TaxScripts® TaxPro User Manual
Contents
1. W 2 1099 MISC etc reported to the IRS for the taxpayer in a particular year Available for the last 8 tax years Wage and Income Documents begin to post in May of each year for the previous tax year By typing in the first letter of the transcript the user can select the type of transcript or can sim ply click on the pull down menu and make the selection Data entry speed is achieved using the first letter of the transcript e A Account Transcript e R Record of Account Transcript e R Return Transcript press R twice e V Verification of Non filing Transcript e W Wage and Income Transcript Once the user has made a transcript product selection the system will display the limitations The tax form is set to the default for each type of transcript and in the case of Wage and In come Documents will probably never be changed by users Using the default selection of All Forms is certainly the best selection for Wage and Income Documents instead of selecting each form one at a time The range of tax years can be specified by selecting a year in the From combo box and the To combo box This allows a user to create the maximum number of transcripts available with mini mal data entry Users can either use their down arrow key once they have tabbed to the FROM year far left side to select downward until they reach the oldest year desired Users can also click on the pull down menu and select directly the oldest year For dat2. 3 Professional Information Enter your professional information TaxScripts T M uses information about your profession to eliminate redundant data entry while requesting transcript requests and POAs Fill out the information below and click the Next button to continue User Type Tax Practitioner v CAF Number f 23456789 ex 123456789 No R Designation Enrolled Agent v Enrollment Number 2007 1 2345 ex 2007 12345 lt Back Cancel Information about your profession is used in the process of requesting transcripts and POAs 1 Type your CAF number without the trailing R into the CAF Number text box 2 Select your designation by clicking the drop down arrow in the Designation combo box The combo box will expand to show all designations Click the title of your designation 3 If you are an Attorney Certified Public Accountant or Unenrolled Return Preparer a Select your state of jurisdiction by clicking the drop down arrow in the J urisdic tion State combo box The combo box will expand to show all US states Click your state 4 Ifyou are an Enrolled Actuary or Enrolled Agent a Type your enrollment number into the Enrollment Number text box 5 Click the Next button to proceed to the next step Step 4 Name and Phone al Step 4 Name and Phone Enter your name and phone number Enter your name and phone number below The telephone and facsimile should be the same as the organization w
3. Finish button to complete your profile Profile Name RUP User IRS Transcripts in Seconds Help lt Back Cancel Each profile must be associated with a unique name This name will help you identify your pro file By default TaxScripts names a profile by joining your first name and last name together If you are not satisfied with the default name you are free to enter a customized name 1 Type a profile name into the Profile Name text box 2 Click the Finish button to complete the wizard The profile will be created and added to the Choose Profile dialog and the Profiles list box in the Options dialog Modifying an Existing Profile Once a profile has been created it can be modified from the Profiles tab of the Options dialog You can open the Options dialog by clicking Tools Options on the main menu The Profile Properties dialog allows you to modify an existing profile It is composed of four tabs General Third Party E Services and Downloads General Tab Profile Properties Fill out the information on each of the tabs below and then press the OK button to continue General Third Party E Services Downloads Profile Name RUP User User Type Tax Practitioner v Designation Enrolled Agent Enrollment Number 2007 12345 Delivery Method Alt Deliv Method Telephone 888 61 2 7293 ex 123 456 7890 Fax Phone Number ex 123 456 7890 Cancel The General tab con
4. Step 1 Taxpayer Info saj What would you like to do This program will help you create a Disclosure Authorization Transcript Request or both Create New DA Only Form 2848 x Taxpayer Type Individual z TP First Name Bon TP Last Name Doe s TP SSN 987 e5 4321 SP First Name 0 SP Last Name 0 n conas SP SSN Be men The Insert Request wizard is used to create a transcript request or request a POA on an individ ual or a business To request a POA TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 14 of 25 ka m CCH Tax S Crip ts a Wolters Kluwer business IRS Transcripts in Seconds 1 Click the drop down arrow in the Create New combo box In the list that appears click the DA Only Form 2848 item 2 Click the drop down arrow in the Taxpayer Type combo box In the list that appears click Individual to create a POA for an individual tax client or click Business to create a POA for a business tax client 3 If your tax client is an individual a Type the first name of the taxpayer in the TP First Name text box b Type the last name of the taxpayer in the TP Last Name text box c Type the SSN of the taxpayer in the TP SSN text boxes d If the taxpayer is married type the spouse s inf
