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<title>Home - All Categories - Preparer / ERO  </title>
<link>//kb.erosupport.com/category-43.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>
<item>
										<guid>//kb.erosupport.com/article-692.html</guid>
										<title>Locating/Printing E File Summary Page &amp; IRS Tracking Number location</title>
										<link>//kb.erosupport.com/article-692.html</link>
                                        <description><![CDATA[
ÃÂ Go toÃÂ www.irs.gov and click on Tax ProsÃÂ at the top corner of the page.ÃÂ 
Click on Access e-Services in the center of the page.ÃÂ 
Click on E-file Provider Services.ÃÂ  ÃÂ  ÃÂ  ÃÂ 
Click on Access e-file ApplicationÃÂ in the center ...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-330.html</guid>
										<title>How to Check The Status of an EF Return Using &quot;Where`s My Refund&quot; on The IRS Website</title>
										<link>//kb.erosupport.com/article-330.html</link>
                                        <description><![CDATA[Refer to "ÃÂ Where&rsquo;s My Refund?ÃÂ " for Refund Status of a tax return from the IRS website. SSN/ITIN, Filing status and Refund Amount are required for lookup.ÃÂ 
Browse to the following IRS website: ÃÂ Where&#039;s My Refund

In the Tax Yea...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-414.html</guid>
										<title>Central Site Refusal: Return Submitted by Another User ID</title>
										<link>//kb.erosupport.com/article-414.html</link>
                                        <description><![CDATA[Refusal Message for a Return
In attempting to submit a return, a refusal message from the Central Site is received stating "Return submitted by another User ID."ÃÂ 
Scenario A taxpayer went to office &lsquo;A&rsquo; to have their return prepared, ye...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-954.html</guid>
										<title>ScreenShare - ConnectWise</title>
										<link>//kb.erosupport.com/article-954.html</link>
                                        <description><![CDATA[ScreenShare - ConnectWise
Screen-sharing tool (Used for Technical Support Troubleshooting)
To Join from the Website &gt;ÃÂ https://help.remotetaxsupport.com/
Landing Page &gt;ÃÂ 

Navigate to the website &amp; wait for the Support Agent to give you...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-54.html</guid>
										<title>What is a Third Party Designee &amp; Locations</title>
										<link>//kb.erosupport.com/article-54.html</link>
                                        <description><![CDATA[Third Party Designee...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-821.html</guid>
										<title>How to use the recovery rebate credit worksheet TY2020</title>
										<link>//kb.erosupport.com/article-821.html</link>
                                        <description><![CDATA[The Recovery Rebate Credit is authorized by the Coronavirus Aid, Relief, and Economic Security (CARES) Act.More details about the Recovery Rebate Credit are available here at IRS.gov....]]></description>

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										<guid>//kb.erosupport.com/article-337.html</guid>
										<title>How to Transfer a Return Between Installations of The Program</title>
										<link>//kb.erosupport.com/article-337.html</link>
                                        <description><![CDATA[The Transfer Return function is used to move a tax return from one install to another install (Example: 2 PCs NOT in the same network). 
To transfer the return, some form of portable media is needed (e.g. a flash drive, portable hard drive, etc).
Ste...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-718.html</guid>
										<title>How to resend the EMP Enrollment Email</title>
										<link>//kb.erosupport.com/article-718.html</link>
                                        <description><![CDATA[ An office must be activated before you can resend the Enrollment Email using the Actions menu. 

  Access the Office inÃÂ EMP.   
  Click the  Company NameÃÂ to open the Office Information in a new tab.  
  

 Verify that the Primary Email in EMP ...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-716.html</guid>
										<title>How to reload an EFIN</title>
										<link>//kb.erosupport.com/article-716.html</link>
                                        <description><![CDATA[Follow the steps below for the appropriate way to re-load the EFIN on Form 8879.
Reloading the EFIN record may often resolve several refusals and is required in many situations.

