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<channel>
<title>Home - All Categories - 1040Online  </title>
<link>//kb.erosupport.com/category-60.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-405.html</guid>
										<title>Rejection: Primary SSN and Primary Name Control Text  Must Match The E-File Database</title>
										<link>//kb.erosupport.com/article-405.html</link>
                                        <description><![CDATA[A reject with the SSN and the e-File database
This is a reject for the mismatch for the taxpayer name. (IRS only checks the first 4 letters of the last name, DOB, and the social)
Suggest to the preparer to acquire the prior year ACK&#039;d return &am...]]></description>

									</item>
<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>

									</item>
<item>
										<guid>//kb.erosupport.com/article-679.html</guid>
										<title>ScreenShare -Show My PC</title>
										<link>//kb.erosupport.com/article-679.html</link>
                                        <description><![CDATA[ERO Screen-sharing tool (Used for Technical Support Troubleshooting)https://erosupport.showmypc.com/...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-254.html</guid>
										<title>How to Use The Import Button on Schedule 8949/1099-B</title>
										<link>//kb.erosupport.com/article-254.html</link>
                                        <description><![CDATA[Step 1: Create an Excel spreadsheet with the information to be imported
The format of the spreadsheet should be as follows:

ÃÂ Use the following to copy/paste to your CSV file to create the template, or see below for template.
NOTE: The first row n...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-883.html</guid>
										<title>Online Program &gt; How to Create a Login</title>
										<link>//kb.erosupport.com/article-883.html</link>
                                        <description><![CDATA[ Logins can be created at theÃÂ Office orÃÂ Account level.ÃÂ An activation email will be sent for each login created. 
  Follow the instructions below to successfully create a login at the Office level:  

 Login to the 1040 Online Program.
 Click...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-179.html</guid>
										<title>Modernized e-File Schemas and Business Rules for Individual Tax Returns and Extensions</title>
										<link>//kb.erosupport.com/article-179.html</link>
                                        <description><![CDATA[The tables below provide links to the Tax Year Specific Release Memorandum, XML Schemas, and Business Rules for the Modernized e-File (MeF) 1040 Series and Extensions...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-922.html</guid>
										<title>ScreenShare - Show My PC Web Version for Chromebook</title>
										<link>//kb.erosupport.com/article-922.html</link>
                                        <description><![CDATA[Control and View Remote PC using Chromebook...]]></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-955.html</guid>
										<title>1040 Online Wallet setup, vaulting and reloading Reference guide</title>
										<link>//kb.erosupport.com/article-955.html</link>
                                        <description><![CDATA[Wallet Set-Up, Vaulting &amp; Reloading Reference Guide
EFIN/Office Level
Office owners can manage their wallet by accessing it within the Profile Menu in the online software.
Accessing Office Wallet

Login to Online with Office Owner login

ÃÂ 

Cl...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-951.html</guid>
										<title>How to Create a Return for Puerto Rico Residents (1040-SS)</title>
										<link>//kb.erosupport.com/article-951.html</link>
                                        <description><![CDATA[It is best to start this process with a newly created return and NO other forms added. If there areÃÂ any 1040 related forms within the return or options for 1040-SS won&#039;t populate. 

From the Client Data form within the return 
Check the box i...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-872.html</guid>
										<title>Online Program &gt; Sending a Remote Signature Request</title>
										<link>//kb.erosupport.com/article-872.html</link>
                                        <description><![CDATA[Tax preparers can send a remote signature request either by email or cell phone in 1040 Online. (EFilable years ONLY)In order to initiate a remote signature request, the following items are required before sending:

ERO signatureÃÂ required to be ca...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-742.html</guid>
										<title>ScreenShare -Chrome Remote Desktop</title>
										<link>//kb.erosupport.com/article-742.html</link>
                                        <description><![CDATA[ScreenShare -Chrome Remote Desktop
Alternate to usingÃÂ ShowMyPC screen sharing tool.

Navigate to the following address &amp; DL/Install if needed:ÃÂ https://remotedesktop.google.com/support
Select Remote Support
Have ERO select the Generate Code ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-915.html</guid>
										<title>Online Program &gt; Wallet Setup for Remote Signatures</title>
										<link>//kb.erosupport.com/article-915.html</link>
                                        <description><![CDATA[Login to 1040 Online as a user with EFIN/Office or Office Manager access level. 

 Click on the  Profile menu toward the top-right of the page. 
    Click on  Wallet Setup.    
  

