How do I get my Audit Defense Certificate?

 

The Audit Defense Certificate is located in the Membership Packet.
You can download your Membership Packet two ways.


Option #1: 

Access Membership Packet without creating or logging into your online account.

 

  • On top of the TaxAudit homepage, hover over "Members" and select "My Membership Packet" from the dropdown.

    audit defense certificate menu
 
  • You will be directed to a secure page and asked to verify your account by entering your account number, last name or business name, and your zip/postal code.
    • This information was emailed to you shortly after you purchased your membership. If you can't find it, please call Customer Services at 800.922.8348

    My Membership Packet Prompt

 

  • Once your account is verified, a list of your personal memberships will be displayed. From there, navigate to the desired year and select "Download Membership Packet." Your membership packet will open, and the Membership Certificate will be on the fifth page.

    My Membership Packet Page

 


Option #2:

Access Membership Packet through your online account.

 

  • On top of the TaxAudit homepage, select “Member Login” in the upper right corner.

    Member Login

 

  • Enter your login credentials.

    Secure Login

 

  • Once you are logged in, your memberships will be displayed under the “My Memberships” tab.

    My Memberships
 
  • Click the "Membership Packet" button.
  • Your membership packet will open, and your certificate will be on the fifth page.