Navigate to Form 8879 from the Attached Forms menu on left.ÃÂ 
Click i...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-69.html</guid>
										<title>How to Move Updates to a Transfer Installation</title>
										<link>//kb.erosupport.com/article-69.html</link>
                                        <description><![CDATA[To update a Transfer installation (non-transmitting copy of the program), aÃÂ copy of the updates from the Transmitting PC will need to beÃÂ manually moved over.ÃÂ 
QUICK RESOLUTION STEPS
Step 1: Back up files on up-to-date program

From inside th...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-701.html</guid>
										<title>Uploading Documents using the MyDocsOnline tool</title>
										<link>//kb.erosupport.com/article-701.html</link>
                                        <description><![CDATA[The following articles describes how to upload files using MyDocsOnline site. This site is a safe and secure way to send files. Example: In-House conversion data provided to Central Site.

Use the following URL to upload files.


Use the Choose Files...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-843.html</guid>
										<title>Wallet FAQ</title>
										<link>//kb.erosupport.com/article-843.html</link>
                                        <description><![CDATA[QUESTIONS PERTAINING TO SETTING UP MY WALLET...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-841.html</guid>
										<title>Multi-Factor Authentication (MFA) TaxYear 2021</title>
										<link>//kb.erosupport.com/article-841.html</link>
                                        <description><![CDATA[MFA (Multi-Factor Authentication) was introduced in the 2022 - 1040 Program (xlink22) Tax Year 2021
What is Multifactor Authentication

Microsoft link for explanationÃÂ https://support.microsoft.com/en-us/topic/what-is-multifactor-authentication-e5e...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-684.html</guid>
										<title>Interview mode within Desktop program</title>
										<link>//kb.erosupport.com/article-684.html</link>
                                        <description><![CDATA[Interview mode is a method to complete a return using situational questions to complete the return.

Interview mode can be used with every return (see below for configuration) or activated on a per return basis.
There are "help me decide" buttons to ...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-739.html</guid>
										<title>IRS Payment Plan (Make a payment)</title>
										<link>//kb.erosupport.com/article-739.html</link>
                                        <description><![CDATA[How to setup a payment plan for balance owed returns.
ÃÂ 
Personal returns (1040)
When a taxpayer owes on theirÃÂ personal return (1040) Form 9465 can be added to the return &amp; submitted electronically with the return.
Business returns (1120, 11...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-840.html</guid>
										<title>Wallet Error: Invalid Signature with ACH Authorization</title>
										<link>//kb.erosupport.com/article-840.html</link>
                                        <description><![CDATA[ Symptoms 
 Error occurs when attempting to sign the ACH Authorization window &rsquo;Signature is invalid.&rsquo;
Possible Cause 
Email link opened in Edge Browser
Resolution 

Suggest to use another browser i.e. Firefox, Chrome, Safari...
 Suggest t...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-370.html</guid>
										<title>Social Security Income For a Dependent From Form SSA-1099</title>
										<link>//kb.erosupport.com/article-370.html</link>
                                        <description><![CDATA[Social Security Income For a Dependent
Social security income is reported on the recipient&rsquo;s tax return. If a dependent is a recipient of social security income, the social security income is reported on the dependent&rsquo;s tax return.
ÃÂ 
N...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-853.html</guid>
										<title>Wallet Reconciliation (Unpaid Invoices/Unable to send Remote Signatures)</title>
										<link>//kb.erosupport.com/article-853.html</link>
                                        <description><![CDATA[At approximately 10pm PDT daily, remote signatures fees are invoiced and charged according to the default payment stored within the wallet.ÃÂ If the payment method on file has an insufficient balance to cover the invoiceÃÂ associated with the...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-798.html</guid>
										<title>Bank Contact Info (All Banks)</title>
										<link>//kb.erosupport.com/article-798.html</link>
                                        <description><![CDATA[Listed below is the contact info for all partnering banks available to choose during enrollment.ÃÂ Important Note: Notify a lead if the partner advises they bank with Refundo.
Santa Barbara Tax Products Group (TPG)
Tax Pro Support: (800) 779-7228Tax...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-308.html</guid>
										<title>How to Configure The Program to Automatically Complete The EFIN/ERO Information in a Tax Return</title>
										<link>//kb.erosupport.com/article-308.html</link>
                                        <description><![CDATA[Configuring the program for automatic completion of EFIN/ERO InformationÃÂ 

Log into the program as a user with administrator rights.
From the top menu, select Setup-&gt; Office Setup.
Select the Electronic FilingÃÂ Tab.


