Per Unit Processing (PUP) codes allow you to have the full capability of processing a tax return in your office and paying a fixed amount for each return processed, rather than making a large up-front investment for unlimited use of all states and systems. A PUP code allows the specific return you receive the PUP code for to be Reviewed, Printed, E-Filed, etc. If you have not purchased access codes, a PUP code is required for a Federal and State return in order to process it.

Methods of PUP Code Retrieval

1. Download from TaxWorks From Within a Return (preferred)

• To download a PUP code from within a return, click on the PUPS button (figure 1).

(figure 1)
• The States to Process and PUP Codes window will appear. If you don't want to download a PUP code for a specific state, check the Suppress box. Click the "Get PUP(s)" button and TaxWorks will connect to the internet and download the requested pup code(s). If you have an access code for the Federal or any States it will say ACCESS in the box and will not download a PUP code for that system (figure 2).

(figure 2)

2. Download from TaxWorks From the Client Selection Screen (preferred)

• To Download a PUP code from the Client Selection screen, check all the clients you would like to download PUP codes for and click on the PUPs button (figure 3).

(figure 3)
• A window will appear that has the Federal and all the States on it. You can check the systems you need a PUP code for and click Next to go to the next selected person. If you made a mistake you can also go back to previous ones. Notice at the top right you can see which item you are on out of the total that you selected (figure 4).

(figure 4)
• Once you have gone through all the selected returns, you will be able to click Finish. When you click Finish, TaxWorks will connect to the internet and download the requested pup code(s) (figure 5).

(figure 5)

3. Telephone Technical Support

• If you do not have internet access or are unable to download a PUP Code for some other reason, one can be issued by a technical support representative. When you call, you will need to give the technician the following information: your account number and charge number, the type of return you are preparing (1040, 1041, 1120, etc.), any states that are part of the return, the EIN or SSN of the return, the year of the return, the name on the return, and the plan number (5500 returns only).

4. Fax and Email

• PUP codes can be requested via fax and e-mail. In the fax/e-mail please provide the following information: your account number and charge number, the type of return you are preparing (1040, 1041, 1120, etc.), any states that are part of the return, the EIN or SSN of the return, the year of the return, the name on the return, and the plan number (5500 returns only).