OLT PRO
- Overview
- OLT PRO
OLT: Modify Privileges for a Preparer
Description: This article will guide you on how to modify the privileges for a preparer.Process:If you need to modify the privileges for a preparer, please use the following instru ...
OLT: Bank App Unlock
Description: When the bank application is locked, you need to request it to be unlocked so it will be editable. Resources: Support Portal: https://support.servicebureauaccelerator. ...
Creating an Office Location from the MO
To access and manage your Locations first sign into your Multi-Office Manager. Check here for an Overview of the MO.Next, select the 'Admin' icon from the left hand menu.Follow a ...
OLT: Understanding MO (Multi Office Admin)/Software Usernames
Description: This article will explain how to identify the difference between the usernames you manage.Resources: Support Portal - https://support.servicebureauaccelerator.com Pro ...
Setting your Bank Fee and Marking Locations as Paid
OverviewAdmin preparers can submit bank enrollments for their location. If you do not set your bank fee they can submit the application with no additional transmitter fee or servic ...
OLT: Invalid EFIN Found
Description: This article will provide you with the steps on how to solve this issue.Process:If you encounter the error code "Invalid EFIN Found" while preparing returns, please fo ...
OLT: How to Mark a Location as Paid
Description: This article will guide you on how to mark a Location as Paid, so the office can access prior tax years.Process:If you or your EROs need to access prior Tax Years in t ...
OLT: Data Migration from TaxSlayer to OLT
Description: This article will explain how to request this data migration correctly. Resources: Support Portal - https://support.servicebureauaccelerator.comProcess:If you need to ...
Understanding Your Multi-Office Manager
The Multi-Office Manager is not your Tax Software! The Multi-Office Manager (MO) is your back office for creating, managing, and enrolling tax office locations. D ...
Master / Service Bureau Enrollment
OverviewTo offer Bank Products your Service Bureau must be enrolled with a bank by submitting an application through your multi-office manager.Enrolling your Service bureau establi ...
OLT: How to Deactivate or Reactivate a Preparer
Description: This article will guide you on how to deactivate or reactivate a preparer.Process:A preparer cannot be deleted - only deactivated. If you need to deactivate a preparer ...
OLT: How to Default Interview or Direct Mode
Description: This article will guide you on how to default Interview or Direct Mode.Process:If you simply want to SWITCH between Entry modes without resetting them to default, plea ...
OLT: Bank Product Reporting
Description: This article will show you how to run the OLT Bank Product Reports.Process: Log in to your MO (Multi Office Admin) using your Admin Credentials.Once inside, click Repo ...
OLT: Locked Out of MO/Password Doesn't Match/Forgot Password
Description: This article will provide instructions on how to reset the password and understand common mistakes while logging into the MO.Resources: Support Portal: https://support ...
OLT: Remove Security Questions From Software/Preparer
Description: This article will guide you on how to remove the security questions from the software for a specific preparer.Process: This article will guide you on how to remove the ...
OLT: Replace EFIN Compromised
Description: This article will provide instructions on what to do when you get a new EFIN from the IRS which will replace the previous EFIN.Resources: Support Portal: https://suppo ...
OLT: Updating the Office Information in the Bank App
Description: This article will show you how to update the Office Information correctly and how to ensure you are resubmitting the bank application. Process:To update the Office Inf ...
How to Deliver or Access an Office Location
Watch the video or read the steps below to learn how to access an office location once it's been created either through the MO or through your create account / demo link. These are ...
Admin Control Icons
To access and manage your locations, first sign into your Multi-Office Manager. Next, select the 'Admin' icon from the left hand menu.Understanding Your Admin Controls To t ...
OLT: Updating the Mailing/Shipping Address in the Bank App
Description: This article will show you how to update the Mailing/Shipping Address correctly and how to ensure you are resubmitting the bank application. Process:To update the Busi ...
OLT: How to Modify the Admin Preparer/ERO’s Information for a Location
Description: This article will guide you on how to modify the Admin Preparer/ERO's information for a specific Location.Process: Note: The Admin Preparer cannot be deleted or deacti ...
