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

Symptoms While installing updates, states or additional products, the following error message appears: ’Unable to open: software/1040us0 ERROR_ACCESS_DENIED Access is denied.’File Access Error Cause This issue can occur if any of... Read More

QUESTIONS PERTAINING TO SETTING UP MY WALLET... Read More

Access Levels can be found under Logins within the Account Settings or Office Settings Sections of the 1040 Online Software.  Possible Accesses Available Not all accesses are available to all account levels ALL Accesses ... Read More

Default Permissions Settings  The following steps below provide the procedure to make alterations to default permissions in the program for varying access levels. At the Setup menu, first select Login Accounts. Within the Login Accoun... Read More

Creating a Restore File NOTE: Not all versions of the 1040 Software will have access to the following options. From the Main Office Software select Utility and Create Restore File. Enter the path that the restore file will be saved to. Ente... 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

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

 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

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

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

Assigning an Access Level to a Login   The following provided steps are shown how to assign an access level to a login:  1. Log into the program as a user with administrator rights. 2. From the top menu, select Setup->Login Accounts.&nbs... 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 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

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

Symptoms Clicking the "Business Returns" tab at the top of the software causes an informational message to appear.'Your login doesn't have Access to Business Software'   Cause This message indicates that the Access level for this login has a re... 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 ’Your login doesn't have Access to Business Software’ Cause Even though the Business module has already been added to a customer's order on the Central Site Portal, the customer may not be able to access the Busines... Read More

Symptoms Clicking "Send Text" causes a message box to appear.'Your access authorization level of ADMINISTRATOR is inadequate for the requested function Send Text Message'     Cause The Administrator account does not have the access l... Read More

Symptoms When starting the program on a workstation computer, the following error message appears: ’Windows cannot access the specified device, path or file’   Cause This issue can occur if the Internet Explorer security se... Read More

Symptoms When a new return is entered, the following error occurs: ’DataBase Access Error' Cause This error is caused when the current year cannot access the tax data for the prior year program due to the prior year password being inc... 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

 Access Authorization Level When the user tries to send a text message, the following error message appears:   ‘Your access authorization level of ADMINISTRATOR is inadequate for the requested function Send Text Message�... Read More

Symptoms While opening a tax return, an error message similar to the following appears:  ’dir20xx Accessing: dir20xx – C:0000000. crc error on page header’ Cause This issue can occur if the program database index file is... Read More

When attempting to access wallet setup the following warning populates.  ADMINISTRATOR should have access to ALL functions of the program. Close 1040 software Right click on desktop Icon for 1040 Software Select Properties Click the Advance butt... 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

In order to capture the ERO signature in 1040 Online, users must have access to a login at the EFIN/Office level or you will not be able to see this request in the profile menu. ... Read More

Widgets are visual reports that you can install and display on 1040 Online's dashboard.  There are multiple free widgets for you to install for you and/or your office.... 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

Users can lock fields in 1040 Online by restricting the field.  Restricting a field on a form or worksheet within a tax return will prevent users from being able to fill it out. The only login that can see all fields will be the EFIN/Office... Read More

Custom Reports allow you to select the information from each tax return to be displayed and then separately select the search criteria to be used, along with the parameters of the search criteria. You can run custom reports that you have already... Read More

By default, 1040 Online provides six (6) Quick Reports which tend to be the most common reports in use, pre-configured for convenience.  NOTE: Logins with the access level of Non Transmitting Preparer will not be able to view reports. Follow... Read More

Follow the steps below to ALWAYS print the bank document with the final return. Login to the 1040 Online Program with credentials that allow access to Office Settings. Click on Office Settings from the left menu. Navigate to Extended Setup sectio... Read More

1040 Online requires Login Types to each login created in the software.  Currently, the two types of login types are either Manager or Preparer.    Below is a comparison of the differences between the two login types:   Manager Prep... Read More

Logins can be created at the Office or Account level. An activation email will be sent for each login created. Follow the instructions below to successfully create a login at the Office level: Login to the 1040 Online Program. Click... Read More

Login to 1040 Online as a user with EFIN/Office or Office Manager access level. Click on the Profile menu toward the top-right of the page. Click on Wallet Setup. Read and Accept Terms and Conditions to continue with configurati... Read More

The Billing Setup function enables use of the Client Invoicing feature. This feature allows the ability to bill clients for tax preparation fees you set. This article will cover how to set and manage pricing, discounts and custom charges. Note: The... Read More

Control and View Remote PC using Chromebook... 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

The Georgia Department of Revenue has announced House Bill 481, Living Infants and Fairness Equality (LIFE) Act. This allows GA residents to claim an unborn child as a dependent as of July 20, 2022. ... 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

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

Symptoms When attempting to open TaxPass client list the following error occurs ’Maximum number of active sessions reached, please log out of existing session.’ Cause Bad timing Resolution Close software & relog in Attempt to ... Read More

Symptoms Following error occurs when attempting to access URL tab across the top of 1040 Software. ’0: Failed to navigate to URL’ Cause Secure sites require the https:// as part of the URL Resolution Navigate to Setup Selec... Read More