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Knowledge Home
Managing your account
Getting started
Understanding Tax Pooling
Quotes
Using Our Tools
Educating clients
Managing your account
Account settings
Taxpayer settings
Transacting online
General
Buying tax
Selling tax
Swapping tax
Depositing tax
Financing tax
Payment
Our bank account
Transferring funds to IR
AML verification
Reporting
Tax Traders Advantage
Haven't signed up as a TTA yet?
Already signed up as a TTA?
Managing your account
How to manage settings for your accounts and taxpayers.
Account settings
How to add or remove new accounts and taxpayers
What to do when an agent leaves your firm
Notification settings
Taxpayer settings
Refund preferences
Adding associate taxpayers