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The same 4 filters from the Forms tab are present on this page so you can easily search your forms.
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Import Functionality
Organization Tab
Under the Organization tab there are 3 sub-sections: Users, Billing, My Organization. You can use these pages to update your organization information, add or remove users from your organization and purchase/manage credits which you need to use TaxScribe Pro.
When you click the Organization tab you see organization detail fields that can be filled out or edited.
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Users
From the users tab you can add people to your organization. When you press Add User you will be taken to the add user screen where you need to enter their information and press save. You must enter the same email address that they use for their TSB or TSP account in order for them to see your organization within their TSP portal.
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BEFORE you can add credits you need to add a Payment Method to the Payment Method section. You can add or remove payment methods in this section.
Dashboard Sample
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Form Restrictions
You may only create one of each type of form from a business found in the Tax Roll Search. For example, if Smith Industrial is found on the search, you may create only one BPP Extension Request and one BPP Listing.
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Starting a New Extension Form
An extension form may be started from either the" Start New Form" tab or the Dashboard. The Start New Form Search provides information from the Jurisdiction tax roll. The taxpayer will enter a business name or other information and click the search tab. If the business is found, use the 'New Extension' tab on the row with the business to begin with a pre-filled form. If the business is not listed, use the 'New Extension' tab in the footer to begin with a blank form. On the Dashboard, use the 'New Extension' tab when available to start a pre-filled form for an existing Business Personal Property Listing Form.
Tax Roll Search Sample
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Pre-populated Sample from Jurisdiction Tax Roll (taxpayer needs to enter the reason for the extension request)
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Blank Sample is used if unable to find the business
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Completing an Extension Form
Once started, fill in the information needed. Any fields marked in grey cannot be changed. The Extension Date will always default to the jurisdiction's final filing date for the Business Personal Property Listing form.
On a blank form, the Account Number is not required. If the business is new or you do not know the account number, the form may be submitted without one. When the jurisdiction assigns or updates the account number, you will receive notification. All other fields are required for submission.
Once started, a copy of the form is automatically saved.
Blank Forms Automatically Saved
Please note: If a blank form is started and no information is entered, you will see the blank form listed on the Dashboard.
After entering information, you may save the form and return to it at any time from the dashboard. Or you may submit the form. You do not have to save the form prior to submission. It will be saved for you.
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Resuming a Form from the Dashboard
If saved, the Extension Form will appear with the status of In Process on your dashboard. Use the 'Resume' button to pick up where you left off.
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Creating a New Form from The Start New Form (information from the Jurisdiction Tax Roll)
On the dashboard screen the user has the option to create a new listing, a new extension, a brand new listing or view a listing.
To create a new form from the previous year the user should:
Enter the details of the listing (e.g. name, account number, etc)
Hit Search
Then click "New Listing" to create a new form
This auto-populates the listing information from the Jurisdiction Tax Roll for the current filing year
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Once you select the green New Listing tab, an Authorization Affirmation modal will pop up for the taxpayer to confirm
that the business selected is their business. (see below)
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Once you submit the authorization you can start the listing.
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Submitting a Form
On clicking the submission, you will receive a notification of the status of the form. If successful, you will be redirected back to the dashboard and the form will show Delivered as the status of the form. You will also receive an email with the updated status of the form:
Successful Delivery
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If unsuccessful, a pop up will notify you of the errors on the form, e.g. missing or invalid, and mark them in red so you can correct the errors and resubmit the form.
Errors on Form
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Extension Form PDF
At any point after submission, you may view the Extension Form by using the 'View PDF' button. From the view, you may generate a PDF letter format of the form. The PDF can be saved or printed.
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Review, Acceptance and Returns
After your Extension form is submitted, it will remain in Delivered status until someone at your jurisdiction begins their review. It is the same as if they opened a letter you mailed to them. You will receive an email notice that your form is now In Review and it will appear within that section of your dashboard.
If your form is accepted, you will receive an email notice with the status update in addition to a message within BizLink. Nothing further is needed.
If your form is returned, you will receive an email notice with the status update in addition to a message within BizLink. You may make ed