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NATP Help/FAQ
NATP is on Central Time and is generally open from 8:00 a.m. to 5:00 p.m., Monday through Friday. Troubleshooting if the website is not working properly in your browser. Try and:
- Refresh your browser.
- Make sure your browser is set to accept cookies.
Logging out is necessary if you are using a public computer or if you are registering someone other than yourself for a workshop.
- Click on your name in the upper right hand portion of the webpage.
- You will see a drop down box.
- Click "Sign Out" to log off or "Sign In" if you or an associate would like to log in as someone else.
How do I make the website text larger on my screen? Press the control key while pressing + (plus key). You can press it several times. Press the control key while pressing - (minus key) to make the text smaller.
- Go to www.natptax.com
- On the right side of the page, you should see NATP Login (if you do not and your name and contact information is showing, you are already logged in).
- In the user name box, type your Member ID number (this number can be found on your Membership Card)
- In the password box, type the first four letters of your last name immediately followed by your Member ID number (no spaces)
- Click the "login" button
- If you have changed your password, NATP staff cannot retrieve it for you, and you will need to change it. You can do this yourself by clicking the "forgot password?" link on the log in box. However, if you have the same e-mail address as another NATP member, this feature will not work due to security concerns and you will need to contact NATP at 800.558.3402, ext. 3 to have your password changed.
Does NATP have any answers to state tax questions available? NATP Does not answer state tax questions; however, as a member, if you need help with a state tax question you can ask a fellow NATP member. There are over 100 NATP members that have volunteered to help their colleagues with state tax questions. To find a listing of state assistance volunteers:
- Make sure that you are logged in to www.natptax.com
- Choose "Tax Knowledge Center" from the Main Menu
- Then choose "State Tax Assistance"
- If you want to find volunteers for a certain state, choose the state you want from the drop down box and click Go.
- There is also a link you can click to get a listing of all state volunteers.
- The hours the volunteers have stated they are available are listed in the local time for the area. Please respect the hours listed. If you request a volunteer to return your call, be willing to accept a collect call.
- If you would like to be an NATP State Tax Assistance Volunteer, there are also instructions on this page how to be listed.
How can I check the status of a research question I asked NATP? Did you submit a question to our Federal Tax Research Service and are wondering what the status of the question is? You can check online any time, day or night. All questions you submitted are listed here whether they were submitted on the web, phoned in, or faxed in.
- Make sure that you are logged in to www.natptax.com
- Choose "Member Center" from the Main Menu
- Under "My NATP Membership" choose "My Transactions"
- Scroll to the bottom of the page – all of your research calls will be listed here.
- You can see who your call was assigned to and the status of your call (completed or in process).
- You can also click on the "click here for call info" link to see the complete question. If the question is complete. You will also be able to view the answer here.
How do I submit a research question online? Would you like to submit your federal tax questions to our expert tax research service staff any time – day or night? It's easy to do online at www.natptax.com.
- Make sure that you are logged in to www.natptax.com
- Choose "Tax Knowledge Center" from the Main Menu
- Under "Research" choose "Submit a Research Question"
- At the top of the screen will be your caller information. You do not have to do anything with this part of the screen; however, you do have options to change this information if you choose:
- Clicking on the "pencil" icon next to a field allows you to edit that contact information in our database.
- Clicking on the "add" icon allows you to add additional e-mail addresses, phone numbers, etc. to our database.
- If you already have multiple listings for items in our database, click the drop down arrow on the field to view and/or choose those other listings.
- The middle portion of the screen is the call information.
- If the "free call?" field says "yes." You haven't used your free call yet, and there will be no charge for this call. If the field says "no" you have already used your free call for the calendar year and NATP will charge the current rate to your account for this call.
- In the "question" field, enter your federal tax research question. Add as much detail as possible.
- The call fee section of the screen will be blank, unless you are a non-member. In this case it will show the current non-member fee. If you are a non-member, you must then enter your payment method, credit card number, expiration date, and cardholder's name into the appropriate fields in order to submit the question.
- Click the "Save" button and your question is now saved in our database and will be assigned to a member of our research staff. You will receive a response via e-mail within three business days.
You can check to make sure your question went through by clicking on the "My Transactions" link on the left side of the page and scrolling to the bottom of the page where it lists all of your research calls. Does NATP have any online resources for me to market my practice? NATP has many resources available to help members market their practices.
