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Login and Landing Page
The landing page will be the same for any jurisdiction.
If you have a TaxScribe Business account you can login with the same credentials.
If you do not have a TaxScribe Business account or a Professional account, you can create one. Refer to Registration section of this guide.
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Registration
If you do not have a TaxScribe Business account or a Professional account, you can create one, press the Sign Up hyperlink and enter all information. *All fields are required for registration except phone number.
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Click on Create Account to create an account
Enter the required information and click 'Create Account' to begin the registration process. You will receive an email with a login link to complete the registration process. If you do not receive the email within a few minutes, check your spam folder. If it is not there, you can repeat the registration process or request a new password using the 'Forgot Password' function.
Your e-mail and password are used for all jurisdictions in the TaxScribe Business and Professional applications, so you only need one account for both.
Resetting Your Password
If you forget your password, you will be able to reset it yourself using the following steps:
The user should click the "Forgot your password?" Link on the login page
This will prompt the user to enter their email address (enter the email address that was initially used to register the account
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Click Send Instructions after entering email address, this sends a link to the email address entered
Clicking the emailed link will redirect the user to the the reset password page where a new password can be entered and saved
NOTE: your password must be at least 6 characters long
Dashboard
The first page you will land on upon logging in is the dashboard. Here you will be able to press Start New Form to initiate a form. You can get back to this page at any time by pressing Dashboard on the left-hand side navigation bar.
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Initiating form from Dashboard
When you press Start New Form you get redirected to a page that lets you choose your state, jurisdiction and form type. If you select a jurisdiction that has e-file enabled you cannot start the form and will instead be redirected to TaxScribe Business upon pressing Launch.
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If you select a jurisdiction that does not support e-file then you can proceed to starting the form by pressing Launch.
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Currently you can choose from State: Michigan, North Carolina & from there any County + Local Unit for Michigan exists & any County for North Carolina exists. Then for Michigan you can select Exemption form or Listing. For North Carolina you can selection Extension form or Listing.
Completing a Listing from Dashboard
The Listing form for North Carolina and Michigan are different but the same rules for completing the respective forms will apply. Once you select the Listing option and press Launch you can fill out the form.
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| Table of Contents | ||||
|---|---|---|---|---|
|
Login and Landing Page
The landing page will be the same for any jurisdiction.
If you have a TaxScribe Business account you can login with the same credentials.
If you do not have a TaxScribe Business account or a Professional account, you can create one. Refer to Registration section of this guide.
...
Registration
If you do not have a TaxScribe Business account or a Professional account, you can create one, press the Sign Up hyperlink and enter all information. *All fields are required for registration except phone number.
...
Click on Create Account to create an account
Enter the required information and click 'Create Account' to begin the registration process. You will receive an email with a login link to complete the registration process. If you do not receive the email within a few minutes, check your spam folder. If it is not there, you can repeat the registration process or request a new password using the 'Forgot Password' function.
Your e-mail and password are used for all jurisdictions in the TaxScribe Business and Professional applications, so you only need one account for both.
Resetting Your Password
If you forget your password, you will be able to reset it yourself using the following steps:
The user should click the "Forgot your password?" Link on the login page
This will prompt the user to enter their email address (enter the email address that was initially used to register the account
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Click Send Instructions after entering email address, this sends a link to the email address entered
Clicking the emailed link will redirect the user to the the reset password page where a new password can be entered and saved
NOTE: your password must be at least 6 characters long
Dashboard
The first page you will land on upon logging in is the dashboard. Here you will be able to press Start New Form to initiate a form. You can get back to this page at any time by pressing Dashboard on the left-hand side navigation bar.
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Start New Form from Dashboard
When you press 'Start New Form' you get redirected to a page that lets you choose your state, jurisdiction and form type. If you select a jurisdiction that has e-file enabled then the tax roll search will appear. Use the search bar to find your business and then press Start Listing to start a form in TSP that is prepopulated with last years data. Or press the Start New Form button above the tax roll search to start a brand new listing. NOTE: your form will be rejected if your business appears in the tax roll search but you start a new form from scratch!
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If you select a jurisdiction that does not support e-file then you can proceed to starting the form by pressing Launch.
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Currently you can choose from State: Michigan, North Carolina & from there any County + Local Unit for Michigan exists & any County for North Carolina exists. Then for Michigan you can select Exemption form or Listing. For North Carolina you can selection Extension form or Listing.
Completing a Listing from Dashboard
The Listing form for North Carolina and Michigan are different but the same rules for completing the respective forms will apply. Once you select the Listing option and press Launch you can fill out the form.
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A field is required if it is outlined in red after you press it.
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You can save at any time by pressing the Save button or the Continue button.
