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Login and Landing Page
The landing page will be the same for any jurisdiction.
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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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Your e-mail and password are used for all jurisdictions using in the TaxScribe suite, TaxScribe Business and Professional applications, so you only need one account for multiple applicationsboth.
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 (minimum
NOTE: your password must be at least 6 characters )
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
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Start New Form
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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A field is required if it is outlined in red after you press itthen 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 (varies by jurisdiction). Press the Start New Form button above the tax roll search to start a brand new listing.
NOTE: your form may 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 between Michigan or North Carolina states. From there select your respective jurisdiction. Lastly, select your form type.
Completing a Listing
Each form will have required fields. These fields will be denoted with an asterisk next to the field name. Fields that do not have an asterisk will be considered an optional field.
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A warning will be provided to you if you have missed a required field.
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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. ready 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 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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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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Printed Status and Previews
Printed Status
All statuses that exist in TaxScribe Business also exist in Professional: In Progress, Delivered, Accepted, Returned and Inadmissible. Professional contains one more status that does not exist in Business: Printed. This status denotes that the form has been completed in Professional and is ready to be printed. Since forms created in Professional are for jurisdictions that do not accept e-file forms the final status is printed, this means that you, as the user, need to print the form out, sign and date it, and send it to your jurisdiction.
Previews
The paper and pencil icon takes you to the form preview. The form preview is in a different location depending on whether the form is in an e-file accepted jurisdiction or not.
Previews for e-file jurisdictions
Jurisdictions that accept e-file are denoted in Professional with a checkmark icon and they display ‘e-File Accepted’ text when you hover over the icon.
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When you click on the pencil and paper icon for a form that is in an e-file accepted jurisdiction you are redirected to TaxScribe Business. If the form status is ‘In Progress' you will get taken to TaxScribe Business where the form will be open and editable. If the form status is ‘Delivered’ or ‘Approved’ or ‘Inadmissible’ or ‘Returned’ you will get taken to TaxScribe Business where the form will be closed and uneditable.
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Previews for paper only jurisdictions
Jurisdictions that do not accept e-file are denoted by a gray envelope with a down arrow icon and they display ‘Paper File Only’ when you hover over the icon.
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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 TSB
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.
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 or Admin.
Once you enter all the users information and press Save
Dashboard Sample
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Form Restrictions
You may only create one of each type of form from a business found in the Tax Roll Search. For example, if Smith Industrial is found on the search, you may create only one BPP Extension Request and one BPP Listing.
Exemption Forms**do we need this section for mi currently?
Starting a New Extension Form
An extension form may be started from either the" Start New Form" tab or the Dashboard. The Start New Form Search provides information from the Jurisdiction tax roll. The taxpayer will enter a business name or other information and click the search tab. If the business is found, use the 'New Extension' tab on the row with the business to begin with a pre-filled form. If the business is not listed, use the 'New Extension' tab in the footer to begin with a blank form. On the Dashboard, use the 'New Extension' tab when available to start a pre-filled form for an existing Business Personal Property Listing Form.
Tax Roll Search Sample
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Pre-populated Sample from Jurisdiction Tax Roll (taxpayer needs to enter the reason for the extension request)
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Blank Sample is used if unable to find the business
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Completing an Extension Form
Once started, fill in the information needed. Any fields marked in grey cannot be changed. The Extension Date will always default to the jurisdiction's final filing date for the Business Personal Property Listing form.
On a blank form, the Account Number is not required. If the business is new or you do not know the account number, the form may be submitted without one. When the jurisdiction assigns or updates the account number, you will receive notification. All other fields are required for submission.
Once started, a copy of the form is automatically saved.
Blank Forms Automatically Saved
Please note: If a blank form is started and no information is entered, you will see the blank form listed on the Dashboard.
After entering information, you may save the form and return to it at any time from the dashboard. Or you may submit the form. You do not have to save the form prior to submission. It will be saved for you.
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Resuming a Form from the Dashboard
If saved, the Extension Form will appear with the status of In Process on your dashboard. Use the 'Resume' button to pick up where you left off.
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Creating a New Form from The Start New Form (information from the Jurisdiction Tax Roll)
On the dashboard screen the user has the option to create a new listing, a new extension, a brand new listing or view a listing.
To create a new form from the previous year the user should:
Enter the details of the listing (e.g. name, account number, etc)
Hit Search
Then click "New Listing" to create a new form
This auto-populates the listing information from the Jurisdiction Tax Roll for the current filing year
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Once you select the green New Listing tab, an Authorization Affirmation modal will pop up for the taxpayer to confirm
that the business selected is their business. (see below)
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Once you submit the authorization you can start the listing.
