Support

Get help with TaxNest Pro.

Start with the common questions below. If you’re still stuck, write to me. I read and answer every message myself.

FAQ

Common questions

Why does a reserve or tax estimate differ from my return or professional advice?

TaxNest applies editable percentage assumptions to the profile and records you enter; defaults are not official federal, self-employment, state, local, payroll, deduction, credit, filing, or penalty calculations. Generic reminders near calendar-quarter end are planning prompts, not IRS or state deadlines. Verify rates, eligibility, records, forms, payments, and deadlines with current official sources or a qualified tax professional.

Does TaxNest connect to my bank, employer, payroll service, or tax agency?

No. Data entry is manual and there is no account, bank connection, cloud sync, or developer server. Notifications are local reminders. Reports or exports are created only when you request them.

How do I clear TaxNest information?

Delete individual records or use Clear All Data. Clear All Data removes local entries and profile information, resets onboarding and app-lock state, and cancels reminders. Files previously exported remain at their saved or shared destinations and must be deleted separately.

Who handles App Store billing or refund requests?

Apple processes App Store purchases and eligible refund requests and does not provide TaxNest Pro with your full payment-card details. Use Apple’s Report a Problem service or Apple Support for a billing or refund request. Contact TaxNest Pro support for an app-function problem.

Does TaxNest sync between iPhone and Mac?

No. The reviewed version stores separate local records on each device and has no TaxNest account, cloud sync, bank, employer, payroll, or tax-agency connection. Export files intentionally if you need a copy elsewhere, then protect and delete those files separately.

Still need help?

Write to me directly.

TaxNest Pro is developed and supported by Brent Gaddis. Get help with manually entered income, expenses, mileage, editable reserve estimates, generic planning reminders, plain-text or CSV exports, and optional App Lock through the form below or support@brentgaddis.com. Use a hypothetical or redacted example. Never send a Social Security number, tax return, bank detail, receipt, employer record, or unredacted financial export. TaxNest Pro does not file taxes or provide tax, legal, accounting, payroll, or financial advice.

Please don’t include passwords, recovery keys, or unnecessary personal information.