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<title>Home - All Categories - Desktop Program  - Printing  - Tax Returns / Forms  </title>
<link>//kb.erosupport.com/category-30.html</link>
<description>This RSS Feed contains Articles of Category in the knowledge base. You can click on the title to view its content.</description>
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										<guid>//kb.erosupport.com/article-367.html</guid>
										<title>How to Amend a Tax Return (Form 1040X)</title>
										<link>//kb.erosupport.com/article-367.html</link>
                                        <description><![CDATA[The amend process is used to apply corrections or provide additional income, credits, deductions, etc; to a Tax Return already acknowledged by the IRS. In many cases, mathematical errors are caught and corrected by IRS so the partner should determine...]]></description>

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										<guid>//kb.erosupport.com/article-733.html</guid>
										<title>Verify Error: Binary attachment for Sec 199A Safe Harbor Sign statement...</title>
										<link>//kb.erosupport.com/article-733.html</link>
                                        <description><![CDATA[This article addresses the verify error surrounding the Safe Harbor Sign Statement within the Sch 1 and Explains what is Safe Harbor.
&nbsp;

The program suggests&nbsp;the following:&nbsp;
A Sec 199A Safe Harbor Signed Statement is required when the ...]]></description>

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										<guid>//kb.erosupport.com/article-291.html</guid>
										<title>How to Email an Encrypted PDF Copy of a Tax Return</title>
										<link>//kb.erosupport.com/article-291.html</link>
                                        <description><![CDATA[To email a PDF copy of a tax return to Tax Payer
Note:ÃÂ For email button to be active, please enter an e-mail address in the Client DataÃÂ form.
Once a return has verify clean , click on the Print option in the menu bar and choose "Final tax retur...]]></description>

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										<guid>//kb.erosupport.com/article-371.html</guid>
										<title>How to Claim EITC and HOH With Divorced Taxpayers</title>
										<link>//kb.erosupport.com/article-371.html</link>
                                        <description><![CDATA[This article provides steps on how to claim Earned Income Tax Credit and Head of Household when dealing with divorced taxpayers. These taxpayers haveÃÂ an option to split the dependency exemption from Head of Household (HOH) and Earned Income Tax...]]></description>

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										<guid>//kb.erosupport.com/article-365.html</guid>
										<title>(Form 4797) How to Enter The Sale of Business Property</title>
										<link>//kb.erosupport.com/article-365.html</link>
                                        <description><![CDATA[Form 4797 is required for Sale of Business Property. In the program, the asset can be sold through the Disposition of Asset worksheet or by entering information directly on Form 4797. If entering information directly on Form 4797, see IRS Form 4797...]]></description>

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										<guid>//kb.erosupport.com/article-332.html</guid>
										<title>How to Print The Client Telephone List</title>
										<link>//kb.erosupport.com/article-332.html</link>
                                        <description><![CDATA[The Client Telephone List contains a list of clients&#039; names and phone numbers.
Steps to generate a Client Telephone List in the program

From the "Work In Progress Summary" (WIP) the top menu
SelectÃÂ Reports &gt; Client Lists &gt; Client Telep...]]></description>

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										<guid>//kb.erosupport.com/article-329.html</guid>
										<title>How to Print/Reprint Acknowledgement Letters in The Program</title>
										<link>//kb.erosupport.com/article-329.html</link>
                                        <description><![CDATA[Printing Acknowledgment Letters...]]></description>

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										<guid>//kb.erosupport.com/article-377.html</guid>
										<title>How to Claim The Child Tax Credit For a Non-Custodial Parent</title>
										<link>//kb.erosupport.com/article-377.html</link>
                                        <description><![CDATA[Child Tax Credit for a non-custodial parent...]]></description>

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										<guid>//kb.erosupport.com/article-80.html</guid>
										<title>How to Add or Remove Forms in a Print Packet</title>
										<link>//kb.erosupport.com/article-80.html</link>
                                        <description><![CDATA[Adding or removing forms in a print packet
Please follow the steps below to alter the forms that print when the Final Tax Return is printed.ÃÂ 

SelectÃÂ SetupÃÂ menu
Then clickÃÂ Printer Setup.
Navigate to the 1040ÃÂ Return PrintingÃÂ Tab.ÃÂ ...]]></description>

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										<guid>//kb.erosupport.com/article-362.html</guid>
										<title>How to Add a State Return to an Existing Federal Return</title>
										<link>//kb.erosupport.com/article-362.html</link>
                                        <description><![CDATA[Adding a state return

Open the appropriate tax return.
Click the Add FormÃÂ Button, or press CTRL+S on your keyboard.
On the StatesÃÂ Tab, click the state to add in the Available States list.
DoubleÃÂ click the state main form that isÃÂ wanted t...]]></description>