5. Wolters Kluwer business IRS Transcripts in Seconds 1 Click the drop down arrow in the Tax Form combo box In the list that expanded click the tax form related to the transcripts you would like to request If you are requesting a POA on an individual the default Form 1040 is sufficient most of the time 2 If you would like to request a range of tax years a Select a start year in the left Tax Years combo box b Select a stop year in the right Tax Years combo box 3 If you would like to request an individual set of tax years a Select a year for one or more of the Tax Year combo boxes 4 Click the OK command button to commit the changes Step 3c Tax Matters cont d Clicking the OK command button in the Choose Tax Matter Details combo box will add the tax matters to the list box on the Tax Matters step To continue 1 Optionally click the Send Notice to Representative check box to uncheck it By default this check box is checked If it is checked you will receive a written notification by mail if and when the respective POA has been revoked 2 Click the Next button to continue to the next step Step 4 Signature Verification al Step 4 Signature Verification saj Representative Signature Representative E Services Password xxx Current Representative E Services PIN 9 xxxxx Current Taxpayer Signature for Current or Previous SIX Tax Years TP AGI 50000 AGI Year 2006 Date of Birth mm dd yy 10
6. name Simply verify that the address is correct Your organization must currently reside in the United States If you are affill ated with an organization with a foreign address you cannot use the current version of TaxScripts This capability will be provided in the near future 1 Type your organization s first address line into the Address Line 1 text box 2 Type your organization s second address line into the Address Line 2 text box 3 Type your organization s third address line into the Address Line 3 text box 4 Type your organization s city into the City text box 5 Select your organization s state by clicking the drop down arrow in the State combo box The combo box will expand to show all states Click the state 6 Type your organization s postal code into the Postal Code text box 7 Click the Next button to proceed to the next step TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 9 of 25 a CCH TaxScrip ts a Wolters Kluwer business IRS Transcripts in Seconds Step 6 Profile Identification al Step 6 Profile Identification How do you want to remember your profile You can give this profile a special name so that you can easily find it the next time you start TaxScripts TM Enter any name below and click the
7. set lower e Inbox Path The default is set to C TaxScripts lnbox and should not be changed The Inbox is where transcripts are downloaded until the software prints them Once a tran script has been printed it is then moved to the Printed subdirectory If a user turns the automated print feature off they can select the Print Inbox command under File from the main menu to print the transcripts that are contained in their inbox User will also be prompted to turn the automated print feature back on if it has been turned off e Printed Transcript Path The default is set to C TaxScripts Printed and should not be changed Transcripts that have been printed are stored in this subdirectory for re printing if necessary e Display download options when downloading files f checked it will allow dis playing a prompt that allows the user flexibility in future displaying of the prompt and changing paths for downloading If left unchecked users will have transcripts down loaded as set in their Profile in the E Services tab Users will be prompted in the display TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 13 of 25 E e CCH TaxScrip ts a Wolters Kluwer business IRS Transcripts in Seconds if they wish to have the automated print feature turned on The auto
8. will provide a message window indicating a successful test and will prompt users to select the organization they normally use when logging into e services Selected Organization After a successful Test Account Settings has been per formed TaxScripts will provide a list of organizations that the user normally sees while logging into e services Users need to select the organization they normally log through for gaining access to e services TaxScripts will use that organization during the upload and download process Password Reminder Users are required to change their e services password every 180 days 6 months otherwise the password will expire TaxScripts will keep track of that requirement for the user and alert them 30 days before expiration that the time is approaching for when the password will need to be changed Once the user has changed TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 12 of 25 F e ccH TaxScrip ts a Wolters Kluwer Business IRS Transcripts in Seconds their password and updated this field the prompts alerting the user will cease Users should refer to the IRS e services Help section for more details on how to change pass words in eservices e Date password last changed Users should enter in the date their e services pass word
9. 1 0171957 SP Signature for Current or Previous SIX Tax Years TaxScripts s p sive IRS Transcripts in Seconds Date of Birth mm dd yy PIN 5 digit Self Selected Help lt Back Cancel The Signature Verification step allows you to enter the POA request s electronic signatures The IRS e services website requires these signatures to verify your identity and that the tax client has granted you authority to file this POA To sign the request 1 Type your current e services password into the Representative E Services Password text box 2 Type your current 5 digit e services Personal Identification Number PIN into the Repre sentative E Services Password text box This PIN number is the same number that you used in the e services registration process TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 17 of 25 ka m CCH Tax S Crip ts a Wolters Kluwer business IRS Transcripts in Seconds 3 If your tax client is an individual a Type the primary taxpayer s AGI for either the current or one of the previous three tax years into the TP AGI text box b Type the respective year into the AGI Year text box c Type the clients self selected 5 digit PIN number into the PIN text box Tax Scripts Inc recommends the use of either the po
