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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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1 credit = 1 pdf print
Every organization will get 5 free credits, just the organization will get the 5 free credits [so , not every user but every org]
credits 1-100 are $9.95 per credit
credits 101-1000 are $7.95 per credit
1000+ are $4.95 per credit
If you buy 101 credits payment will be: [100 credits * 9.95] + [1 credit * 7.95] = $1002.95
If you buy 1001 credits payment will be: [100 credits * 9.95] + [900 credit * 7.95] + [1 credit * 4.95] = $8154.95
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Every user starts with 5 credits. In the Credit Details box you will can check how many credits you have, how many you have purchased and how many you have used. You can add credits by clicking the Add Credits button.
NOTE: you can have multiple cards attached to your account. Whichever one is displaying under Card Information will be the one that is used to purchase the credits.
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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.
make a note that the card on the screen would be the card that is making the payment so if they have multiple cards they need to be mindful of which card they are using.
Add Payment
You can add a payment method by clicking the Add Payment button in the Card Information box.
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Once you click that button you see the payment method modal. Add all of your information and press Save to add the payment method to your Card Information section. Once you press Save you will see your card in your payment information box. You can remove payments by pressing the Remove text under Add Payment button.
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Add Credits
Once you have added a payment method you can buy credits. Make sure the card you want to use to buy the credits is the one showing in the Card Information box, navigate to the Credit Details box and press Add Credits.
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From here you can use the slider OR type in the amount of credits you would like to purchase. The total will automatically calculate and update as you change the number of credits. Make sure you are using the correct card by checking the payment method that will be used under the total. Once you have selected an amount press Purchase.
Billing History
Once you have purchased credits, you will see a record of the payment that was just made in the Billing History table. You will also see your amount of credits update according to how many you had and how many you purchased.
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My Organizations
If you want to check which organization you are in you can navigate to the My Organizations tab. The table on this page shows you the organizations that you are a part of in TSP. You can be a part of multiple organizations but you can only view forms and perform TSP actions in one organization at a time.
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You can tell which organization you are in by checking the Select column, it will show ‘Selected’ for the organization that you are currently in.
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If you want to switch organizations just press the Select text on the organization you want to switch to.
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Help & My Profile
Help
If you have any troubles and need assistance you can hover over the Help text at the bottom of the side bar navigation. There will be an explanation of what to do, including the email address to TaxScribe’s Help Desk. If you send an email to this email address: hello@taxscribe.com, a service desk ticket will be opened and the TaxScribe team will respond as soon as possible.
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My Profile
You can see your profile by clicking the wheel next to your name and selecting My Profile from the selections.
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You can edit your information IF you are an admin. You can edit your name, email address and phone number. Press Save and your information will be saved to your profile.
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Sign Out
You can sign out by clicking the wheel next to your name and selecting Sign Out from the selections.
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