To enable a client for ordering the TRV product within EPN, you will need to create an account for them in TVP. Below is a guide that describes setting up a client in TVP, and the information needed to enable TRV ordering within EPN.


Content Includes:


TVP Setup

First, login to your TVP manager account. Along the left, click New Client.



Fill out all required information for the new client. Fields outlined in red are required. If a required field does not apply to the client, you can enter test information such as ‘123’ or ‘XYZ Company’. When entering the information for your client, the setup is split into 3 categories. Begin by filling out Client Information.



After filling out required fields in the Client Information section, scroll down to the Client’s First Branch Information section and continue to fill out any required fields. You can click Copy From Client to have some information copied from the previous section. Fill out any remaining required info before scrolling to the last section.



In the First Administrator User section, enter information for an individual at the client’s company. If the client will only be placing orders in EPN and does not need access to TVP, the information you enter here is place holder information, but does require fields needed for the EPN integration. 



The email address entered in the First Administrator User section MUST BE UNIQUE from the email address entered in the client and branch information sections above. The email entered in the First Administrator User section does NOT need to be a real email address, but should be entered in a legitimate email format (i.e. trv@tvp.com, yourclient@tvp.com).


The Email and Password entered in the First Administrator User section are the vendor codes you will need to enter on behalf of the client within EPN. Once you have entered all required information for the client, click Add Client.


EPN Setup

Within EPN, you can add the TRV product to any existing client. To access a client, go to Client Setup along the left and then click on the client in the Clients list.



When the client’s information appears, click on the Vendors tab.


If adding the TRV vendor for the first time, scroll to the section labeled Available Vendors. Maximize the TRV vendors and click the plus sign next to Tax Return Provider.

When the plus sign is clicked, a pop up box will confirm if you would like to enable branches under this client for the TRV product. Click yes and on the following screen, select which branches should have access to ordering TRV.



When all applicable branches have been selected, select Vendor Codes.



On the vendor codes screen, you will need to fill out the first three login fields.


  • Login 1: Enter your unique manager GUID. This is a lengthy alpha-numeric ID that you obtain from SharperLending. You manager GUID does not change and will be the same for all your clients. Please contact SharperLending if you do not know your manager ID.
  • Login 2: Enter the email address entered for the First Administrator User you created for the client in TVP.
  • Login 3: Enter the password entered for the First Administrator User you created for the client in TVP.
  • Login 4: Leave this field blank.



Click Save when your manager ID, the client admin email, and client admin password from TVP have been entered. Once saved, the client should now have access to the TRV product in their EPN account.