Column Tax has built an award-winning tax filing product to help you get your maximum refund

We’re here to make this year’s tax filing a breeze.

Column Tax is the engine behind your financial institution’s tax filing product. We provide access to tax filing for millions of Americans, and our goal is to make the process seamless.Filing with Column Tax is fast, cost-effective, and accurate. We provide you with a simple, compliant way to file your taxes accurately without the high fees associated with a professional. With our easy-to-use software, step-by-step guidance, and Accuracy and Maximum Refund Guarantee, you can file confidently at your own pace, anytime and anywhere.

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Over $250M

in tax refunds successfully claimed by Column Tax filers in 2024

Frequently Asked Questions

Everything you need to know about our tax filing product.

Is Column Tax an IRS-authorized e-file provider?

Yes! Column Tax is an authorized tax return e-file provider by the IRS as well as state filing agencies. We have filed taxes for hundreds of thousands of Americans. 

We offer end-to-end federal and state do-it-yourself (“DIY”) tax filing for individuals that can be accessed from the Column Tax partner’s app or website. 

Please check the app or website where you saw the tax filing offer to verify if you're eligible to file a tax return with us. If eligible, you can click through to the tax filing product and begin your online tax return(s) by following the on-screen prompts.

What tax situations does Column Tax cover?

Our tax filing product covers all Individual tax situations included in the e-file process for any Federal or State tax return for the current tax filing year. 

This includes credits, deductions, rebates, exemptions, adjustments, distributions, income types, filing statuses, and forms for individuals and for small businesses that flow into 1040 individual tax returns.

Does Column Tax offer a maximum refund guarantee?

Yes, Column Tax offers a Maximum Refund Guarantee. As part of our Maximum Refund Guarantee, if you find that another tax preparation provider calculates a larger federal or state income tax refund—or a smaller tax liability—than what was determined through Column Tax, we will reimburse you. You can see full details in our Terms of Use.

Additionally, our Accuracy Guarantee is designed to give you peace of mind knowing that if you incur a penalty due to a calculation error, Column Tax will pay the penalty.

Is support available if I have a question while filing?

Yes, Column Tax provides comprehensive support to assist you throughout the tax filing process. If you have questions or need assistance while filing, you can access support right in the product. Please follow these steps to connect with our Taxpayer Support team:

  1. Log into your account in the app or website where you saw the tax filing experience
  2. Click through to the tax filing product
  3. Click the "?" icon at the top of any screen to get the help you're looking for

Tax filing and Taxpayer Support through Column Tax are only available as a benefit of having an account with one of our partner organizations. Be sure to log in there first and click through to Column Tax for Help.

What happens if I make a mistake while I’m filing?

Don’t worry, Column Tax is here to help in the case that you make a mistake while filing. Our tax filing product is designed to check for an initial set of errors as you are working on your tax filing, and will surface error messages in the product. 

If you have a question as you’re working on your taxes, Column Tax is here to provide support to assist you throughout the tax filing process. If you have questions or need assistance while filing, you can access support right in the product.

You can also file with peace of mind knowing that every filing is backed by the Column Tax Accuracy Guarantee and Maximum Refund Guarantee.

How quickly will Column Tax get me my refund?

The IRS issues most refunds within 21 days from the time your tax return is accepted by the IRS. You can monitor the progress of a refund by using this IRS Where’s My Refund tool.

After your tax return has been accepted by the IRS, please allow 36 hours for information to appear in the Where’s My Refund tool and three weeks to get a refund electronically.

The information in the Where’s My Refund tool is only updated once daily which happens in an overnight process. The tax season refund frequently asked questions webpage is a helpful resource for all your questions about refunds.

If you claimed the Earned Income Tax Credit (EITC) you can expect to typically receive a refund by March 1.

Note: By law, the IRS can’t issue EITC refunds before mid-February. This includes the entire refund, not just the part that’s related to the credit claimed on the tax return.

Some Column Tax partners offer early access to tax refunds. Please see the terms and conditions for the application where you saw Column Tax for more details.

Will Column Tax help me if I get audited?

Yes, Column Tax offers audit support to assist you in the event of an audit. If you receive an audit notice regarding a return filed through our service, we will provide guidance to help you understand the process, organize necessary documentation, and address any questions from the taxing authority.

What does Column Tax do to secure my data?

At Column Tax, safeguarding your personal and financial information is a top priority. We implement several robust security measures to ensure your data remains protected:

  • Compliance with IRS Requirements: We adhere to IRS security standards, ensuring our systems meet or exceed federal guidelines for data protection.
  • SOC 2 Certification: Our SOC 2 certification demonstrates our commitment to maintaining stringent security controls, ensuring the confidentiality and integrity of your data.
  • Bank-Grade Encryption: We utilize advanced encryption technologies to protect your data during transmission and storage, ensuring that your sensitive information is secure at all times.

These measures reflect our dedication to providing a secure and trustworthy tax filing experience, giving you peace of mind that your data is in safe hands.

How can I access a copy of my tax return?

For tax returns filed using Column Tax, follow these steps: 

  • Disable pop-up blockers on your web browser
  • Log into the app or website where you accessed the tax filing product
  • Click through to the tax filing product
  • For a prior year:
    • Click the menu in the top right corner
    • Click on the “Your Returns” option
    • Click the PDF option for the year you need
  • For the current year:
    • If your return is “Accepted”, click the button toward the bottom of the first screen that says Save return as PDF
    • If your return is “In Progress” or “Rejected”, navigate to the “Review and File” section and click the button that says Save as PDF

For tax returns that were not filed with Column Tax, or if you no longer have access to the tax filing product:

  • You can access an online transcript of your Federal tax return through logging in to the IRS website at IRS Get Transcript.
  • You can also request a transcript by mail by calling the IRS automated phone transcript line 800-908-9946.
  • To access a transcript of your State tax return, visit the Department of Revenue website for your state and then search for "transcript".

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