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

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

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 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

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

Lost IP PINs Taxpayer IP PIN holders who have lost or misplaced their numbers are to contact the IRS. Should you receive a CP01A Notice that contains your IP PIN, yet that of which has been lost or misplaced, you may call us for specialized assistan... 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 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

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 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 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 or verifying a tax return, a verification error message similar to the following appears: ’Calculated Field Value’’Override of Calculated Field Value’    Cause This may occur if a return is ... 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 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

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

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

The Recovery Rebate Credit is authorized by the Coronavirus Aid, Relief, and Economic Security (CARES) Act.More details about the Recovery Rebate Credit are available here at IRS.gov.... Read More