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Why do I have different dashboards?

If any of the following scenarios apply to you, you may have multiple dashboards and multiple views of our website.

  • You own more than one business enrolled with TPG
  • You are enrolled with more than one software provider
  • You have enrolled in more than one pay-by-refund program with TPG

When you log in to the TPG website, you are immediately taken to a default view of our website. This default view combines all of your information into a single dashboard, displaying a combination all of your business with TPG.

 

As you navigate the website you will have a limited menu, and many website features will not be available. When you run reports from this view of our website, you are reporting on all of the offices and/or records that are enrolled with TPG.

 

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To view information for a specific office and/or record, and to access additional website features select the "View website as" link at the top right side of the page to navigate to businesses you own

 

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Once you have selected an office and/or record, you will have a filtered view of our website. You will only be viewing information for the office and/or record selected. The dashboard will be filtered to the office and/or record selected and the menu will expand to include additional features. View this article for more information about how to filter our website.

 

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If you log in before the start of tax season you may see a dashboard with blank values as tax returns have not been filed yet. Use the year filter to view information for a prior tax season. Click here to see how to navigate the multi-year website.

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