How to Install the Program Step 1: Download and install the program  Download link: EMP Portal contains current link for program. Download the file. Double-click the file downloaded to begin the installation (If prompted by Windows, click '... Read More

 Configuring TextLink  Step 1 - Configure TextLink to use a Gmail account If needed, create a free Gmail account (an existing account may be used). Log into the program as a user with Administrator rights. From the top menu, select Setup-&g... Read More

Symptoms An error message appears when transmitting. ’Login Refused, NO USER ID’  Cause This message appears if either of the following are true: The User ID entered in the program is invalid. The account associated with th... Read More

Symptoms When attempting to transmit, an error message appears: ’11004: unable to make TCP connection’   Cause This behavior can occur if any of the following are true: There is no active internet connection. Internet spee... Read More

Symptoms When transmitting, the following error message appears: ’Login Refused, Bad PASSWORD’    Cause This error message can occur due to the following reasons: The User ID entered in the program is incorrect... 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

QUESTIONS PERTAINING TO SETTING UP MY WALLET... 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

 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

Sending a return to Central Site for diagnostics means you are sending it up without sending it to the IRS. This is usually done at the request of a software support agent when we may need to troubleshoot issues related to a specific return. ... Read More

Generating a RAC Fee by Site Report The following provided steps are shown to generate the RAC Fee report: 1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->Fee Payments->RAC Fee by Site. 3. In t... Read More

Suspending a return If reading this, it is possibly too late to stop the return. The step below will only be successful if the return has not yet transmitted to the IRS. Contact Central Site ASAP to stop transmission to IRS! Suggest to ERO the f... Read More

The StatusSync Utility This article may be useful if tax returns have been recently restored, and local statuses are out of sync with the statuses on the Central Site. To run StatusSync, the following steps are provided: Log into the program as a us... Read More

Follow Ref Adv PDF to Printing a Check TaxYear2022 Link to RA Check Print Guide.pdf Read More

Software updates are important and should be applied often at the start of season. These updates assure the software is running as expected and also allows you to retrieve all required IRS and State related forms updates, once released. Important... Read More

 Viewing a list of tax returns currently queued for transmission to the Central Site 1. Open the software and go to the "Work In Progress Summary." 2. Click Transmit to Central Site. 3. Click Filter. The tax returns in queue are displayed. 4. To ... Read More

Log onto www.mytaxofficeportal.com Hover over Support & select Manage Office Use the 'Search User ID' function to find the office. IF the UID resides in a Multi-tier or on a 3 Tier Account the portal will change Tiers or a Jump to but... Read More

A "Fee Payment by Site and Date" Report   To run a "Fee Payment by Site and Date" report, the following steps are provided: 1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->IRS ACKs->IRS and ... Read More

Resending a Bank Product Application... Read More

In Arkansas, Illinois, Maryland, Maine, Connecticut or New York.EFIN holders who enroll with any bank are subject to charge/display the same fees for returns with/without a bank application.ERO Support recommends that you research and understand the... Read More

Use the following steps to transfer a return to a sub office within desktop/hosted. Important Note: To send the return to a different sub office, it is required to move the tax return to the User ID you wish to receive before following the steps... Read More

Transmission Refusal Once transmitting a tax return, a refusal message results:               'Transmitter Fee does not match Central Site EFIN record." This issue can occur if the fees for the EFIN have changed since the re... Read More

Assigning a Billing Scheme NOTE: Before these steps are taken, a Billing Scheme must be created.  See:  How to Create a Billing Scheme For Management Dashboard The following steps provide how to Assign a Billing Scheme to an Offic... 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

E-Filing a State Form   Refer to the following steps provided to e-File only a State form: 1. Open the return on which to send only the State portion via e-File. 2. Queue the return.   3. This will open the "Queue Return for Transmission" ... Read More

Symptoms When attempting to transmit to Central Site an error populates preventing that transmission. ’Login Refused, Already Online’             Cause An instance of the program is connected/connecting ... Read More

Adding a Remote Signature for an EF Originator   The following steps provide how to add a remote signature for an EF Originator: 1. Inside of the software, open the Database menu and then open EF Originators. 2. When the "EF Originators" window is... Read More

Symptoms When attempting to transmit to Central Site an error populates preventing that transmission.  ’’Communication to Central Site Already Active for ans19 Override lockout"        Cause An instance of the progra... Read More

The following steps describe how to unlock a Tax Return from the Main Site. From the Main Site User ID, open the Work In Progress Summary (WIP).  Transmit to the Central Site to receive the latest versions of returns from sub-offic... Read More

When attempting to print a check the partner is presented with the following error: Symptoms: ’Error Message: "Stale Check Voided by the bank, Please contact the issuing bank"’ Cause: The check is stale, voided or the ERO waited too long... 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

Refer to " Where’s My Refund? " for Refund Status of a tax return from the IRS website. SSN/ITIN, Filing status and Refund Amount are required for lookup.  Browse to the following IRS website:  Where's My Refund In the Tax Yea... Read More

Only transmitting a State ReturnA State Return is transmittable subsequently to a Federal Return that had been formerly received.Follow the list of steps provided below which enables one to proceed with transmitting a State Return Add the state elec... Read More

Symptoms ’Your login doesn't have Access to Business Software’ Cause Even though the Business module has already been added to a customer's order on the Central Site Portal, the customer may not be able to access the Busines... Read More

Refusal Message for a Return In attempting to submit a return, a refusal message from the Central Site is received stating "Return submitted by another User ID."  Scenario A taxpayer went to office ‘A’ to have their return prepared, ye... Read More

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 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

Symptoms In verifying a tax return, the following error message appears:  ’Site ID Not Found in Database – Add or Correct’    Cause This error will occur if both the following conditions are true: The program ... 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 ... 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

The Manual Status Selection... Read More

Activating Checks... Read More

When the preparer enters Refund Type 5 on Form 8879 The preparer has chosen Refund Type 5 for a bank product; this means the fees for preparation will be taken from the IRS funded return. How does the IRS or the Bank know how to route that refund?? ... Read More

SYMPTOMS ... Read More

Before this process can begin the end user must have attempted to e-file the return sending the bank application to the appropriate bank.An IRS rejection is required to paper file an RT or the following error will occur. Important Note: This function... Read More

SMS TEXTING TERMS AND CONDITIONSLast Updated: July 2020... 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