Have questions about TaxBird? We have answers. Have a question that’s not covered here? Please reach out to firstname.lastname@example.org and we’ll be happy to help!
How do I subscribe to TaxBird?
To subscribe to TaxBird, you can click the banner that says “SUBSCRIBE TODAY” from the top of the Dashboard in the app. When you click that banner, you will be brought to the subscription overview page where you complete the subscription.
Does TaxBird support tracking international travel?
TaxBird is able to track locations outside of the United States. At this time, these locations are aggregated into a section labeled OT, short for “Other States and Countries.”
Can I add days that were not tracked through location services?
The app labels all days that are not tracked by location services as missing days. When you have missing days, you will be notified with a red banner on the Dashboard. To fill in those missing days with the states that you were in, you can click the “# Missing Day(s)” banner or go to the Settings screen. From there, select the year for which you want to view and/or update your missing days.
Do you offer a trial?
Each user is given a 30-day free trial period which starts when you register for TaxBird. After the 30 days, you can subscribe to the app to continue using all of the great features for tracking residency.
Where can I find the TaxBird app?
The app can be downloaded on iOS devices operating with iOS 10 or later. The primary device for tracking must be a mobile phone but the displays can also be accessed on a tablet. If you are on an iPhone or iPad, you can download TaxBird here: Download TaxBird
How can I add, change, or delete a residence on my TaxBird account?
You can access residence options through the Settings section of the app. To edit or delete an existing residence, you can click the residence and make changes or delete it from the details page. To add a new residence, you can click the “+” symbol next to the “Residences” header.
How does TaxBird keep track of my locations?
TaxBird utilizes location services on your phone to keep track of the number of days that you’ve spent in each state. After your initial setup, there is very little interaction with the app required to keep track of your days. The phone does all the work for you.
How do I turn on location services?
When you download the app, you will be asked for permission to share your locations with TaxBird. If you missed this opportunity, you can still allow permission through the Settings on your phone.
To get to the permissions from your phone (not within the app) go to:
From here, you will see the option to share your location “Always” which is what TaxBird needs to properly track residency. Our tracking leverages iOS location services which runs in the background and has almost no additional impact on your battery life.
How do I turn on notifications?
When you download the app, you will be asked if you’d like to receive notifications from TaxBird. If you miss the opportunity, you can still allow notifications by going through your Settings on your phone.
To get to your notifications settings from your phone (not within the app) go to:
From here, you will be able to toggle on your notifications and select which ones you’d like to receive.
How do I generate a locations report?
To generate your locations report, you can click the “GENERATE REPORT” button at the bottom of the Dashboard in the app. The button is located below the year and residence states sections. When you click the button, you can confirm your email address and “Request Report.” The report will be sent to your email within 24 hours.
Can I change my email address?
Yes, you can change your email through the app. In the Settings section, you can click your name under “Account.” From the account details, you are able to edit your email address and then click to “Save Account Information.”
How do I change my password?
If you are logged into the app, you can change your password by going to the Settings section. If you click your name under “Account” you will be brought to your account details. At the bottom of this page, you are able to click “Change Password” to create a new password for your account.
TaxBird is not tracking my locations. Why is that?
If your locations are not being tracked, there are two things to check.
First, is your phone set as your active device. To do this, you can go to Settings and check under the “Device” heading. You should see “This is your active device.” If you do not, toggle the switch to make your phone active for locations.
Second, make sure locations services is on and set to always share. See How do I turn on location services?
Can I change the order in which my states are displayed?
You can change the order of the states on your dashboard. To do this, go to the Settings page. From settings, click “Edit” in the top right corner and then drag and drop the states to the order you’d like. When you have them ordered properly, click “Done” in the top right. Your Dashboard will refresh automatically.
What do I need to do to get TaxBird onto my new phone?
To get TaxBird to keep tracking your locations on your new phone, you will need to download the app (if it was not automatically added) and sign into your account. When you login, you will have access to your data, but you need to take one more step to allow TaxBird to get locations from this phone. Go to Settings and toggle the slider to make the new phone your “Active Device.” When this happens, you should be prompted to allow TaxBird to access your locations. If you are not prompted, please see How do I turn on location services?
Can I add my future plans?
It’s easy to add your future plans and see your projected day counts for each state. To enter a plan, go to the Planned Days tab of the app. From here, select the date range which encompasses your planned travel, this will allow you to enter the details of the plan including start date, end date, state of travel, and notes. When your entry is complete, save the planning days. You can enter multiple plans for upcoming travel.
When you have future plans entered, you will see a toggle added to the Dashboard and State Detail screens. Slide this toggle to see your projected counts and progress towards a residency threshold.
If you need to edit a future plan, you can do so by clicking on that entry on the Planned Days tab.
After a planned entry has passed, the details will no longer be available to edit, and the projected counts will no longer use those planned days. TaxBird will automatically switch to using the actual location data for a day as soon as it has passed.