10. E e CCH TaxScrip ts a Wolters Kluwer business IRS Transcripts in Seconds TaxScripts TaxPro User Manual IMPORTANT IRS e Services V ebsite In order to use TaxScripts TaxPro you must be registered with the IRS e Services Website If you are not yet registered you can sign up for your access at httos la2 www4 irs qgov e services Registration Reg Online Req RegisterUserForm It may take up to 10 days to receive your access information Any concerns on your access to e Services must be addressed with the IRS e Services contact For more assistance with e services call the IRS e Services Help Desk If you are calling from within the U S contact the Help Desk at 1 866 255 0654 International callers can call 01 512 416 7750 Revision 1 6 Dec 2008 TaxScripts Inc 7605 Yellow Bluff Road Panama City FL 32404 TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 1 of 25 ar CCH Tax Scrip ts a Wolters Kluwer Business IRS Transcripts in Seconds Table of Contents Section 1 Introducing TaxScripts a ciss ciscr cea us tataseccaewainsd taducnesinenve sonnawis anetaunls phous bhicewdu Meddtuen dis nnantiadineaDiuns 3 Be TR a in ees eect ee oer eee ed oe arenes es ene cea oes wees 3 Fie E aie sie etna sit cess eaten sarera ais anes ese da sds ae
11. Unauthorized reproduction of this pro gram in whole or in part may result in severe civil and or criminal penalties 2007 TaxScripts Inc All rights are reserved Patent pending TaxScripts is a registered trademark of TaxScripts Inc in the United States and or other coun tries TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 4 of 25 F ta CCH TaxScrip ts a Wolters Kluwer Business IRS Transcripts in Seconds Section 2 Using TaxScripts 2 1 Product Registration In order to thwart attempts at piracy TaxScripts must be registered before it can be used Registration requires a valid licensed username and registration key This information is provided to you in your order receipt You should receive this order receipt by email at time of purchase If you cannot locate your receipt or failed to receive the email notification please contact CCH customer support for an electronic copy The first time you launch TaxScripts the Registration dialog will be displayed prompting for a licensed username and registration key By default the trial registration is loaded into the form gi Registration Enter your Licensee and Registration Key information wher complete click the Unlock button to actiwate the product Licensed User RUF Uzer Regist
12. a entry speed the down arrow key Is the fastest way to select the oldest or FROM tax year The TO range far right side is also accessed in the same manner as the FROM tax year period Users can either use their down arrow key once they have tabbed to the TO year the one fur thest on the right to select downward until they reach the latest year desired Users can also click on the pull down menu and select directly the latest year For data entry speed the down arrow key is the fastest way to select the latest or TO tax year Simply press the down arrow key until the desired year is display If the user is selecting a Business Form 941 the user will also be prompted for a tax quarter Once a user is finished with the Choose Product Details and either presses the OK button or presses the Enter key they are taken back to Step 2 Transcript Products where they can choose to end the creation process or request additional transcript products TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 22 of 25 F fe CCH TaxScrip ts a Wolters Kluwer business IRS Transcripts in Seconds Step 2c Transcript Products At this point the user s transcripts have been created and they can finish the transcript creation process or press the Enter key to go to the Choose Product Details
13. a matter of seconds The tax practitioner must have access to the IRS e services website and a valid Power of Attorney POA on file with the IRS for the tax client s the tax practitioner is requesting transcripts for in order to have their transcript request processed Depending on the user s reply to the automated upload and download prompts the user can ul timately end up simply clicking on one single icon on the main menu bar and the software will 1 Automatically login to the IRS e services website 2 Automatically upload the user s IRS transcript requests 3 Automatically check the user s e services secure mailbox for IRS transcript s delivery 4 Automatically download the IRS transcripts to the user s PC 5 Automatically print the IRS transcripts Creating transcript requests has been streamlined for data entry through the use of a user s Pro file which stores constant data name address CAF number etc and by allowing users to cre ate multiple transcript requests in one single data entry screen Choose Product Details In ad dition several required fields for transcript creation are populated automatically without having to prompt the user The automated upload and download capability frees up the tax professional to work on other tasks which will be a significant time saving tool when compared to the on line method There has never been an easier and faster way of obtaining IRS transcripts than through Tax Script
