Online Office Welcome Page
64 articles across 3 subsections
Client List
7 articles →
Configuration
28 articles →
Reports
20 articles →
Articles in Online Office Welcome Page
Notification Center
In Tax Processors Plus Online, the Notification Center is at the top of the Welcome page when you log in.
Configure your online office
Use your existing online office to follow these configuration steps.
Client Status Information
Select Client Status in the left side menu.
How Do I Access a Return That Has Rejected?
How Do I Access a Return With a Validation Error?
Tax returns go through a series of validation tests when they are electronically filed and reach the Tax Processors Plus Online server.
How Do I Access Prior Year Programs?
In addition to the current tax year, in Tax Processors Plus Online you can create and edit return in the previous five tax years.
Importing a Desktop Return
The menu item "Import Desktop Returns" in Tax Processors Plus Online is used by Tax Processors Plus Desktop users transitioning to Tax Processors Plus Online.
What years can I import to Tax Processors Plus Online from Desktop?
Returns prepared in the desktop version of Tax Processors Plus can be imported into Tax Processors Plus Online.
Refund Calculator
Tax Processors Plus Online offers you the ability to do a quick calculation of what your client's refund may be.