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

Printing a Schedule W-2 with a final tax return1. On the Setup menu, click Printer Setup. 2. On the "Application Settings" screen, click the Return Printing Tab. 3. Under the "State" column, select the box for Worksheets: 4. Click on OK to save chan... Read More

Voiding a Check Voiding a check is used only in the most extreme cases. Most check issues can be solved using the Reprint option.The following scenarios give examples of when it is appropriate to void a bank product check: The taxpayer has lost... Read More

Symptoms When verifying a return, the following message appears: ’FRM 8879 PIN Signature Date Invalid’    Cause This issue occurs if an invalid signature date is entered on the 8879, or if the date or time on the computer... Read More

Symptoms When attempting to print a check, the following error message appears: ’Abort Interrupt! Unable to read check image’  Cause This behavior can occur if the program is not updated to the latest version. Before performing... 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

The business extension Form 7004 requires some minimal entries for transmission. EIN Business Name Officer/Partner Name Address Information Click Add Form button. In the All Forms & Worksheets list, locate Form 7004 and ... Read More

Wallet Set-Up, Vaulting & 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   Cl... 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

Prior Year Authorization codes Older software years may require an auth code EVAL to activate features in Office Setup. Use the following steps listed below to input codes when required: Log into the software with Administrative access level. Click ... 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

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 On some systems, "Enable Protected Mode at Startup" and/or "Enable Enhanced Security" can cause a gray screen or error message in attempting to view a PDF in the software.  Cause The symptoms can occur when Use External PDF Reader ... 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: When printing a check, the following error message appears: "Remote site printing requires site selection first." Cause: The check being printed is associated with a Site ID, but a database record for this Site ID has not been crea... Read More

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Symptoms When updating the program, an error message appears: ’Prerequisite: Update file missing’     Cause This error will occur when trying to apply an update to the program without applying the previous updates. This... Read More

Symptoms  When printing a tax return as a PDF, an error message appears. ’ Software Error /Interrupt!! XIExec () Error: (11) ERROR_FILE_NOT_FOUND ’   Cause In most cases, this error will occur when the p... 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

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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 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 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 attempting to capture a signature using the Topaz Signature Pad, the following error message appears:  ’Cannot open clientsignature.pdf from host’    Cause This issue can occur if the version of Adobe R... Read More

Symptoms While attempting to print in the program, the following error message appears. ’Print Tax Return - Cannot be Transferred on Transmitting Computer’    Cause This error will occur if the program is configured as a ... Read More

Symptoms When capturing the digital signature during the printing of a tax return, the following error message appears: ’Federal Return not selected to print’    Cause This issue can occur if the program is configured to skip... 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

Symptoms When printing a check, the follow error message appears: ’Must configure Site ID when using remote check printing’   Cause This issue may occur if the software is configured for remote check printing.   Resolut... 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 While printing a form, the following message appears: ’Form Imported or Not Supported’      Cause This error may occur for several reasons: Bank Application This error occurs when trying to print the ban... Read More

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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 Verify message, "Print Bank Documents before Printing Final Tax Return". ’Print Bank Documents before Printing Final Tax Return’ Cause The return has been changed since the last time the bank documents were signed.  Resolutio... Read More

Use the following article to reprint a check that was previously marked as “printed”.  Select the “search” box, enter in the desired search criteria, then click the “search” button. Once the checks appear, clic... Read More

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... Read More

Symptoms Verify error prevents transmission of return. ’Age Requirements Not Met for RT/ERC’     Cause That Taxpayer is not eligible to get RT (Bank Products) TPG/SBTPG Santa Barbara Bank Alabama min age 19 Nebraska min age 1... Read More

Signatures won't print on signed PDF/Archived documents. When printing documents that should have signatures attached verify the following has been set within the Adobe Print options.   Select the Print option for PDF print. Verify that Save... Read More

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.... 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 Georgia Department of Revenue has announced House Bill 481, Living Infants and Fairness Equality (LIFE) Act. This allows GA residents to claim an unborn child as a dependent as of July 20, 2022. ... Read More

Symptoms During transmit to Central Site the following error populates. ’Software Error/Interrupt! Abt (DIRFETCH: Wrong DCNX) Resolution Navigate to Utility > System Utility Select Tax Return Audit Then click the Run Utility button Find... 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

Symptoms When attempting to reconcile unpaid invoice for remote signature. ’Error paying invoice please check wallet status: Declined (account blocked by association)’ Cause See Pay Junctions list for reason & resolution.https:/... Read More

Use this article for questions related to the First-Time Homebuyer Credit.  Use the following IRS Link to locate details on the Taxpayers Account:IRS First-Time Homebuyer Account Lookup IRS Instructions for Form 5405:About Form 5405, Repayment of ... Read More

It is best to start this process with a newly created return and NO other forms added. If there are any 1040 related forms within the return or options for 1040-SS won't populate. From the Client Data form within the return Check the box i... Read More

ScreenShare - ConnectWise Screen-sharing tool (Used for Technical Support Troubleshooting) To Join from the Website > https://help.remotetaxsupport.com/ Landing Page >  Navigate to the website & wait for the Support Agent to give you... Read More

Symptoms When submitting remote request or queue return for efile without bank product. ’Wallet temporarily disabled due to unpaid wallet invoices &/or insufficient funds.’   FIRST before asking for assistance VERIFY the  wal... Read More

Symptoms When attempting to open TaxPass client list the following error occurs ’Maximum number of active sessions reached, please log out of existing session.’ Cause Bad timing Resolution Close software & relog in Attempt to ... Read More

Symptoms Following error occurs when attempting to access URL tab across the top of 1040 Software. ’0: Failed to navigate to URL’ Cause Secure sites require the https:// as part of the URL Resolution Navigate to Setup Selec... Read More