FREQUENTLY ASKED QUESTIONS
Can I test the product before I buy it?How long does a subscription last?
Can multiple people share a login?
How do I set up multiple users for my account?
Why won't it let me add the username I'm trying to add?
Can I reassign a license to a new employee when someone leaves the firm or no longer needs to use the program?
How do I add or delete users?
Is there a key for the abbreviations?
How do I set up a default state?
How do I know what settings to save for my state?
Is it possible to search by CUSIP or TICKER symbol?
How do I make a change to my subscription?
How does the autorenewal program work?
I just made a payment. Why can't I access the program yet?
When will the new guides get released?
Why can't I see the Administration tab on the menu bar?
Can I test the product before I buy it?
Yes. If you would like to see what we offer or try out previous years' tax guides, you can go to our website ( www.mfpco.com ). In the upper right-hand corner click on Login, and at the bottom of the box, click on Create an Account. Enter your information here to establish a User ID and Password. After you've done this, you can access prior years' guides. You can navigate through each section, test the functionality, etc. It will give you a complete picture of the features'just not the current year's data.
^topHow long does a subscription last?
When you purchase the most current or upcoming guide, you will have immediate access to previous years' guides along with the most current guide as soon as it is released at the beginning of February every year. You will maintain access to all of these but will need to purchase the newest guide annually.
^topCan multiple people share a login?
No. Each user must have their own login credentials. Sharing a login will alert our IT team, at which point you will receive an email or phone call asking you to make sure your licensing is in compliance. Our hope is that firms will abide by the user licensing agreement and that we don't have to suspend any accounts.
^topHow do I set up multiple users for my account?
Only the administrator of the account can access this feature. Click on the Administration tab followed by User Admin. This is where you can add your individual users. Each user should have their own username. An easy option is to use individuals' emails and a universal password for everyone that they can change when they log in if they choose. Although this may be a little time consuming at the outset for larger accounts, it is a one-time process until you either need to add or remove users. If you send a spreadsheet with usernames and emails to customerservice@mfpco.com, we can import your list for you.
^topWhy won't it let me add the username I'm trying to add?
This means the username is already in use by another customer. Please try using another username or adding a number. If a name has an apostrophe or a dash, try removing the punctuation.
^topCan I reassign a license to a new employee when someone leaves the firm or no longer needs to use the program?
Yes. Simply delete the employee you wish to remove access for by clicking the box next to their name followed by 'Delete Selected Users.' Then that license will be available to re-assign.
^topHow do I add or delete users?
Only the administrator of the account can access this feature. Click on the Administration tab followed by User Admin. This is where users can be added or deleted.
^topIs there a key for the abbreviations?
Yes. Under the 'Online Tax Guide' tab there is listing titled, 'Abbreviations.' Here you can find a key for the abbreviations used in our tax guides.
^topHow do I set up a default state?
For a multi-user license, the administrator can set one state as a default to show up when users open either the US Treasury page or the Municipals page. Individual users can't change that default, but they can save other states on both the US Treasury page and the Municipals page under their own login.
Administrators may save settings for multiple states for users to toggle between, but only one state can be chosen as the default.
^topHow do I know what settings to save for my state?
We don't keep track of all the rules for each state and leave that to the individual tax preparer to determine if they want to include or exclude an agency in calculating exempt earnings. Whether something is excludable or not in the state you are working on is something you will have to research. For example, in MO, the state law specifies what agencies are excludable. You should consult your own state's laws to determine your settings. If you are working on a different state other than your home state, you should verify the laws for that state and check the boxes accordingly when preparing that tax return.
^topIs it possible to search by CUSIP or TICKER symbol?
Starting with the 2023 tax guide, we have been able to include the TICKER symbols if provided to us by the fund companies. We hope to have even more included in future tax guides.
^topHow do I make a change to my subscription?
Simply call us at (314)469-7007 or send an email to customerservice@mfpco.com and we will take care of it right away.
^topHow does the autorenewal program work?
If you choose the autorenewal option, you will receive an invoice ahead of time in November and will gain access the day the new guides become available. This option assures that you don't lose any access time if you forget to order or haven't paid before it is released. We don't keep any credit card information in our system, so you are still able to cancel or change user licenses as needed before the new guides come out each year. It's meant to be a no-risk convenience for our customers to get the product in the timeliest manner. To sign up for autorenewal, you can check the box when you place an order, or you can send a request to customerservice@mfpco.com .
^topI just made a payment. Why can't I access the program yet?
There are two reasons this can occur.
1. If it is before February 1st, the new guide has probably not been released yet. You will gain access in a few days as soon as it is available. Keep checking back until you see the new guide. You should also receive an email letting you know it has been released.
2. If it is after February 1st when you made the payment, and you still can't see the guide, it's because the order has to be processed by one of our team members. We get orders set up for access as quickly as possible in the order they are received, but during very busy times, there can be a delay of a few hours. In the future, there are two ways to make sure you have immediate access. 1. You can place an order rather than make a payment, and you will be set up automatically in the system immediately. 2. You can let us know you'd like to be on autorenewal, and you will receive access the day it becomes available even if you haven't paid yet.
^topWhen will the new guides get released?
We work very hard to compile the information as quickly as possible. Guides will begin to be released at the very end of January or the first few days of February, with updates being made daily as more fund information comes in. Customers will receive an email when the guides are ready to access.
^topWhy can't I see the Administration tab on the menu bar?
If you just placed a multi-user order, please log out and back in, and the Administration tab should now be visible. If you have a single-user license, there will not be an Administration tab available since it does not apply to single users.
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