september 20, 2015 viewing and editing offices. lesson overview: viewing and editing offices...

April 19, 2023

Viewing and Editing Offices

Lesson Overview: Viewing and Editing Offices

April 19, 2023 - USA 2

In this lesson we will cover: Using Search Offices

Search by options

Viewing and editing office dataCompany/Contact informationAddressesClient IDRegistration CodeSaving data

Additional Office Management actionsDeactivate this officeEmail OfficeReset sub-office Admin passwordReset TWD Admin passwordCancel this officeNotesStates

Central Office Manager – Viewing & Editing Offices

The Search Offices feature allows quick and easy office location

Use Search Offices to access an office record

Select the drop down to search by other options EFIN Client ID Company Name Contact Last Name Phone Office Number Email

3April 19, 2023 - USACentral Office Manager – Viewing & Editing

Offices

Viewing Sub-Office Data

4

The sub-office records display in read only format Select Edit button to

modify the information

Client data is separated into four sections General Company Info Company/Contact Info Mailing Address Shipping Address

Use Mailing Address Option

Client ID

Registration Code

Click Save Changes

April 19, 2023 - USACentral Office Manager – Viewing & Editing

Offices

Additional Office Management Actions

Deactivate this office Email Office Reset sub-office ADMIN

password Reset TWD Admin

password Cancel offices Activate Shipping for Sub

Offices Notes

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Offices

Deactivating An Office

Select Deactivate this office to block a sub-office from e-filing Blocks sub-office access to web

apps TWO IPO Support site

Select Activate this office to restore the office’s e-filing capabilities and website access

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Offices

Send emails to your sub-offices

Email Office generates an e-mail addressed to the sub-office’s contact on record

Retrieve additional office or ERO/Bank app information

Note: E-mail generation requires proprietary e-mail system such as Outlook, Hotmail etc

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Offices

Manage Lost or Forgotten Admin Passwords

Reset suboffice ADMIN password enables all COM users to reset the sub-offices Admin password

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Offices

Manage Lost or Forgotten TaxWise Desktop Admin Passwords

Reset TWD ADMIN password enables all COM users to reset the sub-offices TaxWise Desktop Admin password Answer Yes to Confirmation box

Sends sub-office an email with Admin password reset instructions Client ID specific A PWDReset.txt will be attached

to the email The user only has 24 hours to

perform this action from the time of reset, or the action will be cancelled

9April 19, 2023 - USACentral Office Manager – Viewing & Editing

Offices

Cancelling An Office

Click Cancel Offices Select desired offices Search for an individual office

in Search Offices field Click Cancel Selected

Offices

Main office must contact CCH SFS to have cancelled offices reactivated

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Offices

Notes can be added to each sub-office record

Notes will carry over to the next year

Date/time stamped & includes user entering note

Enter desired information

Click Add Note

Note: Feature not available until all required fields have been filled and the office info has been submitted to CCH SFS

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Offices

Easily Manage State Software Downloads

Main offices can add states for sub-offices

Sub-offices no longer have to navigate the support site to add states

Saves time for return preparation

12April 19, 2023 - USACentral Office Manager – Viewing & Editing

Offices

Selecting and Adding States

Check the desired states under Additional State Packages list

Click the arrow to move the selected states to the States Already Selected list

Process is the same for adding Individual States and Business States.

Note: Traditionally, states are available for download within 15-20 minutes, depending on EFC volume

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Offices

Lesson Summary: Viewing and Editing Offices

April 19, 2023 - USA 14

In this lesson we have covered: Using Search Offices

Search by options

Viewing and editing office dataCompany/Contact informationAddressesClient IDRegistration CodeSaving data

Additional Office Management actionsDeactivate this officeEmail OfficeReset sub-office Admin passwordReset TWD Admin passwordCancel this officeNotesStates

Central Office Manager – Viewing & Editing Offices