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Submitting a Form
On clicking the submission, you will receive a notification of the status of the form. If successful, you will be redirected back to the dashboard and the form will show Delivered as the status of the form. You will also receive an email with the updated status of the form:
Successful Delivery
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If unsuccessful, a pop up will notify you of the errors on the form, e.g. missing or invalid, and mark them in red so you can correct the errors and resubmit the form.
Errors on Form
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Extension Form PDF
At any point after submission, you may view the Extension Form by using the 'View PDF' button. From the view, you may generate a PDF letter format of the form. The PDF can be saved or printed.
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Review, Acceptance and Returns
After your Extension form is submitted, it will remain in Delivered status until someone at your jurisdiction begins their review. It is the same as if they opened a letter you mailed to them. You will receive an email notice that your form is now In Review and it will appear within that section of your dashboard.
If your form is accepted, you will receive an email notice with the status update in addition to a message within BizLink. Nothing further is needed.
If your form is returned, you will receive an email notice with the status update in addition to a message within BizLink. You may make edits and resubmit the form.
If your form is marked as inadmissible, you will receive an email notice with the status updated and a reason for the action taken place in addition to a message within BizLink. Please contact your jurisdiction directly to discuss why the form cannot be processed through BizLink.
Business Personal Property Listing 4175 (BPP) Form**no taxroll data yet
Starting a New BPP Form
A BPP form may be started from either the "Start New Form" Tab or from the Dashboard. Click the "start New Form" tab (data from Jurisdiction tax roll) enter a business name or account number. If the business you are filing for is found, use the 'New Listing' button on the row with the business to begin with a pre-filled form. If the business is not listed, use the 'New Listing' button, this button will only appear if no results were found.
Start New Form Sample (allows taxpayer to search from Jurisdiction Tax Roll)
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On the Dashboard, use the 'New Listing' button when available to start a pre-filled form for an existing Extension Request Form.
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Completing a BPP Form
Navigation
The TaxScribe BPP form mirrors the North Carolina Department of Revenue Business Personal Property Form Listing Form and Related Schedules:(https://files.nc.gov/ncdor/documents/files/2020_listingform_traditional_v1_Final_Secured.pdf. You may navigate through the form one of two ways. First, you can use the 'Next' and 'Back' buttons to move forward and backward. Second, you may directly select a section or a schedule from the menu on the left.
Navigation Views
Depending on your screen resolution, you may need to scroll down to see the bottom navigation buttons and / or the lower items in the left menu. Additionally you may need to scroll in order to complete section / schedule information.
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Saving and Resuming
As you complete the form, your information will be automatically saved for you. You may resume the form at any time from the dashboard.
Schedule A: Group Navigation
On Schedule A, click the group name to open it and enter your information. The groups may be opened in any order, but it is recommended to complete them sequentially. Select 'Not Applicable' if that group is not needed for your filing. If 'Not Applicable' is selected, the group will not open until you uncheck the box. If data has been entered in a group and 'Not Applicable' is then selected, you will be prompted to confirm erasing the data.
Opening a Group
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Open Group Sample
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Clicking the next group's header will close the prior group and open the selected one. As an example using the screen above, if 'Group 2: Construction in Progress' is selected, Group 1 will close and Group 2 will open.
Schedule Information Add Rows or Attachments
If 'Yes' is selected on a schedule, there are two options for providing the information. First is completing the information online. To do this, use the 'Add Row' button to open a row in which you may enter the information. Once a row is opened, all fields within the row are required, except on Schedule G where Acquisitions and Disposals are treated separately. The second option is to attach a file, e.g. Excel. To do this, use the 'Upload Attachment' button. Either or both options are allowed when 'Yes' is selected. Only one attachment per schedule is allowed. Any other files may be added using the attachments section. If data has been entered on a Schedule and 'No' is then selected, you will be prompted to confirm erasing the data and / or removing the attachment.
Add Row or Attachment Sample
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After adding a row or an attachment, that information can be deleted if necessary using the red 'trash can' button on a row or the 'Delete Uploaded File' button.
Delete Row or Attachment Sample
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Attachments Section
All attachments are available for viewing or deletion within the Attachments Section. You may also upload additional files using the 'Upload Attachment' button.
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Form Requirements
The online BPP form was designed to be flexible and has very few required fields for submission. Only the business name, Schedule A, and the Affirmation are required in order to submit a form, however each section must have a yes or no answer in order for the form to be submitted. In the case where a business is Out of Business, Schedule A is not required.
Field Requirements
Where applicable the form will enforce correct formats on field entry, e.g. date, zip, phone, etc. A red indicator will show up on the left side bar if any of the schedules are incomplete or have an error. Once the section is corrected the form can be resubmitted.
