View the links below for help with EIC Income Limits, Maximum Credit Amounts, Qualifying Rules, & Claiming Without a Qualifying Child Publication 596, Earned Income Credit (EIC) EITC Income Limits, Maximum Credit Amounts, And Tax Law UpdatesIRS ... Read More

Form 4868 (IRS link)  The following steps are to create and electronically file Form 4868:  Complete the following on the Client Data Screen.Taxpayer name, address, date of birth, and filing status & bank account data Click Add Form�... 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

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

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 activating a check range, the following error message appears: ’Check Numbers Overlap with existing Check Inventory’    Cause This error message will appear if: The check range entere... 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

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

Symptoms When exporting a report to Excel, an error message appears. 'Couldn’t CreateDispatch on Excel'     Cause There is no software installed to open .csv files, as in Microsoft Excel or LibreOffice Calc... Read More

Symptoms In exporting mailing labels to Microsoft Word, the following error message appears: ’Please close all instances of Word before running label maker.’    Cause This issue can occur if multiple instances of Microsoft Office ar... Read More

Importing a document The following steps provide how to import a document into a return: Open the return to import a document into, then go to the Document Archive. Once the Archived Documents Listing window opens, choose Import button. Browse to th... 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

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Symptoms When activating TextLink in Office Setup - TextMsg/Email, the following error messages appear: 'The module “C:\xlinkYY\sendtext.dll” was loaded but the call to DllRegisterServer failed with error code 0x80... 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 printing a tax return to PDF, the following error message appears: ’Software Error/Interrupt!! TextFlushThe system cannot find the path specified.’   Cause This error occurs when the program is configured to use... Read More

Symptoms When verifying a tax return, the following verify error appears. ’SS Tax Withheld over 6.2%’   Cause For tax years 2011 and 2012, the social security tax was reduced from 6.2% to 4.2%. Employers that failed to adjust th... 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 While attempting to open the program, this message occurs: ’xlink32.exe is not a valid Win32 application’   Cause This error can occur when the operating system is unsupported, the current operating system is not update... Read More

Symptoms: When opening the Tax Client you are prompted with the following error:  ’RemoteApp ErrorThe program did not start on the remote computer. For assistance, contact your system administrator.’ Resolution: Re-configure the Hos... 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

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  When selecting a link on the Work In Progress Summary, the following error message appears: ’Error/interrupt abt(software crc error) error 020 xlink abort.’    Cause This issue can occur if a program file is ... Read More

Symptoms When printing a tax return, the following message appears: ’Return contains errors which exceed the acceptable error level, as specified in System Setup.This return CANNOT be Printed.’    Cause This will occur if the ... Read More

Symptoms Fatal Verify Error’ IRS Direct Deposit Reject Cd 44 - See Details’     Cause Refund over 10kNo Total Tax calculations are present on Line 24 of the 1040 return.Line 2 of the W2 is over 10k Link displayed in Veri... 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

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

Symptoms When opening the program, the following message appears: ’xlink32.exe - System Error’ Resolution From the workstation Navigate to the install folder on the host machine (through network) Right click on application VC_r... Read More

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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

Symptoms When emailing a return in either 2021 or 2022 Software you are met with this SSL error.’TextLink-Failure!’'SSL/TLS connection/handshake error' Cause Antivirus' Email Shield is blocking outgoing emails with att... Read More

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.... 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

IRS Rejection: The e-File Database indicates that Form 8962 or binary attachment with description containing ACA Explanation must be present in the return. RuleNumber: F8962-070 Possible reason for rejection: Taxpayers placed applications throug... Read More