The Electronic Payment Option ... Read More

To apply for a Republic Bank Product  Regular RT  Prefund and RT-Lite Advances To generate a bank application in a return KB 345: How to add a 'bank product' (RAC) to a tax return. IMPORTANT: The application is not meant to be... Read More

To apply for a Santa Barbara (TPG) bank product  Regular RT  Prefund Advance Options If you are primarily interested in Disbursement Options for the Prefund advance and the Regular RT options KB 347: SB-TPG Disbursement Options Fo... 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

Symptoms When verifying a return, the following message appears: ’FRM 8879 PIN Signature Date Invalid’    Cause This issue occurs if an invalid signature date is entered on the 8879, or if the date or time on the computer... 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

Electronically filing returns Following are the steps provided for transmitting federal and state returns electronically.   1. While inside a return, verify Form 8879 is attached and complete. 2. Click the Queue Button located in the t... 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

Setting the Paid Preparer PIN for Form 8879 or Third Party Pin Designee In order to create and set a Preparer PIN that auto populates, proceed with the following steps: From the "Work In Progress" screen (WIP), select Database. From Database, select... Read More

Symptoms When clicking Verify , the Return Errors and Rejects window is populated with a verify to be resolved. ’Estimate outside 8879 variances, reprint 8879’    Cause This verify error occurs when changes are a... Read More

Invalid ID Issued   An invalid ID issued on the bank application is due to the Issued Date appearing after the date the 8879 had been created. Therefore, to resolve this occurrence, delete the current 8879 and add a new one, or change ... Read More

The steps in this article only apply if the EFIN in the software has an approved RAC record from the bank the EFIN is enrolled with.  From Form 8879: Choose Option 5 for the Refund Type. Verify that the EFIN has an approval record from the ... Read More

Removing a Bank Application The following short steps provide how to remove a bank application from a return: Open the return that needs the bank application removed Navigate to Form 8879. Under "Refund Type," change the choice from a 5 ... Read More

Converting an e-File Return To start, open the return. Navigate to the attached Form 8879 on the left side of program. Right click on the Federal Form 8879 and choose Remove form. Select OK to remove the 8879 . The Paper File form should att... Read More

Some forms allow taxpayers to submit additional attachments to the IRS, if required. You can find this information at the bottom of the 1040.  (At the bottom of the 8879 is where you can attach miscellaneous forms.) At the bottom of the 1040, ... Read More

Filing the State Return prior to the Federal Return  The following steps provide how to file the State Return before filing the Federal Return: Open the tax return to select for state electronic filing.  Complete the Federal Tax Return includi... 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 In verifying a tax return, the following verification error is given: ’Invalid RAC Routing number’    Cause This issue can occur if the routing number on the bank application is invalid.   Resolution In t... 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

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

  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

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

Symptoms When verifying a tax return, a verify error message appears: ’US FRM 8879 The Last Printed 8879 Values do NOT match current 8879 Values - RePrint 8879’    Cause Form 8879 was previously printed and the cur... 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

 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

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

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

How to create a Mail-able Print Package for sending to the IRS. This print package will include the correct mailing address on the printed document.   From within the return that is verified without errors or rejections Remove Form 8879 if pre... Read More

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

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

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

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

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

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

Symptoms When verifying fatal error displays:  ’Invalid RT/ERC Account Number -  Check Setup Options’ Cause The deposit information on the Form 8879 has been altered. This can happen due to a SSN change or by the ERO tryin... 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