Premium Pro Help

Web Login and Online Filing Assistant Buttons

For states that have an online filing system, a Web Login or Online Filing Assistant button can be found on the first page of the return.

This coincides with the states listed on the Login Schedule in the Company Information area.

By default, this schedule is only accessible to Admin users. However, you can set the option to edit Login Schedule and use Online Filing Assistant through the roles wizard. The passwords are encrypted and are not displayed in plain text.

Selecting the Web Login button will prompt the software to open the login webpage for that given state. A pop-up message will inform you if you do not have a username and password entered in the Login Schedule. The software will then automatically copy the user name and password from the Login Schedule to the appropriate fields on the webpage. A pop-up message will appear if you do not have a username and password entered in the Login Schedule. You will need to complete the online login process by selecting the appropriate option on the webpage.

Selecting the Online Filing Assistant button, will prompt the software to open the login webpage for that given state and open the Online filing assistant in the software. The Online Filing Assistant allows users to copy data from a page of the return in the software to the corresponding page of the return on the state’s website. Clicking the transmit button in the Online Filing Assistant initiates the process on a page by page basis.

Each tab of the Online Filing Assistant Wizard will provide you with a preview of the data from a specific page of the return that will then be copied to the state’s website. Select the transmit button on each tab of the Online Filing Assistant Wizard to actually transfer the data from the software to the corresponding webpage you are viewing. On each page of the state’s website, you will need to verify the data and then select the appropriate option to proceed with the online filing process.

The Online Assistant keeps the existing connection open until you close your browser. This allows you to exit the Online Assistant to modify data then re-open the Online Assistant without having to log back in to the state’s website. This also allows you to transmit different companies for the same state without having to re-login every time.

When you exit the Online Filing Assistant, if you have transmitted data from the software to a web page, you will be asked if the transmission was successful.  Your response will be recorded in the Action Report to better assist you with tracking your online submissions.

A green 'e' will appear in the tree beside the return as a visual indicator that the user indicated that the return was successfully completed online.

For any state that is filed online, the user may also right click on the return in the tree to select Marked as Filed Online to get the green 'e' to appear manually.^!NEW

Steps for the Web Login

1. Select the Web Login button to take you to the login webpage for that specific state.
2. The software will then automatically copy the user name and password from the Login Schedule to the appropriate fields on the webpage. You will need to complete the online login process by selecting the appropriate option on the webpage.

Steps for the Online Filing Assistant

1. Select the Web Login button to take you to the login webpage for that specific state.
2. The software will then automatically copy the user name and password from the Login Schedule to the appropriate fields on the webpage. You will need to complete the online login process by selecting the appropriate option on the webpage.
3. At the same time, the Online Filing Assistant wizard will appear and will then walk you through the appropriate pages in the software so that you can copy data to the specified page on the state’s website. On each tab, select the transmit button to transfer the data from the software to the corresponding webpage you are viewing. On each page of the state’s website, you will need to verify the data and then select the appropriate option to proceed with the online filing process. Please see the Important Notes section of the state specific release notes for details on the Online Filing Assistant.