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
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.
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.
Statuses, User Permissions and Previews
Printed Status (add a larger section for explanation)
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. 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.
Emailed Status (add a larger section for explanation)
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 (add a larger section for explanation)
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
The regular user can start and submit forms. They can see the organization tab but they cannot edit any information. They can view and edit their own information.
Admin
The admin user can see the following pages
Dashboard
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
Dashboard
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
Dashboard
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.
Manager
The Preparer user can see the following pages
Dashboard
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.
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, 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
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.
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.
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 Add Payment button in the Card Information box.
Once you click that 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.
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.
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.
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.
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.
If you want to switch organizations just press the Select text on the organization you want to switch to.
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.
My Profile
You can see your profile by clicking the wheel next to your name and selecting My Profile from the selections.
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.
Sign Out
You can sign out by clicking the wheel next to your name and selecting Sign Out from the selections.