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

									</item>
<item>
										<guid>//kb.erosupport.com/article-882.html</guid>
										<title>Online Program &gt; Activating a New Login Account</title>
										<link>//kb.erosupport.com/article-882.html</link>
                                        <description><![CDATA[Once a new account or login is created in 1040 Online, the email address associated with the login will receive an activation email. This process will also provide options for authentication once the password has been set....]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-920.html</guid>
										<title>Online Program &gt; TERMS OF SERVICE FOR ONLINE TAX PREPARATION SERVICES - TAX YEAR 20##</title>
										<link>//kb.erosupport.com/article-920.html</link>
                                        <description><![CDATA[
TERMS OF SERVICE FOR ONLINE TAX PREPARATION SERVICES - TAX YEAR 2021




BY CLICKING THE "ACCEPT" BUTTON OR ACCESSING OR USING THE SERVICES, YOU ARE ENTERING INTO AND AGREEING TO BE BOUND BY THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO THE TE...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-910.html</guid>
										<title>Online Program &gt; Signature Locations</title>
										<link>//kb.erosupport.com/article-910.html</link>
                                        <description><![CDATA[ERO Location
Dropdown Profile

Preparer Location
Location #1Office Setup &gt; Preparer &gt; Capture SignatureLocation #2
TaxPayer Location
From within the returnLocation #1Location #2]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-859.html</guid>
										<title>Online Program &gt; Creating a Custom Report</title>
										<link>//kb.erosupport.com/article-859.html</link>
                                        <description><![CDATA[Creating a Custom Report
Custom ReportsÃÂ allow you to select the information from each tax return to be displayed and then separately select the search criteria to be used, along with the parameters of the search criteria.
ÃÂ Follow the instructio...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-902.html</guid>
										<title>Online Program &gt; Default Access Levels Defined</title>
										<link>//kb.erosupport.com/article-902.html</link>
                                        <description><![CDATA[  Access Levels  can be found under  Logins  within the  Account SettingsÃÂ orÃÂ Office SettingsÃÂ Sections of the 1040 Online Software.ÃÂ  
  Possible Accesses Available  
 Not all accesses are available to all account levels 




 ALL Accesses ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-874.html</guid>
										<title>Online Program &gt; Capturing the Preparer Signature</title>
										<link>//kb.erosupport.com/article-874.html</link>
                                        <description><![CDATA[In order for the preparer to electronically store their signature in 1040 Online, the user will need to capture their preparer signature for each designated preparer.
Follow the instructions below to successfully capture the preparer signature:
Metho...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-864.html</guid>
										<title>Online Program &gt; Forgot Login Password</title>
										<link>//kb.erosupport.com/article-864.html</link>
                                        <description><![CDATA[Forgot Login Password
A valid login is required to access your 1040 Online account.ÃÂ  In order to reset your account login you can follow the steps below to successfully reset your login:

 ClickÃÂ Forgot Password?


 Enter yourÃÂ Username&gt; Cl...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-867.html</guid>
										<title>Online Program &gt; Configuring Chrome Authenticator Extension for a Login</title>
										<link>//kb.erosupport.com/article-867.html</link>
                                        <description><![CDATA[Utilizing the Chrome Authenticator Plugin in 1040 Online to complete the multi-factor authentication (2FA) process is common for 1040 Online users.
The following items are required to complete this process:

Open Google Chrome
DownloadÃÂ Chrome Auth...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-862.html</guid>
										<title>Online Program &gt; Generating a New 2FA QR Code</title>
										<link>//kb.erosupport.com/article-862.html</link>
                                        <description><![CDATA[If you choose to utilize the 2FA QR code when logging into 1040 Online and need to generate a newÃÂ 2FA QR codeÃÂ for the multifactor authentication process, follow the instructions below:

Click on theÃÂ Profile menu dropdown.
 ClickÃÂ Generate ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-858.html</guid>
										<title>Online Program &gt; How to Create Preparers</title>
										<link>//kb.erosupport.com/article-858.html</link>
                                        <description><![CDATA[Preparers can be managed/created when at theÃÂ Office level.
Follow the instructions below to successfully create a preparer:
To Add a Paid Preparer:

Login to theÃÂ 1040 Online ProgramÃÂ with Office level access.ÃÂ 
Click on Office SettingsÃÂ f...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-869.html</guid>
										<title>Online Program &gt; Capturing the ERO Signature</title>
										<link>//kb.erosupport.com/article-869.html</link>
                                        <description><![CDATA[In order to capture the ERO signature in 1040 Online, usersÃÂ must have access to a login at the EFIN/Office levelÃÂ or you will not be able to see this request in the profile menu.ÃÂ ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-884.html</guid>
										<title>Online Program &gt; How to Activate Checks</title>
										<link>//kb.erosupport.com/article-884.html</link>
                                        <description><![CDATA[Follow the instructions below to successfully activate checks using 1040 Online:

 ClickÃÂ Office Settings.
 ClickÃÂ Checks.
 ClickÃÂ Activate Check.