14. be submitted because of the connection to e services failed 5 For details about an acknowledgement a failure or an error double click the respective tax matter This will open a window with a full detailed message 6 Click the Finish command button to complete the wizard 2 4 Request an IRS Transcript TaxScripts requests transcripts from the IRS website using the IRS e services bulk transcript request file format This file can be constructed using the Insert Request wizard To launch the Insert Request wizard perform one of the following steps e From the main window press the Insert key on the keyboard recommended e Select Insert from the Request menu item on the main menu e Click the Insert Request icon on the toolbar TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 19 of 25 7 CCH TaxS crip ts a Wolters Kluwer business IRS Transcripts in Seconds Create a New Transcript Request Step 1 Taxpayer Info al Step 1 Taxpayer Info What would you like to do This program will help you create a Disclosure Authorization Transcript Request or both Create New Transcript Request v Taxpayer Type Individual v TP First Name John TP Last Name Doe Po r TP SSN 987 e5 4321 y e SP First Name B P TaxScript SP Last Nam
15. e IRS Transcripts in Seconds SP SSN Hl Ha rr Be men This is the first of three screens required to create a transcript request The data entry is de signed for speed and therefore users need to know how to maximize the data entry features TaxScripts defaults to a taxpayer type of Individual If the taxpayer type is Business then sim ply press the B key on the keyboard will change the data entry screen While typing in the tax payer s SSN no tabbing forward to the next field is needed because TaxScripts does that for you If a Spouse is applicable to the transcript request the last name is automatically inserted by us ing the taxpayer s last name In most cases this would be true While typing in the spouse s SSN no tabbing forward to the next field is needed because Tax Scripts does that for you Once you have entered in all applicable data you do not need to press the Next key simply press the Enter key on your keyboard to go to the next screen Step 2 Transcript Products Step 2a Transcript P roducts al Step 2 Transcript Products Product FormNumber_ TaxPeriod _ ipt Remove lt Back Finish Cancel This screen allows to you modify requests create new product details and remove transcripts during the creation process TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending U
16. e Mailbox and thus this value cannot be changed e Telephone Number A valid telephone number is required to submit a POA Form 2848 e Fax Phone Number Fax number is an optional field provided merely for backwards compatibility with older versions of TaxScripts This field may be safely ignored Third Party Tab Profile Properties Fill out the information on each of the tabs below and then press the OK button to continue General Third Party E Services Downloads First Name RUP Last Name Use CAF Number 123456789 ex 123456789 No R Address Line 1 7605 Yellow Bluff Road Address Line 2 Co Address Line 3 City Panama City State FL Zip 32404 Country The Third Party tab contains individual data name address required for each transcript request The required data is e First Name e Last Name e CAF Number 9 numeric only no ending alpha R character required TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 11 of 25 F ta CCH TaxScrip ts a Wolters Kluwer Business IRS Transcripts in Seconds Address 3 lines are provided City State pop down menu allows typing in just the first character of the state for selection Zip code E Services Tab Profile Properties Fill out the info
17. e and builds in those limits so you do not request transcript products beyond what is available For instance Wage and Income Documents are only available for the last six years The maximum oldest year available is built in the selection and users cannot request beyond that 6 year limit All transcripts are han dled in the same fashion The available transcripts and limitations are e Account Transcript Like a bank statement this transcript provides crucial posting ac tions to an account Available any year the account has an open issue e Record of Account This is a merger of the Account Transcript and Return Transcript Available for the current and last three previous tax years e Return Transcript This is a printout of the tax return filed and the IRS computer fig ures for the return Available for returns processed in the current and last 3 tax years TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 21 of 25 ta cH TaxScrip ts a Wolters Kluwer business IRS Transcripts in Seconds e Verification of Non Filing This transcript is actually a letter stating that the taxpayer did not have a filing requirement Available for the current and last three previous tax years e Wage and Income Document This transcript type will provide all income information documents
18. et Svea seas eee eee ee 4 i se TES E 5 2d ele Ce ls en a EREET ERN 5 2 a di ee ee 5 SELARA da a E EE A E E EE 6 A E E E E E 6 MOGE INA N EEEO ENOTI oriri A ee 10 2 3 Reguest a Power of AOmMEy aussirre aiana aa aa aaa a Eaa 14 a a eoestamoensta nce mer tevspiytensee rev aeebioepnsteneiancarseecttensitannautec 14 cits Nee She S oe ee ee er re rr eer ree 15 Sep a A te WsaP aeae a T a tacneeanhags dedujnnan pasar bin Ta E ee EE ie AEAEE 16 aep a Secs a Ta DE ee er er ere er DEN 16 Pr We ee seer ce ces RE EE E 17 Bsr ee RAND ek ON TON eca eptansc pode cre dca tiene ecive ese ounce diet ahtepectadendennnes 17 its Siew 6 460 ee ee eer ere ee ee Cre ee en eer ere 18 24 Re guestan RS Transcript asicene deer icereadontanamesusnaedataapadiondanrasihenn ANTENNA ANENA EANN a 19 Cea a Nen Trein Ree iaa ce E AE a ea a 20 Der eE Maa E E E E E E AN 23 TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 2 of 25 ta cH TaxScrip ts a Wolters Kluwer business IRS Transcripts in Seconds Section 1 Introducing TaxScripts TaxScripts software allows tax professionals Enrolled Agents CPAs Attorneys and Unenrolled Return Prepares who have been assigned a Centralized Authorization File CAF number to re quest and retrieve IRS transcripts through the IRS e services website in
