This process should happen automatically when selecting the Make PRIMARY within the EMP tool Manage EFINs/Bank Application. Navigate to the correct account (UID/EFIN)  Select the View/Edit Enrollment hyperlink  (Hamburger stack) OR Use the ... Read More

This issue can occur if any of the following are true: The “Use Windows Login” check box is selected on the "Login Accounts" screen. The “Use Windows Login” check box was selected in a prior-year and the system settings were c... Read More

The Transfer Return function is used to move a tax return from one install to another install (Example: 2 PCs NOT in the same network). To transfer the return, some form of portable media is needed (e.g. a flash drive, portable hard drive, etc). Ste... Read More

User Login Window DisappearsSYMPTOMS When trying to log into the program, the user login window (below) disappears after entering a user and a password. Each time this happens a separate instance of xlink32.exe appears in the Processes Tab ... Read More

Symptoms An error message appears when transmitting. ’Login Refused, NO USER ID’  Cause This message appears if either of the following are true: The User ID entered in the program is invalid. The account associated with th... Read More

Symptoms When attempting to print a check, the following error message appears: ’Abort Interrupt! Unable to read check image’  Cause This behavior can occur if the program is not updated to the latest version. Before performing... Read More

User Status and User Status Codes Database... Read More

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How to Add/Change a User’s Password The procedures following are steps to add or change a user's password Method 1 At first, on the Setup menu Click Login Accounts Select the user Click Edit. In the Password box, enterÂ... Read More

The Locations section is used to manage where submission notifications will flow to.    Log in to Tax Mobile App with your username and password. (Credentials are provided by Metik via email.) Click on the Locations tab Enter... Read More

How to View Additional Uploads Step 1 log in to Taxmobileapp.com with your username and password. (provided by Metik). Step 2 Click on the ‘Additional Uploads’ tab. Step 3 Here you can see: Additional Upload Submission ID First name L... Read More

How to View and Check Settings for the Mobile App   Step 1 open the tax preparation software and log in.  Step 2 From the Work in Progress screen click on Mobile Application Retrieval Utility on the tax Returns section    Step 3 Click th... 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

MFA (Multi-Factor Authentication) was introduced in the 2022 - 1040 Program (xlink22) Tax Year 2021 What is Multifactor Authentication Microsoft link for explanation https://support.microsoft.com/en-us/topic/what-is-multifactor-authentication-e5e... Read More

QUESTIONS PERTAINING TO SETTING UP MY WALLET... 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

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

Wallet Set-Up, Vaulting & Reloading Reference Guide EFIN/Office Level Office owners can manage their wallet by accessing it within the Profile Menu in the online software. Accessing Office Wallet Login to Online with Office Owner login   Cl... 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

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

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

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 closing the program Settings window, an error message similar to the following appears: ’Invalid authorization code for user id’    Cause This error is the result of an incorrect User ID set in the progr... Read More

Log in to the Taxmobileapp Click on Push Notifications tab Type a Title and Message, to send to all mobile app users, and click Send Message   Read More

Reconfiguring the TaxClient is often recommended when the TaxClient is not running as expected. Important Note: Launching the TaxClient after a reconfigure will prompt the Configure Client window. The USERID and TaxClient Password are needed to... Read More

Symptoms When the program is opened, the “Login” field is populated with the current Windows user account name.    Cause This issue can occur if The Use Windows Login check box is selected on the Login Accounts screen. If the ... 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

At approximately 10pm PDT daily, remote signatures fees are invoiced and charged according to the default payment stored within the wallet. If the payment method on file has an insufficient balance to cover the invoice associated with the... Read More

Forgot Login Password A valid login is required to access your 1040 Online account.  In order to reset your account login you can follow the steps below to successfully reset your login: Click Forgot Password? Enter your Username> Cl... Read More

In order to capture the ERO signature in 1040 Online, users must have access to a login at the EFIN/Office level or you will not be able to see this request in the profile menu. ... 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

1040 Online comes with various defaults that can be preset based on the user login.  These defaults were designed to make the tax preparation process easier for users.... Read More

Symptoms After logging into 1040 Online for the first time end user is not able to click the 'Accept Terms Of Service' button to proceed. Cause The browser used to view the website has 'Zoom' reduced. Resolution Return the... Read More

How to View Imported Images Step 1 From within the imported return. Click on Document Archive under the attached Forms pane on the left. Step 2 Imported docs with appear in the archived documents listing window. Step 3 Double click any entry to ... Read More

Symptoms When attempting to send email or using TextLink, the following message appears: ’Error - ICLRMetaHost::GetRuntime failed’ Cause This occurs when the computer does not have the required .NET Framework. Resolution Close t... Read More

Before this process can begin the end user must have attempted to e-file the return sending the bank application to the appropriate bank.An IRS rejection is required to paper file an RT or the following error will occur. Important Note: This function... Read More

When additional documents are requested by the tax office, taxpayers can submit additional documents through the mobile app.   Taxpayer will open the mobile app and click on the Menu icon next to home Taxpayers will need to click on Send... Read More

Adding Records to the Database... Read More

Editing Records in the Database Most records in the database will be automatically generated as you fill out tax returns, it may become necessary to make changes to these automatically generated records, or to manually created records.   Follow... Read More

Utilizing the Chrome Authenticator Plugin in 1040 Online to complete the multi-factor authentication (2FA) process is common for 1040 Online users. The following items are required to complete this process: Open Google Chrome Download Chrome Auth... Read More

This feature is designed to let the user design/develop their own custom client letters.  We have designed this feature to be fully customizable from within 1040 Online.  Follow the instructions below to successfully setup a client letter: Cl... 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

Users can lock fields in 1040 Online by restricting the field.  Restricting a field on a form or worksheet within a tax return will prevent users from being able to fill it out. The only login that can see all fields will be the EFIN/Office... Read More

Once a new account or login is created in 1040 Online, the email address associated with the login will receive an activation email. This process will also provide options for authentication once the password has been set.... Read More

Login to 1040 Online as a user with EFIN/Office or Office Manager access level. Click on the Profile menu toward the top-right of the page. Click on Wallet Setup. Read and Accept Terms and Conditions to continue with configurati... Read More

Symptoms When trying to print from within a return the following error occurs. ’ERO Signature Missing. This print functionality will not be enabled...’   Cause Verify that the office states 'signed' for ERO SIGNATURE. ... 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