NEW TAX PREPARER NOTES: 

- Computer Login Password: ​T@xes4Fun$501 
- Daily Call @ 11 a.m. (M-S) or 12 p.m. (Sunday) with Team: 
https://jtax.bluejeans.com/596224939​ or ​(408) 740-7256; #596224939# 
- Help Desk​ - ​(800) 668-8264 ​or via the ​OFFICE SUPPORT​ icon at the top 
of the COO TPP Portal; ​DAYFORCE​ -Dayforce@jtax.com 
- Clover ​may need to be plugged in if there are not enough slots to keep it 
plugged-in full time. If so, remove the plug for the phone to use clover. 
- Clover Code: ​2580​ ​Clover Instructions: 
https://cootp.bloomfire.com/posts/3452189-clover-mini-payment-processing-guide   
**If processing a check, scan it into the clover via Telecheck, write VOID on it & shred it  

- ERO Declaration & Signature​; Paid Preparer/ERO Numeric PIN: ​ ​Is the 
LAST 5 DIGITS OF YOUR SSN! 
- You can find your ​OFFICE NUMBER​ on the top right side of the office 
phone display 
- Our PCenter is: ​ ​HRW 
- NEVER close FTS (File Transfer System) on the Main Computer! It can be 
minimized, but it must always be running!! :-) 
DAILY CHECKLIST: 
1) Don’t forget to Punch In to ​Dayforce​ & Clock out for Breaks (everyone 
should take a 30-minute break per day, if possible) 
2) Complete a ​PROFILER Update​: Get into Profiler (Tax-Year 2019 
Workstation Menu) > Administrative Utilities > Install/Update Programs > 
Download & App; When complete, run FTS! (Profiler > Processing Programs > 
File Transfer System)  
3) Call ​appointments​ scheduled for the next day to remind them of their 
appointment time & call any missed appointments from the prior day. Be 
sure to update notes! (JHNet.com > eServices > Appointment Calendar > 
choose office location) 
4) Work ​START CONVERSION​ tool. (JHNet.com > eServices > Start 
Conversion) 
5) Talk to clients about giving you a 5⭐ Google Review and if you gave them 10⭐ 
service (& to rate you that way when they get the NPS survey) 
6) Check Return Management for any IRS rejected returns (JHNet.com > 
eServices > Return Management > Your Store #) 
 
Sign and Save process when clients return with their W-2s to file:   

1) Stop the return by going into JHnet => eservices => Return management  

2) Go to your store number (or the number that the return was created in), find & 
click the client’s receipt number, click "stop return" 

3) If you do not have the option to click "stop return," you may need to notify a 
TP2 or TP3 via skype to stop it for you 

4) Run FTS (File Transfer Service in Profiler) 

5) Return to profiler and you will then be able to open the return and replace 
paystub information with W-2 data (don't forget to uncheck paystub when you get 
to the SOURCES OF INCOME page!)