How to Fix Incorrect Account Tax Status in Mezzi

Last updated: September 8, 2026

Overview

If the Mezzi AI is incorrectly classifying one or more of your accounts as tax-advantaged, it is likely because the tax status tag on those accounts needs to be updated. The AI pulls account information directly from your profile settings, so correcting the tax status on each affected account will ensure the AI reflects your accounts accurately.

🧭 Steps to Update Your Account Tax Status

Follow these steps to review and correct the tax status of any account:

  1. Go to your Profile.

  2. Select Accounts (assets & liabilities).

  3. Find the account you want to update and click the three dots (⋯) next to it.

  4. Select Edit.

  5. Update the tax status to the correct setting.

  6. Click Save to apply your changes.

Repeat these steps for each account that has an incorrect tax status.

💡 Why This Matters

The Mezzi AI uses your account settings — including tax status — to generate personalized insights and advice. If an account is incorrectly tagged as tax-advantaged, the AI may provide inaccurate analysis, such as misclassifying accounts in summaries or giving tax-related recommendations that don't apply to your situation. Keeping your account details accurate ensures the AI's guidance is relevant and reliable for your financial picture.

Important Notes

  • The AI reflects your account data as it is currently tagged in your profile. Changes to tax status take effect after you save and may require a new AI chat session to be reflected in responses.

  • You can update the tax status of any account you have edit access to directly from your Profile settings.

  • If multiple accounts are affected, you will need to update each one individually.

🗨 Still Need Help?

If you've updated the tax status on your accounts but the AI is still classifying them incorrectly, reach out to the Mezzi support team at help@mezzi.com and include:

  • The name(s) of the affected account(s)

  • The tax status you expect each account to have

  • A screenshot of the account settings or the AI chat response, if possible

Common Questions

  • Why is the AI calling my account tax-advantaged when it isn't?
    The AI reads the tax status tag assigned to each account in your profile. If an account is tagged as tax-advantaged, the AI will treat it that way. Updating the tag in your account settings (via Profile > Accounts > Edit) will correct this.

  • Will updating the tax status affect my historical data or reports?
    Updating the tax status changes how the account is classified going forward in AI interactions and insights. If you have concerns about how this affects your historical reports, contact help@mezzi.com for clarification.

  • Can I change the tax status for multiple accounts at once?
    Currently, tax status must be updated individually for each account. Navigate to each affected account under Profile > Accounts (assets & liabilities) and edit them one at a time.