Phases of TaxSeason (List of KBs)

Here you will find a list of Knowledge Base Articles that are tax phase specific.

 

Description Suggested Article Phase TIME For CHANGE
Program System Requirements All Season Oct-April
E-Filing Prior Year Tax Returns With Modernized E-File All Season Oct-April
EITC Income Limits And Maximum Credit Amounts, Qualifying Child Rules, & Claiming Without a Qualifying Child All Season Oct-April
How to Locate The Name of a Host Computer. All Season Oct-April
Earned Income and EIC Qualifications All Season Oct-April
How to retrieve/restore return within the desktop program. All Season Oct-April
Changes Made in The Billing Scheme Do Not Reflect in an Existing Return (Reload Billing) All Season Oct-April
STATE AND BUSINESS PROGRAM RELEASE STATUS All Season Oct-April
How to Restore a Deleted Tax Return All Season Oct-April
How to Submit a Return to The Program For Diagnostics All Season Oct-April
Program Keyboard Shortcuts 1- Start of Season Oct - Dec
How to Add/Change a User’s Password 1- Start of Season Oct - Dec
How to Install the Motorola Symbol Scanner For Use With The Program 1- Start of Season Oct - Dec
How to Create Shortcuts From a Networked Installation on a Workstation 1- Start of Season Oct - Dec
How to Locate The Product Version of The Program 1- Start of Season Oct - Dec
How to Configure a Billing Schedule in The Program 1- Start of Season Oct - Dec
How to Create a Login Account 1- Start of Season Oct - Dec
How to Create a Desktop Shortcut For The Program on a Local Machine or a Network Workstation 1- Start of Season Oct - Dec
How to Enter in The Prior Year Path 1- Start of Season Oct - Dec
Google App Password For Using With 2-Step Verification 1- Start of Season Oct - Dec
How To Remove or Uninstall The Software 1- Start of Season Oct - Dec
How to Backup Returns in The Program 1- Start of Season Oct - Dec
Supported Signature Pads 1- Start of Season Oct - Dec
Locating/Printing E File Summary Page & IRS Tracking Number location 1- Start of Season Oct - Dec
New York Error: Missing NYTPRIN (NY Preparer Registration ID Number) 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
What is an Easy Advance or Prefund? (All Banks Data) 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
How to Disable Invoicing in The Program 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
How to Use The Remote Signature (Desktop Version) 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
How to Proforma Tax Return Files 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
Identity Theft PIN Location For The Taxpayer, Spouse or Dependent 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
How to Add a Vehicle Asset 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
Verify Error: Calculated Prep Fee Mismatch on Invoice and Bank App 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
How to Print a Completed Tax Return 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
How to Import a Document Into a Return 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
How to Remove a Bank Application From a Return 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
How to Remove a Service Bureau Lock 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
How to Print a Check Through Refund Advantage 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
Error Message: "Error 00000 – Your message could not be sent! Check your TextLink Settings or Internet Settings" 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
Checks Not Printing 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
ERROR "Transmitter Fee does not match Central Site EFIN record" when Transmitting a Tax Return 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
Invalid Characters or Symbols During Printing 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
How to Print Test Checks 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
PTIN information 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
How to reload an EFIN 2- Efile Pre-season (Pre-Ack) Jan1 - Feb (2nd week)
How to Locate a Complete List of IRS Rejection Codes 3- File Ctr Opens (Refusal/Rejection) Feb (3rd week) - March (1st week)
Common IRS Rejections (rejects) 3- File Ctr Opens (Refusal/Rejection) Feb (3rd week) - March (1st week)
How to Check The Status of an EF Return Using "Where’s My Refund" on The IRS Website 3- File Ctr Opens (Refusal/Rejection) Feb (3rd week) - March (1st week)
Rejection: Primary SSN and Primary Name Control Text Must Match The E-File Database 3- File Ctr Opens (Refusal/Rejection) Feb (3rd week) - March (1st week)
Central Site Refusal: Return Submitted by Another User ID 3- File Ctr Opens (Refusal/Rejection) Feb (3rd week) - March (1st week)
How to Reprint a Damaged or Unusable Check 4-Distribution & Tax Questions March (1st week) - April
When to Void a Check 4-Distribution & Tax Questions March (1st week) - April