Tax Processors Plus Support
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2,935 articles across 20 categories. Find software guidance and year-specific references.
New User Training and Resources
Videos, manuals, and written guides for getting started.
21 articlesService Bureaus & Affiliates
Account Hub basics and Tax Processors Plus Online company and group administration.
8 articlesAccount Hub
Help with Account Hub and account access.
19 articlesDesktop support
Setup, return preparation and troubleshooting for the desktop tax software.
339 articlesOnline support
Setup, return preparation and troubleshooting for the online tax software.
416 articlesBank support
Bank product setup and related software information.
19 articlesMobile App & Customer Portal
Help with TaxesToGo® and the Customer Portal.
36 articlesWeb Reports
Help finding and using Web Reports.
29 articlesBusiness Program / Business Returns
Help with the business tax software.
149 articlesElectronic Filing / Acks / Rejects
Electronic filing, acknowledgments, and reject information.
125 articlesFederal Income Tax Information
Federal tax software reference topics.
137 articlesFrequently Asked Questions
Answers to common software questions.
138 articlesIRS & Preparer Information
Resources for tax preparers and IRS information.
84 articlesNavigation — Where to Enter in the Program
Find the appropriate entry screen in the software.
87 articlesProgram Features
Software features and tools.
78 articlesState & Local Tax Information
State and local tax software topics.
1,172 articlesDocument tools & Customer Portal
Paperless document storage, sharing and Customer Portal workflows.
24 articlesTechnical Support
Software installation and technical troubleshooting topics.
39 articlesHelp Guide
Program navigation and return-preparation reference topics.
22 articlesMessage Center
Software messages organized by product.
2 articlesGuides for your growing tax office
Start with Online company and group administration.
Company Level: Setting Fees, Custom Fees, and Custom Discounts
Configure company-level preparer limits, form fees, and fee or discount templates in Tax Processors Plus Online.
Read guideHow to Add Sub Locations
Add the location in Account Hub, then create and configure its office from the Tax Processors Plus Online company login.
Read guideHierarchy (Company, Group, and Preparer)
Understand which offices and settings each Tax Processors Plus Online login level can access.
Read guideNeed a hand with your software?
Contact the Tax Processors Plus team for help with your office.