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 Form�... Read More

Configuring a Billing Schedule... Read More

Before installing signature pad models, confirm that the model is supported by the software: View Supported Signature Pad Models (KB 548) UNPLUG THE SIGNATURE PAD BEFORE STARTING THIS PROCESS. To download Topaz drivers click here. If prompted, cl... Read More

Voiding a Check Voiding a check is used only in the most extreme cases. Most check issues can be solved using the Reprint option.The following scenarios give examples of when it is appropriate to void a bank product check: The taxpayer has lost... Read More

Backing Up Returns in The Program In order to back up returns in the program, the following steps are provided. Part 1:  Enable the backup feature Log into the program as a user with administrator rights. From the top menu, select Setup > O... Read More

The Transfer Return function is used to move a tax return from one install to another install (Example: 2 PCs NOT in the same network). To transfer the return, some form of portable media is needed (e.g. a flash drive, portable hard drive, etc). Ste... 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

Schedule E  rental Income for a portion of a primary home 1. Click Add Form, then click SCH E PG 1 to add a Schedule E to the tax return. 2. Double click the SCH E COL form to use for this rental under PROFORMA FORMS on the Attached Forms list.... 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

Symptoms When the tax return is verified, the following error is displayed:  ’PAYMENT Invalid requested payment date’ Cause This error is related to the Form EF-PMT, and can occur for a number of reasons:  When the r... Read More

Symptoms When opening the program, the following message appears: ’Unable to load module, display/gdi menu.000’    Cause Avast incorrectly detects the program as malicious. It then moves the file "gdi menu.000" to the ... Read More

When using a bank product to process a taxpayer’s refund, the taxpayer can choose to receive a check, have the refund direct deposited into their account, or have the refund loaded onto a bank cash card.Three card options are available in the... Read More

The Ministerial Housing Allowance... Read More

Symptoms While installing updates, states or additional products, the following error message appears: ’Unable to open: software/1040us0 ERROR_ACCESS_DENIED Access is denied.’File Access Error Cause This issue can occur if any of... Read More

How to enter $0 for Social Security or Medicare Wages on the W2  The W2 will not allow for the direct entry of $0 input an "X" in the box set below to override the requirement of data input.  This will clear any verify error & represent... Read More

This article addresses the verify error surrounding the Safe Harbor Sign Statement within the Sch 1 and Explains what is Safe Harbor.   The program suggests the following:  A Sec 199A Safe Harbor Signed Statement is required when the ... Read More

Word (activated license) is required for the following steps. From the Reports menu, click Mailing Labels & make a selection. Use the Export to Word button at the bottom of the populated window. This will open Word with the data ready for pri... Read More

QUESTIONS PERTAINING TO SETTING UP MY WALLET... 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

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

Moving Files in Document Archive   Some files stored in the Document Archive, by design, are not able to be deleted.If a file is uploaded to the wrong return, it can be moved between returns using the following method: 1. With the return saved and... Read More

Incorrect Bank Information   If a refund has incorrect bank information, such as account # or bank routing #, and the IRS has ACKNOWLEDGED that Direct Deposit return, responsive action will be taken in the re-routing of the funds as in... Read More

The "No Fee Payment by Receipt" report   The following steps to generate the No Fee Payment by Receipt report are provided below:   1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->Fee Paymen... Read More

To have the software configured to print directly to your printer For the software 2008 and later: 1. On the Setup menu, click Printer Setup. 2. Select the Prompt for Tax Return PDF check box. 3. Click OK. 4. Close and reopen the software. For the so... 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

The DirectX Diagnostic tool retrieves detailed system information about the components and drivers installed on your system.  To launch the DirectX Diagnostic Tool, follow these steps:  1.Click the Start Button. 2. Type “dxdiagâ€... Read More

Entering IRA and Pension Rollovers... Read More

Deleting a Scanned Document... Read More

Our software DOES NOT support this form. We do not offer this form in the software by design, and plans to implement this form in the future are not likely.     Read More

The Prior Year Path The following steps provided show how to enter in the prior year path of the software: Method 1 To start, click Setup > Local Setup. Enter the path for the prior year of the software. Example: 2022software is installed at C:&#... 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

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

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

Entering Form 1095-A Information... Read More

Disbursement options for a Refund Advantage Bank product   Cashiers Check:  This option will allow the ERO to print the check once it is published by the bank. ​ Direct Deposit: This information is collected from the taxpay... 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

Symptoms When verifying a tax return, the following error message appears: 'RT/ERC Requested – Bank Info Must Match Fed Values' Cause The most common cause is attempting to do a State RAC when the Federal Return is balance du... Read More

To Print a Check To print checks, Adobe Acrobat will need to be installed on the computer. Verify Adobe Acrobat Reader is installed or download a free copy from the Adobe’s website before proceeding. Log in to your account at www.refund-advanta... Read More

How to print a check at the TPG website For partners printing from the TPG web portal, please refer to the following links directing you to SBTPG's website. Printing checks from TPG website (Part 1) https://support.sbtpg.com/hc/en-us/articles/21... Read More

Symptoms The following verify error appear when applying for a refund advance bank application "Refund less Fees too small for RT/ERC" "Refund amount does NOT qualify for Advance" Cause The field Selected Packages exists at the beginning of the Truth... Read More

Symptoms Fatal Verify Error’ IRS Direct Deposit Reject Cd 44 - See Details’     Cause Refund over 10kNo Total Tax calculations are present on Line 24 of the 1040 return.Line 2 of the W2 is over 10k Link displayed in Veri... 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

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

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

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

Symptoms When verifying fatal error displays:  ’Invalid RT/ERC Account Number -  Check Setup Options’ Cause The deposit information on the Form 8879 has been altered. This can happen due to a SSN change or by the ERO tryin... 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