19. g Tools Options on the main menu TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 6 of 25 e CCH TaxS crip ts a Wolters Kluwer business IRS Transcripts in Seconds Step 1 Login to E Services al Step 1 Login to E Services mej Enter your e services user name and password TasScripts TM will connect to the IRS e services website using the user name and password you specify below Once finished click the Next button to continue E Services User Name E Services Password The IRS e services website requires that you change your password every 180 days TaxScripts TM can remind you to change your password Tax S cri p ts My password last changed ex mm dd yyyy IRS Transcripts in Seconds se cren TaxScripts retrieves transcripts and requests POAs on tax clients by communicating directly with the IRS e services website You must supply a valid set of credentials in order to proceed 1 Type your e services user name into the User Name text box 2 Type your e services password into the Password text box 3 If you would like TaxScripts to remind you to change your password type the date your e services password last changed into the My password last changed text box 4 Click the Next button to proceed to the nex
20. ith which you are affiliated When you are finished click Next to continue First Name RUP Last Name User Telephone 988 61 2 7293 ex 000 000 0000 Facsimile IRS Transcripts in Seconds Help lt Back Cancel 1 Type your first name into the First Name text box TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 8 of 25 a CCH TaxS Crip ts a Wolters Kluwer business IRS Transcripts in Seconds 2 Type your last name into the Last Name text box 3 Type your telephone number into the Telephone text box If your telephone number has an extension you must omit the extension 4 Optionally type your fax number into the Facsimile text box Click the Next button to proceed to the next step Step 5 Address WA step 5 Address Enter your address Enter your address below four address should be the same as the organization with which you are affiliated When you are finished click Next to continue Address Line 1 7605 Yellow Bluff Road Address Line 2 PY Address Line 3 PO City Panama Ciy tS State FL v PostalCode 32404 Country lt Back Cancel Your organization s address must be used to request transcripts and POAs TaxScripts attempts to extract this address from your organization s
21. mated print feature can always be changed by selected Print Inbox under the File command on the main menu e Display monitor options after uploading files This allows users to change the Pro file preferences regarding mailbox monitoring options Users can turn off future display ing of the prompt e Print all mail after downloading This option if checked will turn on the automated print feature If left off users can print the contents of their inbox by selecting Print In box Contents under File in the main menu 2 3 Request a Power of Attorney You can request a POA on one of your tax clients using the Insert Request wizard provided by TaxScripts To launch the Insert Request wizard perform one of the following steps e From the main window press the Insert key on the keyboard recommended e Select Insert from the Request menu item on the main menu e Click the Insert Request icon on the toolbar To submit an electronic Power of Attorney Form 2848 you must know the taxpayer s a AGI for either the current or one of the previous three tax years and b date of birth For businesses you must also Know an authorized agents SSN and official contact title If you do not have access to this information or if the taxpayer has not filed a tax return you cannot use TaxScripts to request an electronic POA You must request the POA by facsimile from the IRS Step 1 Taxpayer Info al
22. nauthorized reproduction or distribution of this document is subject to penalty of law Page 20 of 25 F ta CCH TaxScrip ts a Wolters Kluwer Business IRS Transcripts in Seconds e Modify Select the transcript you wish to modify by clicking on it with your mouse and then click on Modify Users will then be taken to the Step 3 Product Details screen where they can make changes e Request Transcript The system has already assigned control to the button labeled Request Transcript which allows users to simply press the Enter key on your key board to go to the next screen Product Details e Remove This button allows you to remove transcript requests during the creation proc ess Step 2b Choose Product Details Choose Product Details Product Limitations Avallable for the last 5 tax years Tas Form All Forme Tax Years 2007 To 2007 Cancel This is where the uniqueness of TaxScripts is found The Choose Product Details screen allows users to build the maximum amount of transcripts allowed in one very simple yet powerful screen By default this screen is first set to Wage and Income Transcripts There are five types of IRS transcripts available through the IRS e services Transcript Delivery System capability It is very important that users be aware of the limitations of transcript availability TaxScripts provides you on the Choose Product Details screen what the limitations ar
