Step 1: Create an Excel spreadsheet with the information to be imported The format of the spreadsheet should be as follows:  Use the following to copy/paste to your CSV file to create the template, or see below for template. NOTE: The first row n... Read More

Here you will find a list of Knowledge Base Articles that are tax phase specific. Description Suggested Article Phase TIME For CHANGE Software System Requirements All Season Oct-April E-Filing Prior Year Tax Returns All Season Oct-April E... Read More

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Here is a list of potential Return Status codes within the 1040 Software & 1040 Online programs. Read More

 PRIVACY POLICY Central Site Important Information: Please read this carefully as we have made updates to our Privacy Policy. This Privacy Policy goes into effect September 2020.  At Central Site (“CPTS,” “us,” �... 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

Completing Form 1099-A   Where the sale is reported on the tax return depends upon the nature of the property acquired by the lender.  a. If the property was a primary home, the sale is reported by completing the home sale worksheet.  ... Read More

Form 1099-B The sale of stocks, bonds, etc. is reported on Form 8949, which then carries to Schedule D.   Steps to complete Form 8949 and Schedule D for the sale of stocks 1. Click Add Form on the tax return toolbar. Then click the Index Tab. 2.... Read More

How to add a vehicle asset to a return This article will walk through how to enter a vehicle asset to a return using the asset manager. There are multiple ways to access the manager through the program.    Multiple Methods to access the asse... Read More

This article will walk through the process of adding an asset through the asset manager within the program.Assets can be linked to the following Schedules C, E, & F. Those schedules should be added to the return before adding assets. Multiple... Read More

Form 4797 is required for Sale of Business Property. In the program, the asset can be sold through the Disposition of Asset worksheet or by entering information directly on Form 4797. If entering information directly on Form 4797, see IRS Form 4797... Read More

Form 2106 Vehicle Information The information for a vehicle does not appear on Form 2106, Employee Business Expenses.  This issue can occur if not selecting the check box to bring 2106 Vehicle Info from Asset System check box. NOTE: If directlyÂ... Read More

Step 1 - Step 1 – Login into Setmore.com (Credentials provided by Metik. located under Media Asset tabs on               Mobile App Portal).    https://my.setmore.com   Step 2 – Click... Read More

Step 1 – Login into Setmore.com (Credentials provided by Metik. located under Media Asset tabs on               Mobile App Portal).                   �... Read More

Step 1 - Login into Setmore.com (Credentials provided by Metik. located under Media Asset tabs on               Mobile App Portal).                     �... Read More

Follow the instructions below to successfully activate checks using 1040 Online: Click Office Settings. Click Checks. Click Activate Check. Complete the required information for your desired bank provider. Click Add. Read More

User Status Codes are user-created codes to classify certain returns, allowing those returns to be easily searchable by a custom report.... Read More

Users can lock fields in 1040 Online by restricting the field.  Restricting a field on a form or worksheet within 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... Read More

Custom Reports 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... Read More

By default, 1040 Online provides six (6) Quick Reports which tend to be the most common reports in use, pre-configured for convenience.  NOTE: Logins with the access level of Non Transmitting Preparer will not be able to view reports. Follow... Read More

Symptoms After logging into 1040 Online for the first time end user is not able to click the 'Accept Terms Of Service' button to proceed. Cause The browser used to view the website has 'Zoom' reduced. Resolution Return the... 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

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 Logo button. Read More

Logins can be created at the Office or Account level. 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... Read More

How to edit/make changes/delete the client letter. This function can only be done within the Office Level.  Navigate to the Office Settings in the lower left corner of 1040 Online. Select the Client Letters hyperlink under the Extended Setu... Read More

ERO Location Dropdown Profile Preparer Location Location #1Office Setup > Preparer > Capture SignatureLocation #2 TaxPayer Location From within the returnLocation #1Location #2 Read More

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... 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

Symptoms When trying to print from within a return the following error occurs. ’ERO Signature Missing. This print functionality will not be enabled...’   Cause Verify that the office states 'signed' for ERO SIGNATURE. ... 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

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... Read More

Symptoms: When importing a file to the Document Archived in 1040Online, the following error message appears:  ’Document size must be 5MB or less’ Cause: The file being imported is too large to store in the Document Archive. If the f... Read More

Control and View Remote PC using Chromebook... Read More

Follow the steps below to 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... Read More

Follow the instructions below to successfully start a new return: Login to the 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... Read More

Use this article to troubleshoot printing issues within the Hosted program. Print issues sometimes can be resolved by logging out & back in of the hosted program. Print Setup Location Verify Print Setup looks like the image below. Check, Registe... Read More

Pushing the Billing into returns is required when there is a change with the billing or bank data. From within the return. Navigate to the upper right return profile dropdown. Select Reload Billing. Verify the desired changes have occurred in the In... 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 Verify Error navigates to the bottom of the Information & Status page; Wet Signed Date location.   Cause Office settings have Require Signature print date checked. Resolution Confirm login has rights to access Office Setup. Cli... 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

NEW FOR 2023 - Configure Your TaxPass Mobile Site The TaxPass Mobile App is now the TaxPass Mobile Site. Taxpayers no longer need to download a mobile app to their device to access all the great features and benefits of TaxPass. Now, users can ac... Read More

Symptoms When opening an appointment from Today's Appointments, the program becomes unresponsive and does not connect to Outlook. Cause This occurs when Outlook synchronization fails due to Outlook not being installed.    Resolution C... 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

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

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

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

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 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