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Desktop: Entering / Editing Company Information

The information about the firm and its preparers is stored in the Company Setup Menu. Both Admins and users with the security role of ``Unlimited`` can access the menu in Taxx Savage  Pro. You can access this menu from the Main Menu by selecting:

  • Configuration
  •  Firm/ ERO/ Preparer Setup

 

Firm Information

The Firm Information Menu stores all the firm's information that appears at the bottom of Form 1040 after printing. You can edit any information through the Firm Information Setup Menu by selecting them and entering the right information. Always leave the field for Group Code blank unless advised by the Technical Support Group.

The system will provide you with Do You Want to Replace all Preparer Information with the Firm Information that was Just Entered? immediately after exiting the menu. Always select YES for this question unless you do not want the firm's information in the Preparer database updated. Selecting NO will prevent the firm information by preparers from another firm or ERO from being overwritten.

Note: The revised firm information does not automatically update the present tax returns. You will thus need to reenter the preparer code in the tax return to update tax returns in-process with the revised firm information.

 

ERO(s) Menu

The ERO is the individual whose name is connected to the EFIN assigned and in most cases is the company owner. The system always prompts one to key in the ERO during the first program configuration. Even though the ERO is in most occasions similar to the Firm Information due to the initial creation, it should be verified for the purposes of accuracy.

Suppose you lack an EFIN but intend to e-file returns, ensure that you go back to the Firm Information menu and the ERO menu to enter the EFIN upon receiving it.

Moreover, ensure you enter all the information for every EFIN in the ERO(s) Menu. Suppose you intend to transmit using several EFINs.

Preparer(s) Menu

In this menu you can edit, add or delete the preparers in the program. Suppose you want to add a preparer, begin by assigning them a number from 1 to 999999. Enter their SSN then their PTIN. The PTIN has nine characters; eight digits preceded by P. Thereafter key in the preparer`s first name, last name and their usernames to log in. Suppose the preparer is self-employed and ensures you check the checkbox indicating this feature. Select OK to complete.

Note: Every agent enrolled and anyone compensated to prepare substantial or all tax returns are mandated to acquire a PTIN form the IRS.

Further settings in the Preparer Edit Menu:

E-Mail Address-you should enter the preparer`s email address as some states and bank forms require it.

Preparer Practitioner Pin-Better left at default 1 followed by PTIN having four digits of SSN having four digits as well. This PIN goes to Form 8879 and can be changed if one desires.

Preparer Hourly Rate- needed if the preparer charges hourly.

Preparer Pre Fee Commission %- enter the percentage for preparers paid commission based on return`s preparation fee.

Preparer E-file Fee Commission %- enter the percentage for preparers paid commission based on return`s e-filing fee.

Preparer Doc Prep Fee Commission %- enter percentage for preparers paid commission based on return`s doc prep fee. (Doc prep fee refers to a flat fee in Account Hub)

2848/ Acceptance Agent Information- enter the information for a preparer who takes part in the IRS Acceptance Agent Program.

Republic Bank Prep Number-(if you are using Republic Bank for bank products this will be visible prior to 2021). You should provide the preparer`s RBIN as assigned by the Republic Bank.

Supervised Preparer-enter the supervisor`s preparer code if you need the supervisor`s information attached to the return.

Change Firm Information-enter the preparer's information if they are employed by a different firm. However, select NO if you do not wish to change firm information after clicking Change Firm Information.

Preparer Security-This allows you to modify security role settings, edit the preparer`s username, set their security roles, erase their security question or passwords.

Role(s) Menu

Taxx Savage  Pro assigns anyone who logs in a security role that indicates the menus and functions accessible to them. There are three preset security roles; Return Preparer, Super User and Unlimited. Return Preparer is the most restricted while Unlimited lacks restrictions. You are allowed to make other security roles and customize them to control the preparer`s access to each menu or function in the office.

Note: Once a preparer is added in the Preparer`s Menu they are assigned a default Super User security role. You are able to change this in the Preparer Security menu or modify the individual security settings.

Use Return Review Workflow

Return Review Workflow is activated by selecting YES. This system will ensure that returns are not marked complete for e-filing until they are reviewed. After activating it, ensure that you confirm that every preparer`s Return Review Workflow Options is correct.