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Tax Season Basics

 

Time to Get Started

The hardworking men and women of TriTech are diligently working to make sure you are ready to tackle March 1st. Creating, testing, calcing, prepping, reviewing… the TriTech workshop is running full steam ahead. During tax season, we operate on extended hours to make sure we are here when you need us. Read on to brush up on the basics of how things work around here. Find out where that form you are waiting on is and maybe learn a few new tricks to make your job a little easier. 

Premium Pro: FAQs

Here is what other clients have been asking about recently:

Q: Why is the form not updated for the new tax year?

A: These states have not yet made their 2013 returns available. Once they are available, we will update them as soon as possible in the software.

Q:   When is the next update?

A: Premium Tax updates are released each Thursday. Municipal and FormsPlus updates are released each Tuesday.

Q:   How come I can’t apply updates?

A: Only registered Admins can apply updates. To see who your account administrator is, open Enterprise and go to Help>About>System Information.

Continue reading below for more FAQs.

"Aim high. If you fall a little short, you still did darn good...!"

- Robby McCollom

President of TriTech Software

Text Box: In This Issue
Premium Pro FAQs
Software Tips & Tricks
Useful Links to Help Resources
TriTech Welcomes New Reviewers
Text Box: ...and maybe learn a few new tricks to make your job a little easier.
   

Extended Hours

January 2nd to March 1st:

Monday-Friday 7:30 AM to 6:30 PM, CST

 

January 25th to March 1st:

Saturday 10:00 AM to 2:00 PM, CST

 

 

Client Portal

The portal gives you 24 hour access to the latest help files, information, and updates available. You can also access WebSupport,  RSS feeds, Video Help, and the newest workbook. Log in here. >>Go

Release Notes

To view the changes that occur with each update, view the Release Notes. Check which state forms are now current, and see any other miscellaneous changes to the software. >>Go

Help Files

Search the Help Files for specific how-to instructions on most aspects of the software.  >>Go

Workbook

Log in to the Client Portal to find the latest Premium Pro Workbook to see an overview of the software. >>Go

 


 

 

Tree Icon

Legend

 

Gray Icon - The form has not yet been updated for the current tax year.


Blue Icon - The current version of the return is available. However, approval is pending.  

Red Icon - Not Approved. The form has been updated but is not approved for filing. 

Green Icon - Approved. The form has been updated and is approved for filing.

Efile Icon - Colors indicate same as above, but this is a filing that must be completed electronically.


treeReturn-redOOnline Icon - Colors indicate same as above, but the form must be completed via the state’s online filing system.  

 

More Info

 

 


 

 

Release Notes: Form Statuses

Approval Status & Description

(blank):      The current year form has not been released by the state yet.

Pending:    The forms are still in the approval process and we have not yet received formal approval from the state.

Informal:    The state will not indicate whether they approved or disapproved computer generated forms.  However, if the form looks exactly like theirs, they will accept it.

Yes:      The form has been formally approved by the state and is ready for filing.

No (E-file):       The form in the software is updated but is not approved for filing. The form must be completed via the state’s online filing system.

No:       The form has been released and updated, but was not formally approved by the state for filing.

TriTech Form :      TriTech provides an internal form for you to calculate and keep track of your estimated taxes.  The form is for your records only and is NOT to be filed with the state.

N/A:      There is no estimate filing for this state. (Refer to Annual Return)

 


 

Contact Us

Give us a call for more information about our services and products.

TriTech Software
1205 S. Greenville Ave.

Allen, TX 75002

(800) 380-6407

Contact WebSupport.

Visit us on the web at www.tritechsoft.com.

 

 

Software Tips & Tricks

Learn more about useful features of the software you may not have been aware of, or you may have forgotten.

Reference Tool

A few little clicks can save you big time next year. Make sure you mark your references to roll. For example, provide a note on where to look for a certain credit or deduction..."the finance department," or "Bob in accounting..." and next year it will be there to remind you.  More Info

Prior Year Return Button

Press this button to open last year’s return. While looking at last year’s read-only return, you can drag your mouse over a field and the copy the contents. This makes it easy to transfer information to the current year return when you need to. More Info

Drag & Drop 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 attached to the email. More Info

Print Markups

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 Info

Learn More

View ALL new features on the 2013-14 Workbook Enhancement Index. Click here.

