QuickBooks Tax-Line Mapping   Business Returns to Which the Tax-Line Mapping Applies   Line in the Business Return to Which Data Flows   Income: Gross receipts or sales   1120, 1120S, 1065   Income Statement, Line ... 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

Debt Income Cancellation... Read More

Audit Allies Contact: 866.505.1800Website: https://www.auditallies.com/FAQ:https://www.auditallies.com/faqs/ Audit Allies (Base Fee $59.95) Add up to $40.03 Include Audit Protection at an affordable Price Earn Additional Revenue with Mark-Up and ... 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

Configuring a Billing Schedule... Read More

Before installing signature pad models, confirm that the model is supported by the software: View Supported Signature Pad Models (KB 548) UNPLUG THE SIGNATURE PAD BEFORE STARTING THIS PROCESS. To download Topaz drivers click here. If prompted, cl... Read More

Sending Text Messages Using TextLink and Extended Reports   Steps to send a text message to a single recipient: Start a new tax return or open an existing one. Double click Client Data in the Attached Forms pane. In the Cell Pho... Read More

 Configuring TextLink  Step 1 - Configure TextLink to use a Gmail account If needed, create a free Gmail account (an existing account may be used). Log into the program as a user with Administrator rights. From the top menu, select Setup-&g... 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

This is not a global setting, the configurations made under this option are for that return specific. Within the return select the form to configure.  Example: Form 1040   Press the "F4" button to bring up the configuration window and OK when ... 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 Patient Protection and Affordable Care Act (Affordable Care Act) adds many protections related to employment-based group health plans for you and your family.  These include extending dependent coverage up to age 26; prohibiting... Read More

Removing Protection Plus/iProtect/Forever Good Credit/CADR Choose Setup from the Work in Progress Select Billing Setup Verify the correct billing scheme is selected Navigate to the Custom Settings tab Click the check marks to remove them in the Aut... Read More

Allocated Tips on Form 4137   Allocated tips are reported to employees in Box 8 of Form W-2. When employees in certain service jobs do not report their tip income, or do not report enough tip income to their employer, the employer may be require... Read More

Symptoms Topaz pad not being detected in the software. ’No errors sigpad just does not work’    Note you can also run the Sigplusadjust as administrator if it does not work the first time as non-admin. Topaz Systems Inc Troublesho... 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

  How to Enable or Disable Audit Pro-Protection Plus/iProtect Adding to All Tax Returns Current versions 1040 Software setup options Select Setup from the main options on the WIP (Work in Progress) Navigate to Billing Setup Verify the correct Bil... Read More

Description of authorization codes inside the advanced section for an EFIN  Database > EF Originator > EFIN/Edit > Advanced... EFIN Product Authorization codes by bank: TPG - Will only have one of the followingT/D - EFIN is still in... Read More

Symptoms When emailing a return in either 2021 or 2022 Software you are met with this SSL error.’TextLink-Failure!’'SSL/TLS connection/handshake error' Cause Antivirus' Email Shield is blocking outgoing emails with att... Read More

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