Missing NYTPRIN New York requires paid preparers that prepare New York State tax returns to register each year with the New York Department of Taxation and Finance.  In addition to registering, preparers that prepare 10 or more New York State tax ... Read More

An Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using the taxpayer's Social Security number or Individual Taxpayer Identification Number. The IP PIN is known only to the taxpayer and... Read More

Customizing Electronic Filing Preferences   To set up your electronic filing preferences, follow these steps: On the Setup menu, select Office Setup. Click the Electronic Filing Tab and complete the following information Default EFIN - Defa... Read More

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

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

Schedule E  rental Income for a portion of a primary home 1. Click Add Form, then click SCH E PG 1 to add a Schedule E to the tax return. 2. Double click the SCH E COL form to use for this rental under PROFORMA FORMS on the Attached Forms list.... Read More

Notes on Individual Taxpayer Identification Number (ITIN)The IRS issues ITINs for Federal tax purposes which should be used for tax reporting purposes ONLY.     Regarding ITIN and Earned Income Tax Credit (EITC), if a primary taxpayer,... Read More

Debt Income Cancellation... Read More

What is a CAF numberIn accordance with the IRS: A CAF number is a unique nine-digit identification number that is assigned the first time you file a third party authorization with IRS.  A letter is sent to you informing you of your... Read More

Symptoms When activating a check range, the following error message appears: ’Check Numbers Overlap with existing Check Inventory’    Cause This error message will appear if: The check range entere... 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 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

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

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

Child and Dependent Care If a TP paid someone to care for their child, spouse, or dependent last year, the TP may be able to claim the Child and Dependent Care Credit on the Federal Income Tax Return.  Below are 10 points the IRS wants... Read More

Information About Enrolled Agents 1. What is an enrolled agent? An Enrolled Agent, or "EA" for short, is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled Agents, like attorneys an... Read More

To print a report that lists EINs and associated company names, follow these steps: 1. Open the Work In Progress Summary (WIP). 2. From the top menu, select Database->Employers/Payers. 3. Press F8 to print the report. Read More

How to Add an External Document to The Document Archive in a Return From within the return Double click on Document Archive in the forms browser. In the "Archived Documents Listing" window, click on Import Document. On the "Documen... 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

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

Use the following article to reprint a check that was previously marked as “printed”.  Select the “search” box, enter in the desired search criteria, then click the “search” button. Once the checks appear, clic... Read More

Completing Form 1099-A   Where the sale is reported on the tax return depends upon the nature of the property acquired by the lender.  a. If the property was a primary home, the sale is reported by completing the home sale worksheet.  ... Read More

 A PTIN is a preparer tax identification number   PTIN or Preparer Tax Identification Number Anyone who prepares or assists in preparing federal tax returns for compensation must have a valid 2017 PTIN before preparing returns. All enrolled age... Read More

Symptoms Enter a description of the action that can cause the error. ’Enter the Error Message Here in Red Text’   Cause A case in which an ITIN does not match IRS database   Resolution Verify the SSN by acquiring a copy of th... 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

How to setup a payment plan for balance owed returns.   Personal returns (1040) When a taxpayer owes on their personal return (1040) Form 9465 can be added to the return & submitted electronically with the return. Business returns (1120, 11... 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

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

Lost IP PINs Taxpayer IP PIN holders who have lost or misplaced their numbers are to contact the IRS. Should you receive a CP01A Notice that contains your IP PIN, yet that of which has been lost or misplaced, you may call us for specialized assistan... Read More

Social Security number (SSN) refers to a unique identifying number (9 digits) assigned to US citizens and other residents to track income and determine benefits. SSNs are issued by the Social Security Administration.    To be valid, the SSN mus... Read More

Importing a document The following steps provide how to import a document into a return: Open the return to import a document into, then go to the Document Archive. Once the Archived Documents Listing window opens, choose Import button. Browse to th... Read More

The Georgia Department of Revenue has announced House Bill 481, Living Infants and Fairness Equality (LIFE) Act. This allows GA residents to claim an unborn child as a dependent as of July 20, 2022. ... 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

Symptoms When attempting to open TaxPass client list the following error occurs ’Maximum number of active sessions reached, please log out of existing session.’ Cause Bad timing Resolution Close software & relog in Attempt to ... Read More

Symptoms While printing a check, the following error message appears:  ’Invalid Check Number’ Cause The starting or ending check number that was entered in the program is incorrect or missing. The check inventory must be added with val... Read More

Symptoms ... 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

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

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

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

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