Configure your online office

Use your existing online office to follow these configuration steps. If you need account access, contact Tax Processors Plus support.

Preparer accounts

Each preparer needs an individual software account.

To create a preparer account, from the Tax Processors Plus Online Welcome page select:

• Configuration
• Preparer Setup - Click + ADD PREPARER
• Add all the information as needed. You will assign a unique username to the preparer as well as create their initial password. The password must be at least 8 characters in length and include at least one uppercase letter, one lowercase letter, one number, and one of these special characters: @$!%*?&.

Each preparer using the software logs into the program using the username and password you assigned them. Passwords expire and need to be reset every 180 days.

Roles and Permissions

Tax Processors Plus Online allows you to create roles to allow or deny preparers access to different abilities and features.

To create and assign a role, from the Tax Processors Plus Online Welcome page select:

• Configuration
• Roles and Permissions - Click + New Role
• Give the Role a name.
• You may use an existing template for the role, create a new one or edit an existing one.
• To assign Permissions to the Role, check or uncheck each check box as needed based on the capabilities that you want for this role. When you are done, click CONTINUE at the bottom of the window.
• At the Roles and Permissions menu, click + ASSIGN and assign the role to preparer(s) as needed.

Fee Setup

If you wish set a standard fee for any of the forms you prepare, you can do that in the Fees Setup menu. From the Tax Processors Plus Online Welcome page select:

• Configuration
• Fee Setup - Add the amount next to each form as desired.

Minimum and Maximum Preparer Fee

In the Fee Setup menu, you can set a Minimum and Maximum Preparer Fee. In a return, if the calculated fee total is under the minimum, then the minimum fee will apply, or if the calculated total is more than the maximum, then the maximum fee will apply.

Print Sets

Tax Processors Plus Online allows you to create custom Print Sets to print only the forms and schedules you desire. For example, you can create a print set that will only print Form 1040 and the main state return, or a print set to print just Form 9325.

To do create a print set, from the Tax Processors Plus Online Welcome page select:

• Configuration
• Print Sets - Click + ADD PRINT SET
• Give the print set a name.
• Add 1 or more copies to each form or schedule you wish to include in the print set.

Additional Information

Other Configuration Options