The Georgia Department of Revenue has announced House Bill 481, Living Infants and Fairness Equality (LIFE) Act. This allows GA residents to claim an unborn child as a dependent as of July 20, 2022.  Eligible individuals will file the deduction on... Read More

 QuickBooks data in a business return Begin by reviewing the Tax-Line mapping associated with each account in the Business’ QuickBooks Chart of Accounts. The Program will enter the imported amounts on specific lines of the Income Statement,... Read More

TERMS OF SERVICE FOR ONLINE TAX PREPARATION SERVICES - TAX YEAR 2021 BY CLICKING THE "ACCEPT" BUTTON OR ACCESSING OR USING THE SERVICES, YOU ARE ENTERING INTO AND AGREEING TO BE BOUND BY THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO THE... Read More

Schedule E  rental Income for a portion of a primary home 1. Click Add Form, then click SCH E PG 1 to add a Schedule E to the tax return. 2. Double click the SCH E COL form to use for this rental under PROFORMA FORMS on the Attached Forms list. 3.... Read More

Entering withholding from 1099-B  Double click FRM 1040 on the "Forms Attached" pane. In the Income, deductions, taxes, credits and payments section, enter the Federal Income Tax withheld in the Adjustment box for Federal Income Tax withheld from... Read More

The Ministerial Housing Allowance... Read More

Statutory Income Not Appearing   If the statutory income does not appear on Schedule C, follow these steps: 1. Open the return experiencing the issue, and open the W-2 that contains the statutory income. 2. Verify that Option A of Box 13 in... Read More

The amend process is used to apply corrections or provide additional income, credits, deductions, etc; to a Tax Return already acknowledged by the IRS. In many cases, mathematical errors are caught and corrected by IRS so the partner should determine... Read More

Form 1099-B The sale of stocks, bonds, etc. is reported on Form 8949, which then carries to Schedule D.   Steps to complete Form 8949 and Schedule D for the sale of stocks 1. Click Add Form on the tax return toolbar. Then click the Index Tab. 2.... Read More

  There are certain requirements that first must be met in order to deduct employee business expenses for qualified performing artists on Form 1040.  1. The Adjusted Gross Income must be $16,000 or less before deducting expenses as a perfor... Read More

In completing Schedule E, Losses from Rental Real Estate Activity, the information entered does not carry to Line 17 of Form 1040. ... Read More

Completing Form 2441 Click Client Data on the "Forms Attached" navigation pane. Enter all of the child/dependent information and check the 4th box to the right of MO, for child day care.NOTE: This will create a Form 2441 that can be seen in the... Read More

This article provides steps on how to claim Earned Income Tax Credit and Head of Household when dealing with divorced taxpayers. These taxpayers have an option to split the dependency exemption from Head of Household (HOH) and Earned Income Tax... Read More

This article only applies to returns done for TaxYear 2018 & prior. Steps to switch Form 1040A to a 1040 On the "Attached Forms" pane, right click FORM 1040A and then click Remove Form. You will not lose any tax return information during this... Read More

Taxpayers that contribute to a traditional IRA may be eligible to deduct the contributions as an adjustment to income. If covered by an employer retirement plan, the deduction has a phase out. For more information see IRS Publication 590 A.   To... Read More

Statutory Employees   Statutory employees are treated as being employees for purposes of social security and Medicare taxes while being treated as independent contractors for other taxes. They include certain full-time life insurance salespeople... Read More

When completing the Pennsylvania Generic City Form, a generic city code is used to carry income from the tax return into the Generic City Form. The codes do not represent any specific cities; rather, the code just need to match throughout ALL the... Read More

Allocated Tips on Form 4137   Allocated tips are reported to employees in Box 8 of Form W-2. When employees in certain service jobs do not report their tip income, or do not report enough tip income to their employer, the employer may be require... 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

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 to... 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 button... 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... 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 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 methods... 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... 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 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 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 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 Reader... 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 entered starts and ends with... 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 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 speed... 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 level... 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 is... 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... 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).... 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... 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

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... 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

Symptoms Following error occurs when attempting to access URL tab across the top of 1040 Software. ’0: Failed to navigate to URL’ Cause Secure sites require the https:// as part of the URL Resolution Navigate to Setup Select... Read More

Symptoms When submitting remote request or queue return for efile without bank product. ’Wallet temporarily disabled due to unpaid wallet invoices &/or insufficient funds.’   FIRST before asking for assistance VERIFY the  wallet... Read More

It is best to start this process with a newly created return and NO other forms added. If there are any 1040 related forms within the return or options for 1040-SS won't populate. From the Client Data form within the return Check the box if... Read More

The business extension Form 7004 requires some minimal entries for transmission. EIN Business Name Officer/Partner Name Address Information Click Add Form button. In the All Forms & Worksheets list, locate Form 7004 and then doubleÂ... Read More

Symptoms When opening an appointment from Today's Appointments, the program becomes unresponsive and does not connect to Outlook. Cause This occurs when Outlook synchronization fails due to Outlook not being installed.    Resolution Close... 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

Symptoms Verify Error navigates to the bottom of the Information & Status page; Wet Signed Date location.   Cause Office settings have Require Signature print date checked. Resolution Confirm login has rights to access Office Setup. Click... Read More

Follow the instructions below to successfully start a new return: Login to the 1040 Online Program. Select Tax Return from the Left Panel. Click the New Return + Button found on the right side of window. When the window pops up, input the... Read More

Follow the steps below to ALWAYS print the bank document with the final return. Login to the 1040 Online Program with credentials that allow access to Office Settings. Click on Office Settings from the left menu. Navigate to Extended Setup section... Read More