The 5498 forms (5498, 5498-ESA, 5498-SA) provide information on a taxpayer’s account... Read More

Publication 972: https://www.irs.gov/publications/p972 (Check here for updated information)... 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

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 FormÃ... 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

Creating Custom Reports From the WIP, click the Lookup Button. Then select the Extended Button. The "Search Field Setup" window populates. See below. "Available Display Fields" on the upper left which show the field's that will display o... Read More

2 Step Verification must be turned on to allow the function of emailing through the 1040 software. Navigate to gmail.com & login to the Google/Gmail account. From the top right hand corner click your accounts Image & select Manage your Googl... Read More

To Access the Edit function of the Questionnaire Select Setup Click on the Questionnaire Setup Use the drop down button to select the English or Spanish version to edit Remember to Save As so the Default version isn't compromised Select OK to s... Read More

This article provides steps on how to claim Earned Income Tax Credit and Head of Household when dealing with divorced taxpayers. These taxpayers have an option to split the dependency exemption from Head of Household (HOH) and Earned Income Tax... Read More

Verification Alerts in The Income And Information Checklist   The following steps provide how to enable verification alerts in the Income and Information Checklist Open the program. Log in as a user with administrator access rights. Click on Set... Read More

User Status and User Status Codes Database... Read More

This is not a global setting, the configurations made under this option are for that return specific. Within the return select the form to configure.  Example: Form 1040   Press the "F4" button to bring up the configuration window and OK when ... Read More

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How to View and Check Settings for the Mobile App   Step 1 open the tax preparation software and log in.  Step 2 From the Work in Progress screen click on Mobile Application Retrieval Utility on the tax Returns section    Step 3 Click th... Read More

Additional Child Tax Credit... Read More

To confirm whether States have released forms for the year, view our Resource Center Website. This document is updated daily during the early months of theTax filing season.Look for the Quick Links location > State Program Release Status   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

Child and Dependent Care If a TP paid someone to care for their child, spouse, or dependent last year, the TP may be able to claim the Child and Dependent Care Credit on the Federal Income Tax Return.  Below are 10 points the IRS wants... Read More

Child Tax Credit ... Read More

   The Patient Protection and Affordable Care Act (Affordable Care Act) adds many protections related to employment-based group health plans for you and your family.  These include extending dependent coverage up to age 26; prohibiting... Read More

Electronically filing returns Following are the steps provided for transmitting federal and state returns electronically.   1. While inside a return, verify Form 8879 is attached and complete. 2. Click the Queue Button located in the t... Read More

 The "IRS ACKs with Phone and Address" report   The following steps below are provided for generating the IRS ACKs with Phone and Address report.   1. Log into the program as a user with administrator privileges. 2. From the top menu, select... 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

The tables below provide links to the Tax Year Specific Release Memorandum, XML Schemas, and Business Rules for the Modernized e-File (MeF) 1040 Series and Extensions... Read More

Installing the software on an android device The following provided steps are shown to install the software on an android device: 1. Open the Android Market. 2. Press the search button (the magnifying glass in the upper-right hand corner). 3. In the ... Read More

Printing a business name and address on an invoice 1. On the Work In Progress Summary (WIP) screen, click Setup->Billing Setup. 2. In the Office Information to be printed on each billing invoice boxes, enter the office information as it is to appe... Read More

Restoring and Applying The Update Files   The following provided steps are shown to restore and apply program updates from a backup:  1. Insert the portable media in the computer. Windows will assign a drive letter to the media. Note this d... Read More

Adobe Reader® allows viewing PDF documents   To download and install Adobe Reader, follow these steps:  1. Connect to the Internet.  2. Click Start, point to All Programs and then click Internet Explor... Read More

Customizing the Disclosure Letter and the Privacy Letter   The following steps provide how to customize the Disclosure Letter and Privacy Letter:  1. Log into the program as a user with Administrator rights. 2. From the top menu, select&nbs... Read More

Entering IRA and Pension Rollovers... 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

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

Completing Form 2441 Click Client Data on the "Forms Attached" navigation pane. Enter all of the child/dependent information and check the 4th box to the right of MO, for child day care.NOTE: This will create a Form 2441 that can be seen in the n... Read More

Dependents who live in Mexico or Canada have special IRS treatment.  In order for the program to correctly calculate the tax return, they must be entered with a special code.... Read More

Child Tax Credit for a non-custodial parent... Read More

In lieu of a SSN for the child, enter “DIED” in the SSN field of the dependent area of the return.   Death or BirthAn individual will meet the residency test who died during the year, but had lived with the TP as a mem... Read More

A reject with the SSN and the e-File database This is a reject for the mismatch for the taxpayer name. (IRS only checks the first 4 letters of the last name, DOB, and the social) Suggest to the preparer to acquire the prior year ACK'd return &am... Read More

Symptoms In 2015 tax year and prior, adding a W-2 with Code J "Non-taxable sick pay" selected on Employer Use line 12 causes a verify error. ’W-2 Required Field Missing’   Cause This behavior can occur when adding a W-2 w... Read More

Republic Bank offers three Disbursement Options for their regular RT (Refund Transfer) as well as their Easy Advance option.Specifications Regarding to the regular RT, all four options may be used. Should the Advance option be selected, the... Read More

Social Security Income For a Dependent Social security income is reported on the recipient’s tax return. If a dependent is a recipient of social security income, the social security income is reported on the dependent’s tax return.   N... Read More

Symptoms When opening a return the following verification error appears:  ’Dependent cannot be claimed if taxpayer is dependent of another.’      Cause This issue occurs when a taxpayer that is marked as a dependent of a... Read More

A Setup Error   In attempting to install or uninstall the software, the following message appears:  'Setup has detected that unInstallShield is in use. Please close unInstallShield and restart setup. Error 432.'   This issue can... Read More

Verify Error populates regarding Field Entry Bookmarks... Read More

The Hosted UserID will be setup on one of two servers. Each server has a dedicated website to manage the hosted login (email) added by Support. See KB 628 for server details. The website includes the ability to change password, use the forgot... Read More

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

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

1040 Online requires Login Types to each login created in the software.  Currently, the two types of login types are either Manager or Preparer.    Below is a comparison of the differences between the two login types:   Manager Prep... 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