Configuration

Why am I being prompted daily for MFA?

Multi-Factor Authentication (MFA) is an electronic security system that requires two methods of authentication to verify your identity when logging in to an online account.

Filing Status Fees

In Tax Processors Plus Online, filing status fees are one of the fees available in Fees Setup and if set will be charged based on the filing status in the tax return.

Where to enter the NYTPRIN

If you are paid to prepare New York State tax returns or facilitate refund anticipation loans or checks, you may need to register each year with the New York Department of Taxation and Finance.

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).

Why Can't I Access a Previous Year's Client List?

When you log in to Tax Processors Plus Online, by default you are in the current tax year.

Working with Taxpayer Profiles

Taxpayer Profiles can be set up and used when creating tax returns so that preparers can easily navigate through common forms used for a specific group of taxpayers.

Configuration - 7216 and Additional Consent Forms

Tax Processors Plus Online includes Consent to Use and Consent to Disclose forms that are intended to comply with the regulations specified in IRC section 7216.

Question Templates - Creating and Using Custom Questions

In Tax Processors Plus Online, you can add questions that you wish to be asked of either preparers or your clients during the e-file process.

Form 8879 - IRS Efile Signature Authorization

Form 8879 is the declaration document and signature authorization for an e-filed return filed by an electronic return originator (ERO).

Print Set Setup shows obsolete forms

In the Print Set Setup menu in Tax Processors Plus Online, you may spot federal and state forms that are obsolete.

Fees Setup menu shows obsolete forms

In the Fees Setup menu in Tax Processors Plus Online, you may spot federal and state forms that are obsolete.

Minimum and Maximum Preparer Fees

When setting up fees in your Tax Processors Plus Online office, you can determine if you want to set a minimum and/or maximum preparer fee.

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.

Flip Active Status in Preparer Menu

The Flip Active Status option within the Preparer Menu of Tax Processors Plus Online gives you the ability to quickly mark every preparer in your office inactive at the same time.

How to Change the Preparer on a Return

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.

Error for Preparer Email or Phone Number

this means the email and/or cell phone number you are using is already tied to another Tax Processors Plus Online account.

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.

Return Notes

Preparers can add notes to a tax return for their own use.

Return Tags

Tax Processors Plus Online allows the office administrator to set up return tags to aid in managing clients.

Changing the Date That Prints on a Tax Return

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.

I have a new EFIN - what do I need to do?

If you receive a new EFIN, follow these steps to ensure the correct information is updated in Account Hub and in your Tax Processors Plus Online program.

Entering Firm and ERO Setup in Configuration

These instructions configure an existing online office.

Adding Preparers in Configuration

In Tax Processors Plus Online, every preparer has a unique username and password, both created by the ERO or office administrator.