Affirmation and Submission
In order to submit a form, you must complete the Affirmation section. Your email id is confirmed and used as your electronic signature.
Review, Acceptance and Returns
After your BPP form is submitted, it will remain in Delivered status until someone at your jurisdiction begins their review. It is the same as if they opened a letter you mailed to them. You will receive an email notice that your form is now In Review and it will appear within the status section of your dashboard.
If your form is approved, you will receive an email notice in addition to a status message within BizLink. Nothing further is needed.
If your form is returned, you will receive an email notice in addition to a status message within BizLink. You may make edits and resubmit the form.
If your form is marked as inadmissible, you will receive an email notice in addition to a status message within BizLink. Please contact your jurisdiction directly to discuss why the form cannot be processed through BizLink.
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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, 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.
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 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 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 submissions.
User Permissions
User
The regular user can see the following pages
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
Forms + Mail Tracking
Import from TSB
Organization + Users, Billing and My Organization
My Profile
The admin user can start, edit and submit forms. They can view form previews and mail tracking information. They can import from TSB. They can see all users and edit their permissions. They can view all billing information as well as add cards and buy credits. They can edit their organizations information and their own information.
Billing Admin
The Billing Admin user can see the following pages
Forms + Mail Tracking
Import from TSB
Organization + Billing and My Organization
My Profile
The Billing Admin can start, edit and submit forms. They can view form previews and mail tracking information. They can import from TSB. They can view all billing information as well as add cards and buy credits. They can view their organizations information and their own information.
Preparer
The Preparer user can see the following pages
Forms + Mail Tracking
Import from TSB
Organization + My Organization
My Profile
The Preparer can start and edit forms on behalf of their businesses. They can view form previews and mail tracking information. They can import from TSB. They can view their organizations information and their own information.
Manager
The Preparer user can see the following pages
Forms + Mail Tracking
Import from TSB
Organization + My Organization
My Profile
The Preparer can start, edit and submit forms on 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.
Previews
The paper and pencil icon takes you to the form preview. The form preview is in a different location depending on whether the form is in an e-file accepted jurisdiction or not.
Previews for e-file jurisdictions
Jurisdictions that accept e-file are denoted in Professional with a checkmark icon and they display ‘e-File Accepted’ text when you hover over the icon.
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When you click on the pencil and paper icon for a form that is in an e-file accepted jurisdiction you are redirected to TaxScribe Business. If the form status is ‘In Progress' you will get taken to TaxScribe Business where the form will be open and editable. If the form status is ‘Delivered’ or ‘Approved’ or ‘Inadmissible’ or ‘Returned’ you will get taken to TaxScribe Business where the form will be closed and uneditable.
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Previews for paper only jurisdictions
Jurisdictions that do not accept e-file are denoted by a gray envelope with a down arrow icon and they display ‘Paper File Only’ when you hover over the icon.
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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)
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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How To Import 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.
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
Billing
The billing tab contains pricing information, your personal credit summary, a place to add or edit payment method and your billing history.
Price Guide & Credits
‘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 one form
1 credit = print or send your form using the available options
Every organization will get 4 free credits; all users within the organization will share those free credits
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.
NOTE: you can have multiple cards attached to your account. Whichever one is displaying under Card Information will be the one that is used to purchase the credits.
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BEFORE you can add credits you need to add a Payment Method to the Payment Method section. You can add or remove payment methods in this section.
Add Payment
You can add a payment method by clicking the “Edit” button in the Card Information box.
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Once you click the button you see the payment method modal. 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.
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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My Organizations
If you want to check which organization you are in you can navigate to the My Organizations tab. The table on this page shows you the organizations that you are a part of in TSP. You can be a part of multiple organizations but you can only view forms and perform TSP actions in one organization at a time.
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You can tell which organization you are in by checking the Select column, it will show ‘Selected’ for the organization that you are currently in.
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If you want to switch organizations just press the Select text on the organization you want to switch to.
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Help & My Profile
Help
If you have any troubles and need assistance you can hover over the Help text at the bottom of the side bar navigation. There will be an explanation of what to do, including the email address to TaxScribe’s Help Desk. If you send an email to this email address: hello@taxscribe.com, a service desk ticket will be opened and the TaxScribe team will respond as soon as possible.
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My Profile
You can see your profile by clicking the wheel next to your name and selecting My Profile from the selections.
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You can edit your information IF you are an admin. You can edit your name, email address and phone number. Press Save and your information will be saved to your profile.
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Sign Out
You can sign out by clicking the wheel next to your name and selecting Sign Out from the selections.
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