September 20, 2015 Viewing and Editing Offices

Lesson Overview: Viewing and Editing Offices September 20, USA2  In this lesson we will cover:  Using Search Offices  Search by options  Viewing and editing office data  Company/Contact information  Addresses  Client ID  Registration Code  Saving data  Additional Office Management actions  Deactivate this office  Office  Reset sub-office Admin password  Reset TWD Admin password  Cancel this office  Notes  States 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  3September 20, USA Central 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 September 20, USA Central Office Manager – Viewing & Editing Offices

Additional Office Management Actions  Deactivate this office  Office  Reset sub-office ADMIN password  Reset TWD Admin password  Cancel offices  Activate Shipping for Sub Offices  Notes 5 September 20, USA Central Office Manager – Viewing & Editing 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 6September 20, USA Central Office Manager – Viewing & Editing Offices

Send s to your sub-offices  Office generates an e- mail addressed to the sub- office’s contact on record  Retrieve additional office or ERO/Bank app information Note: generation requires proprietary system such as Outlook, Hotmail etc 7September 20, USA Central Office Manager – Viewing & Editing Offices

Manage Lost or Forgotten Admin Passwords  Reset suboffice ADMIN password enables all COM users to reset the sub- offices Admin password 8 September 20, USA Central Office Manager – Viewing & Editing 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 with Admin password reset instructions  Client ID specific  A PWDReset.txt will be attached to the  The user only has 24 hours to perform this action from the time of reset, or the action will be cancelled 9 September 20, USA Central 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 10 September 20, USA Central Office Manager – Viewing & Editing 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 11September 20, USA Central Office Manager – Viewing & Editing 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 12September 20, USA Central 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 minutes, depending on EFC volume 13 September 20, USA Central Office Manager – Viewing & Editing Offices

Lesson Summary: Viewing and Editing Offices September 20, USA14 In this lesson we have covered: Using Search Offices Search by options Viewing and editing office data Company/Contact information Addresses Client ID Registration Code Saving data Additional Office Management actions Deactivate this office Office Reset sub-office Admin password Reset TWD Admin password Cancel this office Notes States Central Office Manager – Viewing & Editing Offices