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

Configuring a Billing Schedule... Read More

Step 1: Create an Excel spreadsheet with the information to be imported The format of the spreadsheet should be as follows:  Use the following to copy/paste to your CSV file to create the template, or see below for template. NOTE: The first row n... 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

 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

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

 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

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 ’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

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