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Account management for SurePrep customers

Account Balance

Account Balance lets you view past transactions and the current balance remaining in the account. You can purchase additional units securely using an online portal or by contacting your SurePrep sales representative.
To view the account balance, go to
Admin
,
Billing
, then
Account Balance
.
You can also select
Units Remaining
 to get a quick overview of your account balance.
Additionally, you can select
View Billing Information
 to access the
Account Balance
 page.

View Transactions and Balance

To view transactions and balance statements, you need to specify the dates when the transactions occurred.
  1. Select the
    Tax Year
     picklist, and select the tax year.
  2. Select the dates when the transactions occurred. Select the
    Date
      icon next to
    From
     and
    To
    . Select the date from the dropdown calendar for each icon. You may also enter dates manually in the text fields.
  3. After you select the dates, select the 
    Details 
      button to see details for all the service types and their corresponding units.
    The service types are organized according to the following categories:
    Total Credit Purchase
    : displays the units and the total amount purchased for each service.
    Usages
    : displays the used units and total purchase amount for each service.
    Remaining Balance
    : displays the remaining units and total purchase amount for each service.
    Overages
    : displays the usage over the total credit purchased amount for each service.
    Only services purchased by your firm will be listed on the
    Services
     column.
    TaxCaddy (Arrear Units)
    :  Shows TaxCaddy units credited to you for each 1040SCAN units purchased.
    The total amount for each category is at the bottom of the grid.

Export to Excel

Before you export details, select the date range you want from the
From
 and
To
 options.
Select
Export to Excel
  to download the Excel file.
Once downloaded, you can open the Excel file to view the report.

Purchase units

You can increase your SurePrep account balance by purchasing additional units through a Sales Representative or Online Purchase.
Sales Representative Purchase
To purchase additional units, you may contact SurePrep Support or your Sales Representative to assist you. You can call SurePrep Support at 800.805.8582 or send an email to support@sureprep.com
Online Purchase
Users with permissions enabled can also purchase additional units online. To purchase additional units, go to 
FileRoom
,
Admin
,
Billing
, then
Online Purchasing and Billing
.

This article applies to:

  • Product: SurePrep