Alt + Keystroke: F1 - Current Help Topics C - Command Menu F2 - Work in Progress Screen D - Database Menu F3 - Choice List F - Forms Menu F4 - Select for Print H - Help Menu F5 - Clear Override P - Print Menu F6 - Bookmark Field R - Re... Read More

Common IRS Rejections (also known as Business Rules) can occur due to the information entered in the return and/or the information in the IRS e-file database, is not correct. If incorrect information is entered in a tax return, the preparer can... Read More

Client LettersThis function allows you to customize the Client Letters already created by the program or to create your own letters for both Individual and Business Returns. The letters are available in both English and Spanish for printing. ... Read More

Form 8867 - Earned Income Credit  Paid preparers of Federal Income Tax Returns or claims for refund involving the Earned Income Tax Credit (EITC) must not only ask all the questions required on Form 8867, but must meet the due diligence requi... Read More

The Remote Signature Feature Requirements EFileable TaxYears ONLY Taxpayer/Spouse cell phone number and cell phone service provider information in the "Client Data" screen for text messaging. Email in the Desktop Tax Program can also be used for rem... Read More

How to view a list or running report of Non-Returning Clients  Confirm the Prior Year Path is entered. Select the Setup menu.  Choose Office Setup. Select the General tab from the Application Settings window. Use the Browse button to ... Read More

Configuring a Billing Schedule... 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

  This networked printer problem is broken down into two main troubleshooting areas: Hardware and Software. The following procedure assumes a networked client machine is trying to connect to a shared printer that is physically installed on a netw... Read More

To apply for a Republic Bank Product  Regular RT  Prefund and RT-Lite Advances To generate a bank application in a return KB 345: How to add a 'bank product' (RAC) to a tax return. IMPORTANT: The application is not meant to be... Read More

To apply for a Santa Barbara (TPG) bank product  Regular RT  Prefund Advance Options If you are primarily interested in Disbursement Options for the Prefund advance and the Regular RT options KB 347: SB-TPG Disbursement Options Fo... 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

Symptoms In the attempt to send a text message or email a return, one of the the following error message occurs:  ’Send Email - Failure! user, password or similar was not accepted and we failed to login Send Email - Failure! (-67) user, p... Read More

Each Bank Partner offers a version of an Advance Product, which allows a client to obtain funds in advance of receiving their tax refund. You may find below important information one would need to know in relation to applying for an Easy... Read More

Customizing the Spanish client letter  Follow these steps of procedure to customize selected changes that are available in the Spanish client letter. 1. Log into the program as a user with administrator rights. 2. On the top menu, select Setup-... Read More

Symptoms There is no check box to enable "Client Pass-Through Account Information" to be available for the Direct Deposit disbursement option on a bank application. ’Client-Pass-Through Account Information" Not Available ’ Cause Th... Read More

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Today's Appointments This function allows you to view a calendar with the current day highlighted, schedule appointments, and view those appointments in both a list fashion by day and on the calendar. From the WIP, under Other Items, click Today... Read More

Access Levels can be found under Logins within the Account Settings or Office Settings Sections of the 1040 Online Software.  Possible Accesses Available Not all accesses are available to all account levels ALL Accesses ... Read More

The Client Letter If the default Client Letter is not found to suit your needs, or you wish to translate the default Client Letter to a different language, simply create a new Client Letter. The following provided short steps explain how to create a ... Read More

Printing an individual client letter   1. Open a tax return. 2. From the top menu, select Print->Return Components. 3. Select the Client Letter check box. Verify no other items are selected. 4. Click OK. The program will print an indiv... Read More

Copy Separation Pages... Read More

TERMS OF SERVICE FOR ONLINE TAX PREPARATION SERVICES - TAX YEAR 2021 BY CLICKING THE "ACCEPT" BUTTON OR ACCESSING OR USING THE SERVICES, YOU ARE ENTERING INTO AND AGREEING TO BE BOUND BY THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO THE TE... 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

Sending a Text Message to All Clients With Checks Ready   To send a text message to all clients with checks ready, the following steps are provided:  1.Log into the program as a user with administrator rights. 2. On the top menu bar, click ... Read More

The Client Telephone List contains a list of clients' names and phone numbers. Steps to generate a Client Telephone List in the program From the "Work In Progress Summary" (WIP) the top menu Select Reports > Client Lists > Client Telep... Read More

Steps to Set Up Default Printing of the Spanish Client Letter 1. On the Setup menu, click Login Accounts. 2. Double click the applicable user. If a user does not appear in the list, click Add. 3. In the Client Letter list, click Spanish, and t... Read More

To email a PDF copy of a tax return to Tax Payer Note: For email button to be active, please enter an e-mail address in the Client Data form. Once a return has verify clean , click on the Print option in the menu bar and choose "Final tax retur... 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

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

How to Print a Questionnaire... Read More

The bank application status can be viewed under the Financial Product section of the Information and Status screen within the Client Tax Return. The first field in this section, labeled "Bank Rsp:" (Bank Response) will indicate the status of... Read More

How to edit/remove columns from the client grid display This article describes the process to add/remove columns that display within the client grid. From the WIP (Work in Progress) Screen select Lookup Select Configure Icon Check and Un-check th... Read More

Reconfiguring the TaxClient is often recommended when the TaxClient is not running as expected. Important Note: Launching the TaxClient after a reconfigure will prompt the Configure Client window. The USERID and TaxClient Password are needed to... Read More

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 opening the Tax Client you are prompted with the following error:  ’RemoteApp ErrorThe program did not start on the remote computer. For assistance, contact your system administrator.’ Resolution: Re-configure the Hos... Read More

Print the 1040x Acknowledgement Letter From within the return there MUST be a 1040x ACK response from IRS (confirm on Information & Status page) Select Print  Click on Acknowledge Letter  The 2nd page will be the Amended Acknowledgement Le... 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

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

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

Taxpayer doesn't see any text on the PDF sent with remote signature request. Remote Sign request has been sent via Link to Cell phone or Email Taxpayer uses Last 4 digits of SSN, Last Name, DOB, & Zip Code (found on Client Data) to validate... Read More

When trying to access the help file from the software you get an error. "Component MSCOMTL.OCX or one of its dependencies not correctly registered"   Steps This fix is NOT tax year specific, if you're having issue with one year this will f... 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

“Simple” Returns – What are They and What You Need to Do to Complete Them... Read More

This article will provide you with information on the Engagement Letter within the 1040 Software. Setup of the Engagement Letter Navigate to Setup  Select Client Letter from the drop down menu By selecting ENGAGEMENT LETTER the ability t... Read More

Tax preparers can send a remote signature request either by email or cell phone in 1040 Online. (EFilable years ONLY)In order to initiate a remote signature request, the following items are required before sending: ERO signature required to be ca... Read More

This feature is designed to let the user design/develop their own custom client letters.  We have designed this feature to be fully customizable from within 1040 Online.  Follow the instructions below to successfully setup a client letter: Cl... 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

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

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