23. ormation into the SP text boxes 4 If your tax client is a business a Type the name of the business in the Business Name text box b Type the FEIN of the business in the FEIN text box 5 Click the Next button to move to the next step You can also use TaxScripts to request a POA and transcripts for a single tax client at one time To do this select DA and Transcript Request in the Create New combo box Once the DA has been filed the Insert Request wizard will continue by prompting for transcript products see Step 2a Transcript Prod ucts under the section entitled Request an IRS Transcript Step 2 Taxpayer Address al Step 2 Taxpayer Address Address fi 00 Main Street City Panama City State FL m Zip 32405 Country Telephone 989 612 7293 ex 123 456 7890 Cancel The Taxpayer Address step prompts for the tax client s address To complete this step 1 Type the address into the Address text box 2 Type the city into the City text box 3 Click the drop down arrow in the State combo box In the list that expands click the ap propriate state TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page L5 of 25 7 CCH TaxS Crip ts a Wolters Kluwer business IRS Transcripts in Seconds 4 Type the p
24. ostal code into the Zip text box 5 Type the telephone number into the Telephone text box The tax client s address must reside in the United States If the address is for eign you cannot use the current version of TaxScripts This capability will be provided in the near future Step 3a Tax Matters iw Step 3 Tax Matters i Remove IRS Transcripts in Seconds FJ Send Notice to Rlapresentative Help lt Back Next gt Cancel The Tax Matters step allows the user to manage the tax matters that will be included in the POA request From this step the user can add a new tax matter to the request or remove an existing tax matter from the request To add a tax matter e Click the Add Tax Matter command button The Choose Tax Matter Details dialog will ap pear Step 3b Choose Tax Matter Details Choose Tax Matter Details Tax Form 1040 Tax Years 2005 Io Individual T ax Years optional Tax Year 1 Tax Year 2 Tax Year 3 Tax Year 4 Cancel The Choose Tax Matter Details dialog allows the user to select a tax form and a range of tax years to which a tax matter will apply To modify the details TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 16 of 25 ge eee e CCH TaxScrip ts a
25. ration Kew 1234 5678 SABC DEFO 1234 Licensed User Type s Tax Practitioner IAS Customer Suppor License E spiration Unlimited Number of Licenses Unlimited The Registration dialog can also be launched by selecting Registration from the Help menu item on the main menu To Register the Application 1 Type the licensed username into the Licensed User text box 2 Type the registration key into the Registration Key text boxes 3 Click the Unlock command button The registration details you supplied will be validated and displayed in the Licensed User Type License Expiration and Number of Licenses fields 4 Click the Close command button to dismiss the form 2 2 Profiles TaxScripts uses profiles to store unique constant data name address etc about the re questor for insertion in each transcript request This eliminates repetitive data entry and signifi cantly speeds up the process of creating multiple transcript requests At least one profile must be created and selected for use before gaining full access to TaxScripts TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 5 of 25 e ccH TaxScrip ts a Wolters Kluwer business IRS Transcripts in Seconds Selecting a Profile The Choose Profile dialog allows a user to select a profile Users a
26. re required to select the profile they wish to use at the start of program execution Choose Profile A Profile stores your program preferences You can manage profiles later by clicking Tools Options Profiles Profile Hame First time users must create a profile before using TaxScripts If a profile is not listed in the combo box you can create a new profile by clicking the New command button To Selecta Profile 1 Click the drop down arrow in the Profile Name combo box The combo box will expand to Show all profiles that currently exist 2 Click the name of the profile that you would like to select 3 Click the OK button The application will launch with the specified profile Creating a New Profile TaxScripts provides a wizard to streamline the process of creating a new user profile The Cre ate Profile wizard is divided up into six steps To create a new profile simply follow the instruc tions listed on each of the wizard s steps TaxScripts restricts the number of profiles you can create based upon the number of licenses that you purchased You can create a single profile for each purchased license If you only purchased one license you can only create a single profile To begin the process of creating a new profile click the New button in the Choose Profile dialog or click the Add command button on the Profiles tab of the Options dialog you can reach the Options dialog by clickin
27. ripts in Seconds Step 2 Configure the Secure Mailbox Monitor Mailbox Monitor ep Should T asScripta T M monitor your Secure Mailbox EEI LEE LL EE EEL ECE ht eee ee TLEL PEE SELECT CET Leer f Yes always monitor after every upload but display this screen f Mo wall stark monitoring later This prompt provides the user several different options available on how they want TaxScripts to handle the monitoring of their secure mailbox in e services The top choice Yes always monitor after every upload but DO NOT display this screen is the default We recommend this option If you decide later that you wish to have the prompt reappear you can change the setting by ac cessing the E Services tab within your Profile settings Step 3 Configure the Download Options Download Options TaxSiccripts will begin downloading all messages found in your E Services mailbox iz Download mail into my Default Directory Never show this screen Recommended f Download mail into my Default Directory Always show this screen f will download mail later Default Directory EAT axScnptelnbor Browse J Print all mail after downloading men This provides the user a tremendous opportunity to have all transcripts downloaded without any future prompting and have all transcripts printed as soon as the download is complete We recommend the default for download Download mail into my default direc
