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

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

Configuring a Billing Schedule... 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

Voiding a Check Voiding a check is used only in the most extreme cases. Most check issues can be solved using the Reprint option.The following scenarios give examples of when it is appropriate to void a bank product check: The taxpayer has lost... Read More

The Electronic Payment Option ... 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

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

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

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

Most check issues can be solved using the Reprint option. Voiding a check is used in the MOST extreme cases.   For circumstances where you do not have control of a check, and you require a reprint, it is necessary to Void the check.... 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

Today's Appointments This function allows you to view a calendar with the current day highlighted, schedule appointments, and view those appointments in both a list fashion by day and on the calendar. From the WIP, under Other Items, click Today... 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

Information About Enrolled Agents 1. What is an enrolled agent? An Enrolled Agent, or "EA" for short, is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled Agents, like attorneys an... 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

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

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

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

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

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

Dependents who live in Mexico or Canada have special IRS treatment.  In order for the program to correctly calculate the tax return, they must be entered with a special code.... Read More

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

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

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

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

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

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

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

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

The amend process is used to apply corrections or provide additional income, credits, deductions, etc; to a Tax Return already acknowledged by the IRS. In many cases, mathematical errors are caught and corrected by IRS so the partner should determine... 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

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

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

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

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

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

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

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