Missing NYTPRIN New York requires paid preparers that prepare New York State tax returns to register each year with the New York Department of Taxation and Finance.  In addition to registering, preparers that prepare 10 or more New York State tax ... Read More

With modernized e-file, the current and the two prior year tax returns can be submitted electronically.  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

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 Form�... Read More

Configuring a Billing Schedule... Read More

The Electronic Payment Option ... Read More

Configuring the program for automatic completion of EFIN/ERO Information  Log into the program as a user with administrator rights. From the top menu, select Setup-> Office Setup. Select the Electronic Filing Tab. If there is an EFIN in t... Read More

Customizing Electronic Filing Preferences   To set up your electronic filing preferences, follow these steps: On the Setup menu, select Office Setup. Click the Electronic Filing Tab and complete the following information Default EFIN - Defa... 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

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 When activating a check range, the following error message appears: ’Check Numbers Overlap with existing Check Inventory’    Cause This error message will appear if: The check range entere... Read More

Filing Form 4868 The filing address for paper Form 4868 depends on where the taxpayer lives and whether or not a payment is being included.   To locate mailing address for Form 4868: 1. Open an internet browser and navigate to www.irs.gov. 2. In... Read More

 Go to www.irs.gov and click on Tax Pros at the top corner of the page.  Click on Access e-Services in the center of the page.  Click on E-file Provider Services.        Click on Access e-file Application in the center ... Read More

What is a CAF numberIn accordance with the IRS: A CAF number is a unique nine-digit identification number that is assigned the first time you file a third party authorization with IRS.  A letter is sent to you informing you of your... Read More

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

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

Marking of a Completed Tax Return   A completed tax return will be marked as in the following situations:  1. On a return that has been printed, there will be a Return Print Date on the Information and Status screen unde... 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

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

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

Procedures for Deleting an ERO or a Paid Preparer Signature  Follow these steps to delete an ERO signature On the Database menu, click EF Originators. Double click the applicable ERO. Then click Delete Signature. Next, click Save. Re-open t... Read More

To print a report that lists EINs and associated company names, follow these steps: 1. Open the Work In Progress Summary (WIP). 2. From the top menu, select Database->Employers/Payers. 3. Press F8 to print the report. Read More

 To Set up the program to charge for only forms filed electronically  Select Setup Then choose Billing Setup to access the billing window. Verify the correct billing scheme is selected Put check mark in the 'Bill for EF Forms ... Read More

The Practitioner PIN method... Read More

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

Creating a Partnership Return Select the Business Returns Tab, and then Add New.  Enter the EIN,  then confirm, select 1065, and click OK. Complete the Income Statement​. Complete the Balance Sheet​. Complete any addition... Read More

The "IRS Acknowledgement" report   The following steps to generate the IRS Acknowledgement report are provided below:   1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->IRS ACKs->IRS and S... 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

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

Adding a Remote Signature   The following steps are provided to add a remote signature for a paid preparer: 1. Inside of the software, open the Database menu, then Paid Preparers. 2. When the "Paid Preparers" window is open, select the preparer... 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

To Capture a Signature Using The Topaz Electronic Signature Pad Verify Printer setup has the correct Signature Pad Selected in Login Accounts & Printer Setup Setup > Login Accounts > Applicable Login > Signature Pad Type Setup > Pr... Read More

Filing the State Return prior to the Federal Return  The following steps provide how to file the State Return before filing the Federal Return: Open the tax return to select for state electronic filing.  Complete the Federal Tax Return includi... Read More

Symptoms Efiling a return with an EFIN that isn't approved by the IRS  ’Error: Electronic Filing Identification Number (EFIN) in the Return Header must be listed in the e-File database and in accepted status’ Cause The EFIN is no... Read More

How to setup a payment plan for balance owed returns.   Personal returns (1040) When a taxpayer owes on their personal return (1040) Form 9465 can be added to the return & submitted electronically with the return. Business returns (1120, 11... 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

Prior to TaxYear 2019 IRS didn't accept electronic submissions of Form 1040-X. Symptoms In verifying a return, the following error message appears:  ’Form 1040-X cannot be electronically filed’    Cause This behavior... 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 In verifying a tax return, the following verification error is given: ’Invalid RAC Routing number’    Cause This issue can occur if the routing number on the bank application is invalid.   Resolution In t... Read More

Symptoms ... Read More

Symptoms When capturing the digital signature during the printing of a tax return, the following error message appears: ’Federal Return not selected to print’    Cause This issue can occur if the program is configured to skip... Read More

Symptoms While printing a check, the following error message appears:  ’Invalid Check Number’ Cause The starting or ending check number that was entered in the program is incorrect or missing. The check inventory must be added with val... Read More

Symptoms ... 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

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

In order for the preparer to electronically store their signature in 1040 Online, the user will need to capture their preparer signature for each designated preparer. Follow the instructions below to successfully capture the preparer signature: Metho... 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