28. rmation on each of the tabs below and then press the OK button to continue General Third Party E Services Downloads E Services Username MAILBOXID E Services Password Test Account Settings Selected Organization TAXSCRIPTS INC 7605 Yellow Bluff Road Panama C_v Password Reminder Date password last changed oo oo oo00 e mm dd yy Remind me to change my password after 150 days Cancel The E Services tab contains the user s information for accessing the IRS e services website which TaxScripts uses to perform the upload and download functions It also includes informa tion about the date that a user s e services password was established The individual fields are E Services Username This is the user s login name when accessing e services The Username is also the name used by e services to identify the user s e services secure mailbox called Secure Object Repository SOR E Services Password This is the user s password when logging in to e services Tax Scripts does not store the user s password The entry here is used for the Test Ac count Settings and is discarded after the Profile Properties window is closed Test Account Settings n order to ensure that the proper organization users are affili ated with is selected during the upload and download process users must first perform a Test Account Settings which allows TaxScripts to test the login information provided TaxScripts
29. s IRS Transcripts in Seconds is what TaxScripts delivers to you 1 1 Contact Information TaxScripts Inc is dedicated to customer satisfaction Your feedback is critically important to us We will continue to strive to improve the quality and usability of our products and welcome any positive or negative feedback you may provide If you are a new user and would like to learn how to use the software we provide a set of visual tutorials We invite you to visit the Tutorials page of our website http www taxscripts com taxProTutorials htm If you have a general inquiry chances are your question has already been asked by someone else You may find an answer to a frequently asked question on the FAQ page of our website http www taxscripts com fag htm If you still cannot find the answer to your question please reach us at Available from 8 a m to 8 p m Monday Friday Customer Service Toll Free 800 432 5910 To find a sales representative please visit http support cch com findmyrep You can also reach us by email at Cust_Serv CCH com TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page3 of 25 R e CCH TaxS Crip ts a Wolters Kluwer business IRS Transcripts in Seconds 1 2 Legal Notices This program is protected by international copyright laws
30. screen for additional requests For users that wish to complete their transcript creation they can click on the Finish button or tab to the Finish button and then press the Enter key For data entry speed tabbing to the Finish field and then pressing the Enter key is the fastest way to complete the transcript creation process Once a user has completed their transcript creation they are brought back to the main menu with all transcripts displayed The user is now ready to upload their transcript requests to the IRS e services website for proc essing Upload a Transcript Request Uploading transcript requests is a very easy and quick process Transcripts can be uploaded by performing one of the following steps e Click the Upload icon on the toolbar recommended e Select Upload to e services from the Tools menu item on the main menu Step 1 Upload Progress TaxScripts Upload Progress Status Done Progress OF Login Successtul re 0K Upload Complete Logout Done The user will be given a display showing the login and upload progress When completed users need to click on the Close button TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 23 of 25 F te CCH TaxScrip ts a Wolters Kluwer Business IRS Transc
31. stal code or the last four digits of the taxpayer s SSN d If the tax client is married specify the spouse s information in the SP fields 4 If your tax client is a business a Type the AGI for either the current or one of the previous three tax years into the TP AGI text box of the person who authorized and signed the original 2848 b Type the respective year into the AGI Year text box c Type the date of birth of the person who signed the 2848 into the Date of Birth text box d Type the clients self selected 5 digit PIN number into the PIN text box Tax Scripts Inc recommends the use of either the postal code or the last four digits of the business s FEIN e Type the SSN into the Individual TIN text boxes of the person who signed the 2848 f Type the official title into the Contact Title text box of the person who signed the 2848 5 Click the Next button to continue to the next step Step 5 Submit DA WA Step 5 Submit DA sej DA Complete You have successfully created an IAS Form 2848 You can print sign then submit the electronic version using the buttons below Progress Tax Matter _ Status Pro 200512 200612 200712 Submit DAfs to IRS Help lt Back Cancel The Submit DA step allows you to view print and submit the electronic Form 2848 to the IRS e services website Even though an electronic form is filed through e services the IRS still req