- Make sure that you are logged in to www.natptax.com
- Choose "Member Center" from the Main Menu
- Next choose "Marketing My Practice"
How do I add a designation to my member information? Are you an EA, CPA, CFP, CTEC member, or attorney? If you answered yes, you can add these designations to your NATP member record, along with your license numbers, and year you received the designation. Having this information on file allows NATP to electronically send your education credits to the appropriate governing bodies. Saving you time. To add and/or edit designations:
- Make sure that you are logged in to www.natptax.com
- Choose "Member Center" from the Main Menu
- Under "My NATP Membership" choose "My Information"
- Next to the "Profile Information" heading, there is an "Edit" link. Click this link.
- In the designation text box, add your designations (i.e., EA, CPA, CFP)
- Next click the Add Designation link
- Choose the appropriate designation from the drop down box and then add your license number, etc. and click Save.
- This will bring you back to your Information page where you can see what designations are listed and add more and/or change the designations listed if necessary.
- After you are through making change, click the Save button.
How can I become an NATP Volunteer? NATP has many volunteer opportunities available. Some require a fair amount of time and travel, where others only require a response to a quick e-mail survey. You can sign up to volunteer in less than a minute!
- Make sure that you are logged in to www.natptax.com
- Choose "Member Center" from the Main Menu
- Under "My NATP Membership" choose "My Information"
- Toward the bottom of the page click the link that says "Click here to enter and/or edit your volunteer information"
- Let us know what time of year you are available to volunteer and if you are willing to travel as a volunteer.
- There are eight volunteer opportunities listed. Just choose "Yes" from the drop down box next to the opportunities you are interested in.
- Your information will be kept in a database and NATP staff will contact you when the need arises for the opportunities you are interested in.
- Anytime you want to make changes to your volunteer information, you can come back to this same page and submit the changes.
How do I add or change a description of my tax practice on NATP's online member directory? Members can add a free 100 word description of their practice to the NATP Online Member Directory to advertise your business to tax payers looking for a tax professional. To enter your 100 word description:
- Make sure that you are logged in to www.natptax.com
- Choose "Member Center" from the Main Menu
- Under "My NATP Membership" choose "My Information"
- Toward the bottom of the page click the link that says "Edit Demographics"
- Toward the bottom of the Demographics page there is a space for you to add your 100 word description
- Enter your description. Please note that this description is one paragraph only, do not use hard returns. Also do not use quotation marks or any type of formatting in your description. It should be plain text only. If you add anything other than one paragraph of plain text, you will receive an error message when you go to save the information.
- Click Save.
How do I add and/or change my demographic information? By entering or changing your demographic information online, you are helping NATP to offer you services and supplies that fit your needs as a tax professional. You can also enter a 100 word description of your practice on the online demographic page. This description will show on your listing on our Online Member Directory, helping to advertise your business to tax payers looking for a tax professional. To enter demographic information online:
- Make sure that you are logged in to www.natptax.com
- Choose "Member Center" from the Main Menu
- Under "My NATP Membership" choose "My Information"
- Toward the bottom of the page click the link that says "Edit Demographics"
- Answer the questions and click "Save"
- Please note that these are the same questions that are asked on our Membership Renewal form. It is not necessary to answer these questions on paper if you have already answered them online.
How do I make changes to the contact information you have on file for me? Have you moved, changed your phone number, or changed your e-mail address? You can make all of the above changes/additions to your NATP membership record, plus more.
- Make sure that you are logged in to www.natptax.com
- Choose "Member Center" from the Main Menu
- Under "My NATP Membership" choose "My Information"
- The information shown here is what we have on file for you.
- Next to the "Profile Information" heading, there is an "Edit" link. Click this link to add and/or change any of the information listed.
- You will come to an "Individual edit" page where you can change information, as well as specify whether you would like to receive e-mail messages from NATP in plain text or .html format.
- After you are through making change, click the Save button.
How do I change my password?
- Make sure that you are logged in to www.natptax.com
- Choose "Member Center" from the Main Menu
- Under "My NATP Membership" choose "My Information"
- Toward the bottom of the page click the link to change your password
- In the "new password" box, type in the password you wish to use
- In the "confirm new password" box type in the same information again
- Click "Change Password"
- If you forget your password, you can use the handy "forgot password" link on the login box
I do not live within the continental U.S., can I still order products online from NATP? You can order from our online Tax Store even if your order is being shipped outside the continental United States.
- When you get to the shipping page for the online Tax Store, select a ground, second day, or next day shipment option.
- In addition to the amount that appears on your screen, an additional amount will be charged to your credit card. This amount will be the actual charge for shipping, plus a $5 handling fee.
- Ground orders are shipped out via UPS or US Postal Service.
- If you would like to know the exact shipping charges, please contact Member Services at 800.558.3402, ext. 3
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