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<title>Home - All Categories - Desktop Program  - Configuration  </title>
<link>//kb.erosupport.com/category-5.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-304.html</guid>
										<title>How to setup 2-Step Verification and Google App Password</title>
										<link>//kb.erosupport.com/article-304.html</link>
                                        <description><![CDATA[2 Step Verification must be turned on to allow the function of emailing through the 1040 software.

Navigate to gmail.com &amp; login to the Google/Gmail account.
From the top right hand corner click your accounts Image &amp; select Manage your Googl...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-384.html</guid>
										<title>How to Install The Scriptel Signature Pad</title>
										<link>//kb.erosupport.com/article-384.html</link>
                                        <description><![CDATA[Before installing signature pad models, confirm that the model is supported by the software:ÃÂ View Supported Signature Pad Models (KB 548)...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-815.html</guid>
										<title>Wallet Setup for Remote Signature (Desktop/Hosted)</title>
										<link>//kb.erosupport.com/article-815.html</link>
                                        <description><![CDATA[  Important Note: Effective for TY2020 to current.  
 Note: Requires appropriate access level. 

 From the Work In Progress (WIP) screen. 
 Click  Setup.  
 SelectÃÂ Wallet Setup. 


Read and AcceptÃÂ Terms and Conditions  to continue with configur...]]></description>

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<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-379.html</guid>
										<title>How to Change The Network Type From Public to Private in Windows 8/8.1</title>
										<link>//kb.erosupport.com/article-379.html</link>
                                        <description><![CDATA[This process may be useful in situations where the network host is running Windows 8/8.1 and the workstations are unable to view the host on the network. A possible cause of this is the network type on the host machine being set to Ã¢â¬ÅPublic.Ã¢â...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-802.html</guid>
										<title>Verify Error &quot;Invalid RT/ERC Account Number - Check Setup Options&quot;</title>
										<link>//kb.erosupport.com/article-802.html</link>
                                        <description><![CDATA[ Symptoms 
 When verifying fatal error displays:ÃÂ   &rsquo;Invalid RT/ERC Account Number -ÃÂ  Check Setup Options&rsquo; 
Cause 
The deposit informationÃÂ on the Form 8879 has been altered.
 This can happen due to a SSN change or by the ERO tryin...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-292.html</guid>
										<title>How to Add a Remote Signature For an EF Originator</title>
										<link>//kb.erosupport.com/article-292.html</link>
                                        <description><![CDATA[Adding a Remote Signature for an EF Originator
ÃÂ 
The following steps provide how to add a remote signature for an EF Originator:
1. Inside of the software, open the Database menu and then open EF Originators.
2. When the "EF Originators" window is...]]></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>

									</item>
<item>
										<guid>//kb.erosupport.com/article-348.html</guid>
										<title>How to Set Up Default Printing of The Spanish Client Letter</title>
										<link>//kb.erosupport.com/article-348.html</link>
                                        <description><![CDATA[Steps to Set Up Default Printing of the Spanish Client Letter
1. On the Setup menu, click Login Accounts.

2. DoubleÃÂ click the applicable user. If a user does not appear in the list, click Add.
3. In the Client Letter list, click Spanish,ÃÂ and t...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-844.html</guid>
										<title>PayJunction API Information</title>
										<link>//kb.erosupport.com/article-844.html</link>
                                        <description><![CDATA[New to TaxYear 2021 is the option for PayJunction.This is a third party all-in-one contactless payment processing solution.Support is provided by PayJunction.
Link for Website:ÃÂ https://www.payjunction.com/payments/
Setup PayJunction information

L...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-312.html</guid>
										<title>How to Configure Automatic Setup For Completing Preparer`s Information in a Tax Return</title>
										<link>//kb.erosupport.com/article-312.html</link>
                                        <description><![CDATA[Setup &amp; Configuring Paid Preparer

Log into the program as a user with administrator rights.
From the top menu, select Database &gt; Paid Preparers.
Input Preparer ID (naming convention is Alpha/Numeric 7 digits).
Selecting Add will prompt the da...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-73.html</guid>
										<title>How to Update a State Billing Schedule</title>
										<link>//kb.erosupport.com/article-73.html</link>
                                        <description><![CDATA[State Billing Schedule Update
&nbsp;
The following steps are procedures to update a state billing schedule&nbsp;
1. To start, from the&nbsp;Setup&nbsp;menu, click&nbsp;Billing Setup &amp; select the correct Billing Scheme.
2. In the&nbsp;Form Billing...]]></description>

									</item>
<item>
										<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>

									</item>
<item>
										<guid>//kb.erosupport.com/article-302.html</guid>
										<title>How to Adjust Font Size  in The Program For Reader Easability</title>
										<link>//kb.erosupport.com/article-302.html</link>
                                        <description><![CDATA[Adjusting of Font Size
ÃÂ 
The following three methods provide a selection of ways to adjust the font size in the program for different reader&#039;s choice:Method 1: Select an alternate font set

On theÃÂ SetupÃÂ menu, clickÃÂ Office Setup.
On t...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-102.html</guid>
										<title>How to Enter a Communications Password in The Program</title>
										<link>//kb.erosupport.com/article-102.html</link>
                                        <description><![CDATA[Entering a communications password
A communications password is used to connect to the Central Site. It is included in the paperwork shipped with the software. This password must be entered into the program for transmission to function.ÃÂ 
ÃÂ 
Step...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-293.html</guid>
										<title>How to Add or Remove The Prior Year Balance on The Invoice</title>
										<link>//kb.erosupport.com/article-293.html</link>
                                        <description><![CDATA[Adding/removing the prior year balance
The following short steps provide how to add or remove the prior year balance on the invoice:

From within the program selectÃÂ Setup&gt; Billing Setup.
From Billing Setup, check or uncheck the No Prior Year Ba...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-299.html</guid>
										<title>How to Pull The Previous Year`s Billing Scheme Data Into The Current Year`s Software</title>
										<link>//kb.erosupport.com/article-299.html</link>
                                        <description><![CDATA[Pulling the Previous Year&#039;s Billing Scheme Into The Current Year
WARNING: This will overwrite the current billing scheme data in the current year&#039;s software, if any.ÃÂ 
The following short steps provide how to copy the previous year&#039;s...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-232.html</guid>
										<title>How to Assign an Access Level to a Login Account</title>
										<link>//kb.erosupport.com/article-232.html</link>
                                        <description><![CDATA[Assigning an Access Level to a Login
&nbsp;
The following provided steps are shown how to assign an access level to a login:&nbsp;
1. Log into the program as a user with administrator rights.
2. From the top menu, select Setup-&gt;Login Accounts.&nbs...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-723.html</guid>
										<title>How to add/remove columns from the client grid display</title>
										<link>//kb.erosupport.com/article-723.html</link>
                                        <description><![CDATA[How to edit/remove columns from the client grid display
This article describes the process to add/remove columns that display within the client grid.

From the WIP (Work in Progress) Screen selectÃÂ Lookup
Select Configure Icon
Check and Un-check th...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-402.html</guid>
										<title>Business Module Access Not Permitted</title>
										<link>//kb.erosupport.com/article-402.html</link>
                                        <description><![CDATA[ Symptoms 
&rsquo;Your login doesn&#039;t have Access to Business Software&rsquo;

Cause 
Even though the Business module has already been added to a customer&#039;s order on the Central Site Portal, the customer may not be able to access the Busines...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-218.html</guid>
										<title>How to Uninstall a Service Release or Product Update From The Program</title>
										<link>//kb.erosupport.com/article-218.html</link>
                                        <description><![CDATA[Uninstalling Selected Updates
ÃÂ 
The following provided steps are shown how to uninstall Service Releases or Product Updates:
1. Log into the program as a user with administrator rights.
2. From the top menu, selectÃÂ Utility-&gt;System Utilities....]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-287.html</guid>
										<title>How to Turn On or Off Audit/Validation Checks</title>
										<link>//kb.erosupport.com/article-287.html</link>
                                        <description><![CDATA[Audit/Validation Checks
&nbsp;
&nbsp;The following short steps show that a customer can turn these checks on or&nbsp;off according to preference:
&nbsp;1. Configuration can be reached by going to Setup -&gt; Office Setup -&gt; Auth/Audits Tab.
&nbsp;...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-248.html</guid>
										<title>How to Prevent The Windows Security Warning While Opening The Program on a Workstation Computer</title>
										<link>//kb.erosupport.com/article-248.html</link>
                                        <description><![CDATA[Preventing the WindowsÃÂ Security Warning
ÃÂ 
NOTE: Exit all programs, including Internet Explorer (if it is running).

ClickÃÂ Start, and then clickÃÂ Run. Type the following command in theÃÂ OpenÃÂ box, and then press Enter:

 ÃÂ  ÃÂ  ÃÂ  ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-713.html</guid>
										<title>How to change from a Public network to a Private network</title>
										<link>//kb.erosupport.com/article-713.html</link>
                                        <description><![CDATA[All computers must be in "private/home/work network. Avoid Public Network.ÃÂ 

]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-506.html</guid>
										<title>Program Using Current Windows User Name as The Login Name</title>
										<link>//kb.erosupport.com/article-506.html</link>
                                        <description><![CDATA[ Symptoms 
 When the program is opened, the Ã¢â¬ÅLoginÃ¢â¬Â field is populated with the current Windows user account name. 
ÃÂ  ÃÂ Cause
 This issue can occur if  The Use Windows Login check box is selected on the Login Accounts screen. If the ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-245.html</guid>
										<title>How to Set Up The Program For Only Charging Forms Filed Electronically</title>
										<link>//kb.erosupport.com/article-245.html</link>
                                        <description><![CDATA[ÃÂ To SetÃÂ up the program to charge for only forms filed electronically

ÃÂ SelectÃÂ Setup
Then chooseÃÂ Billing SetupÃÂ to access the billing window.
Verify the correct billing scheme is selected
Put check mark in the &#039;Bill for EF Forms ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-268.html</guid>
										<title>How to Auto Add State to a Tax Return</title>
										<link>//kb.erosupport.com/article-268.html</link>
                                        <description><![CDATA[Auto Add a State
&nbsp;
The following steps provided are shown how to auto add a state to a tax return:
1. From the WIP screen,&nbsp;&nbsp;navigate&nbsp;to setup&gt; office setup.
2. Next, move to the Overrides&nbsp;Tab.
3. There are two options for ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-757.html</guid>
										<title>Choices window shrunk</title>
										<link>//kb.erosupport.com/article-757.html</link>
                                        <description><![CDATA[ Symptoms 
 Clicking choices have illegible text displayed.  

Cause 
 Enter the main reason this error can occur 

Resolution
Windows DPI settings

Resolution 

Click Setup &gt; Office Setup


Click General tab and change font size to Default -1 and...]]></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>

									</item>
<item>
										<guid>//kb.erosupport.com/article-659.html</guid>
										<title>Itemized Form Billing Summary does not appear on the invoice</title>
										<link>//kb.erosupport.com/article-659.html</link>
                                        <description><![CDATA[Follow this article to turn off Invoice Short Form. The Billing Scheme is configured to show charges in an itemized manner by default. This allows the invoice to display charges for each form when this method is used. When Display Invoice Short Form...]]></description>

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