 Complete theÃÂ required informationÃÂ for your desired bank provider.


 ClickÃÂ Add.
]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-861.html</guid>
										<title>Online Program &gt; Setting the In-Office Preferred Signature Capture Method</title>
										<link>//kb.erosupport.com/article-861.html</link>
                                        <description><![CDATA[Follow the instructions below to successfully select your in-office preferred signature capture method when using 1040 Online.ÃÂ ÃÂ 

 Login to the 1040 OnlineÃÂ program.
 Click on theÃÂ ProfileÃÂ menu dropdown.
 Click onÃÂ Login PreferencesÃÂ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-880.html</guid>
										<title>Online Program &gt; Understanding the Login Type</title>
										<link>//kb.erosupport.com/article-880.html</link>
                                        <description><![CDATA[1040 Online requires Login Types to each login created in the software.ÃÂ  Currently, the two types of login types are either Manager or Preparer.
ÃÂ 
ÃÂ Below is a comparison of the differences between the two login types:
ÃÂ 




Manager


Prep...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-917.html</guid>
										<title>Online Program &gt; TaxPass Mobile App Setup</title>
										<link>//kb.erosupport.com/article-917.html</link>
                                        <description><![CDATA[The Taxpass mobile app provides the ability for taxpayers to submit return information to their preparer. Taxpayers may manually enter the mobile app ID or scan the QR code that is generated during or after their Taxpass account registration.

Click ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-871.html</guid>
										<title>Online Program &gt; Adding a Widget</title>
										<link>//kb.erosupport.com/article-871.html</link>
                                        <description><![CDATA[Widgets are visual reports that you can install and display on 1040 Online&#039;s dashboard.ÃÂ  There are multiple free widgets for you to install for you and/or your office....]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-875.html</guid>
										<title>Online Program &gt; Using User Status Codes</title>
										<link>//kb.erosupport.com/article-875.html</link>
                                        <description><![CDATA[User Status CodesÃÂ are user-created codes to classify certain returns, allowing those returns to be easily searchable by a custom report....]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-924.html</guid>
										<title>Online Program &gt; How to add Bank Documents to print with Final Return</title>
										<link>//kb.erosupport.com/article-924.html</link>
                                        <description><![CDATA[Follow the steps below toÃÂ ALWAYS print the bank document with the final return.

Login to the 1040 Online Program with credentials that allow access to Office Settings.
Click on Office Settings from the left menu.
Navigate to Extended Setup sectio...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-898.html</guid>
										<title>Online Program &gt; Changes to Client Letter</title>
										<link>//kb.erosupport.com/article-898.html</link>
                                        <description><![CDATA[How to edit/make changes/delete the client letter.
This function can only be done within the Office Level.ÃÂ 

Navigate to theÃÂ Office Settings in the lower left corner of 1040 Online.
Select the Client Letters hyperlink under theÃÂ Extended Setu...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-865.html</guid>
										<title>Online Program &gt; Deleting Records from the Database</title>
										<link>//kb.erosupport.com/article-865.html</link>
                                        <description><![CDATA[Deleting Records from the Database...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-868.html</guid>
										<title>Online Program &gt; Working with Device Registrations</title>
										<link>//kb.erosupport.com/article-868.html</link>
                                        <description><![CDATA[Registered devices in 1040 Online lets you skip the multifactor authentication when you login.ÃÂ  You can simply add aÃÂ friendly labelÃÂ for the device you are using to login.ÃÂ  Managing these devices are also available within 1040 Online....]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-878.html</guid>
										<title>Online Program &gt; Running a Quick Report</title>
										<link>//kb.erosupport.com/article-878.html</link>
                                        <description><![CDATA[By default, 1040 Online provides six (6)ÃÂ Quick ReportsÃÂ which tend to be the most common reports in use, pre-configured for convenience.ÃÂ 
NOTE: Logins with the access level of Non Transmitting Preparer will not be able to view reports.
Follow...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-873.html</guid>
										<title>Online Program &gt; Setting up Client Letters</title>
										<link>//kb.erosupport.com/article-873.html</link>
                                        <description><![CDATA[This feature is designed to let the user design/develop their own custom client letters.ÃÂ  We have designed this feature to be fully customizable from within 1040 Online.
ÃÂ Follow the instructions below to successfully setup a client letter:

 Cl...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-926.html</guid>
										<title>Online Program &gt; How to Start a New Return</title>
										<link>//kb.erosupport.com/article-926.html</link>
                                        <description><![CDATA[Follow the instructions below to successfully start a new return:

Login to theÃÂ 1040 Online Program.
Select Tax Return from the Left Panel.


Click the New Return + Button found on the right side of window.