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										<guid>//kb.erosupport.com/article-157.html</guid>
										<title>Incorrect Bank Information for Direct Deposit Refund</title>
										<link>//kb.erosupport.com/article-157.html</link>
                                        <description><![CDATA[Incorrect Bank Information
&nbsp;
If a refund has incorrect bank information, such as account # or bank routing #, and the IRS has ACKNOWLEDGED&nbsp;that Direct Deposit return, responsive&nbsp;action will be taken in the re-routing of the funds as in...]]></description>

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										<guid>//kb.erosupport.com/article-364.html</guid>
										<title>How to Add an Asset to a Tax Return</title>
										<link>//kb.erosupport.com/article-364.html</link>
                                        <description><![CDATA[This article will walk through the process of adding an asset through the asset manager within the program.Assets can be linked to the following Schedules C, E, &amp; F. Those schedules should be added to the return before adding assets.ÃÂ Multiple...]]></description>

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										<guid>//kb.erosupport.com/article-115.html</guid>
										<title>Blank Pages in Printing a Tax Return, Report or Worksheet</title>
										<link>//kb.erosupport.com/article-115.html</link>
                                        <description><![CDATA[  Symptoms  
   When printing, pages are blank.     
 ÃÂ  
 Cause 
 The printer is not an HP compatible laser printer supporting a Printer Control Language of 6 or higher. This errorÃÂ has been known to occur when attempting to print to Brother bra...]]></description>

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										<guid>//kb.erosupport.com/article-524.html</guid>
										<title>PDF Copy of Final Return Not Created</title>
										<link>//kb.erosupport.com/article-524.html</link>
                                        <description><![CDATA[In printing a final copy of a tax return, the return is sent to the printer with no results of a PDF created.
This issue can occur if Ã¢â¬ÅSend to ArchiveÃ¢â¬Â is not selected in printer setup.
Refer to the following steps provided below to resol...]]></description>

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										<guid>//kb.erosupport.com/article-350.html</guid>
										<title>How to Specify a Default Printer For Printing Reports</title>
										<link>//kb.erosupport.com/article-350.html</link>
                                        <description><![CDATA[Specifying the default printer to be used for reports
ÃÂ 


Log into the program as a user with administrator rights.


From the top menu, selectÃÂ Setup-&gt;Printer Setup.


In the "Reports" dropÃÂ down list, select the printer to be used to prin...]]></description>

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										<guid>//kb.erosupport.com/article-720.html</guid>
										<title>Signatures won`t print on signed PDF/Archived documents.</title>
										<link>//kb.erosupport.com/article-720.html</link>
                                        <description><![CDATA[Signatures won&#039;t print on signed PDF/Archived documents.
When printing documents that should have signatures attached verify the following has been set within the Adobe Print options.
ÃÂ 

Select the Print option for PDF print.
Verify that Save...]]></description>

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										<guid>//kb.erosupport.com/article-215.html</guid>
										<title>How to Print Payment Vouchers (1040-V) With a Paper-Filed Return</title>
										<link>//kb.erosupport.com/article-215.html</link>
                                        <description><![CDATA[Printing Payment Vouchers
The following provided steps are shown how to print payment vouchers with a paper-filed return:

On the Setup menu, click Printer Setup.
On the Print OptionsÃÂ Tab, select the Print Payment Voucher w/ Paper Returns check bo...]]></description>

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										<guid>//kb.erosupport.com/article-15.html</guid>
										<title>Schedule W-2 Not Printing With a California Tax Return</title>
										<link>//kb.erosupport.com/article-15.html</link>
                                        <description><![CDATA[Printing a Schedule W-2 with a final tax return1. On the Setup menu, click Printer Setup.
2. On the "Application Settings" screen, click the Return Printing Tab.
3. Under the "State" column, select the box for Worksheets:

4. Click on OK to save chan...]]></description>

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										<guid>//kb.erosupport.com/article-209.html</guid>
										<title>How to Print a Blank Form or Worksheet</title>
										<link>//kb.erosupport.com/article-209.html</link>
                                        <description><![CDATA[Printing a blank form or worksheet
&nbsp;
The following provided steps are shown to print a blank form or a worksheet:
1. Log into the program as a user with Administrator privileges.
2. From the top menu, select&nbsp;Utility-&gt;Print Blank Forms.
3...]]></description>

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										<guid>//kb.erosupport.com/article-827.html</guid>
										<title>How to Paper File an RT return (refund transfer/bank application)</title>
										<link>//kb.erosupport.com/article-827.html</link>
                                        <description><![CDATA[Before this process can begin the end user must have attempted to e-file the return sending the bank application to the appropriate bank.An IRS rejection is required to paper file an RT or the following error will occur. Important Note: This function...]]></description>

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										<guid>//kb.erosupport.com/article-854.html</guid>
										<title>Income Summary</title>
										<link>//kb.erosupport.com/article-854.html</link>
                                        <description><![CDATA[About Income Summary
There&#039;s an optional Income Summary form that can be added to returns and configured to print, listing the various income sources and amounts.
 How to add the Income Summary form.

