Entering Firm and ERO Setup in Configuration

These instructions configure an existing online office. Use the office login supplied by Tax Processors Plus. If you need initial account access, contact TPP support.

If you are having a problem setting up your Tax Processors Plus Online office, call Tax Processors Plus Online support.

Use one of the following available paths to open your existing online office:

• In Account Hub, click the 9-square menu at the top right, then click Tax Processors Plus Online.
• Open Tax Processors Plus Online using the link supplied for your office.

Completing Tax Processors Plus Online Office Setup

To complete Office Setup in Tax Processors Plus Online, from the Welcome Page select:

• Configuration
• Office Setup - Examine each field and dropdown menu, modifying as needed. If you are offering bank products, select the bank to use. If you don't see a bank you have applied with listed, check the application's status in Account Hub and/or with the bank.

Completing Tax Processors Plus Online ERO Setup

To complete Office Setup in Tax Processors Plus Online, from the Welcome Page select:

• Configuration
• ERO Setup - Click the blue EDIT button for your EFIN. Examine the info for accuracy and change or add info as desired.

Important: Some states require that your ERO information includes either an EIN or indication that you are self-employed. To avoid a state reject, if you're self-employed check this check box, and/or if you have an EIN enter it in the field provided.

Note that once an ERO has been added to ERO Setup it cannot be deleted. Rather, if you discontinue using an EFIN you mark it as inactive.

Note: The information in Office Setup and ERO Setup apply to all tax years.