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

The Electronic Payment Option ... Read More

In early versions of the program, EIN is marked with an asterisk implying that is a required field, yet single preparers will not always have an EIN.... Read More

This article provides steps on how to claim Earned Income Tax Credit and Head of Household when dealing with divorced taxpayers. These taxpayers have an option to split the dependency exemption from Head of Household (HOH) and Earned Income Tax... Read More

When converting tax returns from a competitor product using the Tax Return Converter, the converter appears to get stuck connecting to the competitor product. The converter window may indicate “Not Responding.” Cause During the “co... Read More

Where to File Paper Tax Returns With or Without a Payment Addresses by state for Form 1040, 1040-SR, 1040ES, 1040V, amended returns, and extensions (also addresses for taxpayers in foreign countries, U.S. possessions, or with other international fili... 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

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

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

 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

Additional Child Tax Credit... Read More

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Procedures for Deleting an ERO or a Paid Preparer Signature  Follow these steps to delete an ERO signature On the Database menu, click EF Originators. Double click the applicable ERO. Then click Delete Signature. Next, click Save. Re-open t... Read More

Entering a tax preparation fee Adding preparation fees in a tax return manually is made available by the following two methods.   Method 1: Manually add a fee to the tax return invoice 1. Open the appropriate tax return and then click on ... Read More

Proforma information will be pulled as you open each tax return Set during installation. Set through Office Setup. KB 276 How to Enter in The Prior Year Path Proforma tax return information will appear when you begin a new tax return with the sa... Read More

To automatically generate the taxpayer PIN   The Auto-Generate PINs function allows the preparer to automatically generate the taxpayer PIN listed on the 1040.  Access the software with an Administrative Access Level. Click on the Setup men... Read More

Setting the Paid Preparer PIN for Form 8879 or Third Party Pin Designee In order to create and set a Preparer PIN that auto populates, proceed with the following steps: From the "Work In Progress" screen (WIP), select Database. From Database, select... Read More

Statutory Employees   Statutory employees are treated as being employees for purposes of social security and Medicare taxes while being treated as independent contractors for other taxes. They include certain full-time life insurance salespeople... Read More

Disability pensions reported on Form 1099-R is reported as wages on Line 7 of Form 1040 until the taxpayer reaches minimum retirement age. The minimum retirement age is generally the age at which the taxpayer can first receive a pension or annuity if... Read More

Emailing a PDF (Returns must pass verify errors.) 1. To start, go to Print > Print Final Tax Return (or other forms, ie. Bank Apps) 2. Click on the Email Button.     (The PDF password will appear, which is the first 4 letters of the last... Read More

Adding a Remote Signature   The following steps are provided to add a remote signature for a paid preparer: 1. Inside of the software, open the Database menu, then Paid Preparers. 2. When the "Paid Preparers" window is open, select the preparer... Read More

To email a PDF copy of a tax return to Tax Payer Note: For email button to be active, please enter an e-mail address in the Client Data form. Once a return has verify clean , click on the Print option in the menu bar and choose "Final tax retur... Read More

Setup & Configuring Paid Preparer Log into the program as a user with administrator rights. From the top menu, select Database > Paid Preparers. Input Preparer ID (naming convention is Alpha/Numeric 7 digits). Selecting Add will prompt the da... Read More

Child Tax Credit for a non-custodial parent... Read More

The amend process is used to apply corrections or provide additional income, credits, deductions, etc; to a Tax Return already acknowledged by the IRS. In many cases, mathematical errors are caught and corrected by IRS so the partner should determine... Read More

Symptoms When verifying a tax return, the following verify error appears. ’SS Tax Withheld over 6.2%’   Cause For tax years 2011 and 2012, the social security tax was reduced from 6.2% to 4.2%. Employers that failed to adjust th... Read More

Symptom The tax preparer has a tax return where they feel the depreciation calculation is incorrect. It may have too large of a depreciation deduction. Possible Cause When an amount has been entered for prior year depreciation, and the amount is less... Read More

Symptoms On the Paid Preparers screen, most entries are duplicated.    Cause This behavior can occur if the Paid Preparer database is damaged.  Resolution Log into the program as a user with administrator rights. From the top menu,... Read More

Symptoms In printing a final/complete tax return, the bank application does not print along with it. Cause The printer setup hasn't been defined to print bank apps with final print projects. Resolution 1 Add Bank Applications to ALL print pro... Read More

Symptoms While verifying a tax return, a verify error “US FRM 8862 Field Should Be Blank” is present.   Cause This occurs when question 2 “If the only reason your Earned Income Credit was reduced or disallowed in the earlier... Read More

Symptoms When printing a Final Tax Return, Form 8879 or 8453 do not print. However, Form 8879/8453 will print when printing bank documents.    Cause This behavior will occur if the program is configured to print Forms 8879 or 8453 with... Read More

Symptoms While printing or verifying a tax return, a verification error message similar to the following appears: ’Calculated Field Value’’Override of Calculated Field Value’    Cause This may occur if a return is ... Read More

Changes made to the software billing setup will not automatically flow to existing Tax returns. New Tax returns will load based on the default Billing scheme saved in the Office Setup under the General Tab within the Billing Section. ... Read More

Symptoms ... Read More

Symptoms When transmitting a tax return, the return is refused with the following message: ’Return accepted for diagnosis’   Cause Tax return was transmitted with the "Submit for Diagnostics" checkbox checked on the Queue R... Read More

Symptoms When opening a tax return, an error message similar to the following appears:  'Tax Return Already Open. Override Lock Out?'      Cause This issue can occur if the tax return is open on another copy of the p... Read More

Symptoms Verify message, "Print Bank Documents before Printing Final Tax Return". ’Print Bank Documents before Printing Final Tax Return’ Cause The return has been changed since the last time the bank documents were signed.  Resolutio... 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

 1099-R retirement and annuity distributions can be taxable, penalized or exempt.   1099-R Taxable Amount Box 1 of form 1099-R is the gross distribution. The software determines how much the taxable amount in box 2a is if you select the checkbo... Read More

Note: Dec 1st is considered the START of the tax year. Log in the Taxmobileapp with your credentials. Click on the Taxpayers All the submissions made thru the mobile app will be shown on here. To view submissions individually click on the id The... 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

This proforma form allows a preparer/tax payer the ability to compare filing exemptions, income & adjustment to income, deductions, credits, payments for the last 3 years of tax preparation on one form.   Where can the form be found/added to a... Read More

Use Form 1040-ES to figure and pay your estimated tax. This article provides steps on how to add 1040-ES and how to print the voucher.... 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

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

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

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