IMPORTANT:  The method below requires you to have OpenOffice Writer installed on your computer. OpenOffice can be downloaded from http://www.openoffice.org/download.   Printing mailing labels using OpenOffice Writer 1. Open the program... Read More

The Retirement Exclusion   If you are an eligible retired public safety officer (law enforcement officer, firefighter, chaplain, or member of a rescue squad or ambulance crew), you can elect to exclude from income distributions made from your el... 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

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

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

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

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

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

Symptoms In exporting mailing labels to Microsoft Word, the following error message appears: ’Please close all instances of Word before running label maker.’    Cause This issue can occur if multiple instances of Microsoft Office ar... Read More

Log in the Taxmobileapp with your credentials. Click on the Custom Settings After a taxpayer submits their information thru the mobile app, they automatically received an email about their submission. The email can be edited in the Taxpayer email... Read More

Symptoms While attempting to email any form from within the 1040 Software the following error occurs: ’Error - Failed to invoke Method’ Resolution From within the 1040 software navigate to Setup Select Office Setup  Click the Text... 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

Follow the instructions below to successfully select your in-office preferred signature capture method when using 1040 Online.   Login to the 1040 Online program. Click on the Profile menu dropdown. Click on Login PreferencesÂÂ... Read More

The Recovery Rebate Credit is authorized by the Coronavirus Aid, Relief, and Economic Security (CARES) Act.More details about the Recovery Rebate Credit are available here at IRS.gov.... Read More

Symptoms: When submitting bank application for TPG or Republic the following error occurs. ’Bank application was not created.’ Cause: Questions regarding the Business Structure not answered correctly within the bank application. Resolut... 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

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

Adding Records to the Database... 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

Deleting Records from the Database... 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

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

Follow the instructions below to successfully activate checks using 1040 Online: Click Office Settings. Click Checks. Click Activate Check. Complete the required information for your desired bank provider. Click Add. Read More

Tax preparers can send a remote signature request either by email or cell phone in 1040 Online. (EFilable years ONLY)In order to initiate a remote signature request, the following items are required before sending: ERO signature required to be ca... 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

Office level location Select Office Settings (Left panel) Click on the Office hyperlink To add logo hit the Select Account Logo button Confirm by hitting the Save And Upload Logo button. 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

By default, 1040 Online provides six (6) Quick Reports which tend to be the most common reports in use, pre-configured for convenience.  NOTE: Logins with the access level of Non Transmitting Preparer will not be able to view reports. Follow... Read More

ERO Location Dropdown Profile Preparer Location Location #1Office Setup > Preparer > Capture SignatureLocation #2 TaxPayer Location From within the returnLocation #1Location #2 Read More

1040 Online requires Login Types to each login created in the software.  Currently, the two types of login types are either Manager or Preparer.    Below is a comparison of the differences between the two login types:   Manager Prep... 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

The Taxpass mobile app provides the ability for taxpayers to submit return information to their preparer. Taxpayers may manually enter the mobile app ID or scan the QR code that is generated during or after their Taxpass account registration. Click ... Read More

Logins can be created at the Office or Account level. An activation email will be sent for each login created. Follow the instructions below to successfully create a login at the Office level: Login to the 1040 Online Program. Click... Read More

How to edit/make changes/delete the client letter. This function can only be done within the Office Level.  Navigate to the Office Settings in the lower left corner of 1040 Online. Select the Client Letters hyperlink under the Extended Setu... 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

Follow the steps below to ALWAYS print the bank document with the final return. Login to the 1040 Online Program with credentials that allow access to Office Settings. Click on Office Settings from the left menu. Navigate to Extended Setup sectio... Read More

The Billing Setup function enables use of the Client Invoicing feature. This feature allows the ability to bill clients for tax preparation fees you set. This article will cover how to set and manage pricing, discounts and custom charges. Note: The... Read More

Follow the instructions below to successfully start a new return: Login to the 1040 Online Program. Select Tax Return from the Left Panel. Click the New Return + Button found on the right side of window. When the window pops up, input the Soc... Read More

Symptoms Following error occurs when attempting to access URL tab across the top of 1040 Software. ’0: Failed to navigate to URL’ Cause Secure sites require the https:// as part of the URL Resolution Navigate to Setup Selec... 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

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

Symptoms When opening an appointment from Today's Appointments, the program becomes unresponsive and does not connect to Outlook. Cause This occurs when Outlook synchronization fails due to Outlook not being installed.    Resolution C... Read More

SMS TEXTING TERMS AND CONDITIONSLast Updated: July 2020... Read More