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1040Online53

Ancillary Products / Services20

Bank Products48

Dashboard / Portal11

Desktop Program501

Billing / Fees12

Communications46

Configuration94

Network9

Printing108

Program Updates8

Reporting29

USB Devices4

Utilities15

Backup / Restore5

System Utilities5

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Creating a Restore File

How to Backup Returns in The Program

How to Change a Tax Return Owner From the Utility Menu

How to Use StatusSync to Update The Status of All Tax Returns in The Program

How to Reassign a SSN to Another User ID

Verify Errors30

ScreenShare - ConnectWise

How to Create a Return for Puerto Rico Residents (1040-SS)

Return Status Codes

Switching out of S mode in Windows

ScreenShare - Show My PC Web Version for Chromebook

Creating a Restore File

Wallet Reconciliation (Unpaid Invoices/Unable to send Remote Signatures)

PayJunction API Information

Multi-Factor Authentication (MFA) TaxYear 2021

Form 1040-ES Estimated Tax Form & Payment Voucher

How to print the 1040x Acknowledgement Letter & edit client letter to include Fed Amended ACK info if missing

Business Form Amendment Process for 1120

Information on the 3 Year Tax Comparison

How to Paper File an RT return (refund transfer/bank application)

Today’s Appointments - Informational

Remote Signature Not Receiving Signed Document

How to use the recovery rebate credit worksheet TY2020

How to use the Engagement Letter

"Error - ICLRMetaHost::GetRuntime failed"

Inadequate Authorization Prompt for Wallet with Administrator access

Wallet Setup for Remote Signature (Desktop/Hosted)

How to Efile 1040x (Amendments) in Hosted and Desktop

Verify Error "Invalid RT/ERC Account Number - Check Setup Options"

Print Final Return Program Warning

Bank Contact Info (All Banks)

Removing Interview Mode from a return within the Desktop program

Filing simple return TY19 (Economic Impact Payment -EIP)

STATE and BUSINESS Release status (Desktop, Hosted)

Workstation lock

ScreenShare -Chrome Remote Desktop

IRS Payment Plan (Make a payment)

Verify Error: Package Not Loaded for Form : 01

Verify Error: ID Issuance Date Invalid

Verify Error: Binary attachment for Sec 199A Safe Harbor Sign statement...

How to setup & clear default fields within the desktop program

W2 has $0 Entry for SS Wages or Medicare Wages

How to add/remove columns from the client grid display

How to resend the EMP Enrollment Email

How to reload an EFIN

How to create a Mailable Print Package for sending to the IRS

Locating/Printing E File Summary Page & IRS Tracking Number location

Creating Extended Report for Bank Products with Check Print Dates

How to Restore Backup Returns through the Desktop program

Interview mode within Desktop program

ScreenShare -Show My PC

Help File Error: "Component MSCOMTL.OCX or one of its dependencies not correctly registered"

Itemized Form Billing Summary does not appear on the invoice

User Status and User Status Codes Database

On-Screen signature attempting populates Error regarding Topaz Signature Pad is not installed

How to Edit an Existing Check Range in the 1040 Software

How to Edit an Existing Check Range in The Desktop Software

How to Delete Checks From The Desktop Software

PDF Document is Blank with requested RemoteSign

Ctrl + Z Manual Status Selection

Remove Pending Remote Signature

Reset Encryption Key

Error message: dirXXXX Accessing: dirXXXX C:0000000. crc error on page header

Error Message: Tax return already open override lock out While Opening a Return

Form W-2 Box 1 Amount Not Carrying to Form 1040

Transfer Return Check Box is Only Option Available; Transmit Check Box Disabled

Verify Error: Bookmarks Missing in Return Errors and Rejects Window

Lock/Unlock Malfunction in Desktop Software

Error Message: ’File Access Error...." While Installing Updates

Error Message: DataBase Access Error ’incorrect aes key’

Program Using Current Windows User Name as The Login Name

Error Message: Unable to load sysload: overlay/sysload.ovl while opening the program

