Most check issues can be solved using the Reprint option. Voiding a check is used in the MOST extreme cases.   For circumstances where you do not have control of a check, and you require a reprint, it is necessary to Void the check.... 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

How to View and Check Settings for the Mobile App   Step 1 open the tax preparation software and log in.  Step 2 From the Work in Progress screen click on Mobile Application Retrieval Utility on the tax Returns section    Step 3 Click th... Read More

To confirm whether States have released forms for the year, view our Resource Center Website. This document is updated daily during the early months of theTax filing season.Look for the Quick Links location > State Program Release Status   Read More

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

Here you will find a list of Knowledge Base Articles that are tax phase specific. Description Suggested Article Phase TIME For CHANGE Software System Requirements All Season Oct-April E-Filing Prior Year Tax Returns All Season Oct-April E... 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

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

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

Sending a return to Central Site for diagnostics means you are sending it up without sending it to the IRS. This is usually done at the request of a software support agent when we may need to troubleshoot issues related to a specific return. ... 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

Follow Ref Adv PDF to Printing a Check TaxYear2022 Link to RA Check Print Guide.pdf Read More

 Viewing a list of tax returns currently queued for transmission to the Central Site 1. Open the software and go to the "Work In Progress Summary." 2. Click Transmit to Central Site. 3. Click Filter. The tax returns in queue are displayed. 4. To ... 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

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

Transmission Refusal Once transmitting a tax return, a refusal message results:               'Transmitter Fee does not match Central Site EFIN record." This issue can occur if the fees for the EFIN have changed since the re... 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

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

Symptoms When attempting to transmit to Central Site an error populates preventing that transmission. ’Login Refused, Already Online’             Cause An instance of the program is connected/connecting ... Read More

Symptoms When attempting to transmit to Central Site an error populates preventing that transmission.  ’’Communication to Central Site Already Active for ans19 Override lockout"        Cause An instance of the progra... Read More

When attempting to print a check the partner is presented with the following error: Symptoms: ’Error Message: "Stale Check Voided by the bank, Please contact the issuing bank"’ Cause: The check is stale, voided or the ERO waited too long... Read More

Symptoms: When printing a check, the following error message appears: "Remote site printing requires site selection first." Cause: The check being printed is associated with a Site ID, but a database record for this Site ID has not been crea... Read More

Refer to " Where’s My Refund? " for Refund Status of a tax return from the IRS website. SSN/ITIN, Filing status and Refund Amount are required for lookup.  Browse to the following IRS website:  Where's My Refund In the Tax Yea... Read More

New to TaxYear 2021 is the option for PayJunction.This is a third party all-in-one contactless payment processing solution.Support is provided by PayJunction. Link for Website: https://www.payjunction.com/payments/ Setup PayJunction information L... Read More

Symptoms After logging into 1040 Online for the first time end user is not able to click the 'Accept Terms Of Service' button to proceed. Cause The browser used to view the website has 'Zoom' reduced. Resolution Return the... Read More

Refusal Message for a Return In attempting to submit a return, a refusal message from the Central Site is received stating "Return submitted by another User ID."  Scenario A taxpayer went to office ‘A’ to have their return prepared, ye... Read More

Symptoms When updating the program, an error message appears: ’Prerequisite: Update file missing’     Cause This error will occur when trying to apply an update to the program without applying the previous updates. This... Read More

Symptoms During transmit to Central Site the following error populates. ’Software Error/Interrupt! Abt (DIRFETCH: Wrong DCNX) Resolution Navigate to Utility > System Utility Select Tax Return Audit Then click the Run Utility button Find... Read More

Symptoms Following error occurs when attempting to access URL tab across the top of 1040 Software. ’0: Failed to navigate to URL’ Cause Secure sites require the https:// as part of the URL Resolution Navigate to Setup Selec... 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 check, the follow error message appears: ’Must configure Site ID when using remote check printing’   Cause This issue may occur if the software is configured for remote check printing.   Resolut... Read More

Symptoms  When selecting a link on the Work In Progress Summary, the following error message appears: ’Error/interrupt abt(software crc error) error 020 xlink abort.’    Cause This issue can occur if a program file is ... Read More

The Manual Status Selection... Read More

Activating Checks... 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

Check Authorization https://taxpayer.sbtpg.com/loginThe following will need to be obtained to get access details about the Tax Payers bank product. Tax Payer SSN Refund Amount Filing Status Reissue a TPG Check  If a check from TPG has been ... Read More

Deleting a Check To delete a check from the Desktop Program, refer to the following steps below: From the WIP, in the Printing Queue section Click Checks, Registers, and Activation.  The Checks, Registers, and Activation screen will appear. ... Read More

The Hosted UserID will be setup on one of two servers. Each server has a dedicated website to manage the hosted login (email) added by Support. See KB 628 for server details. The website includes the ability to change password, use the forgot... Read More

Symptoms ... Read More

When the preparer enters Refund Type 5 on Form 8879 The preparer has chosen Refund Type 5 for a bank product; this means the fees for preparation will be taken from the IRS funded return. How does the IRS or the Bank know how to route that refund?? ... Read More

SYMPTOMS ... 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

Symptoms: When submitting bank application for TPG or Republic the following error occurs. ’Bank application was not created.’ Cause: Questions regarding the Business Structure not answered correctly within the bank application. Resolut... 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

Welcome to your new app!... Read More

SMS TEXTING TERMS AND CONDITIONSLast Updated: July 2020... Read More

ScreenShare - ConnectWise Screen-sharing tool (Used for Technical Support Troubleshooting) To Join from the Website > https://help.remotetaxsupport.com/ Landing Page >  Navigate to the website & wait for the Support Agent to give you... 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