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

Common IRS Rejections (also known as Business Rules) can occur due to the information entered in the return and/or the information in the IRS e-file database, is not correct. If incorrect information is entered in a tax return, the preparer can... Read More

Publication 972: https://www.irs.gov/publications/p972 (Check here for updated information)... 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

Filing Form 4868 The filing address for paper Form 4868 depends on where the taxpayer lives and whether or not a payment is being included.   To locate mailing address for Form 4868: 1. Open an internet browser and navigate to www.irs.gov. 2. In... Read More

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

Notes on Individual Taxpayer Identification Number (ITIN)The IRS issues ITINs for Federal tax purposes which should be used for tax reporting purposes ONLY.     Regarding ITIN and Earned Income Tax Credit (EITC), if a primary taxpayer,... Read More

User Status and User Status Codes Database... 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

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

Preparers can be managed/created when at the Office level. Follow the instructions below to successfully create a preparer: To Add a Paid Preparer: Login to the 1040 Online Program with Office level access.  Click on Office Settings f... 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

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

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

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

Child and Dependent Care If a TP paid someone to care for their child, spouse, or dependent last year, the TP may be able to claim the Child and Dependent Care Credit on the Federal Income Tax Return.  Below are 10 points the IRS wants... Read More

Third Party Designee... Read More

Reassigning a SSN To be performed at the Service Bureau or Franchise Master level Dashboard User ID. This will ONLY allow a SSN to be moved within the SVB or Franchise account.    The following three points provide how to first unlock a return ... Read More

The "Status with Prep Fees" report   To generate the "Status with Prep Fees" report, the following steps are provided: Log into the program as a user with administrator rights. From the top menu, select Reports->Status Reports->Status wi... Read More

Moving Files in Document Archive   Some files stored in the Document Archive, by design, are not able to be deleted.If a file is uploaded to the wrong return, it can be moved between returns using the following method: 1. With the return saved and... Read More

To view the status of a bank application in the software, the following steps are provided: From the "Work In Progress"(WIP) screen, click on the Quick button. The Query Return Status window opens. Enter the desired Last Name or SSNÂ... Read More

The Status by Creation Date report   The following steps to generate a Satus by Creation Date report are provided below:   1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->Status Reports->... Read More

The "IRS Acknowledgement" report   The following steps to generate the IRS Acknowledgement report are provided below:   1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->IRS ACKs->IRS and S... Read More

The bank application status can be viewed under the Financial Product section of the Information and Status screen within the Client Tax Return. The first field in this section, labeled "Bank Rsp:" (Bank Response) will indicate the status of... Read More

The Status by Modification Date report   The following steps to generate the Status by Modification Date report are provided below:   1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->Status R... Read More

Check Authorization https://www.republictaxpayer.com/The following will need to be obtained to get access details about the Tax Payers bank product. Tax Payer SSN Date of Birth Refund Amount Filing Status Resetting Authorization If a Republic ... Read More

Filing when TP or Spouse is deceased File accordingly as done in years past. In addition, provide the Date of Death in the appropriate location. In the Address section you will need to add the c/o (care of) living spouse name. Point of Reminder: &nb... 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

Statutory Employees   Statutory employees are treated as being employees for purposes of social security and Medicare taxes while being treated as independent contractors for other taxes. They include certain full-time life insurance salespeople... Read More

The StatusSync Utility This article may be useful if tax returns have been recently restored, and local statuses are out of sync with the statuses on the Central Site. To run StatusSync, the following steps are provided: Log into the program as a us... Read More

Deleting a Scanned Document... Read More

This proforma form allows a preparer/tax payer the ability to compare filing exemptions, income & adjustment to income, deductions, credits, payments for the last 3 years of tax preparation on one form.   Where can the form be found/added to a... Read More

Changing a Tax Return Owner (Assign Tax Return to a different User ID) Note: This is done from the Main/Master User ID.  From the main site software, sign in as a user with administration rights. Click on the Utility Menu and select C... 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

The following steps describe how to unlock a Tax Return from the Main Site. From the Main Site User ID, open the Work In Progress Summary (WIP).  Transmit to the Central Site to receive the latest versions of returns from sub-offic... 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

Social Security Income For a Dependent Social security income is reported on the recipient’s tax return. If a dependent is a recipient of social security income, the social security income is reported on the dependent’s tax return.   N... Read More

In completing Schedule E, Losses from Rental Real Estate Activity, the information entered does not carry to Line 17 of Form 1040. ... Read More

Symptoms ... Read More

The Manual Status Selection... 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

Symptoms When trying to transmit a return you receive the following refusal:  ’The SSN is already sent by other UserID to Service Bureau’    Cause This refusal can be caused by creating the same return at two locations in... Read More

Symptoms ... Read More

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

In order for the preparer to electronically store their signature in 1040 Online, the user will need to capture their preparer signature for each designated preparer. Follow the instructions below to successfully capture the preparer signature: Metho... Read More

User Status Codes are user-created codes to classify certain returns, allowing those returns to be easily searchable by a custom report.... Read More

Symptoms Verify Error navigates to the bottom of the Information & Status page; Wet Signed Date location.   Cause Office settings have Require Signature print date checked. Resolution Confirm login has rights to access Office Setup. Cli... Read More

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