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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.

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 using the TaxScribe suite, TaxScribe Business and Professional, so you only need one account for multiple applications.

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)

  • 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 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.

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.

If you select a jurisdiction that does not support e-file then you can proceed to starting the form by pressing Launch.

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.

A field is required if it is outlined in red after you press it.

You can save at any time by pressing the Save button or the Continue button.

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.*

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.

A field is required if it is outlined in red after you press it.

You can save at any time by pressing the Save button.

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.*

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

You also need to select what role they have, User 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 = 1 pdf print

  • Every organization will get 5 free credits [so not every user but every org]

  • 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

Credit Details

Every user starts with 5 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.

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.

make a note that the card on the screen would be the card that is making the payment so if they have multiple cards they need to be mindful of which card they are using.

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