Introduction
The Forms page serves as a repository for all tax forms that have been previously generated. It acts as a central hub, allowing users to get additional information on forms, or access and retrieve forms from current and past tax seasons.
Accessing the Forms Page
1. Login to TaxBit: Enter your credentials to log in to the TaxBit Dashboard.
2. Navigate to the Information Reporting Module: This can be found in the main dashboard menu.
3. Select Forms: Located within the Information Reporting Module.
Using the Forms page
Overview
The Forms page stores and makes available all previously generated Tax Forms alongside their types status.
Primary Functions
1. View all generated forms:
- Summary: The visuals at the top of the page provide an overview of the number of forms generated, alongside the breakdown of original, corrected, and void forms. This level of detail is also available within the CSV exports.
- Table View: Shows a list of all generated forms, details about them, and their status.
- Filter and Search: Use filters, or search to surface specific forms or populations of forms.
2. Download Forms:
- Download: Pull one, or many forms down to your computer via the download support. You can leverage the "Download Forms" button in the top right to download all forms, or select the ones you care about and hit "Download Forms" in the action bar.
Troubleshooting and Support
- Common Issues: Refer to the FAQ section on the dashboard for solutions to common issues.
- Customer Support: For further assistance, contact TaxBit’s support team through the helpdesk available on the dashboard.
FAQs
Q: What is the purpose of the Forms Page in TaxBit?
- The Forms Page is designed to clearly display the forms generated and delivered for specific forms. It gives visibility to generated forms, and immediate access to one or many of the forms upon download.
Q: How do I access the Forms I downloaded?
- Once the Forms are prepared, a zip file will appear in the Files panel, located in the top right corner of the Taxbit Dashboard. This may take some time - feel free to navigate to other pages!
Q: How many files can I see at a time?
- The Download Files popover will show a maximum of five zip files at once. Remember to download the files to your machine, as you will only see the latest five. Additionally, files expire after 7 days - after that, you’ll need to re-prepare them for download!
Q: How many forms can I download at once?
- You can download up to 100,000 forms at once.
- If you need to download more than that at once, contact Taxbit’s support team.