With modernized e-file, the current and the two prior year tax returns can be submitted electronically.  Read More

Symptoms A pop-up displaying "Windows protected your PC" appears with a "Don't Run" option. ’Windows protected your PC’ Cause Windows could not recognize the file as one that is commonly downloaded and treats the software as... Read More

Form 4868 (IRS link)  The following steps are to create and electronically file Form 4868:  Complete the following on the Client Data Screen.Taxpayer name, address, date of birth, and filing status & bank account data Click Add Form�... Read More

Symptoms In 2015 tax year and prior, adding a W-2 with Code J "Non-taxable sick pay" selected on Employer Use line 12 causes a verify error. ’W-2 Required Field Missing’   Cause This behavior can occur when adding a W-2 w... Read More

Symptoms When opening the program, the following message appears: ’Unable to load module, display/gdi menu.000’    Cause Avast incorrectly detects the program as malicious. It then moves the file "gdi menu.000" to the ... 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 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

 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

Symptoms When exporting a report to Excel, an error message appears. 'Couldn’t CreateDispatch on Excel'     Cause There is no software installed to open .csv files, as in Microsoft Excel or LibreOffice Calc... Read More

Symptoms When running the Data Converter, the Data Converter appears to convert tax returns, yet no files are actually converted.    Cause This issue can occur if User Access Control (UAC) is enabled, and the software is not run as an adm... Read More

Importing a document The following steps provide how to import a document into a return: Open the return to import a document into, then go to the Document Archive. Once the Archived Documents Listing window opens, choose Import button. Browse to th... 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

Symptoms The error message "The Social Security Number requested already exists." then “No Records Found!!” appears when a user attempts to Select/Search for that return. ’The Social Security Number requested already exists.�... 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 updating the program, an error message appears: ’Prerequisite: Update file missing’     Cause This error will occur when trying to apply an update to the program without applying the previous updates. This... Read More

The following articles describes how to upload files using MyDocsOnline site. This site is a safe and secure way to send files. Example: In-House conversion data provided to Central Site. Use the following URL to upload files. Use the Choose Files... Read More

Symptoms When opening a file in the Document Archive, the following error message appears: ’Software Error /Interrupt!! - Abt (Bind or Listen failed on TCP H)’ or ’Software Error /Interrupt!! - Error: (043) file does't ... Read More

Signatures won't print on signed PDF/Archived documents. When printing documents that should have signatures attached verify the following has been set within the Adobe Print options.   Select the Print option for PDF print. Verify that Save... Read More

Symptoms When activating TextLink in Office Setup - TextMsg/Email, the following error messages appear: 'The module “C:\xlinkYY\sendtext.dll” was loaded but the call to DllRegisterServer failed with error code 0x80... Read More

Symptoms When attempting to open a file, a Windows security message appears: ’These files can’t be opened’   Cause This behavior can occur when attempting to open a file that has been downloaded from the Int... Read More

Symptoms  When printing a tax return as a PDF, an error message appears. ’ Software Error /Interrupt!! XIExec () Error: (11) ERROR_FILE_NOT_FOUND ’   Cause In most cases, this error will occur when the p... Read More

Symptoms When printing a tax return to PDF, the following error message appears: ’Software Error/Interrupt!! TextFlushThe system cannot find the path specified.’   Cause This error occurs when the program is configured to use... 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

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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

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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

Symptoms When opening the program, an error message similar to the following appears: ’Startup Abort!!!       Cause This can occur when the program is updated on a network while the program is open on another workstation. I... Read More

Symptoms When transmitting a tax return, the return is refused with the following message: ’Return accepted for diagnosis’   Cause Tax return was transmitted with the "Submit for Diagnostics" checkbox checked on the Queue R... Read More

Form 1099-MISC 1099-MISC Miscellaneous Income is a form issued to taxpayers for rents, royalties, and other income. Follow the steps below when entering W-2's into the Tax Software.    How to add Form 1099-M Click the Add Form button or p... 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

In Tax Year 2019 the IRS announced the E-file function of amendments. Where's my Amended Return? Maximum of 3 amendments are allowable for E-File E-File 1040-X  Follow KB 367 How to prepare an Amended Tax return (form 1040-X) Complete F... Read More

This proforma form allows a preparer/tax payer the ability to compare filing exemptions, income & adjustment to income, deductions, credits, payments for the last 3 years of tax preparation on one form.   Where can the form be found/added to a... Read More

Symptoms When opening the program, the following message appears: ’xlink32.exe - System Error’ Resolution From the workstation Navigate to the install folder on the host machine (through network) Right click on application VC_r... Read More

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About Income Summary There's an optional Income Summary form that can be added to returns and configured to print, listing the various income sources and amounts. How to add the Income Summary form. Add Form Select 'Checklist'  �... Read More