FormsPlus Help

Add a Form to FormsPlus

If you need to add a return in Enterprise, you may request that additional forms be added to the software by completing a forms submittal sheet. In addition, Admin users and users given permissions, may also add a Generic Form yourself to hold basic information such as form name, due date, payee and address information for filings that do not meet the form submittal standards to be formally added to the software.

Add a Generic Form in FormsPlus

1. Right click on the jurisdiction in the active tree where you would like the form to be added and choose Add Generic Return.
   
   
   
2. Fill in the form information and select Create New Form.
   
   
   
3. The new generic form will appear in the tree, marked by a gray form icon with a plus sign on it.
   
   
   
   The generic forms will be added to the Calendar based on the due date entered. These forms will be included in the Payment Request Schedule and the Filing Info Schedule. In the Filing Info Schedule these forms will be highlighted in yellow. Changes made on the schedules will be updated on the Payment Request.
   
   
   
   Generic forms cannot be edited but can be deleted. To delete a generic form, select the form in the FormsPlus tree and choose Delete.
   
   
   

Form Submittal

You may request that additional forms be added to the software by completing a forms submittal sheet. Page two of the sheet lists the current Forms Submittal Policy. This policy outlines what forms will or can be considered for inclusion in FormsPlus, as well as the turnaround time for implementing the form. You may obtain a copy of the forms submittal sheet at: https://www.tritechsoft.com/public_download/FormsPlus%20Submittal.pdf

Forms submitted must meet the following criteria to be considered:

1. Any form filed with and created by a state or territorial government insurance, tax, revenue, treasury, or finance agency will be considered for inclusion. The form must be made directly available to TriTech from the agency or its website.
2. Forms filed with and created by a worker's comp. agency or organization pursuant to state statute (Fair Plan, Surplus Lines Assoc, Mine Subsidence Fund, etc.) will be considered. The form must be posted on the organization’s website in electronic format (PDF, document, or spreadsheet). Forms that have been scanned into a PDF will not be considered. Access to the form cannot be password protected. If the form does not meet these requirements, TriTech may consider the form if:
   1. You contact the organization and they agree to provide the form to TriTech on a periodic basis as needed in electronic format (as defined above).
   2. It must be a generic form that can be used by all insurance companies.
3. Forms from foreign countries, such as Canada, may be considered for inclusion subject to the criteria in number 2 above.
4. Requests to add a territory or foreign government not already in the software will not be considered until the following year.
5. Income tax returns will not be considered.

Submittal Document

If a form meets the above criteria, please complete a Forms Submittal document and submit to TriTech. This document can be obtained by sending a request to msupport@tritechsoft.com or at: http://www.tritechsoft.com/public_download/FormsPlus%20Submittal.pdf. If a submittal document is not completed, the request will not be considered.

New Forms

To ensure availability during tax season (12/15 to 3/1), please submit forms prior to 12/1. Forms submitted after 12/1 may not be added until after 3/1. In addition, please allow up to 30 days for the addition of new forms to the software after tax season.