QuickBooks Tax-Line Mapping   Business Returns to Which the Tax-Line Mapping Applies   Line in the Business Return to Which Data Flows   Income: Gross receipts or sales   1120, 1120S, 1065   Income Statement, Line ... Read More

Configuring the program for automatic completion of EFIN/ERO Information  Log into the program as a user with administrator rights. From the top menu, select Setup-> Office Setup. Select the Electronic Filing Tab. If there is an EFIN in t... Read More

Symptoms There is no check box to enable "Client Pass-Through Account Information" to be available for the Direct Deposit disbursement option on a bank application. ’Client-Pass-Through Account Information" Not Available ’ Cause Th... Read More

Symptoms When tapping the Spanish/English Button to switch languages in the Mobile App, instead of switching languages, either the 1040 Return or Documents (signature) screen is displayed.  Cause This behavior is due to the Spanish/E... Read More

 About Form 3922, Transfer of Stock Acquired Through An Employee Stock Purchase Plan Under Section 423(c)   Form 3922 Taxpayers will receive a form 3922 if they purchased stock through an employee stock purchase plan. This form is for informati... Read More

 Form 8379 is used when overpayment is applied to past-due financial obligations rather than refunded to the taxpayer on a MFJ.   Form 8379 You may be an injured spouse if you file a joint tax return and all or part of your portion of ... Read More

Today's Appointments This function allows you to view a calendar with the current day highlighted, schedule appointments, and view those appointments in both a list fashion by day and on the calendar. From the WIP, under Other Items, click Today... 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

Proforma information will be pulled as you open each tax return Set during installation. Set through Office Setup. KB 276 How to Enter in The Prior Year Path Proforma tax return information will appear when you begin a new tax return with the sa... Read More

Printing a blank form or worksheet   The following provided steps are shown to print a blank form or a worksheet: 1. Log into the program as a user with Administrator privileges. 2. From the top menu, select Utility->Print Blank Forms. 3... Read More

Printing Specific Forms or Worksheets   The following provided methods give two options for printing any  specific forms or worksheets in a tax return: Method 1:  Click Print Current Form in the Print menu 1. Within a tax return, selec... Read More

Disability pensions reported on Form 1099-R is reported as wages on Line 7 of Form 1040 until the taxpayer reaches minimum retirement age. The minimum retirement age is generally the age at which the taxpayer can first receive a pension or annuity if... Read More

The DirectX Diagnostic tool retrieves detailed system information about the components and drivers installed on your system.  To launch the DirectX Diagnostic Tool, follow these steps:  1.Click the Start Button. 2. Type “dxdiagâ€... Read More

 To Set up the program to charge for only forms filed electronically  Select Setup Then choose Billing Setup to access the billing window. Verify the correct billing scheme is selected Put check mark in the 'Bill for EF Forms ... 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

Form 1099-CA 1099-C reports Cancellation of Debt Income (CODI).A lender is supposed to file a 1099-C form if it “cancels” $600 or more in debt.  A copy is filed with the IRS and the lender is required to send a copy to the taxpayer... 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

Our software DOES NOT support this form. We do not offer this form in the software by design, and plans to implement this form in the future are not likely.     Read More

A Partnership ReturnFor tax purposes, partnership is a business relationship between individuals​ with each contributing money, labor, property and skill.​ Each expects to share in the profits and losses of the business. Partnerships... Read More

This article only applies to returns done for TaxYear 2018 & prior. Steps to switch Form 1040A to a 1040 On the "Attached Forms" pane, right click FORM 1040A and then click Remove Form. You will not lose any tax return information during t... Read More

Completing Form 2441 Click Client Data on the "Forms Attached" navigation pane. Enter all of the child/dependent information and check the 4th box to the right of MO, for child day care.NOTE: This will create a Form 2441 that can be seen in the n... Read More

Setup & Configuring Paid Preparer Log into the program as a user with administrator rights. From the top menu, select Database > Paid Preparers. Input Preparer ID (naming convention is Alpha/Numeric 7 digits). Selecting Add will prompt the da... Read More

Form 4797 is required for Sale of Business Property. In the program, the asset can be sold through the Disposition of Asset worksheet or by entering information directly on Form 4797. If entering information directly on Form 4797, see IRS Form 4797... Read More

The amend process is used to apply corrections or provide additional income, credits, deductions, etc; to a Tax Return already acknowledged by the IRS. In many cases, mathematical errors are caught and corrected by IRS so the partner should determine... Read More

Entering Form 1095-A Information... Read More

Form 2106 Vehicle Information The information for a vehicle does not appear on Form 2106, Employee Business Expenses.  This issue can occur if not selecting the check box to bring 2106 Vehicle Info from Asset System check box. NOTE: If directlyÂ... 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

  There are certain requirements that first must be met in order to deduct employee business expenses for qualified performing artists on Form 1040.  1. The Adjusted Gross Income must be $16,000 or less before deducting expenses as a perfor... Read More

Prior to TaxYear 2019 IRS didn't accept electronic submissions of Form 1040-X. Symptoms In verifying a return, the following error message appears:  ’Form 1040-X cannot be electronically filed’    Cause This behavior... Read More

Symptoms When printing a Final Tax Return, Form 8879 or 8453 do not print. However, Form 8879/8453 will print when printing bank documents.    Cause This behavior will occur if the program is configured to print Forms 8879 or 8453 with... 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

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

 Taxpayers will receive form 1099-R if they received retirement and annuity distributions.   Form 1099-R Distributions from pensions, annuities, profit-sharing and retirement plans, local government plans, IRAs, insurance contracts, etc., ar... 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 ... Read More

Issue After filling in information on Form W-2, the W-2 does not carry to Form 1040. When looking at the W-2 in the attached forms list, the W-2 is missing the “T –“ or “S –“ indicator.  Cause The most likely ... Read More

Form 1099-MISC 1099-MISC Miscellaneous Income is a form issued to taxpayers for rents, royalties, and other income. Follow the steps below when entering W-2's into the Tax Software.    How to add Form 1099-M Click the Add Form button or p... 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 this article to turn off Invoice Short Form. The Billing Scheme is configured to show charges in an itemized manner by default. This allows the invoice to display charges for each form when this method is used. When Display Invoice Short Form... Read More

Mobile App retrieval with proforma data present in Data-Base... Read More

How to setup a payment plan for balance owed returns.   Personal returns (1040) When a taxpayer owes on their personal return (1040) Form 9465 can be added to the return & submitted electronically with the return. Business returns (1120, 11... Read More

Coupon Log in the Taxmobileapp with your credentials. Click on Custom Settings Scroll down to the Coupon section and enter coupon information. Click Save Coupon. Referral Scroll down to the referral section and click on Sources then add Ent... 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

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

This article will work for Business Types 990, 1041, & 1120SImportant Note: It is recommended to print/save a copy before making changes to the tax return.  For amending the 1120 Business Type follow KB: 833 From within the Business ret... Read More

This walkthrough will work for Business Types 1120 ONLY For amending the 990, 1041, & 1120S Business Type See KB: 832 From within the Business return  Navigate to the Client Data Form Put a checkmark in the 'Amended return'... Read More

Use Form 1040-ES to figure and pay your estimated tax. This article provides steps on how to add 1040-ES and how to print the voucher.... Read More

Use this article for questions related to the First-Time Homebuyer Credit.  Use the following IRS Link to locate details on the Taxpayers Account:IRS First-Time Homebuyer Account Lookup IRS Instructions for Form 5405:About Form 5405, Repayment of ... 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

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