How access works. One purchase buys the workpaper for one tax year. Your access runs until the later of 12 months from your purchase or April 15 after that tax year. While your access is active, the dashboard tracks every year you upload; the workpaper you bought is for the tax year you chose at checkout.
"I'm buying in January to track this year." Choose the current tax year. You'll track all year, and your access runs through April 15 of next year, so you file with the same purchase. No second purchase, no renewal.
"I'm buying in February or March to file last year." Choose last year. You file now, and your access runs 12 months, so you can keep tracking this year on the dashboard. When this year's W-2Gs arrive in January, you buy this year's workpaper if you want it.
"I'm buying in December." Choose the current tax year. You file in the spring and keep tracking next year until your access ends the following December. Next year's workpaper is a separate purchase.
"I need a prior year (2023–2025)." That's the prior-year amendment, $249 per tax year, same access rule.
"Does anything renew on its own?" No. Every purchase is one you make. We'll show your access end date on your dashboard; we never charge you without you choosing to buy.