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.

Open

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.

Open

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

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 then 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!

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 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.

A warning will be provided to you if you have missed a required field.

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

Once you are 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. If you need to make a change you will need to purchase more credits to create more forms.

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.

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.

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

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

Admin

The admin user can see the following pages

• Forms + Mail Tracking

• Import from TSB

• Organization + Users, Billing and My Organization

• My Profile

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.

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 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.

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

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, 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

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.

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.

Once you click the button you see the payment method modal. You can add, remove, or change your default credit card within this modal.

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.