Appendix 8                  Premium Services

 

We have integrated with our software the services of two industry leading service providers, Call A Doctor Plus and Protection Plus.

Call A Doctor Plus

CADRPlus allows you to provide professional tax preparers with a best-in-class health care service that is 100% integrated with our software that can generate year-round revenue, and increase profits during the tax season.              

Protection Plus
Protection Plus offers you and your clients the chance to rest easy with audit assistance. Including benefits for both the tax professional and the taxpayer, Protection Plus offers comprehensive and reliable aid in the event of an audit.  Protection Plus is fully integrated with our software you can seamlessly incorporate the service into your current tax preparation process.

Enrollment
The first step to be able to provide these premium services is to enroll with the companies and agree to their terms and conditions.

Enroll for Premium Services:

1.    Login to the Portal as the Master User, Main Office, or Service Bureau.

  1. From the Support Home, click on Support in the Support Home Toolbar. The Support Center screen will open.
  2. Click Manage Account to open and view the Manage Account Information Screen.
  3. Under Part IV – Protection Plus Agreement,
    1. Select Yes from the dropdown list if you want to enable the Protection Plus`s audit assistance service. 
    2. After you have read the terms and conditions, check the box to agree to the terms and conditions of the Protection Plus User Agreement.
  4. Under Part V – CADRPlus Agreement,
    1. Select Yes from the dropdown list if you want to enable the Call A Doctor Plus resource service to your customers.
    2. After you have read the terms and conditions, check the box to agree to the terms and conditions of the Call A Doctor user Agreement.
  5. Click Save to save your changes and return to Office Management screen.

Additional Options for Protection Plus
The Master User or Main Office can also enable Protection Plus to be auto added to each return and charge a fee for the processing of this premium service.

To Edit Protection Plus Preferences for an Office/ERO from the Web Portal:

1.    From the Office Management Screen, clickManage EROs/Office Setup.The Manage Offices screen will open. The list of all Offices/EROs will appear. An Office can be located by search criteria or only the offices of a specific multi-tier can be listed by selecting the multi-tier office from the drop down list.

2.    Click the  button next to the ERO to setup a new ERO`s information, or click the  button to edit a current ERO.  

3.    Under Billing/Fee Information, enter applicable information as follows:

a.    Select the Billing Schedule from the dropdown list or click the Create New Schedule Button to create a new Billing Schedule. The Billing Schedules are created in Manage Billing as detailed above.

b.    Enter the Office information such as name and address that should be printed on each invoice.

c.    Enter the Protection Plus Markup fee, if applicable.

d.    Check the box next to Auto Add Audit Protection to each return for this ERO.

4.    Click Save and Continue to save your changes.

5.    Click the Publish Ero button to publish the information entered for this ERO and close this screen. Alternatively, click the Return to Manage Offices button to return to that screen, and the ERO/Office can be published at a later time by usingthe  buttonnext to the User ID.

To Edit Protection Plus Preferences for an Office/ERO from the Tax Program:

1.    Login to your Tax Software Program as the Administrator.

2.    From the Opening Screen, click on Setup in the Menu Bar, drag the arrow down to Billing Setup, and click once. The Billing Setup window will open. 

3.    Under the General tab,

a.    Enter the Audit Protection Add-On Fee (1040 Only). This fee will be automatically entered on the Invoice and/or Bank Application when Audit Protection is a selected option for an Individual Return. Important Note: You must have a contract and be enrolled with Audit Protection to add these fees.

b.    Check the Auto Add Audit Protection (1040 Only) to automatically add this product to every individual return. Otherwise, Protection Plus will need to be manually included by adding a form to Returns on an individual basis.

4.    In the Billing Setup window, click OK to save and exit Billing Setup.

Utilizing the Premium Services
Protection Plus can be added to the Return by using the auto-add function described above or by using the Add Form function that is used for adding any type of Form or Worksheet to the Return.  CADRPlus can be added to the Return by following the directions below.

Adding CADRPlus to a Return:

1.    Complete the Client Data Sheet, and enter “Y” for the question “Would you like to purchase a one year subscription to CADRPlus for you and your family for $199.95?”

2.    Enter all Source Documents and any Forms which are secondary to the W-2, such as Schedule A, B, C and D.

3.    Complete Form 8879 and the Bank Application. The Tax Return must have a refund, and the Return must be marked as a RAC/RT to offer CADRPlus.

4.    Under the Attached Forms Screen, all of the Forms associated with the Return, including the CADRPlus and Protection Plus forms, will appear. If one or both these forms do not appear, and the Taxpayer is requesting the service(s), complete the following steps:

a.    Click the  button from the Toolbar.  The All Forms and Schedules window will open.

b.    Select the Form you would like to add by scrolling down to the Form or by entering the Schedule/Form Number in the box at the bottom and pressing Enter on the keyboard to automatically add the Form or by pressing Tab from the keyboard to highlight the Form.

                                                  i.        To add CADRPlus scroll to the bottom of the list and select Form CADR Plus.

                                                 ii.        To add Protection Plus scroll to the bottom of the list and select Form Audit Protection.

5.    Once all of the Forms are attached, review the Invoice with the Taxpayer and explain the charges.

6.    Verify and Transmit the Return.

For Taxpayers who want to purchase the Premium Service Call A Doctor but don`t want to use their tax refund or have a balance due, you can still offer the service by having them purchase the CADRPlus service from your personal Call A Doctor Website.  For more information contact your Sales Representative.

For Taxpayers who want to purchase the Premium Service Protection Plus but don`t want to use their tax refund or have a balance due, collect the applicable fees and remit the payment to Protection Plus.