firm owner.

Upgrading from a 1-Year or 2-Year Subscription to a Longer One

You can upgrade your 1-year subscription to a 2-year or a 3-year plan and save on cost. You can also upgrade from a 2-year subscription to a 3-year one. 

Since the subscription automatically renews with a 1-year license, we recommend you upgrade to the multi-year plan before your renewal date. However, if your license has already been automatically renewed at the price of $800 for 1 year, and you wish to save by upgrading to a 2- or 3-year plan,  you can still do so within 30 days of your renewal. 

The multiyear subscription price is based on the number of days remaining before your subscription-renewal date. For example, if you are upgrading to a 3-year plan 10 days after your subscription has been automatically renewed for a 1-year license, it will cost $600 * 3 - $800 * [(365 − 10) ÷ 365] = $1800 - $778.08 = $1021.92.

To upgrade to multi-year subscription, follow these steps:

1.Go to Settings > Team & Plans and open the Plan overview tab, then click See options on the right.

2. Select the 2-year or 3-year license, repeat for all team members (optional), then click Continue.

3. Confirm your payment.

Transferring a Subscription From One Team Member to Another

If your team members have changed in the middle of a subscription cycle, there’s no need to buy additional licenses for the new people.

Instead:

1. Deactivate a team member who doesn't need their license anymore. As a result, you will free up a license for a new team member.
2. Add a new team member to your account, using the available license:

Attention! When you add a new team member, double check if you choose the same plan. For example, if you paid for an 3-year plan for the ex-employee, you should choose the 3-year plan for a new employee as well. In any other case, you will be charged despite having an available free license.

Note! Available annual and monthly licenses can also be used when you’re restoring team members who might have been previously deactivated.

Reviewing Your Subscription

To review all information regarding your annual subscription, go to  Settings > Team & Plans and open the Plan overview tab. Here’s what you’ll find:

• Your plan: Your selected pricing plan.
• Renewal date: The day your trial or annual subscription ends.
• Next estimated bill: Your expected renewal payment amount based on the number of used licenses.
• Used licenses: The number of team members currently active on your firm’s TaxDome account.
• Available licenses: Once you’ve deactivated a team member, their subscription (whether annual or monthly) becomes available to any team member you add.

Does TaxDome provide a W-9?

We do not perform work or provide services to your accounting firm. TaxDome sells software your firm pays for with an annual fee.

This is a documented deductible expense that does not require filing a Form W-9.