Login and Landing Page

The landing page will be the same for any jurisdiction.

...

Currently you can choose from State: Michigan, North Carolina & from there any County + Local Unit for Michigan exists & any County for North Carolina exists. Then for Michigan you can select Exemption form or Listing. For North Carolina you can selection Extension form or Listing.

Completing a Listing from Dashboard **pdf preview? Ask Matt and Adam

The Listing form for North Carolina and Michigan are different but the same rules for completing the respective forms will apply. Once you select the Listing option and press Launch you can fill out the form.

...

Once you are done making changes you can press Complete and Print (and press confirm on the modal that appears) then you can press the PDF button to download and print your form. NOTE: you CANNOT edit the form again once you have confirmed you are ready to complete and print. If you need to make a change you will need to purchase more credits to create more forms.*

...

Completing an Extension/Exemption from Dashboard **pdf preview? Ask Matt and Adam

The Extension and Exemption forms are specific to North Carolina and Michigan respectively. The forms are different but the same rules for completing these forms apply. Once you select the Extension or Exemption option and press Launch you can fill out the form.

...

You can press Start New Form to get to the same screen from: ‘Initiating form from Dashboard’ section of the document.

In this tab you can search your forms, there are 4 filters to help with this search: Search Bar, Jurisdiction, Form Statuses & Form Types.

Search Filter

You can type characters into this search bar to help narrow the search down, you can type in a name, address, business ID, etc. and the results displayed will be filtered by the search criteria.

...

Jurisdictions Filter

You can select a jurisdiction from the drop down for this filter. The drop down will contain all jurisdictions you currently have forms for. You can choose multiple selections for this filter.

...

Form Statuses Filter

You can select a form status from the drop down for this filter. The drop down will contain all statuses. You can choose multiple selections for this filter.

...

Form Types Filter

You can select a form type from the drop down for this filter. The drop down will contain all form types. You can choose multiple selections for this filter.

...

Dashboard Sample

...

Form Restrictions

...