Possible causes for the scanner not activating The scanner may not be connected to the computer: Verify the scanner is properly connected to a USB port. Drivers may not be installed. To verify if the drivers have been installed: In Windows, pre... Read More

Certified Handheld Scanners are provided by the Ivanhoe Group. Click on the link to place an order with the Ivanhoe Group. Motorola Symbol DS6707DC NEW: http://ivanhoegroup.com/shop/motorola-ds6707-kit-new-usb/ REFURBISHED: http://ivanhoegroup.... 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

The Transfer Return function is used to move a tax return from one install to another install (Example: 2 PCs NOT in the same network). To transfer the return, some form of portable media is needed (e.g. a flash drive, portable hard drive, etc). Ste... 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 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

Setting the Paid Preparer PIN for Form 8879 or Third Party Pin Designee In order to create and set a Preparer PIN that auto populates, proceed with the following steps: From the "Work In Progress" screen (WIP), select Database. From Database, select... Read More

Step 1: Create an Excel spreadsheet with the information to be imported The format of the spreadsheet should be as follows:  Use the following to copy/paste to your CSV file to create the template, or see below for template. NOTE: The first row n... Read More

Symptoms While installing updates, states or additional products, the following error message appears: ’Unable to open: software/1040us0 ERROR_ACCESS_DENIED Access is denied.’File Access Error Cause This issue can occur if any of... 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

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

Symptoms On some systems, "Enable Protected Mode at Startup" and/or "Enable Enhanced Security" can cause a gray screen or error message in attempting to view a PDF in the software.  Cause The symptoms can occur when Use External PDF Reader ... Read More

Audit/Validation Checks    The following short steps show that a customer can turn these checks on or off according to preference:  1. Configuration can be reached by going to Setup -> Office Setup -> Auth/Audits Tab.  ... Read More

Symptoms Clicking the "Business Returns" tab at the top of the software causes an informational message to appear.'Your login doesn't have Access to Business Software'   Cause This message indicates that the Access level for this login has a re... 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

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: When printing a check, the following error message appears: "Remote site printing requires site selection first." Cause: The check being printed is associated with a Site ID, but a database record for this Site ID has not been crea... Read More

  How to Enable or Disable Audit Pro-Protection Plus/iProtect Adding to All Tax Returns Current versions 1040 Software setup options Select Setup from the main options on the WIP (Work in Progress) Navigate to Billing Setup Verify the correct Bil... 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 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

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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

All computers must be in "private/home/work network. Avoid Public Network.  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

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: 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 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

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, 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 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 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 You receive the following message when trying to use the the On-Screen Signature option to capture signature for EF Originator, Paid Preparer, or Tax Payer. ’A Topaz Signature Pad is not installed, Please contact your sales represent... Read More

When trying to access the help file from the software you get an error. "Component MSCOMTL.OCX or one of its dependencies not correctly registered"   Steps This fix is NOT tax year specific, if you're having issue with one year this will f... 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 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

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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

This article will provide you with information on the Engagement Letter within the 1040 Software. Setup of the Engagement Letter Navigate to Setup  Select Client Letter from the drop down menu By selecting ENGAGEMENT LETTER the ability t... 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