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Setting up Offices from the Company Level
As a Tax Processors Plus Online Affiliate or Multi-Office User, you will need to create offices for your additional locations.
Configure your online office
Use your existing online office to follow these configuration steps.
Configure your online office
Use your existing online office to follow these configuration steps.
Office to Office Transmissions - Business Returns
The Office to Office Transfer tool in Tax Processors Plus gives you the ability to securely transfer encrypted returns over the internet from one office to another.
Electronic Filing / Bank Setup Menu
Enter here your Electronic Filer Identification Number (EFIN).
Entering Firm and ERO Setup in Configuration
These instructions configure an existing online office.
Office to Office Transmissions
The Office to Office Transfer tool in Tax Processors Plus Desktop gives you the ability to securely transfer encrypted returns over the internet from one office to another.
Network Overview and Setup
In Tax Processors Plus Desktop, networking allows tax returns, firm and preparer information, fees, acknowledgements, and updates to be shared between all of the computers in the office by storing them on the computer designated as the File Server .
Hierarchy (Company, Group, and Preparer)
Understand which offices and settings each Tax Processors Plus Online login level can access.
Printing Form 1040 Without a Signature
If you've obtained a digital signature for your client's tax return, whether on-screen at the e-file Submission step, or via the TaxesToGo mobile app or Customer Portal, you can control whether or not it prints on Form 1040.
Unable to Transmit due to Missing Signature
In Tax Processors Plus Online, on the Submission page in a tax return you may receive a message indicating that a signature is required before transmitting.
How do I Select a Bank Product in a Tax Return?
In Tax Processors Plus Online, in order to utilize a bank product to facilitate a refund disbursement in an individual tax return, you must have selected a bank to use in the Office Setup Menu in Configuration.
E-File Process - Return Details Page
The Return Details page in Tax Processors Plus Online allows you to select the return type for the federal and state tax returns, change third party designee information, and mark a return as a self prepared return.
Form 8888 - Allocation of Refund Into Multiple Accounts
IRS Form 8888 allows the taxpayer's tax refund to be deposited into more than one bank account and/or split between a deposit and a paper check.
How to Remove the Third Party Designee
Tax Processors Plus Online allows you to set the third party designee in a tax return to the preparer by default or leave the field blank.
Where Do I Set Up a Charge for Sales Tax?
If your state requires you to charge sales tax for tax return preparation, the sales tax percentage is entered in Tax Processors Plus Online in your Office Setup menu.
How to Add Sub Locations
Add the location in Account Hub, then create and configure its office from the Tax Processors Plus Online company login.
Changing a Return to Spanish
In Tax Processors Plus Online tax returns can be changed to Spanish from either the Configuration Menu or within a return being worked on.
How to display tax returns in Spanish
In Tax Processors Plus Online, Individual income tax returns can be printed on English or Spanish forms, if a Spanish version is available.
How to Add Third Party Designee
Tax Processors Plus Online allows you to set the third-party designee in a tax return to default to the preparer, to another individual, or leave the field blank.
How to print Form W-7 in Spanish
Form W-7 is used to apply for an ITIN and is attached to the tax return and mailed to the IRS.
Acceptance Agent Information
The type of duties that an acceptance agent is permitted to perform is based upon the application to become either an Acceptance Agent (AA) or a Certifying Acceptance Agent (CAA).
Migrating Tax Processors Plus Desktop to a New Computer
If you purchase a new PC to use with Tax Processors Plus Desktop, we want to help you get it set up so that you can pick up your tax work where you left off.
How to Update Your EFIN
Before adding the new EFIN, log in to your Account Hub, navigate to Account Information, and locate your Customer ID.
Other Configuration Options
In addition to the Tax Processors Plus Online configuration options completed when you created your Tax Processors Plus Online office, there are several other Tax Processors Plus Online Configuration menu options you may wish to visit.