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

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

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

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

Symptoms When the tax return is verified, the following error is displayed:  ’PAYMENT Invalid requested payment date’ Cause This error is related to the Form EF-PMT, and can occur for a number of reasons:  When the r... 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 verifying a return, the following message appears: ’FRM 8879 PIN Signature Date Invalid’    Cause This issue occurs if an invalid signature date is entered on the 8879, or if the date or time on the computer... 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

User Status and User Status Codes Database... 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

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

... Read More

How to Add/Change a User’s Password The procedures following are steps to add or change a user's password Method 1 At first, on the Setup menu Click Login Accounts Select the user Click Edit. In the Password box, enterÂ... 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

Symptoms When clicking Verify , the Return Errors and Rejects window is populated with a verify to be resolved. ’Estimate outside 8879 variances, reprint 8879’    Cause This verify error occurs when changes are a... 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

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

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 On the Paid Preparers screen, most entries are duplicated.    Cause This behavior can occur if the Paid Preparer database is damaged.  Resolution Log into the program as a user with administrator rights. From the top menu,... Read More

Symptoms In printing a tax return, the return prints with invalid characters, such as  □, ≥, Ω, ℅, ℓ, №, ™, fi, ≥, and etc. Cause This can occur because the printer may not be using comp... Read More

Symptoms In verifying a tax return, the following error message appears:  ’Site ID Not Found in Database – Add or Correct’    Cause This error will occur if both the following conditions are true: The program ... Read More

Symptoms When installing the program, an error message similar to the following appears:  ’Error 1324. The path XXXX contains an invalid character.’    Cause This issue can occur if there is no “C:” drive on... 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 While attempting to open the program, this message occurs: ’xlink32.exe is not a valid Win32 application’   Cause This error can occur when the operating system is unsupported, the current operating system is not update... 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 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

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 Unable to add a bank application to a tax return in spite of an approved EFIN. 'RT/ERC request but no Bank Application attached' or 'Invalid RAC Bank Selected - Change System Setup' Resolution I See KB 716 How to r... Read More

Contact Republic Bank at (866) 491-1040 to obtain the RBIN/Republic Bank ID Code. These codes are distributed by Republic Bank at the completion of the banks compliance requirement. ... Read More

Symptoms When opening a tax return, an error message similar to the following appears:  'Tax Return Already Open. Override Lock Out?'      Cause This issue can occur if the tax return is open on another copy of the p... 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

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

How to edit/remove columns from the client grid display This article describes the process to add/remove columns that display within the client grid. From the WIP (Work in Progress) Screen select Lookup Select Configure Icon Check and Un-check th... Read More

Symptoms When attempting to transmit to Central Site an error populates preventing that transmission.  ’’Communication to Central Site Already Active for ans19 Override lockout"        Cause An instance of the progra... Read More

Symptoms During the verification of a return, the following fatal error populates preventing queueing of the return. Verify Error: 'ID Issuance Date Invalid'      Cause The bank application was created prior to the issuance... Read More

Symptoms Topaz pad not being detected in the software. ’No errors sigpad just does not work’    Note you can also run the Sigplusadjust as administrator if it does not work the first time as non-admin. Topaz Systems Inc Troublesho... Read More

When attempting to print a check the partner is presented with the following error: Symptoms: ’Error Message: "Stale Check Voided by the bank, Please contact the issuing bank"’ Cause: The check is stale, voided or the ERO waited too long... Read More

Main IRS page for ID Theft https://www.irs.gov/identity-theft-central   Taxpayer Guide to Identity Theft https://www.irs.gov/newsroom/taxpayer-guide-to-identity-theft   Identity Theft Affidavit https://www.irs.gov/pub/irs-pdf/f14039.pdf   Id... 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

Symptoms: When opening the Tax Client you are prompted with the following error:  ’RemoteApp ErrorThe program did not start on the remote computer. For assistance, contact your system administrator.’ Resolution: Re-configure the Hos... Read More

Symptoms Error occurs when attempting to sign the ACH Authorization window ’Signature is invalid.’ Possible Cause Email link opened in Edge Browser Resolution Suggest to use another browser i.e. Firefox, Chrome, Safari... Suggest t... 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

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

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

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

It is best to start this process with a newly created return and NO other forms added. If there are any 1040 related forms within the return or options for 1040-SS won't populate. From the Client Data form within the return Check the box i... Read More

Symptoms When submitting remote request or queue return for efile without bank product. ’Wallet temporarily disabled due to unpaid wallet invoices &/or insufficient funds.’   FIRST before asking for assistance VERIFY the  wal... 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