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

QuickBooks Tax-Line Mapping   Business Returns to Which the Tax-Line Mapping Applies   Line in the Business Return to Which Data Flows   Income: Gross receipts or sales   1120, 1120S, 1065   Income Statement, Line ... Read More

The following will require two steps: disable invoicing, and remove invoices from a return. A default billing schedule is required, so check in Office Setup/General.   To disable invoicing NOTE: When disabling invoicing, the program will not calcu... Read More

Customizing Electronic Filing Preferences   To set up your electronic filing preferences, follow these steps: On the Setup menu, select Office Setup. Click the Electronic Filing Tab and complete the following information Default EFIN - Defa... Read More

Audit Allies Contact: 866.505.1800Website: https://www.auditallies.com/FAQ:https://www.auditallies.com/faqs/ Audit Allies (Base Fee $59.95) Add up to $40.03 Include Audit Protection at an affordable Price Earn Additional Revenue with Mark-Up and ... Read More

TPG-Provided Website Resources https://www.sbtpg.com/tax-pro-home#    -PRIOR YEAR INFORMATION - Data below maybe outdated or not available-The very informational and comprehensive lists of links provided in the following sections are available... Read More

Configuring a Billing Schedule... 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

Symptoms There is no check box to enable "Client Pass-Through Account Information" to be available for the Direct Deposit disbursement option on a bank application. ’Client-Pass-Through Account Information" Not Available ’ Cause Th... Read More

When converting tax returns from a competitor product using the Tax Return Converter, the converter appears to get stuck connecting to the competitor product. The converter window may indicate “Not Responding.” Cause During the “co... Read More

This is not a global setting, the configurations made under this option are for that return specific. Within the return select the form to configure.  Example: Form 1040   Press the "F4" button to bring up the configuration window and OK when ... Read More

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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

QUESTIONS PERTAINING TO SETTING UP MY WALLET... 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

 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

Each Bank Partner offers a version of an Advance Product, which allows a client to obtain funds in advance of receiving their tax refund. You may find below important information one would need to know in relation to applying for an Easy... Read More

Running OTC Payments Reports A report showing all clients with payment methods used will be displayed on an OTC Payments report. (Over the counter)   The following steps of procedure are provided to run an OTC Payment report: 1. Log into the progr... 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

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

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 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

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

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

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

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

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

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

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 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

Assigning a Billing Scheme NOTE: Before these steps are taken, a Billing Scheme must be created.  See:  How to Create a Billing Scheme For Management Dashboard The following steps provide how to Assign a Billing Scheme to an Offic... 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

Creating a Billing Scheme For Management DashboardThe following steps are provided to create a billing scheme on a Global Scale & push down to User IDs.  This process is used rarely. Log into www.mytaxofficeportal.com using the Tier... 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

Removing a Bank Application The following short steps provide how to remove a bank application from a return: Open the return that needs the bank application removed Navigate to Form 8879. Under "Refund Type," change the choice from a 5 ... 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

Symptom The tax preparer has a tax return where they feel the depreciation calculation is incorrect. It may have too large of a depreciation deduction. Possible Cause When an amount has been entered for prior year depreciation, and the amount is less... Read More

Changes made to the software billing setup will not automatically flow to existing Tax returns. New Tax returns will load based on the default Billing scheme saved in the Office Setup under the General Tab within the Billing Section. ... 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 Fatal Verify Error’ IRS Direct Deposit Reject Cd 44 - See Details’     Cause Refund over 10kNo Total Tax calculations are present on Line 24 of the 1040 return.Line 2 of the W2 is over 10k Link displayed in Veri... 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

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

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