OLT: Updating the Primary Contact Information in the Bank App
Description: This article will show you how to update the Primary Contact Information correctly and how to ensure you are resubmitting the bank application. Process:To update the P ...
OLT: Missing Tabs in Bank Section
Description: This article will guide you on adding a missing tab to your bank section in the MO.Process:If you notice missing tabs in the Bank section of your Multi Office Admin (M ...
OLT: Moving EFINs
Description: We request OLT to move the Location/Account to retain data.Resources: Support Portal - https://support.servicebureauaccelerator.com Process:In OLT, EFIN transfers are ...
OLT: How to Locate your Sub-Service Bureau
Description: This article will show you how to locate your Sub-Service Bureau.Process:If you can’t locate your Sub-SB from your MO, please use the following instructions. Log in to ...
OLT: How to Add a Preparer in the Software
Description: This article will guide you on how to add a preparer in the Software.Process:Log in to your Software using your Preparer credentials.Click on the ‘SETUP’ tab.Click on ...
OLT: How to Mask the SSN in a Return
Description: This article will guide you on how to mask the SSN in a Return.Process:To mask the SSN in a return, simply follow these instructions:Log in to your software, and click ...
OLT: Updating the Business Owner/Contact Person Information in the Bank App
Description: This article will show you how to update the Business Owner/Contact Person Information correctly and how to ensure you are resubmitting the bank application. Process:T ...
OLT: Log in From a Different Country/ Country Unlock Request
Description: This article will guide you on what to do when logging in from a different country and the access is denied. Resources: Support Portal - https://support.servicebureaua ...
OLT: EFIN Status: Uploaded, Not Verified
Description: This article will explain how to understand the EFIN Status Uploaded, Not Verified.Process:When you upload your EFIN Summary, the status will change to Uploaded, Not V ...
OLT: Status Not Yet Ready
Description: This article will explain the status: Not Yet Ready and how to finish the setup to get the status: On Board.Process:If the status is indicated as "Not Yet Ready”, it m ...
Protection Plus Master Enrollments
Protection Plus Master Enrollments1. Edit the master bank enrollment.2. At the bottom of the summary screens select “Enroll Protection Plus”.3. For master enrollments it’ not neces ...
OLT: Remove the PIN Number - MO (Multi Office Admin)
Description: This article will guide you on how to remove the PIN for your MO.Resources: Support Portal - https://support.servicebureauaccelerator.com Process:If you forget your PI ...
OLT: Remove the PIN Number - Office
Description: This article will guide you on how to remove the PIN in an office.Process:To remove the PIN from a Location Account, follow one of these two options based on whether y ...
OLT: How to Modify the PTIN for a Preparer
Description: This article will guide you on how to modify the PTIN for a Preparer.Process:To update or modify a preparer's PTIN, please follow the instructions below:Log in to your ...
Office/Location Bank Enrollment
OverviewFor your Office Locations to offer Bank Products, your Service Bureau must be enrolled with TPG and Refund AdvantageTo Enroll your Office Locations from your Multi-Office M ...
OLT: Mobile App
Description: This article will show you how to get the OLT mobile app.Process:This process is divided into 2 parts. One to obtain the Passcode, and the other to download and set up ...
OLT: Bank App Reset
Description: This article will show you what to do when you previously enrolled the Location Account with a specific bank and you want to switch banks. Resources: Support Portal: h ...
OLT: How to Switch Between Interview and Direct Mode
Description: This article will guide you on how to switch between Interview and Direct Mode.Process:If you want to set the Entry modes to DEFAULT without switching them, please ref ...
OLT: How to Add the RBIN to the Software
Description: This article will explain what to do when you want to add the RBIN to the software. Resources: Support Portal - https://support.servicebureauaccelerator.comProcess:If ...
OLT: Log In to Prior Tax Years, Beyond the Last 4 Years
Description: This article will guide you on how to log in to Prior Tax Years, Beyond the Last 4 Years.Process:If you need to access prior tax years in the software, beyond the last ...
