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

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

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

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

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

Symptoms While printing a PDF tax return copy, the following error message appears: ’This file cannot be opened because it has no pages.’ Cause This error can be caused by: Printing bank documents on a tax return with no bank ... Read More

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

Where to File Paper Tax Returns With or Without a Payment Addresses by state for Form 1040, 1040-SR, 1040ES, 1040V, amended returns, and extensions (also addresses for taxpayers in foreign countries, U.S. possessions, or with other international fili... 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

Here is a list of potential Return Status codes within the 1040 Software & 1040 Online programs. 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

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

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

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

 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

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

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

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

Symptoms ... Read More

Symptoms While attempting to print in the program, the following error message appears. ’Print Tax Return - Cannot be Transferred on Transmitting Computer’    Cause This error will occur if the program is configured as a ... Read More

Symptoms While verifying a tax return, a verify error “US FRM 8862 Field Should Be Blank” is present.   Cause This occurs when question 2 “If the only reason your Earned Income Credit was reduced or disallowed in the earlier... Read More

Symptoms In verifying a tax return, the following error message appears:  ’Site ID Not Found in Database – Add or Correct’    Cause This error will occur if both the following conditions are true: The program ... Read More

Symptoms When printing a Final Tax Return, Form 8879 or 8453 do not print. However, Form 8879/8453 will print when printing bank documents.    Cause This behavior will occur if the program is configured to print Forms 8879 or 8453 with... 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: When a return is transmitted, it is refused/rejected with the following error: ’Return Locked on Current SSN by Service Bureau.’ Cause: This refusal is found in a multi-office environment when one of the following is tru... Read More

Symptoms In attempting to open a tax return, an error message appears:  ’Software Error/Interrupt!! DbChain ()’       Cause This issue occurs when return data for a specific return becomes corrupted or otherwise unrea... Read More

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

Symptoms While printing or verifying a tax return, a verification error message similar to the following appears: ’Calculated Field Value’’Override of Calculated Field Value’    Cause This may occur if a return is ... Read More

In printing a final copy of a tax return, the return is sent to the printer with no results of a PDF created. This issue can occur if “Send to Archive” is not selected in printer setup. Refer to the following steps provided below to resol... Read More

Changes made to the software billing setup will not automatically flow to existing Tax returns. New Tax returns will load based on the default Billing scheme saved in the Office Setup under the General Tab within the Billing Section. ... Read More

Issue When selecting a return for transmission, the only option available is to transfer a return.  Cause The program is configured as a Transfer computer.   BEFORE proceeding with resolution PLEASE verify that there isn't a transmitting c... 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

Symptoms When opening a tax return, an error message similar to the following appears:  'Tax Return Already Open. Override Lock Out?'      Cause This issue can occur if the tax return is open on another copy of the p... Read More

How to Restore Backup Returns In the Program From the Work In Progress Select Utility Then select Restore Backup Returns from the drop down window. Verify the backup path is correct & change if needed by hitting the  button. Select All i... Read More

Symptoms When printing a tax return, the following message appears: ’Return contains errors which exceed the acceptable error level, as specified in System Setup.This return CANNOT be Printed.’    Cause This will occur if the ... 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

Symptoms ... Read More

Symptoms Verify message, "Print Bank Documents before Printing Final Tax Return". ’Print Bank Documents before Printing Final Tax Return’ Cause The return has been changed since the last time the bank documents were signed.  Resolutio... Read More

Remove Return Interview Mode from a return. Function starts in TY2019 (xlink20) program    From within a return that has Interview mode enabled. Right-click on the Interview - Express Select Remove Return Interview The remove return Intervi... Read More

Symptoms When attempting to print any part of the return the following warning populates. ’Print Final Return - A Final Version of This Reutnr Has Been Queued’ Resolution Navigate to Setup Select Printer Setup Click on the Print... Read More

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

Before this process can begin the end user must have attempted to e-file the return sending the bank application to the appropriate bank.An IRS rejection is required to paper file an RT or the following error will occur. Important Note: This function... Read More

Follow the steps below to ALWAYS print the bank document with the final return. Login to the 1040 Online Program with credentials that allow access to Office Settings. Click on Office Settings from the left menu. Navigate to Extended Setup sectio... 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

Follow the instructions below to successfully start a new return: Login to the 1040 Online Program. Select Tax Return from the Left Panel. Click the New Return + Button found on the right side of window. When the window pops up, input the Soc... Read More