When the window pops up, input the Soc...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-918.html</guid>
										<title>Online Program &gt; Billing Setup (DRAFT)</title>
										<link>//kb.erosupport.com/article-918.html</link>
                                        <description><![CDATA[The Billing Setup function enables use of the Client Invoicing feature. This feature allows the ability to bill clients for tax preparation fees you set. This article will cover how to set and manage pricing, discounts and custom charges. Note: The...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-937.html</guid>
										<title>Return Status Codes</title>
										<link>//kb.erosupport.com/article-937.html</link>
                                        <description><![CDATA[Here is a list of potential Return Status codes within the 1040 Software &amp; 1040 Online programs.
]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-860.html</guid>
										<title>Online Program &gt; Adding Records to the Database</title>
										<link>//kb.erosupport.com/article-860.html</link>
                                        <description><![CDATA[Adding Records to the Database...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-916.html</guid>
										<title>Online Program &gt; Error `ERO Signature Missing`</title>
										<link>//kb.erosupport.com/article-916.html</link>
                                        <description><![CDATA[ Symptoms 
When trying to print from within a return the following error occurs. &rsquo;ERO Signature Missing.ÃÂ This print functionality will not be enabled...&rsquo;

ÃÂ 
Cause 
Verify that the office states &#039;signed&#039; for ERO SIGNATURE.
...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-877.html</guid>
										<title>Online Program &gt; Creating/Running a Custom Report</title>
										<link>//kb.erosupport.com/article-877.html</link>
                                        <description><![CDATA[Custom ReportsÃÂ allow you to select the information from each tax return to be displayed and then separately select the search criteria to be used, along with the parameters of the search criteria. You can run custom reports that you have already...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-876.html</guid>
										<title>Online Program &gt; Configuring Restricted Fields</title>
										<link>//kb.erosupport.com/article-876.html</link>
                                        <description><![CDATA[Users can lock fields in 1040 Online by restricting the field.ÃÂ  Restricting a field on a form orÃÂ worksheet withinÃÂ a tax return will prevent users from being able to fill it out. The only login that can see all fields will be the EFIN/Office...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-866.html</guid>
										<title>Online Program &gt; Editing Records in the Database</title>
										<link>//kb.erosupport.com/article-866.html</link>
                                        <description><![CDATA[Editing Records in the Database
Most records in the database will be automatically generated as you fill out tax returns, it may become necessary to make changes to these automatically generated records, or to manually created records.ÃÂ 
ÃÂ Follow...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-863.html</guid>
										<title>Online Program &gt; Deleting a Custom Report</title>
										<link>//kb.erosupport.com/article-863.html</link>
                                        <description><![CDATA[Deleting a Custom Report
If you have saved aÃÂ Custom ReportÃÂ with incorrect parameters, or otherwise no longer want or need a Custom Report, these can be easily deleted.
ÃÂ Follow the instructions below to successfully delete a Custom Report:

C...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-909.html</guid>
										<title>Online Program &gt; Office Level Co-Branding Location</title>
										<link>//kb.erosupport.com/article-909.html</link>
                                        <description><![CDATA[Office level location

Select Office Settings (Left panel)


Click on the Office hyperlink
To add logo hit the Select Account Logo button


Confirm by hitting the Save And Upload LogoÃÂ button.
]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-911.html</guid>
										<title>Online Program &gt; Requesting Documents</title>
										<link>//kb.erosupport.com/article-911.html</link>
                                        <description><![CDATA[Documents can be requested through the program using an email set in Client data or direct entry.

Navigate to the return that will be requesting documents.
Select the Document Archive from the Left Pane
Click on the text Requested Documents to acces...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-907.html</guid>
										<title>Online Program &gt; Accept Terms of Service not clickable</title>
										<link>//kb.erosupport.com/article-907.html</link>
                                        <description><![CDATA[ Symptoms 
After logging into 1040 Online for the first time end user is not able to click the &#039;Accept Terms Of Service&#039; button to proceed.

Cause 
 The browser used to view the website has &#039;Zoom&#039; reduced.

Resolution 

Return the...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-943.html</guid>
										<title>Online Program &gt; TERMS &amp; CONDITIONS FOR SMS TEXTING TAX YEAR 20##</title>
										<link>//kb.erosupport.com/article-943.html</link>
                                        <description><![CDATA[SMS TEXTING TERMS AND CONDITIONSLast Updated: July 2020...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-921.html</guid>
										<title>Online Program &gt; Document size must be 5MB or less</title>
										<link>//kb.erosupport.com/article-921.html</link>
                                        <description><![CDATA[Symptoms:
When importing a fileÃÂ to the Document Archived in 1040Online, the following error message appears:ÃÂ 
&rsquo;Document size must be 5MB or less&rsquo;
Cause:
The file being imported is too large to store in the Document Archive. If the f...]]></description>

									</item>
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