Important Note: If you are not an Admin in your TaxDome account you will need a member of your team with Admin access to toggle on "Use Juno Integration" within Team Members section of "Team & Plans"
To get started, within your TaxDome account, navigate to “Clients” then select a client. Next, navigate to the “Docs” tab.
Here you’ll see the “Send to Tax Software” button. Click here to get started.
Upon clicking “Send to Tax Software” you’ll see the below flyout. Click “Start with 5 free returns” to get started with your Juno seven day free trial.
If you already have a Juno account please click “Sign In.” If you are new to Juno please choose how you would like to start your free trial.
Upon completing the Juno Sign Up or Sign In Process, Juno and TaxDome will be in sync and you can begin pushing client documents to Juno.
Set up EIN auto-fill for Business clients (optional)
TaxDome does not have a built-in EIN field, so if you work with Business clients, you can create a custom field to store the EIN and link it to auto-fill each time you send a Business client's return to Juno.
1. In TaxDome, navigate to Templates > Custom fields.
2. Select the Account tab, then click New field.
3. Enter EIN as the Field name and select Number as the Field type, then click Save.
4. Navigate to Settings > Integrations > Juno.
5. In the EIN auto-fill setting, select the EIN custom field from the Custom field dropdown.
6. Click Save.
Once linked, the EIN fills in automatically whenever you send a Business client to Juno, for current clients and any you add later.
Next, learn how to send documents from TaxDome to Juno. Sending Documents from TaxDome to Juno article