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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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