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

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

Configuring a Billing Schedule... 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

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

Symptoms When attempting to transmit, an error message appears: ’11004: unable to make TCP connection’   Cause This behavior can occur if any of the following are true: There is no active internet connection. Internet spee... 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

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

How to View and Check Settings for the Mobile App   Step 1 open the tax preparation software and log in.  Step 2 From the Work in Progress screen click on Mobile Application Retrieval Utility on the tax Returns section    Step 3 Click th... 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

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

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

Reassigning a SSN To be performed at the Service Bureau or Franchise Master level Dashboard User ID. This will ONLY allow a SSN to be moved within the SVB or Franchise account.    The following three points provide how to first unlock a return ... 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

The "Status with Prep Fees" report   To generate the "Status with Prep Fees" report, the following steps are provided: Log into the program as a user with administrator rights. From the top menu, select Reports->Status Reports->Status wi... 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

Configuring the program to charge a flat rate tax preparation fee for each return:   Log into the program as a user with Administrator rights. On the Setup menu, select Billing Setup.  Click on the Form Billing Tab.... 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

Uninstalling Selected Updates   The following provided steps are shown how to uninstall Service Releases or Product Updates: 1. Log into the program as a user with administrator rights. 2. From the top menu, select Utility->System Utilities.... 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

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

To change SVB/Add-On Fees, follow the steps: Login to emp.myempportal.com. User ID is same as Software UID. If needed, use Forgot Password to send a reset email. Select the 3 Horizontal lines (Hamburger Icon) under "View/Edit Enrollment" from the... Read More

Report Form 1098-A... Read More

Symptoms When installing or uninstalling the program, the following error occurs:  ’The Windows Installer Service could not be accessed. This can occur if you are running Windows in safe mode, or if the Windows Installer is not correctly i... 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

In Arkansas, Illinois, Maryland, Maine, Connecticut or New York.EFIN holders who enroll with any bank are subject to charge/display the same fees for returns with/without a bank application.ERO Support recommends that you research and understand the... Read More

Transmission Refusal Once transmitting a tax return, a refusal message results:               'Transmitter Fee does not match Central Site EFIN record." This issue can occur if the fees for the EFIN have changed since the re... Read More

Symptoms This error occurs when there is a mismatch in the Prep Fees shown on the Invoice versus the Prep Fees shown on the Bank App.    'Calculated Prep fee from the Invoice doesn't match the bank app' Cause This occu... Read More

  There are certain requirements that first must be met in order to deduct employee business expenses for qualified performing artists on Form 1040.  1. The Adjusted Gross Income must be $16,000 or less before deducting expenses as a perfor... Read More

The following steps describe how to unlock a Tax Return from the Main Site. From the Main Site User ID, open the Work In Progress Summary (WIP).  Transmit to the Central Site to receive the latest versions of returns from sub-offic... Read More

Symptoms While attempting to open the program, this message occurs: ’xlink32.exe is not a valid Win32 application’   Cause This error can occur when the operating system is unsupported, the current operating system is not update... Read More

Symptoms: When printing a check, the following error message appears: "Remote site printing requires site selection first." Cause: The check being printed is associated with a Site ID, but a database record for this Site ID has not been crea... Read More

This article will walk through the process of adding an asset through the asset manager within the program.Assets can be linked to the following Schedules C, E, & F. Those schedules should be added to the return before adding assets. Multiple... Read More

Symptoms The following verify error appear when applying for a refund advance bank application "Refund less Fees too small for RT/ERC" "Refund amount does NOT qualify for Advance" Cause The field Selected Packages exists at the beginning of the Truth... Read More

Symptoms In verifying a tax return, the following error message appears:  ’Site ID Not Found in Database – Add or Correct’    Cause This error will occur if both the following conditions are true: The program ... 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

Symptoms: When a return is transmitted, it is refused/rejected with the following error: ’Return Locked on Current SSN by Service Bureau.’ Cause: This refusal is found in a multi-office environment when one of the following is tru... Read More

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

At approximately 10pm PDT daily, remote signatures fees are invoiced and charged according to the default payment stored within the wallet. If the payment method on file has an insufficient balance to cover the invoice associated with the... Read More

The Manual Status Selection... Read More

Symptoms After logging into 1040 Online for the first time end user is not able to click the 'Accept Terms Of Service' button to proceed. Cause The browser used to view the website has 'Zoom' reduced. Resolution Return the... Read More

Symptoms When trying to transmit a return you receive the following refusal:  ’The SSN is already sent by other UserID to Service Bureau’    Cause This refusal can be caused by creating the same return at two locations in... Read More

Symptoms ... Read More

How to View Imported Images Step 1 From within the imported return. Click on Document Archive under the attached Forms pane on the left. Step 2 Imported docs with appear in the archived documents listing window. Step 3 Double click any entry to ... 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

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