If there is an EFIN in t...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-903.html</guid>
										<title>Phases of TaxSeason (List of KBs)</title>
										<link>//kb.erosupport.com/article-903.html</link>
                                        <description><![CDATA[Here you will find a list of Knowledge Base Articles that are tax phase specific.





Description
Suggested Article Phase
TIME For CHANGE


Software System Requirements
All Season
Oct-April


E-Filing Prior Year Tax Returns 
All Season
Oct-April


E...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-556.html</guid>
										<title>How to Obtain a Republic Bank ID or RBIN</title>
										<link>//kb.erosupport.com/article-556.html</link>
                                        <description><![CDATA[ContactÃÂ Republic Bank at (866) 491-1040 to obtain the RBIN/Republic Bank ID Code. These codes are distributed by Republic Bank at the completion of the banks compliance requirement.ÃÂ ...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-369.html</guid>
										<title>Entering Form 1095-A Information Into a Return</title>
										<link>//kb.erosupport.com/article-369.html</link>
                                        <description><![CDATA[Entering Form 1095-A Information...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-424.html</guid>
										<title>Request Due Diligence Review</title>
										<link>//kb.erosupport.com/article-424.html</link>
                                        <description><![CDATA[ÃÂ 
The Due Diligence Review is a check box available on SB-TPG taxpayer bank applications.
This option allows the preparer to request TPG to perform a Due Diligence Review on the taxpayer applying for a bank product before approval.ÃÂ Requesting a...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-794.html</guid>
										<title>Filing simple return TY19 (Economic Impact Payment -EIP)</title>
										<link>//kb.erosupport.com/article-794.html</link>
                                        <description><![CDATA[Ã¢â¬ÅSimpleÃ¢â¬Â Returns Ã¢â¬â What are They and What You Need to Do to Complete Them...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-795.html</guid>
										<title>Removing Interview Mode from a return within the Desktop program</title>
										<link>//kb.erosupport.com/article-795.html</link>
                                        <description><![CDATA[Remove Return Interview Mode from a return.
Function starts in TY2019 (xlink20) programÃÂ 
ÃÂ 
From within a return that has Interview mode enabled.

Right-click on the Interview - Express
SelectÃÂ Remove Return Interview
The remove return Intervi...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-25.html</guid>
										<title>Bank Specification by User With Multiple Bank Approvals</title>
										<link>//kb.erosupport.com/article-25.html</link>
                                        <description><![CDATA[This process should happen automatically when selecting the Make PRIMARY within the EMP tool Manage EFINs/Bank Application.

Navigate to the correct account (UID/EFIN)ÃÂ 
Select the View/Edit Enrollment hyperlinkÃÂ ÃÂ (Hamburger stack) OR Use the ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-373.html</guid>
										<title>How to Complete Form 2441 For Child or Dependent Care Expenses</title>
										<link>//kb.erosupport.com/article-373.html</link>
                                        <description><![CDATA[CompletingÃÂ Form 2441

Click Client Data on the "Forms Attached" navigation pane.
Enter all of the child/dependent information and check the 4th box to the right of MO, for child day care.NOTE: This will create a Form 2441 that can be seen in the n...]]></description>

									</item>
<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>

									</item>
<item>
										<guid>//kb.erosupport.com/article-316.html</guid>
										<title>How to E-File The State Return Prior to The Federal Return</title>
										<link>//kb.erosupport.com/article-316.html</link>
                                        <description><![CDATA[Filing the State Return prior to the Federal ReturnÃÂ 
The following steps provide how to file the State Return before filing the Federal Return:

