Possible causes for the scanner not activating The scanner may not be connected to the computer: Verify the scanner is properly connected to a USB port. Drivers may not be installed. To verify if the drivers have been installed: In Windows, pre... Read More

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

To update a Transfer installation (non-transmitting copy of the program), a copy of the updates from the Transmitting PC will need to be manually moved over.  QUICK RESOLUTION STEPS Step 1: Back up files on up-to-date program From inside th... 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

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

Symptoms When attempting to transmit, an error message appears: ’11004: unable to make TCP connection’   Cause This behavior can occur if any of the following are true: There is no active internet connection. Internet spee... Read More

Symptoms When transmitting, the following error message appears: ’Login Refused, Bad PASSWORD’    Cause This error message can occur due to the following reasons: The User ID entered in the program is incorrect... 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

 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

Read More

Moving EFIN  Information   Step 1: Back up files on up-to-date the program 1. In the program, go to Utility>Updates and click the Create Disk(ette) Tab. 2. Select the EFIN check box (and any other updates to transfer), click Browse to sele... Read More

Symptoms When printing, pages are blank.   Cause The printer is not an HP compatible laser printer supporting a Printer Control Language of 6 or higher. This error has been known to occur when attempting to print to Brother bra... Read More

Certified Handheld Scanners are provided by the Ivanhoe Group. Click on the link to place an order with the Ivanhoe Group. Motorola Symbol DS6707DC NEW: http://ivanhoegroup.com/shop/motorola-ds6707-kit-new-usb/ REFURBISHED: http://ivanhoegroup.... Read More

How to add a vehicle asset to a return This article will walk through how to enter a vehicle asset to a return using the asset manager. There are multiple ways to access the manager through the program.    Multiple Methods to access the asse... Read More

Symptoms On some systems, "Enable Protected Mode at Startup" and/or "Enable Enhanced Security" can cause a gray screen or error message in attempting to view a PDF in the software.  Cause The symptoms can occur when Use External PDF Reader ... Read More

Audit/Validation Checks    The following short steps show that a customer can turn these checks on or off according to preference:  1. Configuration can be reached by going to Setup -> Office Setup -> Auth/Audits Tab.  ... Read More

Symptoms This error occurs when there is a mismatch in the Prep Fees shown on the Invoice versus the Prep Fees shown on the Bank App.    'Calculated Prep fee from the Invoice doesn't match the bank app' Cause This occu... Read More

Importing a document The following steps provide how to import a document into a return: Open the return to import a document into, then go to the Document Archive. Once the Archived Documents Listing window opens, choose Import button. Browse to th... Read More

Symptoms ... 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 When attempting to open a file, a Windows security message appears: ’These files can’t be opened’   Cause This behavior can occur when attempting to open a file that has been downloaded from the Int... Read More

Symptoms  When printing a tax return as a PDF, an error message appears. ’ Software Error /Interrupt!! XIExec () Error: (11) ERROR_FILE_NOT_FOUND ’   Cause In most cases, this error will occur when the p... Read More

Symptoms When printing a tax return to PDF, the following error message appears: ’Software Error/Interrupt!! TextFlushThe system cannot find the path specified.’   Cause This error occurs when the program is configured to use... Read More

Symptoms When running the Data Converter, the Data Converter appears to convert tax returns, yet no files are actually converted.    Cause This issue can occur if User Access Control (UAC) is enabled, and the software is not run as an adm... Read More

Symptoms ... Read More

Symptoms When verifying a tax return, the following verify error appears: ’Client Data - State attached does not include any forms’    Cause The state tax return may not be fully completed, or the state tax return has o... 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 When starting the program on a workstation computer, the following error message appears: ’Windows cannot access the specified device, path or file’   Cause This issue can occur if the Internet Explorer security se... Read More

Symptoms When attempting to capture a signature using the Topaz Signature Pad, the following error message appears:  ’Cannot open clientsignature.pdf from host’    Cause This issue can occur if the version of Adobe R... 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 While printing a form, the following message appears: ’Form Imported or Not Supported’      Cause This error may occur for several reasons: Bank Application This error occurs when trying to print the ban... Read More

Symptoms Unable to add a bank application to a tax return in spite of an approved EFIN. 'RT/ERC request but no Bank Application attached' or 'Invalid RAC Bank Selected - Change System Setup' Resolution I See KB 716 How to r... Read More

Symptoms When opening the program, an error message similar to the following appears: ’Startup Abort!!!       Cause This can occur when the program is updated on a network while the program is open on another workstation. 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 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

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

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

All computers must be in "private/home/work network. Avoid Public Network.  Read More

Symptoms ’Package Not Loaded for Form : 01’     Cause Ghost data appears to be present Resolution From the Return Menu Select Delete State Click on the "dead" space within the Delete State window Select OK  Select O... Read More

Follow the steps below for the appropriate way to re-load the EFIN on Form 8879. Reloading the EFIN record may often resolve several refusals and is required in many situations. Navigate to Form 8879 from the Attached Forms menu on left.  Click i... Read More

Many banks require compliance/bank training as part of their enrollment process. An email will be sent from the bank after enrollment has been completed. If not found, contact the bank to resend. (Confirm the email did not get sent to the spam or... Read More

Symptoms: When opening the Tax Client you are prompted with the following error:  ’RemoteApp ErrorThe program did not start on the remote computer. For assistance, contact your system administrator.’ Resolution: Re-configure the Hos... Read More

Symptoms Importing a mobile return from Mobile application retrieval utility -or- Clicking Utility > Transfer Returns Online -or- Sending an email or text message from the software ’Unable to load module addons/httpcom.dll’ ... 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

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

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