State Response Flag Codes... Read More

QuickBooks Tax-Line Mapping   Business Returns to Which the Tax-Line Mapping Applies   Line in the Business Return to Which Data Flows   Income: Gross receipts or sales   1120, 1120S, 1065   Income Statement, Line ... 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

Additional Child Tax Credit... 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

Configuring a Billing Schedule... Read More

Response to IRS Reject In the event an EFIN is not existing in the IRS Database, the Preparer is to contact the IRS at (866) 255-0654 for assistance.   Read More

The Electronic Payment Option ... Read More

Printing Acknowledgment Letters... Read More

 QuickBooks data in a business return Begin by reviewing the Tax-Line mapping associated with each account in the Business’ QuickBooks Chart of Accounts. The Program will enter the imported amounts on specific lines of the Income Statement,... 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

Notes on Individual Taxpayer Identification Number (ITIN)The IRS issues ITINs for Federal tax purposes which should be used for tax reporting purposes ONLY.     Regarding ITIN and Earned Income Tax Credit (EITC), if a primary taxpayer,... 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

  The Due Diligence Review is a check box available on SB-TPG taxpayer bank applications. This option allows the preparer to request TPG to perform a Due Diligence Review on the taxpayer applying for a bank product before approval. Requesting a... 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

Third Party Designee... Read More

When converting tax returns from a competitor product using the Tax Return Converter, the converter appears to get stuck connecting to the competitor product. The converter window may indicate “Not Responding.” Cause During the “co... 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 tapping the Spanish/English Button to switch languages in the Mobile App, instead of switching languages, either the 1040 Return or Documents (signature) screen is displayed.  Cause This behavior is due to the Spanish/E... Read More

 Form 8379 is used when overpayment is applied to past-due financial obligations rather than refunded to the taxpayer on a MFJ.   Form 8379 You may be an injured spouse if you file a joint tax return and all or part of your portion of ... Read More

Symptoms When clicking Verify , the Return Errors and Rejects window is populated with a verify to be resolved. ’Estimate outside 8879 variances, reprint 8879’    Cause This verify error occurs when changes are a... 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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This article links the IRS requested process for filers that submitted a "simple" return but actually had income or additional data to declare.    Amended EIP Return  https://www.irs.gov/newsroom/amended-eip-return Taxpayers who used the Non... Read More

QUESTIONS PERTAINING TO SETTING UP MY WALLET... 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

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

Configuring an Automatic Payment Voucher   The following provided steps illustrate how to configure the program to automatically print a payment voucher with each e-filed return: From the Work in Progress Summary screen, click the Setup�... Read More

Configuring an Automatic Payment Voucher with each paper-filed tax return   The following provided steps illustrate how to configure the program to automatically  print a payment voucher with each paper-filed return: 1. From the Work in Prog... 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

Form 1099-CA 1099-C reports Cancellation of Debt Income (CODI).A lender is supposed to file a 1099-C form if it “cancels” $600 or more in debt.  A copy is filed with the IRS and the lender is required to send a copy to the taxpayer... 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

Audit/Validation Checks    The following short steps show that a customer can turn these checks on or off according to preference:  1. Configuration can be reached by going to Setup -> Office Setup -> Auth/Audits Tab.  ... Read More

Invalid ID Issued   An invalid ID issued on the bank application is due to the Issued Date appearing after the date the 8879 had been created. Therefore, to resolve this occurrence, delete the current 8879 and add a new one, or change ... Read More

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

Symptom The tax preparer has a tax return where they feel the depreciation calculation is incorrect. It may have too large of a depreciation deduction. Possible Cause When an amount has been entered for prior year depreciation, and the amount is less... Read More

Social Security number (SSN) refers to a unique identifying number (9 digits) assigned to US citizens and other residents to track income and determine benefits. SSNs are issued by the Social Security Administration.    To be valid, the SSN mus... Read More

Symptoms While opening the program, the following error message appears: ’Xlink hardware exception C0000005!C:\xlinkYY\overlay\opcodes.000 at: 5ED0’ Cause This issue can occur if the program was not updated properly, possi... Read More

Symptoms When a new return is entered, the following error occurs: ’DataBase Access Error' Cause This error is caused when the current year cannot access the tax data for the prior year program due to the prior year password being inc... Read More

Symptoms ... Read More

Symptoms When transmitting a tax return, the return is refused with the following message: ’Return accepted for diagnosis’   Cause Tax return was transmitted with the "Submit for Diagnostics" checkbox checked on the Queue R... 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

Resetting the AES Key... 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

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

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