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Once you are done making changes you can press Complete and Print (and press confirm on the modal that appears) then you can press the PDF button to download and print your form. NOTE: you CANNOT edit the form again once you have confirmed you are ready to complete and print. If you need to make a change you will need to purchase more credits to create more forms.*
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Completing an Extension/Exemption from Dashboard
The Extension and Exemption forms are specific to North Carolina and Michigan respectively. The forms are different but the same rules for completing these forms apply. Once you select the Extension or Exemption option and press Start New Form you can fill out the form.
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A field is required if it is outlined in red after you press it.
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You can save at any time by pressing the Save button or the Continue button.
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Once you are done making changes you can press Complete and Print (and press confirm on the modal that appears) then you can press the PDF button to download and print your form. NOTE: you CANNOT edit the form again once you have confirmed you are ready to complete and print. If you need to make a change you will need to purchase more credits to create more forms.*
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Completing an Extension/Exemption from Dashboard
The Extension and Exemption forms are specific to North Carolina and Michigan respectively. The forms are different but the same rules for completing these forms apply. Once you select the Extension or Exemption option and press Launch you can fill out the form.
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A field is required if it is outlined in red after you press it.
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Listing PDF’s
Once you click Complete and Print and download your listing PDF you can see the Signature and Date fields are left blank. You need to sign and date the printed form before you send it to your county/local unit government.
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Forms Tab
The next page in TaxScribe Professional is Forms. You can get to this tab at any time by pressing the Save buttonForms on the left-hand side navigation bar.
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Once you are done making changes you can press Complete and Print (and press confirm on the modal that appears) then you can press the PDF button to download and print your form. NOTE: you CANNOT edit the form again once you have confirmed you are ready to complete and print. If you need to make a change you will need to purchase more credits to create more forms.*
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Listing PDF’s
Once you click Complete and Print and download your listing PDF you can see the Signature and Date fields are left blank. You need to sign and date the printed form before you send it to your county/local unit government.
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Forms Tab
The next page in TaxScribe Professional is Forms. You can get to this tab at any time by pressing Forms on the left-hand side navigation bar.
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You can press Start New Form to get to the same screen from: ‘Initiating form from Dashboard’ section of the document.
In this tab you can search your forms, there are 4 filters to help with this search: Search Bar, Jurisdiction, Form Statuses & Form Types.
Search Filter
You can type characters into this search bar to help narrow the search down, you can type in a name, address, business ID, etc. and the results displayed will be filtered by the search criteria.
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Jurisdictions Filter
You can select a jurisdiction from the drop down for this filter. The drop down will contain all jurisdictions you currently have forms for. You can choose multiple selections for this filter.
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Form Statuses Filter
You can select a form status from the drop down for this filter. The drop down will contain all statuses. You can choose multiple selections for this filter.
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Form Types Filter
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
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.
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
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
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
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You can press Start New Form to get to the same screen from: ‘Initiating form from Dashboard’ section of the document.
In this tab you can search your forms, there are 4 filters to help with this search: Search Bar, Jurisdiction, Form Statuses & Form Types.
Search Filter
You can type characters into this search bar to help narrow the search down, you can type in a name, address, business ID, etc. and the results displayed will be filtered by the search criteria.
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Jurisdictions Filter
You can select a jurisdiction from the drop down for this filter. The drop down will contain all jurisdictions you currently have forms for. You can choose multiple selections for this filter.
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Form Statuses Filter
You can select a form status from the drop down for this filter. The drop down will contain all statuses. You can choose multiple selections for this filter.
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Form Types Filter
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
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, Mailed and E-file.
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.
To be able to E-file your form the jurisdiction needs to be setup to receive e-file forms. If there is not an option for E-file then that jurisdiction does not support E-file submissions.
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
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
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.
E-File Status
The E-file status, when chosen, will automatically submit your completed form to your jurisdiction. If your jurisdiction supports E-file then when you press Start New Form and choose your state, jurisdiction and form type you will see the tax roll search and the text ‘E-file support detected’. If your jurisdiction does not support E-file you will not see the tax roll search.
User Permissions
User
The regular user can see the following pages
Dashboard
Forms + Mail Tracking
Import from TSB
Organization + My Organization
My Profile
The user can view forms in their organization but cannot start, edit or submit forms. They can view mail tracking information. They can import from TSB. They can view their organization and switch organizations. They can edit their own profile information.
Admin
The admin user can see the following pages
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Dashboard
Forms + Mail Tracking
Import from TSB
Organization + My Organization
My Profile
The Preparer can start , and edit and submit forms on behalf of 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.
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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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‘Credit’ is what is exchanged from the user to TaxScribe to generate a PDF form in TaxScribe Professional. Credits can be purchased in the billing tab of TSP. The breakdown is as follows:
1 credit = 1 pdf printcreate 1 form
1 credit = print/print +email/e-file your form
Every organization will get 5 4 free credits, just the organization will get the 5 free credits, not every user
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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