Common IRS Rejections (also known as Business Rules) can occur due to the information entered in the return and/or the information in the IRS e-file database, is not correct. If incorrect information is entered in a tax return, the preparer can... 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

  This networked printer problem is broken down into two main troubleshooting areas: Hardware and Software. The following procedure assumes a networked client machine is trying to connect to a shared printer that is physically installed on a netw... Read More

 Go to www.irs.gov and click on Tax Pros at the top corner of the page.  Click on Access e-Services in the center of the page.  Click on E-file Provider Services.        Click on Access e-file Application in the center ... 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

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

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

Creating a Custom Report Custom Reports allow you to select the information from each tax return to be displayed and then separately select the search criteria to be used, along with the parameters of the search criteria.  Follow the instructio... 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

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

From the main PC, follow the steps below to locate the name of a Main computer (Host PC). Steps will differ depending on the version of Windows.  Windows 8 Click on the Start Button . In the search box, type Computer. Right click... 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

The Rejected Returns report   The following steps to generate the Rejected Returns report are provided below: 1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->Status Reports->Rejected Returns... Read More

Printing a business name and address on an invoice 1. On the Work In Progress Summary (WIP) screen, click Setup->Billing Setup. 2. In the Office Information to be printed on each billing invoice boxes, enter the office information as it is to appe... Read More

The "No Fee Payment by ACK Date" report   The following steps to generate the No Fee Payment by ACK Date report are provided below:   1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->Fee Paym... Read More

The "IRS Acknowledgement" report   The following steps to generate the IRS Acknowledgement report are provided below:   1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->IRS ACKs->IRS and S... Read More

The "No Fee Payment by Receipt" report   The following steps to generate the No Fee Payment by Receipt report are provided below:   1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->Fee Paymen... Read More

The Status by Modification Date report   The following steps to generate the Status by Modification Date report are provided below:   1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->Status R... Read More

The Event Log in a return   The following steps to view the Event Log are provided below: 1. Open the return in question. 2. On the top menu, click Return->Event Log. The Event Log should now open.   MORE INFORMATION The various types of... Read More

A reject with the SSN and the e-File database This is a reject for the mismatch for the taxpayer name. (IRS only checks the first 4 letters of the last name, DOB, and the social) Suggest to the preparer to acquire the prior year ACK'd return &am... Read More

Symptoms ... 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

Symptoms Efiling a return with an EFIN that isn't approved by the IRS  ’Error: Electronic Filing Identification Number (EFIN) in the Return Header must be listed in the e-File database and in accepted status’ Cause The EFIN is no... 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

Changing a Computer's NameHaving multiple computers with the same name on a network can be very problematic.NOTE: If the main computer's/server's name is changed, it will be necessary to remap all the shares for every year on all ... Read More

Log in the Taxmobileapp with your credentials. Click on Staff. Enter the following information in the appropriate fields and click Save Details. Name Staff Image (optional) Title Staff Bio (optional) Email Phone Note: Staff members can ... Read More

Step 1 - Step 1 – Login into Setmore.com (Credentials provided by Metik. located under Media Asset tabs on               Mobile App Portal).    https://my.setmore.com   Step 2 – Click... 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

Symptoms When attempting to open the program on a network workstation, the following error message appears: Cause This issue occurs when the shared data folder is not shared with the full control permission. Resolution 1: Share the folder wi... Read More

Taxpayer doesn't see any text on the PDF sent with remote signature request. Remote Sign request has been sent via Link to Cell phone or Email Taxpayer uses Last 4 digits of SSN, Last Name, DOB, & Zip Code (found on Client Data) to validate... Read More

Printing Test Checks... Read More

Step 1 - Login into Setmore.com (Credentials provided by Metik. located under Media Asset tabs on               Mobile App Portal).                     �... 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

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

An office must be activated before you can resend the Enrollment Email using the Actions menu. Access the Office in EMP. Click the Company Name to open the Office Information in a new tab. Verify that the Primary Email in EMP ... Read More

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

Important Note: Effective for TY2020 to current. Note: Requires appropriate access level. From the Work In Progress (WIP) screen. Click Setup. Select Wallet Setup. Read and Accept Terms and Conditions to continue with configur... Read More

Adding Records to the Database... Read More

Deleting Records from 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

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

Custom Reports allow you to select the information from each tax return to be displayed and then separately select the search criteria to be used, along with the parameters of the search criteria. You can run custom reports that you have already... 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

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

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

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