OLT: Locked Out of Office/Password Doesn't Match/Forgot Password
Description: This article will provide instructions on how to reset the password and locate the correct Account Name and Firm Name to log in to the Office.Process:Log in to your MO ...
OLT: How to Locate the Account Name
Description: This article will explain where to locate the Account Name.Process:If you can’t locate the Account Name, please use the following instructions: Log in to your MO (Mult ...
OLT: Updating the EFIN Owner Information in the Bank App
Description: This article will show you how to update the EFIN Owner Information correctly and how to ensure you are resubmitting the bank application. Process:To update the EFIN O ...
OLT: Remove Security Questions From MO
Description: This article will guide you on how to remove the security questions from your MO.Process: This article will guide you on how to remove the security questions from your ...
OLT: How to Access the Taxpayer Portal
To access the taxpayer portal, the preparer needs to invite the taxpayer to create an account. Portal invites can only be sent from the current tax year.Taxpayers available in the ...
OLT: How to Change the Password for a Preparer
Description: This article will show you how to change the password for a Preparer.Process:To change a preparer's password, please follow the instructions below:Log in to your MO ( ...
OLT: Identifying a Bank Reset or Unlock Request
Description: This article will show you the difference between the reset and unlock requests, to understand which one matches your needs.Process:It is important that you can differ ...
OLT: How to Add a Sub-User
Description: This article will guide you on how to add a sub-user.Process: Log in to your MO (Multi Office Admin) using your Admin Credentials.Once inside, click Admin on the left ...
OLT: How to Upload the EFIN Summary
Description: This article will show you how to upload the EFIN Summary.Process:EFIN Summary Upload InformationYou are not required to upload the EFIN Summary, even if you see a mes ...
OLT: Disabled Account/How to Enable the Account - Office
Description: This article will guide you on what to do when getting the error message "This account has been disabled".Process:One of the primary causes for the entire account beco ...
OLT: How to Add a Preparer in the MO
Description: This article will guide you on how to add a preparer in the MO.Process:Follow these instructions to add preparers in your MO:Log in to your MO (Multi Office Manager).C ...
OLT: Disabled MO (Multi Office Admin)
Description: This article will guide you on what to do when getting the error message "This account has been disabled".Resources: Support Portal: https://support.servicebureauaccel ...
OLT: Adding more than 10 Preparers
Description: This article will provide instructions on how to enable the option to have more than 10 preparers per office in the MO.Process:Login to your MO using your Admin Creden ...
OLT: How to Locate the Firm Name
Description: This article will explain where to locate the Firm Name.Process:If you can’t locate the Firm Name, please use the following instructions: Log in to your MO (Multi Offi ...
OLT: Updating the Office State Information in the Bank App
Description: This article will show you how to update the Office State Information correctly and how to ensure you are resubmitting the bank application. Process:To update the Offi ...
OLT: Can't Modify The SB Fee
Description: This article will guide you on how to modify the SB fee when it is locked, and everything else is unlocked.Process: SB Fee Locked During Bank Enrollment If the SB fe ...
OLT: Updating Fees and/or Bank Account Information in the Bank App
Description: This article will show you how to update the Fees and/or the Bank Account Information correctly and how to ensure you are resubmitting the bank application. Process:To ...
OLT: How to Co-Brand a Location
Description: This article will guide you on how to Co-Brand a Location under your Service Bureau.Process: Log in to your Multi-Office Manager, and click on ‘Admin’.Click on the pen ...
OLT: Unlock Return Request
Description: This article will guide you on how to submit an ‘Unlock Return Request’ for OLT.Process: If you need to request to have a return unlocked on OLT, you will need to subm ...
OLT: Change/Modify Your SB Email Address
Description: This article will guide you in changing your SB email address.Process: Log in to your MO (Multi Office Manager) using your Admin Credentials.Once inside, click on “Adm ...
OLT: Modify/Change the Firm's Name
Description: This article will help you on what to do when you want to change the Firm's Name.Resources: Support Portal - https://support.servicebureauaccelerator.com Process: Th ...