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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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Statuses, User Permissions and Previews

Printed Status (add a larger section for explanation)

All statuses that exist in TaxScribe Business also exist in Professional: In Progress, Delivered, Accepted, Returned and Inadmissible. Professional contains one a few more status statuses that does do not exist in Business: Printed. This status denotes that the form has been completed in Professional and is ready to be printed, Emailed and Mailed. 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.

Emailed Status (add a larger section for explanation)

The Emailed status, when chosen, will send a PDF version of your completed form to the corresponding jurisdiction. TaxScribe suggests you reach out to your jurisdiction to have them validate that they received your form since TaxScribe has no access to the emailed form and does not monitor any sort of mailbox for jurisdictions.

Mailed Status (add a larger section for explanation)

The Mailed status, when chosen, will send a physical copy of your completed form to your jurisdiction. Tracking information will be provided once the form has been mailed. TaxScribe suggests you reach out to your jurisdiction once the form says it is delivered to make sure they have received it since TaxScribe has no access to/no way to validate the form got to the jurisdiction.

User Permissions

User

The regular user can start and submit forms. They can see the organization tab but they cannot edit any information. They can view and edit their own information.

Admin

The admin user can see the following pages

• Dashboard

• Forms + Mail Tracking

• Import from TSB

• Organization + Users, Billing and My Organization

• My Profile

The admin user can start, edit and submit forms. They can view form previews and mail tracking information. They can import from TSB. They can see all users and edit their permissions. They can view all billing information as well as add cards and buy credits. They can edit their organizations information and their own information.

Billing Admin

The Billing Admin user can see the following pages

• Dashboard

• Forms + Mail Tracking

• Import from TSB

• Organization + Billing and My Organization

• My Profile

The Billing Admin can start, edit and submit forms. They can view form previews and mail tracking information. They can import from TSB. They can view all billing information as well as add cards and buy credits. They can view their organizations information and their own information.

Preparer

The Preparer user can see the following pages

• Dashboard

• Forms + Mail Tracking

• Import from TSB

• Organization + My Organization

• My Profile

The Preparer can start, edit and submit forms on their businesses behalf. They can view form previews and mail tracking information. They can import from TSB. They can view their organizations information and their own information.

Manager

The Preparer user can see the following pages

• Dashboard

• Forms + Mail Tracking

• Import from TSB

• Organization + My Organization

• My Profile

The Preparer can start, edit and submit forms on their businesses behalf. They can view form previews and mail tracking information. They can import from TSB. They can view their organizations information and their own information.

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.

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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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