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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 Completeready to file, click on the Submit button. From there, you will be able to select the option of your form submission.

NOTE: you CANNOT edit the form again once you have confirmed you are ready to complete. 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.

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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, 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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Form PDFs

If you select to print your PDF so you can mail on your own, you will 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 Forms tab will show a full list of all forms that are in progress, delivered, mailed, printed, or emailed status. If your jurisdiction has enabled e-filing, you will be able to receive updates from your jurisdiction through our application.

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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

Statuses that are within our TaxScribe Professional application are: In Progress, Delivered, Printed, Emailed, Mailed and E-filed. If your jurisdiction has integrated with our software, additional status updates from your jurisdiction can be Accepted, Returned and Inadmissible.

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 jurisdictionsmailbox for jurisdictions.

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.

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 jurisdictionthe form got to the jurisdiction.

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.

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 ‘E-file support detected’. If your jurisdiction does not support E-file you will not see the tax roll search.

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 you will not see the tax roll searchsubmissions.

User Permissions

User

The regular user can see the following pages

• Dashboard

• Forms + Mail Tracking

• Import from TSB

• Organization + My Organization

• My Profile

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The admin user can see the following pages

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• Forms + Mail Tracking

• Import from TSB

• Organization + Users, Billing and My Organization

• My Profile

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The Billing Admin user can see the following pages

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• Forms + Mail Tracking

• Import from TSB

• Organization + Billing and My Organization

• My Profile

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The Preparer user can see the following pages

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• Forms + Mail Tracking

• Import from TSB

• Organization + My Organization

• My Profile

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The Preparer user can see the following pages

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• Forms + Mail Tracking

• Import from TSB

• Organization + My Organization

• My Profile

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When you click on the pencil and paper icon for a form that is in a paper only jurisdiction you are taken to the form in Professional. If the form status is ‘In Progress' you will get taken to the form in Pro where you can continue editing it. If the form status is ‘Printed' status you will get taken to the locked form where you can view and print the pdf of the form.

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Import from TaxScribe Business (TSB

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If you were previously a TaxScribe Business user, the “Import From TSB” tab shows you all the forms that you have initiated in TSB. Your credentials for both portals will be the same so when you navigate to this tab you see all forms that you have started in TSB when logged in with the same email as you are using for TSP.

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.

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Credit Details

Every user starts with 5 four free 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.

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