Possible causes for the scanner not activating The scanner may not be connected to the computer: Verify the scanner is properly connected to a USB port. Drivers may not be installed. To verify if the drivers have been installed: In Windows, pre... Read More

Symptoms When printing, pages are blank.   Cause The printer is not an HP compatible laser printer supporting a Printer Control Language of 6 or higher. This error has been known to occur when attempting to print to Brother bra... Read More

Sending Text Messages Using TextLink and Extended Reports   Steps to send a text message to a single recipient: Start a new tax return or open an existing one. Double click Client Data in the Attached Forms pane. In the Cell Pho... Read More

Symptoms In the attempt to send a text message or email a return, one of the the following error message occurs:  ’Send Email - Failure! user, password or similar was not accepted and we failed to login Send Email - Failure! (-67) user, p... Read More

Symptoms When the tax return is verified, the following error is displayed:  ’PAYMENT Invalid requested payment date’ Cause This error is related to the Form EF-PMT, and can occur for a number of reasons:  When the r... Read More

Installing a state package from within the program Create or open a tax return. Click Add Form. Select the State Tab and use the drop-down menu to select from the Available States section. Select the form to be added by double clicking. In ... Read More

To update a Transfer installation (non-transmitting copy of the program), a copy of the updates from the Transmitting PC will need to be manually moved over.  QUICK RESOLUTION STEPS Step 1: Back up files on up-to-date program From inside th... Read More

Symptoms While installing updates, states or additional products, the following error message appears: ’Unable to open: software/1040us0 ERROR_ACCESS_DENIED Access is denied.’File Access Error Cause This issue can occur if any of... Read More

Symptoms While printing a PDF tax return copy, the following error message appears: ’This file cannot be opened because it has no pages.’ Cause This error can be caused by: Printing bank documents on a tax return with no bank ... Read More

User Status and User Status Codes Database... Read More

 Go to www.irs.gov and click on Tax Pros at the top corner of the page.  Click on Access e-Services in the center of the page.  Click on E-file Provider Services.        Click on Access e-file Application in the center ... Read More

How to enter $0 for Social Security or Medicare Wages on the W2  The W2 will not allow for the direct entry of $0 input an "X" in the box set below to override the requirement of data input.  This will clear any verify error & represent... Read More

This article links the IRS requested process for filers that submitted a "simple" return but actually had income or additional data to declare.    Amended EIP Return  https://www.irs.gov/newsroom/amended-eip-return Taxpayers who used the Non... Read More

Default Permissions Settings  The following steps below provide the procedure to make alterations to default permissions in the program for varying access levels. At the Setup menu, first select Login Accounts. Within the Login Accoun... Read More

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... Read More

Symptoms When clicking Verify , the Return Errors and Rejects window is populated with a verify to be resolved. ’Estimate outside 8879 variances, reprint 8879’    Cause This verify error occurs when changes are a... Read More

Adding Notes to a Return   The software offers several methods to add notes to a tax return. These notes are not transmitted with the tax return, and may be used by the preparer to store additional information for their records: 1. Using the "No... Read More

Symptoms This error occurs when there is a mismatch in the Prep Fees shown on the Invoice versus the Prep Fees shown on the Bank App.    'Calculated Prep fee from the Invoice doesn't match the bank app' Cause This occu... Read More

Symptoms Clicking the "Business Returns" tab at the top of the software causes an informational message to appear.'Your login doesn't have Access to Business Software'   Cause This message indicates that the Access level for this login has a re... Read More

This article only applies to returns done for TaxYear 2018 & prior. Steps to switch Form 1040A to a 1040 On the "Attached Forms" pane, right click FORM 1040A and then click Remove Form. You will not lose any tax return information during t... Read More

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... Read More

How to Print a Questionnaire... Read More

Symptoms Clicking "Send Text" causes a message box to appear.'Your access authorization level of ADMINISTRATOR is inadequate for the requested function Send Text Message'     Cause The Administrator account does not have the access l... Read More

Symptoms When attempting to open a file, a Windows security message appears: ’These files can’t be opened’   Cause This behavior can occur when attempting to open a file that has been downloaded from the Int... Read More

Symptoms ... Read More

Symptoms When verifying a tax return, the following verify error appears: ’Client Data - State attached does not include any forms’    Cause The state tax return may not be fully completed, or the state tax return has o... Read More

Symptoms When running the Data Converter, the Data Converter appears to convert tax returns, yet no files are actually converted.    Cause This issue can occur if User Access Control (UAC) is enabled, and the software is not run as an adm... Read More

Symptoms When starting the program on a workstation computer, the following error message appears: ’Windows cannot access the specified device, path or file’   Cause This issue can occur if the Internet Explorer security se... Read More

Symptoms While opening the program, the following error message appears: ’Xlink hardware exception C0000005!C:\xlinkYY\overlay\opcodes.000 at: 5ED0’ Cause This issue can occur if the program was not updated properly, possi... Read More

Symptoms When verifying a tax return, a verify error message appears: ’US FRM 8879 The Last Printed 8879 Values do NOT match current 8879 Values - RePrint 8879’    Cause Form 8879 was previously printed and the cur... Read More

Symptoms When printing a Final Tax Return, Form 8879 or 8453 do not print. However, Form 8879/8453 will print when printing bank documents.    Cause This behavior will occur if the program is configured to print Forms 8879 or 8453 with... Read More

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... Read More

Symptoms When a new return is entered, the following error occurs: ’DataBase Access Error' Cause This error is caused when the current year cannot access the tax data for the prior year program due to the prior year password being inc... Read More

Symptoms When opening the program, an error message similar to the following appears: ’Startup Abort!!!       Cause This can occur when the program is updated on a network while the program is open on another workstation. I... Read More

Symptoms While opening a tax return, an error message similar to the following appears:  ’dir20xx Accessing: dir20xx – C:0000000. crc error on page header’ Cause This issue can occur if the program database index file is... Read More

Symptoms Clicking choices have illegible text displayed. Cause Enter the main reason this error can occur Resolution Windows DPI settings Resolution Click Setup > Office Setup Click General tab and change font size to Default -1 and... Read More

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.  Click i... Read More

When attempting to access wallet setup the following warning populates.  ADMINISTRATOR should have access to ALL functions of the program. Close 1040 software Right click on desktop Icon for 1040 Software Select Properties Click the Advance butt... Read More

In Tax Year 2019 the IRS announced the E-file function of amendments. Where's my Amended Return? Maximum of 3 amendments are allowable for E-File E-File 1040-X  Follow KB 367 How to prepare an Amended Tax return (form 1040-X) Complete F... Read More

Print the 1040x Acknowledgement Letter From within the return there MUST be a 1040x ACK response from IRS (confirm on Information & Status page) Select Print  Click on Acknowledge Letter  The 2nd page will be the Amended Acknowledgement Le... Read More

Important Note: Effective for TY2020 to current. Note: Requires appropriate access level. From the Work In Progress (WIP) screen. Click Setup. Select Wallet Setup. Read and Accept Terms and Conditions to continue with configur... Read More

Use Form 1040-ES to figure and pay your estimated tax. This article provides steps on how to add 1040-ES and how to print the voucher.... Read More

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 ... Read More

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 Accept Terms and Conditions to continue with configurati... Read More