Third Party Designee... Read More

An Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using the taxpayer's Social Security number or Individual Taxpayer Identification Number. The IP PIN is known only to the taxpayer and... Read More

Before installing signature pad models, confirm that the model is supported by the software: View Supported Signature Pad Models (KB 548)... 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

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... 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

Lost IP PINs Taxpayer IP PIN holders who have lost or misplaced their numbers are to contact the IRS. Should you receive a CP01A Notice that contains your IP PIN, yet that of which has been lost or misplaced, you may call us for specialized assistan... 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 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 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

The following signature pads are supported with the use of the software: Topaz SigLite Supported Models Topaz SigLiteâ„¢ 1x5 T-S460 Topaz SigLiteâ„¢ 1x5 T-S461 Topaz SigLiteâ„¢ LCD 1x5 TL460 Scriptel Supported Models Scriptel Slimline ... Read More

Symptoms You receive the following message when trying to use the the On-Screen Signature option to capture signature for EF Originator, Paid Preparer, or Tax Payer. ’A Topaz Signature Pad is not installed, Please contact your sales represent... 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

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

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