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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.
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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.*
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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.
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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.
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Printed Status and Previews
Printed Status
All statuses that exist in TaxScribe Business also exist in Professional: In Progress, Delivered, Accepted, Returned and Inadmissible. Professional contains one more status that does not exist in Business: Printed. This status denotes that the form has been completed in Professional and is ready to be printed. Since forms created in Professional are for jurisdictions that do not accept e-file forms the final status is printed, this means that you, as the user, need to print the form out, sign and date it, and send it to your jurisdiction.
Previews
The paper and pencil icon takes you to the form preview. The form preview is in a different location depending on whether the form is in an e-file accepted jurisdiction or not.
Previews for e-file jurisdictions
Jurisdictions that accept e-file are denoted in Professional with a checkmark icon and they display ‘e-File Accepted’ text when you hover over the icon.
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When you click on the pencil and paper icon for a form that is in an e-file accepted jurisdiction you are redirected to TaxScribe Business. If the form status is ‘In Progress' you will get taken to TaxScribe Business where the form will be open and editable. If the form status is ‘Delivered’ or ‘Approved’ or ‘Inadmissible’ or ‘Returned’ you will get taken to TaxScribe Business where the form will be closed and uneditable.
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Previews for paper only jurisdictions
Jurisdictions that do not accept e-file are denoted by a gray envelope with a down arrow icon and they display ‘Paper File Only’ when you hover over the icon.
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When you click on the pencil and paper icon for a form that is in a paper only jurisdiction you are taken to the form in Professional. If the form status is ‘In Progress' you will get taken to the form in Pro where you can continue editing it. If the form status is ‘Printed' status you will get taken to the locked form where you can view and print the pdf of the form.
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Dashboard Sample
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Form Restrictions
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