This process should happen automatically when selecting the Make PRIMARY within the EMP tool Manage EFINs/Bank Application. Navigate to the correct account (UID/EFIN)  Select the View/Edit Enrollment hyperlink  (Hamburger stack) OR Use the ... Read More

TPG-Provided Website Resources https://www.sbtpg.com/tax-pro-home#    -PRIOR YEAR INFORMATION - Data below maybe outdated or not available-The very informational and comprehensive lists of links provided in the following sections are available... Read More

How to Install the Program Step 1: Download and install the program  Download link: EMP Portal contains current link for program. Download the file. Double-click the file downloaded to begin the installation (If prompted by Windows, click '... Read More

Symptoms An error message appears when transmitting. ’Login Refused, NO USER ID’  Cause This message appears if either of the following are true: The User ID entered in the program is invalid. The account associated with th... 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

The Locations section is used to manage where submission notifications will flow to.    Log in to Tax Mobile App with your username and password. (Credentials are provided by Metik via email.) Click on the Locations tab Enter... Read More

QUESTIONS PERTAINING TO SETTING UP MY WALLET... Read More

Creating a Restore File NOTE: Not all versions of the 1040 Software will have access to the following options. From the Main Office Software select Utility and Create Restore File. Enter the path that the restore file will be saved to. Ente... 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

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

iProtect-Customer Support The information below can be used by a taxpayer to contact iProtect customer support or member services.This can be used if they desire further information, or if they want to cancel the service.  Bank Product is requir... Read More

Log onto www.mytaxofficeportal.com Hover over Support & select Manage Office Use the 'Search User ID' function to find the office. IF the UID resides in a Multi-tier or on a 3 Tier Account the portal will change Tiers or a Jump to but... Read More

Use the following article to reprint a check that was previously marked as “printed”.  Select the “search” box, enter in the desired search criteria, then click the “search” button. Once the checks appear, clic... Read More

Symptoms Enter a description of the action that can cause the error. ’Enter the Error Message Here in Red Text’   Cause A case in which an ITIN does not match IRS database   Resolution Verify the SSN by acquiring a copy of th... Read More

To change SVB/Add-On Fees, follow the steps: Login to emp.myempportal.com. User ID is same as Software UID. If needed, use Forgot Password to send a reset email. Select the 3 Horizontal lines (Hamburger Icon) under "View/Edit Enrollment" from the... Read More

Assigning a Billing Scheme NOTE: Before these steps are taken, a Billing Scheme must be created.  See:  How to Create a Billing Scheme For Management Dashboard The following steps provide how to Assign a Billing Scheme to an Offic... 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

Creating a Billing Scheme For Management DashboardThe following steps are provided to create a billing scheme on a Global Scale & push down to User IDs.  This process is used rarely. Log into www.mytaxofficeportal.com using the Tier... Read More

Symptoms ’Your login doesn't have Access to Business Software’ Cause Even though the Business module has already been added to a customer's order on the Central Site Portal, the customer may not be able to access the Busines... Read More

The following articles describes how to upload files using MyDocsOnline site. This site is a safe and secure way to send files. Example: In-House conversion data provided to Central Site. Use the following URL to upload files. Use the Choose Files... 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

Reprinting a Check These steps are NOT confirm as current process 11/11/21If a check has been misprinted or damaged, it is possible to be reprinted. Log into the TPG web portal and select Print Checks. Next, click REPRINT CHECKS. Select the chec... Read More

An office must be activated before you can resend the Enrollment Email using the Actions menu. Access the Office in EMP. Click the Company Name to open the Office Information in a new tab. Verify that the Primary Email in EMP ... Read More

Step 1 - Step 1 – Login into Setmore.com (Credentials provided by Metik. located under Media Asset tabs on               Mobile App Portal).    https://my.setmore.com   Step 2 – Click... Read More

Symptoms ... Read More

Step 1 – Login into Setmore.com (Credentials provided by Metik. located under Media Asset tabs on               Mobile App Portal).                   �... Read More

Step 1 - Login into Setmore.com (Credentials provided by Metik. located under Media Asset tabs on               Mobile App Portal).                     �... Read More

Widgets are visual reports that you can install and display on 1040 Online's dashboard.  There are multiple free widgets for you to install for you and/or your office.... 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