IMPORTANT: The method below requires Microsoft Excel and Microsoft Word installed on your computer.     Click Lookup on the top toolbar. Click Extended on the top toolbar. The "Search Field Setup" window will open... Read More

Login Accounts Default Permissions... Read More

Formatting a Mailing List  Log into the program as a user with Administrator rights. On the top bar, click Lookup. On the top bar, click Extended. The "Search Fields" window will open. Click Reports to open the report... Read More

Symptoms When exporting a report to Excel, an error message appears. 'Couldn’t CreateDispatch on Excel'     Cause There is no software installed to open .csv files, as in Microsoft Excel or LibreOffice Calc... Read More

How to view a list or running report of Non-Returning Clients  Confirm the Prior Year Path is entered. Select the Setup menu.  Choose Office Setup. Select the General tab from the Application Settings window. Use the Browse button to ... Read More

Creating Custom Reports From the WIP, click the Lookup Button. Then select the Extended Button. The "Search Field Setup" window populates. See below. "Available Display Fields" on the upper left which show the field's that will display o... 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

IMPORTANT:  The method below requires you to have OpenOffice Writer installed on your computer. OpenOffice can be downloaded from http://www.openoffice.org/download.   Printing mailing labels using OpenOffice Writer 1. Open the program... Read More

Creating a Custom Report Custom Reports allow you to select the information from each tax return to be displayed and then separately select the search criteria to be used, along with the parameters of the search criteria.  Follow the instructio... 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

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

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

When exporting the software extended reports, the dates are not formatted in Microsoft Excel date format. The date can be converted into Microsoft Excel format by using a formula.... Read More

Printing an extended report   The following  provided steps give two options for printing an extended report: 1. After you have created your report, press F8 from the 'Lookup" screen to print the report, or 2. After you have created your re... Read More

Symptoms In exporting mailing labels to Microsoft Word, the following error message appears: ’Please close all instances of Word before running label maker.’    Cause This issue can occur if multiple instances of Microsoft Office ar... Read More

How to convert Extended Report dates into Microsoft Excel date format   Create an extended report with one or more date fields. Click Export to export the report into Microsoft Excel. Copy and paste the following formula into an empty column in ... Read More

Symptoms When running the System Export for List of non-returning clients, an error message similar to the following appears:  'CrossLink Startup Abort!!! > Abt (Unable to open last year index) Error: (020)'   Cause Th... Read More

Custom Reports allow you to select the information from each tax return to be displayed and then separately select the search criteria to be used, along with the parameters of the search criteria. You can run custom reports that you have already... Read More

By default, 1040 Online provides six (6) Quick Reports which tend to be the most common reports in use, pre-configured for convenience.  NOTE: Logins with the access level of Non Transmitting Preparer will not be able to view reports. Follow... Read More