How to File Your Taxes with Everlance and Column Tax

Filing your taxes can be stressful and complicated. That's why Everlance has partnered with Column Tax to simplify the process for W2 and 1099 workers. Now, you can file both your federal and state taxes directly within the Everlance app.

Currently, Column Tax is only available on the mobile app, but the web dashboard version is coming soon! You can start your tax filing at any time, save your progress, and continue later when you're ready to submit.

Follow the steps below to get started: 

Step 1: Open the Everlance app and tap 'Settings' in the top right corner.

Step 2: From the side-menu, select 'Tax Center'. 

Step 3: Tap the green 'File taxes now' button. 

Step 4: You’ll be taken to the Column Tax filing page. After reading the terms and conditions, tap 'Get Started.'

Step 5: Input your first, middle initial, and last name, then tap 'Continue' to move to the next step.

Step 6: You'll see an introduction from Column Tax. In the next steps, you’ll answer questions about your life and finances for the tax year you're filing. Be sure to read and answer these questions carefully, as this helps Column Tax recommend the best ways to maximize your refund.
Note: The sensitive information you provide to Column Tax is not shared with Everlance. We only receive your filing status and the amount owed or are due for a refund.

Step 7: To speed up the process, you can upload your tax report from the previous year. This will automatically fill in details like dependents and employment information. By uploading your previous tax return, you can review and edit the details as needed, or choose to 'Skip' and enter the information manually.

Step 8: Column Tax will ask a series of questions about your personal details. Take your time to ensure accuracy before tapping Continue. Below are a few example of some of the questions you'll be asked. 

Step 9: Next, review your personal information for accuracy, then tap 'Continue'.
Step 10: Next, you’ll begin the income section. Column Tax will prompt you with specific questions based on your previous answers. Follow the prompts and answer honestly.

Step 11: Tap 'Start' to begin entering your income details. 

Step 12: Enter information regarding your income by clicking on 'Start'. 

Step 13: Once you’ve entered your income, you’ll move on to deductions and expenses. This section helps maximize your tax savings.

Step 14: Here, you can manually add deductions such as home office expenses, meals, travel, and more.

Step 15: Under Vehicle Expenses, Everlance will automatically pre-fill your business and commute mileage based on the mileage you've classified in the app for the tax year.

Step 16: After entering your income and deductions, you'll be able to see the approximate amount owed or due for your federal income. 

Next, proceed to the Credits and Deductions section.

Step 17: Once you are finished with the credits and deductions you will move on to your state taxes if you live in a state that requires you to file. 

Step 18: Fill out the required information from your state by tapping on 'Start'. 

Step 19: You'll then see a breakdown of both your federal and state taxes. In this example, the user will receive a $2,996 refund for federal taxes and owe $603 for New York taxes.

Step 20: Before submitting, review all the tax information you’ve entered to ensure everything is accurate by tapping on 'Start' under 'Review and file'. 

Step 21: If you owe taxes or are due a refund, you’ll be prompted to enter your payment or banking details.

Step 22: Once all information is entered and reviewed, submit your tax return.. 

Step 23: You can check the status of both your federal and state tax return in the Everlance app under Tax Center. Everlance will notify you when there is an update on your return. 

Please note that Everlance Support is unable to assist with tax-related questions. For any tax inquiries, please email Column Tax directly. Or for immediate assistance, you can click the '?' icon at the top of any Column Tax page.

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.