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

 Configuring TextLink  Step 1 - Configure TextLink to use a Gmail account If needed, create a free Gmail account (an existing account may be used). Log into the program as a user with Administrator rights. From the top menu, select Setup-&g... Read More

This process may be useful in situations where the network host is running Windows 8/8.1 and the workstations are unable to view the host on the network. A possible cause of this is the network type on the host machine being set to “Public.â�... Read More

Most check issues can be solved using the Reprint option. Voiding a check is used in the MOST extreme cases.   For circumstances where you do not have control of a check, and you require a reprint, it is necessary to Void the check.... Read More

This setup is used when one Desktop User ID is purchased, and the office will allow other workstations to access the software. The Main PC/Server is shared to allow access to the software on multiple pcs when they are connected to the same network... Read More

This article addresses the verify error surrounding the Safe Harbor Sign Statement within the Sch 1 and Explains what is Safe Harbor.   The program suggests the following:  A Sec 199A Safe Harbor Signed Statement is required when the ... 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

QUESTIONS PERTAINING TO SETTING UP MY WALLET... 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

Access Levels can be found under Logins within the Account Settings or Office Settings Sections of the 1040 Online Software.  Possible Accesses Available Not all accesses are available to all account levels ALL Accesses ... Read More

Creating a Restore File NOTE: Not all versions of the 1040 Software will have access to the following options. From the Main Office Software select Utility and Create Restore File. Enter the path that the restore file will be saved to. Ente... 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

 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

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

Installing a state package from within the program Create or open a tax return. Click Add Form. Select the State Tab and use the drop-down menu to select from the Available States section. Select the form to be added by double clicking. In ... Read More

Sending a return to Central Site for diagnostics means you are sending it up without sending it to the IRS. This is usually done at the request of a software support agent when we may need to troubleshoot issues related to a specific return. ... Read More

Generating a RAC Fee by Site Report The following provided steps are shown to generate the RAC Fee report: 1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->Fee Payments->RAC Fee by Site. 3. In t... Read More

Scheduling Automatic Transmissions The following steps to set up automatic scheduling for transmissions are provided below: From the WIP screen, click on Transmit to Central Site or Transmit to Main Site. Click on the Setup Button in the bottom l... Read More

Follow Ref Adv PDF to Printing a Check TaxYear2022 Link to RA Check Print Guide.pdf Read More

 Viewing a list of tax returns currently queued for transmission to the Central Site 1. Open the software and go to the "Work In Progress Summary." 2. Click Transmit to Central Site. 3. Click Filter. The tax returns in queue are displayed. 4. To ... Read More

A "Fee Payment by Site and Date" Report   To run a "Fee Payment by Site and Date" report, the following steps are provided: 1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->IRS ACKs->IRS and ... Read More

Log onto www.mytaxofficeportal.com Hover over Support & select Manage Office Use the 'Search User ID' function to find the office. IF the UID resides in a Multi-tier or on a 3 Tier Account the portal will change Tiers or a Jump to but... Read More

Use the following steps to transfer a return to a sub office within desktop/hosted. Important Note: To send the return to a different sub office, it is required to move the tax return to the User ID you wish to receive before following the steps... Read More

In lieu of a SSN for the child, enter “DIED” in the SSN field of the dependent area of the return.   Death or BirthAn individual will meet the residency test who died during the year, but had lived with the TP as a mem... Read More

Assigning a Billing Scheme NOTE: Before these steps are taken, a Billing Scheme must be created.  See:  How to Create a Billing Scheme For Management Dashboard The following steps provide how to Assign a Billing Scheme to an Offic... 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

In Arkansas, Illinois, Maryland, Maine, Connecticut or New York.EFIN holders who enroll with any bank are subject to charge/display the same fees for returns with/without a bank application.ERO Support recommends that you research and understand the... Read More

Transmission Refusal Once transmitting a tax return, a refusal message results:               'Transmitter Fee does not match Central Site EFIN record." This issue can occur if the fees for the EFIN have changed since the re... Read More

Adding a Remote Signature for an EF Originator   The following steps provide how to add a remote signature for an EF Originator: 1. Inside of the software, open the Database menu and then open EF Originators. 2. When the "EF Originators" window is... Read More

In an attempt to lock or unlock a tax return in the desktop software, there is no change; the tax return remains locked or unlocked.  Resolution I In the Return menu, click Save Return, or simply click the Save icon on the toolbar to save the ... 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

Issue After entering the information for a home sale on the Home Sale Worksheet, no information carries to the Schedule D.  Cause The sale of a main home is reported on Form 8949 and Schedule D if the gain cannot all be excluded or if Form 1099... Read More

Symptoms: When printing a check, the following error message appears: "Remote site printing requires site selection first." Cause: The check being printed is associated with a Site ID, but a database record for this Site ID has not been crea... 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

  How to Enable or Disable Audit Pro-Protection Plus/iProtect Adding to All Tax Returns Current versions 1040 Software setup options Select Setup from the main options on the WIP (Work in Progress) Navigate to Billing Setup Verify the correct Bil... Read More

Symptoms ’Your login doesn't have Access to Business Software’ Cause Even though the Business module has already been added to a customer's order on the Central Site Portal, the customer may not be able to access the Busines... 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

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 transmit to Central Site an error populates preventing that transmission.  ’’Communication to Central Site Already Active for ans19 Override lockout"        Cause An instance of the progra... Read More

Symptoms Clicking choices have illegible text displayed. Cause Enter the main reason this error can occur Resolution Windows DPI settings Resolution Click Setup > Office Setup Click General tab and change font size to Default -1 and... Read More

Symptoms In verifying a tax return, the following error message appears:  ’Site ID Not Found in Database – Add or Correct’    Cause This error will occur if both the following conditions are true: The program ... Read More

Symptoms: When a return is transmitted, it is refused/rejected with the following error: ’Return Locked on Current SSN by Service Bureau.’ Cause: This refusal is found in a multi-office environment when one of the following is tru... Read More

Symptoms When printing a check, the follow error message appears: ’Must configure Site ID when using remote check printing’   Cause This issue may occur if the software is configured for remote check printing.   Resolut... Read More

Widgets are visual reports that you can install and display on 1040 Online's dashboard.  There are multiple free widgets for you to install for you and/or your office.... Read More

Symptoms  When selecting a link on the Work In Progress Summary, the following error message appears: ’Error/interrupt abt(software crc error) error 020 xlink abort.’    Cause This issue can occur if a program file is ... 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

How to share "Hosts" install folder for networking purpose. Open File Explorer on the "Host" machine  Main PC where program was installed or database files are located. Locate the xlink## folder (by default C: drive) Right click on xlink## fol... Read More

Symptoms ... Read More

Main IRS page for ID Theft https://www.irs.gov/identity-theft-central   Taxpayer Guide to Identity Theft https://www.irs.gov/newsroom/taxpayer-guide-to-identity-theft   Identity Theft Affidavit https://www.irs.gov/pub/irs-pdf/f14039.pdf   Id... Read More

NEW FOR 2023 - Configure Your TaxPass Mobile Site The TaxPass Mobile App is now the TaxPass Mobile Site. Taxpayers no longer need to download a mobile app to their device to access all the great features and benefits of TaxPass. Now, users can ac... Read More