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

Printing Acknowledgment Letters... 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

Schedule E  rental Income for a portion of a primary home 1. Click Add Form, then click SCH E PG 1 to add a Schedule E to the tax return. 2. Double click the SCH E COL form to use for this rental under PROFORMA FORMS on the Attached Forms list.... 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

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 In the attempt to send a text message or email a return, one of the the following error message occurs:  ’Send Email - Failure! user, password or similar was not accepted and we failed to login Send Email - Failure! (-67) user, p... Read More

  The Due Diligence Review is a check box available on SB-TPG taxpayer bank applications. This option allows the preparer to request TPG to perform a Due Diligence Review on the taxpayer applying for a bank product before approval. Requesting a... Read More

 About Form 3922, Transfer of Stock Acquired Through An Employee Stock Purchase Plan Under Section 423(c)   Form 3922 Taxpayers will receive a form 3922 if they purchased stock through an employee stock purchase plan. This form is for informati... Read More

 Form 8379 is used when overpayment is applied to past-due financial obligations rather than refunded to the taxpayer on a MFJ.   Form 8379 You may be an injured spouse if you file a joint tax return and all or part of your portion of ... 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

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

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

Taxpayers that contribute to a traditional IRA may be eligible to deduct the contributions as an adjustment to income. If covered by an employer retirement plan, the deduction has a phase out. For more information see IRS Publication 590 A.   ... Read More

Entering IRA and Pension Rollovers... Read More

 Printing a Signed Tax Return Open the tax return to be printed. Click Document Archive. Open the previously printed tax return. Click the Print icon. Read More

Filing when TP or Spouse is deceased File accordingly as done in years past. In addition, provide the Date of Death in the appropriate location. In the Address section you will need to add the c/o (care of) living spouse name. Point of Reminder: &nb... Read More

Completing Form 2441 Click Client Data on the "Forms Attached" navigation pane. Enter all of the child/dependent information and check the 4th box to the right of MO, for child day care.NOTE: This will create a Form 2441 that can be seen in the n... Read More

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

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

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

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

Form 1099-CA 1099-C reports Cancellation of Debt Income (CODI).A lender is supposed to file a 1099-C form if it “cancels” $600 or more in debt.  A copy is filed with the IRS and the lender is required to send a copy to the taxpayer... Read More

Disbursement options for a Refund Advantage Bank product   Cashiers Check:  This option will allow the ERO to print the check once it is published by the bank. ​ Direct Deposit: This information is collected from the taxpay... 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

Removing Remote Signatures That Are Pending... Read More

To Capture a Signature Using The Topaz Electronic Signature Pad Verify Printer setup has the correct Signature Pad Selected in Login Accounts & Printer Setup Setup > Login Accounts > Applicable Login > Signature Pad Type Setup > Pr... Read More

Republic Bank offers three Disbursement Options for their regular RT (Refund Transfer) as well as their Easy Advance option.Specifications Regarding to the regular RT, all four options may be used. Should the Advance option be selected, the... Read More

How to setup a payment plan for balance owed returns.   Personal returns (1040) When a taxpayer owes on their personal return (1040) Form 9465 can be added to the return & submitted electronically with the return. Business returns (1120, 11... Read More

Symptoms When opening a return the following verification error appears:  ’Dependent cannot be claimed if taxpayer is dependent of another.’      Cause This issue occurs when a taxpayer that is marked as a dependent of a... Read More

Refusal Message for a Return In attempting to submit a return, a refusal message from the Central Site is received stating "Return submitted by another User ID."  Scenario A taxpayer went to office ‘A’ to have their return prepared, ye... 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

Issue After filling in information on Form W-2, the W-2 does not carry to Form 1040. When looking at the W-2 in the attached forms list, the W-2 is missing the “T –“ or “S –“ indicator.  Cause The most likely ... Read More

Log in the Taxmobileapp with your credentials. Click on the Custom Settings After a taxpayer submits their information thru the mobile app, they automatically received an email about their submission. The email can be edited in the Taxpayer email... Read More

To Print a Check To print checks, Adobe Acrobat will need to be installed on the computer. Verify Adobe Acrobat Reader is installed or download a free copy from the Adobe’s website before proceeding. Log in to your account at www.refund-advanta... Read More

Taxpayer doesn't see any text on the PDF sent with remote signature request. Remote Sign request has been sent via Link to Cell phone or Email Taxpayer uses Last 4 digits of SSN, Last Name, DOB, & Zip Code (found on Client Data) to validate... Read More

Follow this article to turn off Invoice Short Form. The Billing Scheme is configured to show charges in an itemized manner by default. This allows the invoice to display charges for each form when this method is used. When Display Invoice Short Form... Read More

Symptoms Verify error prevents transmission of return. ’Age Requirements Not Met for RT/ERC’     Cause That Taxpayer is not eligible to get RT (Bank Products) TPG/SBTPG Santa Barbara Bank Alabama min age 19 Nebraska min age 1... 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

Once taxpayer has submitted the additional documents thru the mobile app you will receive an email stating there was an additional files Submission containing the submission ID. Open your tax software program and click on Mobile App Retrieval. ... Read More

When the preparer enters Refund Type 5 on Form 8879 The preparer has chosen Refund Type 5 for a bank product; this means the fees for preparation will be taken from the IRS funded return. How does the IRS or the Bank know how to route that refund?? ... Read More

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

The Recovery Rebate Credit is authorized by the Coronavirus Aid, Relief, and Economic Security (CARES) Act.More details about the Recovery Rebate Credit are available here at IRS.gov.... 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

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

IRS Rejection: The e-File Database indicates that Form 8962 or binary attachment with description containing ACA Explanation must be present in the return. RuleNumber: F8962-070 Possible reason for rejection: Taxpayers placed applications throug... Read More