Error: Totals are Unviewable on The Work in Progress Summary Screen

Windows Security Message: These files can’t be opened

How to Enter The Amount For a Referral Coupon

Error Message: "Startup Abort! Abt(Software CRC Error)"

Error Message: The windows installer service could not be accessed When Installing The Program

Error Message: Form 1040-X Cannot Be Electronically Filed

Rejection: Primary SSN and Primary Name Control Text Must Match The E-File Database

Verify Error "No Client Pass-Through Account Information" Available on Bank Application

Business Module Access Not Permitted

How to Install The Scriptel Signature Pad

Filing With an ITIN

How to Enable or Disable Ancillary Products Auto-Adding to All Tax Returns

Entering Form 1095-A Information Into a Return

How to Amend a Tax Return (Form 1040X)

Create And Edit The Client Questionnaire

How to Add an Asset to a Tax Return

How to View/Print a List of Clients Queued For Transmission to The Central Site

How to Set Up Default Printing of The Spanish Client Letter

How to Electronically File a State Return Subsequent to a Federal Return

Not Able to Capture Remote Signature

How to Import QuickBooks Data Into a Business Return

How to Backup Returns in The Program

How to Print The Client Telephone List

How to Check The Status of an EF Return Using "Where’s My Refund" on The IRS Website

How to Print/Reprint Acknowledgement Letters in The Program

How to Configure The Program to Use TextLink or TextLink Plus

Creating a 1065 Partnership Return

How to Print a Tax Return With a Previously Captured Taxpayer or ERO Signature

How to Configure The Program to Automatically Complete The EFIN/ERO Information in a Tax Return

How to Pay a Balance Due on an Electronically-Filed Tax Return

How to setup 2-Step Verification and Google App Password

How to Adjust Font Size in The Program For Reader Easability

How to Capture a Signature Using The Topaz Electronic Signature Pad

How to Convert an e-File Return to a Paper Return

How to Email an Encrypted PDF Copy of a Tax Return

How to E-File State Only

Approved Compatible Bar Code Scanner

How to Clear an Override/Overridden Field

How to Change The Owner of a Tax Return

How to Create and View a Custom Report Using The Extended Lookup Feature

Error Message: "Your login doesn’t have access to Business Software."

Verify Error: Calculated Prep Fee Mismatch on Invoice and Bank App

How to Change a Tax Return Owner From the Utility Menu

How to Use The Import Button on Schedule 8949/1099-B

How to Enter an Expiration Date For an ID That Has No Expiration Date

How to retrieve returns into the Desktop Software

Applying Software Updates

How to Install The Program

How to Uninstall The Tax Software

How to Add Notes to a Return

How to Restore And Apply Program Updates From a Backup

How to Create a Login Account

How to Delete a Scanned Document

How to View Status of a Bank Application in Desktop/Hosted

How to Delete a State From a Return

Modernized e-File Schemas and Business Rules for Individual Tax Returns and Extensions

Bookmarks Do Not Appear When Verifying a Tax Return

How to Add a Vehicle Asset

Identity Protection PIN (IP PIN) Location For The Taxpayer, Spouse or Dependent

Run Report For Non-Returning Clients

How to Create a Default Auto Populating Preparer PIN

How to Mark a Return as Self-Prepared

How to Proforma Tax Return Files

How to Electronically File The Federal And State Tax Returns

How to Delete a Tax Return

How to Use The Remote Signature (Desktop Version)

How to Locate The Product Version of The Program

How to Lock or Unlock a Tax Return

How to set the Icon Image on a Desktop Shortcut

How to Create a Desktop Shortcut on Local/Networked PC

How to Update a State Billing Schedule

How to Move Updates to a Transfer Installation

How to Choose a Bank Cash Card as a Refund Disbursement Method

Install Error: Windows Protected Your PC

Descriptive Marking of a Completed Tax Return

QuickBooks Tax-Line Mapping Table

New York Error: Missing NYTPRIN (NY Tax Preparer Registration ID Number)

Program Keyboard Shortcuts

Error Message105

General2

Hosted Program20

IRS Rejects / Refusals6

Mobile Application21

Preparer / ERO40

Tax Forms97

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