 

FAQs (Continued)

Q: How do I add a new user?

A: To add a user, a user with administrator rights will need to log into Premium Pro Enterprise and access the Admin Tool from the Tools menu. You will then click on the Add New User button, enter the appropriate information, and click Save to complete the process. The newly added user will receive an email with his/her unique username and password that will be used to access the software. If you wish to remove a user entirely from your account, click on the Delete User button.

Q: I forgot my login info. How do I retrieve it?

A: Your username to log into the Premium Pro Enterprise application will be the email address that was used to register you as a user of the software.  If you forget your password, you can click on the "Forgot Password" link on the Premium Pro Enterprise login screen. This will take you to a web page where you will enter you username and answer the security question previously set up. If answered correctly, an email will be sent to you with your login information.

Q: Where is the form I'm looking for?

A: If you do not see the form you are looking for in the tree with your other forms, be sure to check the Inactive Tree.  Look at the tabs at the bottom of the return tree to find the Inactive Tree.

Q: How do I print zero or negative Municipal returns?

A: By default, only active returns with a tax due will be printed. To print zero returns, go File>Print and select the Options tab. Check the Print Zero Returns checkbox. Checking this box will include returns with a zero tax due in the print job.  See the Print Negative Returns checkbox here as well.

Q: How do I display Digitized Signature on a Municipal return?

A: To use a purchased digitized signature, go to Tools>Options>Digitized Signature Tab and check the “Display Digitized Signature” check box. You may save the digitized signature to a folder on your local desktop computer or on the network. Use the Browse button to set this directory. Then select the signature you want to print on the return.

For Allocator:

Q: What is the serial number for this update?

A: If the update is a full install, we send a DVD in the mail, and you will find the serial number on the DVD case. When the update is a web update, Email notifications will be sent to let you know that an update is available. The email notification includes instructions to download and apply the update, as well as the user name and password needed to access the update. However, you will still need to use the serial number that was sent on the DVD case to install the update.

Q: Why isn’t the state updated for the current year? When will it be updated?

A: We update the module in the program after the State updates the bulletins, forms or rates.  Normally we update FL Fire/ Police and NY Fire modules in November, LA and SC in December, KY 3rd and 4th quarters in May, and IL in June. Other states are ready for use in the initial release. Before the state is ready for use, the icon for the state in the tree is gray.

Q: How do I export Allocator data and import it into Municipal?

A: To export data from Premium Pro Allocator to Premium Pro Municipal Tax, follow the steps to export an imp file found in this Allocator help topic. To import that imp file into Municipal, see the steps under Municipal Import.

 

Welcome to TriTech Services!

Each year, we have been lucky enough to have top quality members enhance our Services and Processing team. And this year we were not disappointed! We would like to extend a warm and grateful welcome to our newest reviewers, Jack Chadwick, Christine Lam,  and Tom McGonigal.

Jack Chadwick graduated from Fairleigh Dickinson University with a BS in Business in 1974. He has made a 40 year career in taxes, covering federal, international, state and local compliance, accounting, audit, litigation, research and planning, M&A, tax systems, payroll, information reporting, excise, and state government tax audit.  Jack began his insurance tax career with Crum & Forster (“C&F”) in 1987, where he stayed for over 26 years until his retirement in 2013.

Christine Lam graduated from the University of Southern California (USC) with a BS in Business Administration (Finance Emphasis) in 2000.  Her career working in premium taxes began at Farmers Insurance Group in Los Angeles, CA.  She relocated to Boston, MA over 12 years ago and has spent most of that time working at OneBeacon Insurance Company and Liberty Mutual Insurance in the premium tax areas.  She enjoys working in the insurance industry and spends her free time with her husband and two little kids.

Tom Mcgonigal worked at USF&G for 25+ years and at Ullico for 14+ years.  He has worked in premium taxes for 35+ years.  He has experience preparing various types of other returns, including sales and use, state income, and municipal taxes. And most impressively, he has been married for almost 40 years to the love of his life and has three of the greatest children in world.

Text Box: TriTech Software & Services
 

 

 
 
 
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Our mailing address: 1205 S. Greenville Ave., Allen, TX 75002.
Questions? You can reach us at 1-800-380-6407.
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