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 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

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

 Form 8379 is used when overpayment is applied to past-due financial obligations rather than refunded to the taxpayer on a MFJ.   Form 8379 You may be an injured spouse if you file a joint tax return and all or part of your portion of ... 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

This setup is used when one Desktop User ID is purchased, and the office will allow other workstations to access the software. The Main PC/Server is shared to allow access to the software on multiple pcs when they are connected to the same network... Read More

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Preparers can be managed/created when at the Office level. Follow the instructions below to successfully create a preparer: To Add a Paid Preparer: Login to the 1040 Online Program with Office level access.  Click on Office Settings f... Read More

Symptoms While attempting to print in the program, the following error message appears. ’Print Tax Return - Cannot be Transferred on Transmitting Computer’    Cause This error will occur if the program is configured as a ... Read More

Symptoms When printing a Final Tax Return, Form 8879 or 8453 do not print. However, Form 8879/8453 will print when printing bank documents.    Cause This behavior will occur if the program is configured to print Forms 8879 or 8453 with... 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

The following signature pads are supported with the use of the software: Topaz SigLite Supported Models Topaz SigLiteâ„¢ 1x5 T-S460 Topaz SigLiteâ„¢ 1x5 T-S461 Topaz SigLiteâ„¢ LCD 1x5 TL460 Scriptel Supported Models Scriptel Slimline ... 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

Use the following article to reprint a check that was previously marked as “printed”.  Select the “search” box, enter in the desired search criteria, then click the “search” button. Once the checks appear, clic... 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

There is NO way to remove/delete an entry in the payments location. The suggested workaround is described below.     Create a reverse payment entry Open the return that requires the reversal payment Select the Payments icon Input basic data in... 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

 A PTIN is a preparer tax identification number   PTIN or Preparer Tax Identification Number Anyone who prepares or assists in preparing federal tax returns for compensation must have a valid 2017 PTIN before preparing returns. All enrolled age... Read More

Symptoms In attempting to open a tax return, an error message appears:  ’Software Error/Interrupt!! DbChain ()’       Cause This issue occurs when return data for a specific return becomes corrupted or otherwise unrea... 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 verifying a tax return, a verify error message appears: ’US FRM 8879 The Last Printed 8879 Values do NOT match current 8879 Values - RePrint 8879’    Cause Form 8879 was previously printed and the cur... Read More

Symptoms While printing a form, the following message appears: ’Form Imported or Not Supported’      Cause This error may occur for several reasons: Bank Application This error occurs when trying to print the ban... 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 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 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

Many banks require compliance/bank training as part of their enrollment process. An email will be sent from the bank after enrollment has been completed. If not found, contact the bank to resend. (Confirm the email did not get sent to the spam or... 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

Symptoms Clicking choices have illegible text displayed. Cause Enter the main reason this error can occur Resolution Windows DPI settings Resolution Click Setup > Office Setup Click General tab and change font size to Default -1 and... Read More

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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 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

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 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 Verify message, "Print Bank Documents before Printing Final Tax Return". ’Print Bank Documents before Printing Final Tax Return’ Cause The return has been changed since the last time the bank documents were signed.  Resolutio... Read More

Symptoms While attempting to email any form from within the 1040 Software the following error occurs: ’Error - Failed to invoke Method’ Resolution From within the 1040 software navigate to Setup Select Office Setup  Click the Text... 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

Follow the steps below for the appropriate way to re-load the EFIN on Form 8879. Reloading the EFIN record may often resolve several refusals and is required in many situations. Navigate to Form 8879 from the Attached Forms menu on left.  Click i... Read More

The Taxpass mobile app provides the ability for taxpayers to submit return information to their preparer. Taxpayers may manually enter the mobile app ID or scan the QR code that is generated during or after their Taxpass account registration. Click ... Read More

Symptoms Importing a mobile return from Mobile application retrieval utility -or- Clicking Utility > Transfer Returns Online -or- Sending an email or text message from the software ’Unable to load module addons/httpcom.dll’ ... 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 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

Use Form 1040-ES to figure and pay your estimated tax. This article provides steps on how to add 1040-ES and how to print the voucher.... Read More

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

Symptoms When emailing a return in either 2021 or 2022 Software you are met with this SSL error.’TextLink-Failure!’'SSL/TLS connection/handshake error' Cause Antivirus' Email Shield is blocking outgoing emails with att... 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