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Supported Signature Pads

The following signature pads are supported with the use of the software: Topaz SigLite Supported Models Topaz SigLite™ 1x5 T-S460 Topaz SigLite™ 1x5 T-S461 Topaz SigLite™ LCD 1x5 TL460 Scriptel Supported Models Scriptel Slimline LCD SC... Read More

Hosted Servers Defined

There are 2 Servers that a Hosted UID could be located on. East Coast Server (ATL) will look like this when TaxClient is launched: West Coast Server (SAC) will look like this when TaxClient is launched: KB 652 Hosted Forgot My Password Read More

Income Summary

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

Unlocking Login in MSO

Finding the login might be the hardest part of this task. Login to vt## server with credentials that aren't locked (backend access) Locate the EFIN experiencing issue Navigate to Setup Click Logins Find the login & click   to unlock.... Read More

Choices window shrunk

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

How to reprint a check in MSO

Select TaxInfo on the left side panel Search by SSN, Last Name, EFIN, or Return ID. Once in the backend of the return select the Reprint link found under the Bank Application Information/Disbursement Information.   Follow the link for Check pr... Read More

Form 8379 Injured Spouse Allocation

 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 the... Read More

PTIN Information

 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 agents... Read More

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