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Premium Pro Introduces New Features

Software enhancements released on December 16.

Allen, TX--(December 17, 2013)--TriTech continually strives to provide a better product for our clients. Before you head into the tax season, take a moment to see what's new in Premium Pro. These features are designed to improve your experience with Premium Pro.


Tools:
The Reference tool allows users to place custom references on returns. The Reference has a visual identifying label on the return, a place to enter notes, and the ability to link to a static file or folder, or to an attachment in the Attachment Frame. more>>
If a user has the appropriate permissions, they may add stamps, sticky notes, pencil marks, and references to a locked return. This allows users to annotate and comment on returns during the review process. more>>
If you added Stamps, Pencil marks, Sticky Notes, or References to any return, you may check the corresponding checkboxes under the Review Layer if you wish to have the markups print with the returns. more>>

Attachments:
You may now add attachments by dragging and dropping from Outlook. You can drag and drop the entire email, or drag and drop a single file from the email. more>>
When e-filing a return, you may now browse include or edit attachments previously added to a return in the Attachment Frame. more>>
For states that are electronically filed, you will have the option to designate if the attachment in the attachment frame is applicable for electronic filing by checking the E-file Attachment option. You will then use the drop down box to select the associated attachment type. more>>

Misc.:
The Actions Report tracks when filings are locked, unlocked, amended, e-filed, adds the e-file submission ID, tracks when a return or jurisdiction is deactivated, tracks changes to the preparer statuses of returns, changes to company options, and changes to jurisdiction options. more>>
If information is sourcing from a single cell on a schedule, following the hyperlink will take you to the appropriate schedule where the amount is sourced from with the specific cell highlighted. more>>
The check request description also now includes the state abbreviation and tax year. more>>

All New Features:
View ALL new features on the 2013-14 Workbook Enhancement Index more>>
Download the 2013-14 Workbook from the Client Portal more>>

 



This newsletter and other valuable information is available under the TriTech News Tab (RSS feed) found on the Client Portal. Here, you will also find 24 hour access to the latest help files, information, and updates available. You can also access WebSupport, Video Help, the newest workbook, and subscribe to RSS feeds to help you stay connected with TriTech and the insurance industry. Go to www.tritechsoft.com and click on the Client Portal button. Sign in using your existing Enterprise username and password.

If you have any suggestions for more new features, or improvements to existing features, now is the time to speak up! Go to WebSupport and share your thoughts and suggestions with us. You will then be continually updated on the progress of your submission so you know what comes of your input.

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About TriTech Software

TriTech’s software has been designed to streamline and simplify the calculation and filing process specifically for the insurance industry. The Premium Pro suite of software includes state and municipal premium tax, premium allocation, miscellaneous premium tax forms and a tax calendar. In addition to Premium Pro, TriTech Software Development Corp. has expanded to include the subsidiary TriTech Services. For more information call (800)380-6407, or email sales@tritechservices.com.

About TriTech Services

TriTech Services offers companies a total solution that isn't simply tax preparation. Their premium tax services offer a unique combination of consulting, preparation and software expertise related to premium taxes.
TriTech Services can offer assistance on premium tax related matters and state return reviews, planning issues, retaliatory tax concerns, guidance and assistance with desk and field audits. Plus, any time a company faces a new premium tax challenge, their consulting staff is ready to assist.

Visit www.tritechservices.com to further explore the benefits of partnering with TriTech and to see what services they can offer your company. For more information call (800)380-6407, or email sales@tritechservices.com.


 

 
     
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