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topic id 33701: Fraudulent leads?
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topic id 32826: Raising prices but do not state what the prices are!!!!!
topic id 26197: Paying twice for the same lead
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topic id 14288: Declined "Leads" charged
Virtual-CPA
Level 4

How to temporarily opt out of Tax projects

Hello!  Smiley Happy

I want to temporarily not be considered for tax prep projects until a later date.  I do want to continue to receive notifications of non-tax related accounting/bookkeeping work.

I unchecked the tax related services on my profile, but I continue to receive notifications of tax prep projects.  I do not want to "pass" or ignore those projects lest it negatively impact my ranking(?).  What else might I need to do?

Also, I do not know why I am receiving notifications of family law projects (divorce, child custody, etc.).  How to stop those and will my ranking be impacted if I continue to "pass"?

Occupations (1)
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10 responses
Moderator
Moderator

Re: How to temporarily opt out of Tax projects

Hi there @Virtual-CPA! It looks like the only services listed in your account is Accounting and Payroll services. If you just barely removed those other services, it can take up to 24 hours for those notifications to completely stop. 

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MR
Level 11

Re: How to temporarily opt out of Tax projects

@Virtual-CPA. Are you an attorney who used to have family law selected as work you will take ? If not, also curious why you would see those.
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Virtual-CPA
Level 4

Re: How to temporarily opt out of Tax projects

No. I had tax law selected, but it is now removed.
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MR
Level 11

Re: How to temporarily opt out of Tax projects

That is strange that attorney positions are being presented to non attorneys. That needs to be checked into as that can cause unnecessary ethics issues for the lead and pro
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Virtual-CPA
Level 4

Re: How to temporarily opt out of Tax projects

Thank you for the feedback. I just noticed "Tax preparation" is one of 4 services listed as part of the Accounting service. That seems irregular because tax preparation is 2 (business and individual) separate services - which I removed.

Relatedly, when I "deactivated" the tax services (a separate action AFTER removing those services from my profile), I received a warning those "deactivated" services would be "permanently removed". Confusing. I would like to re-activate tax services in the near future. Possible?
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Moderator
Moderator

Re: How to temporarily opt out of Tax projects

@Virtual-CPA you can definitely add tax services to your account in the future! When you're ready to do so just go to your services and select, add service. Let me know if you have any other questions! 

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Virtual-CPA
Level 4

Re: How to temporarily opt out of Tax projects

Thank you for the feedback. Why is tax preparation part of the accounting service when tax preparation has its own separate services?
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Moderator
Moderator

Re: How to temporarily opt out of Tax projects

@Virtual-CPA I don't think I'm fully understanding what you're referring to. Can you expand more?

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Virtual-CPA
Level 4

Re: How to temporarily opt out of Tax projects

Please see attached screenshots of the "Accounting" service.  I do not think tax preparation is supposed to be there given that tax preparation are distinct services.  Smiley Happy

 

 

TT-Service details for Accounting.JPG

 

TT-Price of leads.JPG

 

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