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Statuses, User Permissions and Previews

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Statuses

All statuses that exist in TaxScribe Business also exist in Professional: In Progress, Delivered, Accepted, Returned and Inadmissible. Professional contains a few more statuses that do not exist in Business: 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

Once you are done with your form you can press Complete and then you will see the options for submission. To be able to mail your form you need to have an address associated with your organization and the jurisdiction needs to be setup to receive mailed forms. If there is not a mail option then either you do not have an address associated with your organization or your jurisdiction does not accept this submission type.

To be able to email your form the jurisdiction needs to be setup to receive the emails. If there is not an email option then that jurisdiction does not support emailed forms.

Print is always an option.

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Printed Status

The Printed status, when chosen, will take you back to your submitted form where you can download the PDF and print it yourself. This option is for jurisdictions that do not accept e-file forms so you, you, as the user, need to print the form out, sign and date it, and send it to your jurisdiction.

Emailed Status

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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

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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

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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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You also need to select what role they have, User, Manager, Preparer, Billing Admin or Admin.

Once you enter all the users information and press Save

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