State Response Flag Codes... Read More

Symptoms An error message appears when transmitting. ’Login Refused, NO USER ID’  Cause This message appears if either of the following are true: The User ID entered in the program is invalid. The account associated with th... Read More

User Status and User Status Codes Database... 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

To confirm whether States have released forms for the year, view our Resource Center Website. This document is updated daily during the early months of theTax filing season.Look for the Quick Links location > State Program Release Status   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

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

Here is a list of potential Return Status codes within the 1040 Software & 1040 Online programs. 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

Prior Year Authorization codes Older software years may require an auth code EVAL to activate features in Office Setup. Use the following steps listed below to input codes when required: Log into the software with Administrative access level. Click ... 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 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

To view the status of a bank application in the software, the following steps are provided: From the "Work In Progress"(WIP) screen, click on the Quick button. The Query Return Status window opens. Enter the desired Last Name or SSNÂ... 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

The bank application status can be viewed under the Financial Product section of the Information and Status screen within the Client Tax Return. The first field in this section, labeled "Bank Rsp:" (Bank Response) will indicate the status of... Read More

Check Authorization https://www.republictaxpayer.com/The following will need to be obtained to get access details about the Tax Payers bank product. Tax Payer SSN Date of Birth Refund Amount Filing Status Resetting Authorization If a Republic ... Read More

When completing the Pennsylvania Generic City Form, a generic city code is used to carry income from the tax return into the Generic City Form. ... Read More

The StatusSync Utility This article may be useful if tax returns have been recently restored, and local statuses are out of sync with the statuses on the Central Site. To run StatusSync, the following steps are provided: Log into the program as a us... 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

To Remove a Tax Return From The Transmission Queue Alternate resolution I Navigate to the return needed to be removed from queue Select the Queue button Uncheck the Queue boxes on the LEFT side of Queue Return for Transmission window Click on the Qu... Read More

Resending a Bank Product Application... Read More

  Once logged in the software click on Mobile Application Retrieval Utility in the Work in Progress screen. To download the return, type the Submission ID (found in the notification email sent to email or the Mobile App backend) or SSN and cli... Read More

Changing a Tax Return Owner (Assign Tax Return to a different User ID) Note: This is done from the Main/Master User ID.  From the main site software, sign in as a user with administration rights. Click on the Utility Menu and select C... 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

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

Print the 1040x Acknowledgement Letter From within the return there MUST be a 1040x ACK response from IRS (confirm on Information & Status page) Select Print  Click on Acknowledge Letter  The 2nd page will be the Amended Acknowledgement Le... 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

Documents can be requested through the program using an email set in Client data or direct entry. Navigate to the return that will be requesting documents. Select the Document Archive from the Left Pane Click on the text Requested Documents to acces... 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

In completing Schedule E, Losses from Rental Real Estate Activity, the information entered does not carry to Line 17 of Form 1040. ... Read More

Symptoms  When selecting a link on the Work In Progress Summary, the following error message appears: ’Error/interrupt abt(software crc error) error 020 xlink abort.’    Cause This issue can occur if a program file is ... 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 ... Read More

The Manual Status Selection... Read More

Symptoms When attempting to reconcile unpaid invoice for remote signature. ’Error paying invoice please check wallet status: Declined (account blocked by association)’ Cause See Pay Junctions list for reason & resolution.https:/... 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

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

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 ... Read More

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

In Tax Year 2019 the IRS announced the E-file function of amendments. Where's my Amended Return? Maximum of 3 amendments are allowable for E-File E-File 1040-X  Follow KB 367 How to prepare an Amended Tax return (form 1040-X) Complete F... Read More

SYMPTOMS ... 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

Adding Records to the Database... Read More

Tax preparers can send a remote signature request either by email or cell phone in 1040 Online. (EFilable years ONLY)In order to initiate a remote signature request, the following items are required before sending: ERO signature required to be ca... Read More

User Status Codes are user-created codes to classify certain returns, allowing those returns to be easily searchable by a custom report.... Read More

Symptoms When trying to print from within a return the following error occurs. ’ERO Signature Missing. This print functionality will not be enabled...’   Cause Verify that the office states 'signed' for ERO SIGNATURE. ... Read More

Symptoms Verify Error navigates to the bottom of the Information & Status page; Wet Signed Date location.   Cause Office settings have Require Signature print date checked. Resolution Confirm login has rights to access Office Setup. Cli... Read More