Open the tax return to select for state electronic filing.ÃÂ 
Complete the Federal Tax Return includi...]]></description>

									</item>
<item>
										<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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<item>
										<guid>//kb.erosupport.com/article-374.html</guid>
										<title>How to Enter a Dependent Who Resides in Mexico or Canada</title>
										<link>//kb.erosupport.com/article-374.html</link>
                                        <description><![CDATA[Dependents whoÃÂ live in Mexico or Canada have special IRS treatment.ÃÂ  In order for the programÃÂ to correctly calculate the tax return, they must be entered with a special code....]]></description>

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<item>
										<guid>//kb.erosupport.com/article-22.html</guid>
										<title>EIN is a Required Field in Paid Preparers, Yet Not All Paid Preparers Have an EIN</title>
										<link>//kb.erosupport.com/article-22.html</link>
                                        <description><![CDATA[In early versions of the program, EIN is marked with an asterisk implying that is a required field, yet single preparers will not always have an&nbsp;EIN....]]></description>

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<item>
										<guid>//kb.erosupport.com/article-76.html</guid>
										<title>How to Delete an ERO or Paid Preparer Signature Captured With The Topaz Electronic Signature Pad</title>
										<link>//kb.erosupport.com/article-76.html</link>
                                        <description><![CDATA[Procedures for Deleting an ERO or a Paid Preparer Signature
ÃÂ Follow these steps to delete an ERO signature

On the Database menu, click EF Originators.
Double click the applicable ERO.
Then clickÃÂ Delete Signature.
Next, clickÃÂ Save.
Re-open t...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-803.html</guid>
										<title>Amended EIP (Economic Impact Payment) Return Process</title>
										<link>//kb.erosupport.com/article-803.html</link>
                                        <description><![CDATA[This article links the IRS requested process for filers that submitted a "simple" return but actually had income or additional data to declare.ÃÂ 
ÃÂ 
Amended EIP ReturnÃÂ 
https://www.irs.gov/newsroom/amended-eip-return
Taxpayers who used the Non...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-70.html</guid>
										<title>How to Hide Locked Tax Returns Created by Other Users in The Program</title>
										<link>//kb.erosupport.com/article-70.html</link>
                                        <description><![CDATA[...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-578.html</guid>
										<title>PDF Document is Blank with requested RemoteSign</title>
										<link>//kb.erosupport.com/article-578.html</link>
                                        <description><![CDATA[Taxpayer doesn&#039;t see any text on the PDF sent with remote signature request.

Remote Sign request has been sent via Link to Cell phone or Email
Taxpayer uses Last 4 digits of SSN, Last Name, DOB, &amp; Zip Code (found on Client Data) to validate...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-790.html</guid>
										<title>Where to File Paper Tax Returns With or Without a Payment</title>
										<link>//kb.erosupport.com/article-790.html</link>
                                        <description><![CDATA[Where to File Paper Tax Returns With or Without a Payment
Addresses by state for Form 1040, 1040-SR, 1040ES, 1040V, amended returns, and extensions
(also addresses for taxpayers in foreign countries, U.S. possessions, or with other international fili...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-828.html</guid>
										<title>Information on the 3 Year Tax Comparison</title>
										<link>//kb.erosupport.com/article-828.html</link>
                                        <description><![CDATA[This proforma form allows a preparer/tax payer the ability to compare filing exemptions, income &amp; adjustment to income, deductions, credits, payments for the last 3 years of tax preparation on one form.
ÃÂ 
Where can the form be found/added to a...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-137.html</guid>
										<title>How to Create a Default Auto Populating Preparer PIN</title>
										<link>//kb.erosupport.com/article-137.html</link>
                                        <description><![CDATA[Setting the Paid Preparer PIN for Form 8879 or Third Party Pin Designee
In order to create and set a Preparer PIN that auto populates, proceed with the following steps:

From the "Work In Progress" screen (WIP), select Database.
From Database, select...]]></description>

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