Add Form
 Select &#039;Checklist&#039;ÃÂ  Ã...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-834.html</guid>
										<title>How to print the 1040x Acknowledgement Letter &amp; edit client letter to include Fed Amended ACK info if missing</title>
										<link>//kb.erosupport.com/article-834.html</link>
                                        <description><![CDATA[Print the 1040x Acknowledgement Letter

From within the return there MUST be a 1040x ACK response from IRS (confirm on Information &amp; Status page)
Select PrintÃÂ 
Click on Acknowledge LetterÃÂ 
The 2nd page will be the Amended Acknowledgement Le...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-127.html</guid>
										<title>How to Move Files in Document Archive</title>
										<link>//kb.erosupport.com/article-127.html</link>
                                        <description><![CDATA[Moving Files in Document Archive
ÃÂ 
Some files stored in the Document Archive, by design, are not able to be deleted.If a file is uploaded to the wrong return, it can be moved between returns using the following method:
1. With the return saved and...]]></description>

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										<guid>//kb.erosupport.com/article-668.html</guid>
										<title>Custom Page and  Worksheet Print Options</title>
										<link>//kb.erosupport.com/article-668.html</link>
                                        <description><![CDATA[This is not a global setting, the configurations made under this option are for that return specific.
Within the return select the form to configure.ÃÂ 
Example: Form 1040

ÃÂ 
Press the "F4" button to bring up the configuration window and OK when ...]]></description>

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										<guid>//kb.erosupport.com/article-368.html</guid>
										<title>How to Print a Questionnaire (Client Organizer)</title>
										<link>//kb.erosupport.com/article-368.html</link>
                                        <description><![CDATA[How to Print a Questionnaire...]]></description>

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										<guid>//kb.erosupport.com/article-361.html</guid>
										<title>How to Switch Forms 1040A /1040EZ to Form 1040</title>
										<link>//kb.erosupport.com/article-361.html</link>
                                        <description><![CDATA[This article only applies to returns done for TaxYear 2018 &amp; prior.
Steps to switch FormÃÂ 1040A to a 1040

On the "Attached Forms" pane, rightÃÂ click FORM 1040A and then click Remove Form. You will not lose any tax return information during t...]]></description>

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										<guid>//kb.erosupport.com/article-320.html</guid>
										<title>How to View a Printable Version of The Program Reference Manual</title>
										<link>//kb.erosupport.com/article-320.html</link>
                                        <description><![CDATA[Viewing The Program Reference Manual
The following steps provide how to view the PDF printable reference program manual:

Right click the program icon and clickÃÂ Open fileÃÂ location.
Double click YEAR_Manual.pdf, where YEAR is the year of the man...]]></description>

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										<guid>//kb.erosupport.com/article-378.html</guid>
										<title>Deceased Child Prior to SSN Issued / Death or Birth During The Year</title>
										<link>//kb.erosupport.com/article-378.html</link>
                                        <description><![CDATA[In lieu of a SSN for the child, enter &ldquo;DIED&rdquo; in the SSN field of the dependent area of the return.
&nbsp;
Death or BirthAn individual&nbsp;will meet the residency&nbsp;test who died during the&nbsp;year, but had lived with the TP as a mem...]]></description>

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										<guid>//kb.erosupport.com/article-216.html</guid>
										<title>How to Print Specific Forms or Worksheets in a Tax Return</title>
										<link>//kb.erosupport.com/article-216.html</link>
                                        <description><![CDATA[Printing Specific Forms or Worksheets
&nbsp;
The following provided methods give two options for printing any &nbsp;specific forms or worksheets in a tax return:
Method 1: &nbsp;Click Print Current Form in the Print menu
1. Within a tax return, selec...]]></description>

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										<guid>//kb.erosupport.com/article-273.html</guid>
										<title>How to Email a PDF to The Taxpayer</title>
										<link>//kb.erosupport.com/article-273.html</link>
                                        <description><![CDATA[Emailing a PDF
(Returns must pass verify errors.)
1. To start, go to PrintÃÂ &gt; Print Final Tax Return (or other forms, ie. Bank Apps) 
2. Click on the Email Button. ÃÂ  ÃÂ  (The PDF password will appear, which is the first 4 letters of the last...]]></description>

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										<guid>//kb.erosupport.com/article-213.html</guid>
										<title>How to Print Copy Separation Pages</title>
										<link>//kb.erosupport.com/article-213.html</link>
                                        <description><![CDATA[Copy Separation Pages...]]></description>

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										<guid>//kb.erosupport.com/article-270.html</guid>
										<title>How to Remove or Add Water Mark</title>
										<link>//kb.erosupport.com/article-270.html</link>
                                        <description><![CDATA[To Remove or Add Water Mark
&nbsp;
The following steps illustrate how to remove or add water mark:&nbsp;
1. First, go to Setup&gt; Printer Setup.&nbsp;
2. From Printer Setup, navigate to the&nbsp;1040 Return Printing Tab. 
3. Then check or uncheck Wa...]]></description>

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