32. t step TaxScripts will log into the IRS e services website to verify your account Step 2 Affiliate WA Step 2 Affiliate Select the organization with which you are affiliated To use e services incentive applications you must be affiliated with an organization that is a member of the e file program Select your organization from the list below and click the Next button to continue TAXSCRIPTS INC 7605 YELLOW BLUFF ROAD PANAM TAXSCRIPTS INC 7605 Yellow Bluff Road Panama City TaxScripts IRS Transcripts in Seconds Help lt Back Cancel The IRS e services website requires you to affiliate with an organization that is a member of the e file program in order to use incentive applications such as DA and TDS The Affiliate step allows you to specify this organization If you do not see an organization in the list your e services account registra tion is incomplete Contact the IRS e services help desk for further assistance 1 Click on an organization in the list box to select it 2 Click the Next button to proceed to the next step TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 7 of 25 R e aD CCH TaxS Crip ts a Wolters Kluwer business IRS Transcripts in Seconds Step 3 Professional Information al Step
33. tains the following fields TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 10 of 25 F ta CCH TaxScrip ts a Wolters Kluwer business IRS Transcripts in Seconds e Profile Name The name that identifies this profile This is usually the individual s name however you can use any name you wish to identify to whom the profile applies e User Type For tax professionals this is going to be Tax Practitioner which identifies which IRS record layout to use for the creation of the transcript request e Designation Denotes the profession of the tax professional e g Attorney Certified Public Accountant Enrolled Actuary or Enrolled Agent e Jurisdiction State Denotes the state of jurisdiction for Attorneys and Certified Public Accountants e Enrollment Number Denotes the enrollment number of Enrolled Actuaries and En rolled Agents e Delivery Method This is the primary delivery method for transcripts The only valid de livery method for tax professionals is through the Secure Mailbox and thus this value cannot be changed e Alt Delivery Method This option is used by e services in case the IRS system is un able to deliver the transcript to the user s first delivery method The only valid alternate delivery method for tax professionals is through the Secur
34. tory Never show this screen in addition to leaving the Default Directory set with C TaxScripts I nbox Users are also encouraged to turn on the last option Print all mail after downloading which will then enable the user to benefit from the full potential of TaxScripts the automated checking for transcripts with automated download and printing For users that select Yes always monitor after every upload but DO NOT display this screen for the Mailbox Monitor prompt and Download mail into my default directory Never show this TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 24 of 25 he ccH TaxS Crip ts a Wolters Kluwer business IRS Transcripts in Seconds screen along with the Print all mail after downloading option there will only be one screen displayed the Upload Progress dialog All other window prompts will be suppressed TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 25 of 25
35. uires tax professionals to retain a signed hardcopy of the form TaxScripts TaxPro User Manual Table of Contents 2008 TaxScripts Inc All rights are reserved Patent pending Unauthorized reproduction or distribution of this document is subject to penalty of law Page 18 of 25 F ta CCH TaxScrip ts a Wolters Kluwer Business IRS Transcripts in Seconds To View the Form 2848 e Click the View command button The Form 2848 will be opened and viewable in your web browser To Print the Form 2848 e Click the Print command button The Form 2848 will be printed to your default printer To Submit the Form 2848 to E Services 1 Click the Submit DA s to IRS command button TaxScripts will login to the IRS e services website 2 If prompted enter your e services username and password 3 TaxScripts will begin submitting each of the tax matters to the e services website Currently the IRS e services website allows TaxScripts to submit three tax matters si multaneously 4 As the submission process continues the list view s contents will be updated with a brief description of the current activity When the process completes the Status will be one of the following a Acknowledged The POA for the respective tax matter was electronically filed successfully b Failed The POA could not be successfully filed because of an error in the POA or an internal IRS e services failure c Error The POA could not
36. was last changed If the date is unknown it is best to go ahead and change the password in e services and then return to this tab and enter in the date e Remind me to change my password after days The default setting of 150 days will allow TaxScripts to provide the 30 day notice prior to the 180 day expiration day of the password Users are encouraged to leave the default setting unchanged Downloads Tab Profile Properties Fill out the information on each of the tabs below and then press the OK button to continue General Third Party E Services Downloads Check for mail every 1 minutes Inbox Path C T axScripts Inbox Browse Printed Transcript Path C TaxScriptsPrinted Browse Display download options when downloading files Display monitor options after uploading files Print all mail after downloading V Remove cover letters from downloaded transcripts Warn me about possible anti virus conflicts Cancel The Downloads tab contains the user s desired intervals to check the e services secure mailbox for transcript delivery paths for transcripts to be downloaded and moved after printing and op tions for prompting the user during the upload and download process The individual fields are e Check for mail every This allows a user to set the intervals in minutes they wish TaxScripts to check their secure mailbox for delivery of the IRS transcripts The default is set to 1 and cannot be
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