How to book a tax consultation in your doola dashboard

A tax consultation is a session of up to 30 minutes with one of doola's tax professionals. You can book it from the Taxes section of your doola dashboard. ## What the consultation covers 1. Which tax forms apply to your business structure and situation. 2. How to complete the relevant forms. 3. Any questions you have about the filing process. A consultation doesn't start your tax filing. To start your filing, see [How to start your tax filing](https://ask.doola.com/article/6a1d1ca6-how-to-start-your-tax-filing-in-the-doola-dashboard) in the doola dashboard. ## If your plan includes a free consultation Tax & Compliance plans include one free tax consultation. 1. Log in to your doola dashboard. 2. Go to Taxes. 3. On the Tax Consultation card, click Book. 4. Select a date and time, then confirm. 5. Fill out the consultation questionnaire so your tax professional knows what to cover. ## If your plan doesn't include a consultation You can purchase a consultation from your dashboard. 1. Log in to your doola dashboard. 2. Go to Taxes. 3. On the Tax Consultation card, click Purchase. 4. Select a date and time, then confirm. 5. Fill out the consultation questionnaire. 6. Complete the payment. The price is shown before you pay. ## Joining your consultation After you book, your appointment appears under Upcoming Consultations in the Taxes section. To join, click the options menu next to the appointment and select Join. ## Need help? Need help booking or joining your tax consultation after following these steps? Click the chat button in the bottom-right corner of this page or email us at hello@doola.com.