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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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How To Import
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Organization Tab
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TaxScribe Business Files
Once you have navigated to the Import TSB Forms tab, you will click on “Import” located at the top right hand corner of your screen
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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’ 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 = create 1 one form
1 credit = print /print +email/e-file or send your form using the available options
Every organization will get 4 free credits, just ; all users within the organization will get the 5 share those free credits, not every usercredits
Pricing Guidelines
1-100 credits are $9.95 per credit
101-1000 credits are $7.95 per credit
1000+ credits are $4.95 per credit
EXAMPLE 1: If you buy 101 credits payment will be: [100 credits * 9.95] + [1 credit * 7.95] = $1002.95
EXAMPLE 2: 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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Credit Details
Every user starts with 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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You can add a payment method by clicking the Add Payment “Edit” button in the Card Information box.
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Once you click that the button you see the payment method modal. Add all of your information and press Save to add the payment method to your Card Information section. Once you press Save you will see your card in your payment information box. You can remove payments by pressing the Remove text under Add Payment button.
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You can add, remove, or change your default credit card within this modal.
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Add Credits
Once you have added a payment method you can buy credits. Make sure the card you want to use to buy the credits is the one showing in the Card Information box, navigate to the Credit Details box and press Add Credits.
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From here you can use the slider OR type in the amount of credits you would like to purchase. The total will automatically calculate and update as you change the number of credits. Make sure you are using the correct card by checking the payment method that will be used under the total. Once you have selected an amount press Purchase.
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Billing History
Once you have purchased credits, you will see a record of the payment that was just made in the Billing History table. You will also see your amount of credits update according to how many you had and how many you purchased.
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