Sending Text Messages Using TextLink and Extended Reports   Steps to send a text message to a single recipient: Start a new tax return or open an existing one. Double click Client Data in the Attached Forms pane. In the Cell Pho... 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

IMPORTANT:  The method below requires you to have OpenOffice Writer installed on your computer. OpenOffice can be downloaded from http://www.openoffice.org/download.   Printing mailing labels using OpenOffice Writer 1. Open the program... Read More

Manually Moving Billing FilesThis guide uses billYY and xlinkYY YY=year Step 1.  First, copy/paste the billing files (billYY.dat & billYY.idx) from the xlinkYY folder onto the desktop.  Step 2.  Right click on the program icon for th... Read More

This process may be useful in situations where the network host is running Windows 8/8.1 and the workstations are unable to view the host on the network. A possible cause of this is the network type on the host machine being set to “Public.ââ‚... Read More

Before installing signature pad models, confirm that the model is supported by the software: View Supported Signature Pad Models (KB 548)... Read More

Follow steps below to change the default billing scheme within the software. 1. Log into the program as user with administrator rights. 2. From the top menu, select Setup > Office Setup. 3. Click the General Tab. 4. In the Billing section... Read More

Symptoms When attempting to transmit, an error message appears: ’11004: unable to make TCP connection’   Cause This behavior can occur if any of the following are true: There is no active internet connection. Internet spee... 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 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

Unable to Remove Bank Application Changing the Refund Type on the 8879 from 5 to 1 should remove the bank application, but it will not if there's a state RT present on the return. Also if the bank app was already accepted then it will not be abl... Read More

CAUSEWhen configured as a network host, TaxSlayer Pro workstations save tax returns into a network folder on the server. The Programs Data Converter is unable to convert from the network folder; therefore, returns that only exist in the network... Read More

How to View Additional Uploads Step 1 log in to Taxmobileapp.com with your username and password. (provided by Metik). Step 2 Click on the ‘Additional Uploads’ tab. Step 3 Here you can see: Additional Upload Submission ID First name L... Read More

Child and Dependent Care If a TP paid someone to care for their child, spouse, or dependent last year, the TP may be able to claim the Child and Dependent Care Credit on the Federal Income Tax Return.  Below are 10 points the IRS wants... Read More

Creating a Custom Report Custom Reports allow you to select the information from each tax return to be displayed and then separately select the search criteria to be used, along with the parameters of the search criteria.  Follow the instructio... 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

Adobe Reader® allows viewing PDF documents   To download and install Adobe Reader, follow these steps:  1. Connect to the Internet.  2. Click Start, point to All Programs and then click Internet Explor... Read More

Sending a Text Message to All Clients With Checks Ready   To send a text message to all clients with checks ready, the following steps are provided:  1.Log into the program as a user with administrator rights. 2. On the top menu bar, click ... Read More

The steps in this article only apply if the EFIN in the software has an approved RAC record from the bank the EFIN is enrolled with.  From Form 8879: Choose Option 5 for the Refund Type. Verify that the EFIN has an approval record from the ... 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

 TPG Checks From The Desktop Program   Santa Barbara TPG checks are able to be printed from within the software. Checks first need to be activated in the software before check printing can occur. See the following link for instructions to ac... Read More

Symptoms In attempting to view a PDF document in the program, the following error message appears:  ’Unable to download XXXXXX.pdf from localhost.’    Cause This error message can occur if the Display PDF in browser option... Read More

Symptoms When importing a file to the document archive, the following error message appears:  ’File is too big. File size Exceeds 5MB’ Cause The file being imported is too large to store in the Document Archive. If the file bein... Read More

Symptoms When attempting to capture a signature using the Topaz Signature Pad, the following error message appears:  ’Cannot open clientsignature.pdf from host’    Cause This issue can occur if the version of Adobe R... Read More

Symptoms When opening the program, the following error message appears: ’overlay/stack.000Unable to load module’   Cause This error message will appear if the module file does not exist, does not have access to load, or is corrup... Read More

Symptoms When opening the program, the following error message appears: ’Unable to load sysloadoverlay/sysload.ovl’ Cause I File is quarantined by security software (e.g., Avira, Avast, Norton, etc.) Resolution I To resolve this issue... 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

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 attempting to open the program on a network workstation, the following error message appears: Cause This issue occurs when the shared data folder is not shared with the full control permission. Resolution 1: Share the folder wi... Read More

To Print a Check To print checks, Adobe Acrobat will need to be installed on the computer. Verify Adobe Acrobat Reader is installed or download a free copy from the Adobe’s website before proceeding. Log in to your account at www.refund-advanta... Read More

 Print Checks in the 1040 Desktop Program From the Work In Progress screen, in the Printing Queue panel, click Checks, Registers and Activation. Place a check mark next to the check(s) to be printed and then click the Print Check(s) Button. ... Read More

Printing Test Checks... 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

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

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

Symptoms While loading software the following error occurs. ’Unable to load module display/gdimenu.001’   Cause Unknown at this time.  Resolution #1 Reboot PC - Try this resolution first before using the other suggested met... 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

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

Log in to Tax Mobile App (Credentials are provided via email from Metik.) Click on Additional Uploads tab Right click file hyperlink and select Open link in new tab Right-click on the image from the new tab and select Save image as to save to ... Read More

  Once logged in the software click on Mobile Application Retrieval Utility in the Work in Progress screen. To download the return, type the Submission ID (found in the notification email sent to email or the Mobile App backend) or SSN and cli... Read More

Once taxpayer has submitted the additional documents thru the mobile app you will receive an email stating there was an additional files Submission containing the submission ID. Open your tax software program and click on Mobile App Retrieval. ... Read More

Symptoms ... Read More

Symptoms Program produces error: ’Unable to load module : addons/oscrypt.dll’   Resolution I On the PC with the error, navigate to the install folder. Open the utils folder Right click on application VC_redist.x86 Run application ... Read More

Important Note: Effective for TY2020 to current. Note: Requires appropriate access level. From the Work In Progress (WIP) screen. Click Setup. Select Wallet Setup. Read and Accept Terms and Conditions to continue with configur... Read More

Print the 1040x Acknowledgement Letter From within the return there MUST be a 1040x ACK response from IRS (confirm on Information & Status page) Select Print  Click on Acknowledge Letter  The 2nd page will be the Amended Acknowledgement Le... 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

When additional documents are requested by the tax office, taxpayers can submit additional documents through the mobile app.   Taxpayer will open the mobile app and click on the Menu icon next to home Taxpayers will need to click on Send... Read More

Utilizing the Chrome Authenticator Plugin in 1040 Online to complete the multi-factor authentication (2FA) process is common for 1040 Online users. The following items are required to complete this process: Open Google Chrome Download Chrome Auth... Read More

Custom Reports allow you to select the information from each tax return to be displayed and then separately select the search criteria to be used, along with the parameters of the search criteria. You can run custom reports that you have already... Read More

This article will walkthrough the process of renewing the Apple Developer Account. It is suggested that the account be set to auto renew. Log into the account using the following link: https://developer.apple.com/support/renewal/ To renew, sign ... Read More