This process should happen automatically when selecting the Make PRIMARY within the EMP tool Manage EFINs/Bank Application. Navigate to the correct account (UID/EFIN)  Select the View/Edit Enrollment hyperlink  (Hamburger stack) OR Use the ... Read More

This issue can occur if any of the following are true: The “Use Windows Login” check box is selected on the "Login Accounts" screen. The “Use Windows Login” check box was selected in a prior-year and the system settings were c... Read More

User Login Window DisappearsSYMPTOMS When trying to log into the program, the user login window (below) disappears after entering a user and a password. Each time this happens a separate instance of xlink32.exe appears in the Processes Tab ... 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

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

Symptoms When transmitting, the following error message appears: ’Login Refused, Bad PASSWORD’    Cause This error message can occur due to the following reasons: The User ID entered in the program is incorrect... Read More

Symptoms When attempting to print a check, the following error message appears: ’Abort Interrupt! Unable to read check image’  Cause This behavior can occur if the program is not updated to the latest version. Before performing... Read More

Symptoms While printing a PDF tax return copy, the following error message appears: ’This file cannot be opened because it has no pages.’ Cause This error can be caused by: Printing bank documents on a tax return with no bank ... Read More

User Status and User Status Codes Database... 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

MFA (Multi-Factor Authentication) was introduced in the 2022 - 1040 Program (xlink22) Tax Year 2021 What is Multifactor Authentication Microsoft link for explanation https://support.microsoft.com/en-us/topic/what-is-multifactor-authentication-e5e... 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

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

 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

Reassigning a SSN To be performed at the Service Bureau or Franchise Master level Dashboard User ID. This will ONLY allow a SSN to be moved within the SVB or Franchise account.    The following three points provide how to first unlock a return ... 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 When capturing the digital signature during the printing of a tax return, the following error message appears: ’Federal Return not selected to print’    Cause This issue can occur if the program is configured to skip... Read More

Symptoms In printing a tax return, the program will print the tax return without giving the option to capture the taxpayer’s signature.     Cause This behavior can occur if the program is not configured to prompt for a tax return ... Read More

Symptoms When closing the program Settings window, an error message similar to the following appears: ’Invalid authorization code for user id’    Cause This error is the result of an incorrect User ID set in the progr... Read More

Symptoms When printing a check, the follow error message appears: ’Must configure Site ID when using remote check printing’   Cause This issue may occur if the software is configured for remote check printing.   Resolut... Read More

Symptoms When the program is opened, the “Login” field is populated with the current Windows user account name.    Cause This issue can occur if The Use Windows Login check box is selected on the Login Accounts screen. If the ... 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 When opening archived documents, the following error message appears: ’Software Error/Interrupt!! DlgMake (WEBROWSER) Error: (100) ERROR_CANNOT_FIND_WND_CLASS:’ Cause This behavior can occur if the program is configured to... Read More

New to TaxYear 2021 is the option for PayJunction.This is a third party all-in-one contactless payment processing solution.Support is provided by PayJunction. Link for Website: https://www.payjunction.com/payments/ Setup PayJunction information L... Read More

Issue When selecting a return for transmission, the only option available is to transfer a return.  Cause The program is configured as a Transfer computer.   BEFORE proceeding with resolution PLEASE verify that there isn't a transmitting c... 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 When running the List of Non-Returning Clients report, the following error appears: ’Startup Abort!!! >Abt (Unable to open last year index) Error: (020) utils\SSNDIFF.xl.40 :LASTYDB =:/dir20YY.idx’   Cause This iss... 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

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 printing a tax return, the following message appears: ’Return contains errors which exceed the acceptable error level, as specified in System Setup.This return CANNOT be Printed.’    Cause This will occur if the ... 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

Resetting the AES Key... 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

1040 Online comes with various defaults that can be preset based on the user login.  These defaults were designed to make the tax preparation process easier for users.... Read More

Mobile App retrieval with proforma data present in Data-Base... Read More

Symptoms After logging into 1040 Online for the first time end user is not able to click the 'Accept Terms Of Service' button to proceed. Cause The browser used to view the website has 'Zoom' reduced. Resolution Return the... Read More

Symptoms When attempting to send email or using TextLink, the following message appears: ’Error - ICLRMetaHost::GetRuntime failed’ Cause This occurs when the computer does not have the required .NET Framework. Resolution Close t... Read More

Before this process can begin the end user must have attempted to e-file the return sending the bank application to the appropriate bank.An IRS rejection is required to paper file an RT or the following error will occur. Important Note: This function... Read More

Adding Records to the Database... Read More

This feature is designed to let the user design/develop their own custom client letters.  We have designed this feature to be fully customizable from within 1040 Online.  Follow the instructions below to successfully setup a client letter: Cl... Read More

In order for the preparer to electronically store their signature in 1040 Online, the user will need to capture their preparer signature for each designated preparer. Follow the instructions below to successfully capture the preparer signature: Metho... 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

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

Once a new account or login is created in 1040 Online, the email address associated with the login will receive an activation email. This process will also provide options for authentication once the password has been set.... 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

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

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