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

The Affordable Care ActThe Affordable Care Act  provides Americans with better health security by putting in place comprehensive health insurance reforms that will: expand coverage, hold insurance companies accountable, lower health care costs, ... 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

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

Step 1: Create an Excel spreadsheet with the information to be imported The format of the spreadsheet should be as follows:  Use the following to copy/paste to your CSV file to create the template, or see below for template. NOTE: The first row n... 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

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

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

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

How to enter $0 for Social Security or Medicare Wages on the W2  The W2 will not allow for the direct entry of $0 input an "X" in the box set below to override the requirement of data input.  This will clear any verify error & represent... 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

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

This article links the IRS requested process for filers that submitted a "simple" return but actually had income or additional data to declare.    Amended EIP Return  https://www.irs.gov/newsroom/amended-eip-return Taxpayers who used the Non... 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

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

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

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

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

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

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

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

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

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 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

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

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

Deleting a Scanned Document... Read More

Preventing the Windows Security Warning   NOTE: Exit all programs, including Internet Explorer (if it is running). Click Start, and then click Run. Type the following command in the Open box, and then press Enter:       ... 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 On some systems, "Enable Protected Mode at Startup" and/or "Enable Enhanced Security" can cause a gray screen or error message in attempting to view a PDF in the software.  Cause The symptoms can occur when Use External PDF Reader ... Read More

Registered devices in 1040 Online lets you skip the multifactor authentication when you login.  You can simply add a friendly label for the device you are using to login.  Managing these devices are also available within 1040 Online.... Read More

S mode is designed for security and performance, exclusively running apps from the Microsoft Store. If you want to install an app that isn't available in the Microsoft Store, you'll need to switch out of S mode. Switching out of S mode... Read More

Refer to " Where’s My Refund? " for Refund Status of a tax return from the IRS website. SSN/ITIN, Filing status and Refund Amount are required for lookup.  Browse to the following IRS website:  Where's My Refund In the Tax Yea... 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

Social Security Income For a Dependent Social security income is reported on the recipient’s tax return. If a dependent is a recipient of social security income, the social security income is reported on the dependent’s tax return.   N... Read More

Symptoms The error message "The Social Security Number requested already exists." then “No Records Found!!” appears when a user attempts to Select/Search for that return. ’The Social Security Number requested already exists.�... 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 a file, a Windows security message appears: ’These files can’t be opened’   Cause This behavior can occur when attempting to open a file that has been downloaded from the Int... 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

Check Authorization https://taxpayer.sbtpg.com/loginThe following will need to be obtained to get access details about the Tax Payers bank product. Tax Payer SSN Refund Amount Filing Status Reissue a TPG Check  If a check from TPG has been ... Read More

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

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

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

Welcome to your new app!... Read More