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, click “Details” next to... Read More

Symptoms  When printing a tax return as a PDF, an error message appears. ’ Software Error /Interrupt!! XIExec () Error: (11) ERROR_FILE_NOT_FOUND ’   Cause In most cases, this error will occur when the program is... 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 the... Read More

  IMPORTANT: The method below requires Microsoft Excel and Microsoft Word installed on your computer.     Click Lookup on the top toolbar. Click Extended on the top toolbar. The "Search Field Setup" window will open. Click the�... Read More

 PRIVACY POLICY Central Site Important Information: Please read this carefully as we have made updates to our Privacy Policy. This Privacy Policy goes into effect September 2020.  At Central Site (“CPTS,” “us,” “we,” “our”), we... 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

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

User Status Codes are user-created codes to classify certain returns, allowing those returns to be easily searchable by a custom report. For example, a User Status Code could be “DOCWAIT” indicating that the preparer is waiting on more documents... 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 instructions... Read More

How to Create an Extended Report for Bank Products with Check Print Dates  Select Lookup from the Work in Progress (WIP) screen Select Extended to bring up the report creation window. Using the screenprint below select the following Available Di... Read More

The Hosted UserID will be setup on one of two servers. Each server has a dedicated website to manage the hosted login (email) added by Support. See KB 628 for server details. The website includes the ability to change password, use the forgot... 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

In Arkansas, Illinois, Maryland, Maine, Connecticut or New York.EFIN holders who enroll with any bank are subject to charge/display the same fees for returns with/without a bank application.ERO Support recommends that you research and understand the... Read More

Log onto www.mytaxofficeportal.com Hover over Support & select Manage Office Use the 'Search User ID' function to find the office. IF the UID resides in a Multi-tier or on a 3 Tier Account the portal will change Tiers or a Jump to... Read More

  This networked printer problem is broken down into two main troubleshooting areas: Hardware and Software. The following procedure assumes a networked client machine is trying to connect to a shared printer that is physically installed on a... Read More

Creating Custom Reports From the WIP, click the Lookup Button. Then select the Extended Button. The "Search Field Setup" window populates. See below. "Available Display Fields" on the upper left which show the field's that will display on... Read More

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 Phone field,... Read More

This article provides steps on how to remove the Tax Software Program. Important Note: Uninstalling the program through Apps & features does not remove any tax information or stored data. Removing The Program From a Computer with Windows 11 ... Read More

To view the status of a bank application in the software, the following steps are provided: From the "Work In Progress"(WIP) screen, click on the Quick button. The Query Return Status window opens. Enter the desired Last Name or SSN and press... Read More

Installing the software on an android device The following provided steps are shown to install the software on an android device: 1. Open the Android Market. 2. Press the search button (the magnifying glass in the upper-right hand corner). 3. In the... Read More

Form 4868 (IRS link)  The following steps are to create and electronically file Form 4868:  Complete the following on the Client Data Screen.Taxpayer name, address, date of birth, and filing status & bank account data Click Add Form button.... Read More

Moving Files in Document Archive   Some files stored in the Document Archive, by design, are not able to be deleted.If a file is uploaded to the wrong return, it can be moved between returns using the following method: 1. With the return saved and... Read More

Entering a tax preparation fee Adding preparation fees in a tax return manually is made available by the following two methods.   Method 1: Manually add a fee to the tax return invoice 1. Open the appropriate tax return and then click on ... Read More

Formatting a Mailing List  Log into the program as a user with Administrator rights. On the top bar, click Lookup. On the top bar, click Extended. The "Search Fields" window will open. Click Reports to open the report... Read More

Filing Form 4868 The filing address for paper Form 4868 depends on where the taxpayer lives and whether or not a payment is being included.   To locate mailing address for Form 4868: 1. Open an internet browser and navigate to www.irs.gov. 2. In... Read More

The Taxpass mobile app provides the ability for taxpayers to submit return information to their preparer. Taxpayers may manually enter the mobile app ID or scan the QR code that is generated during or after their Taxpass account registration. Click... Read More

Login to 1040 Online as a user with EFIN/Office or Office Manager access level. Click on the Profile menu toward the top-right of the page. Click on Wallet Setup. Read and Accept Terms and Conditions to continue with configuration... Read More

Once a new account or login is created in 1040 Online, the email address associated with the login will receive an activation email. This process will also provide options for authentication once the password has been set.  Follow the instructions... Read More

Preparers can be managed/created when at the Office level. Follow the instructions below to successfully create a preparer: To Add a Paid Preparer: Login to the 1040 Online Program with Office level access.  Click on Office Settings from the... Read More

Symptoms When emailing a return in either 2021 or 2022 Software you are met with this SSL error.’TextLink-Failure!’'SSL/TLS connection/handshake error' Cause Antivirus' Email Shield is blocking outgoing emails with... 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

Symptoms While attempting to email any form from within the 1040 Software the following error occurs: ’Error - Failed to invoke Method’ Resolution From within the 1040 software navigate to Setup Select Office Setup  Click the... 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

Symptoms When opening the program, the following message appears: ’xlink32.exe - System Error’ Resolution From the workstation Navigate to the install folder on the host machine (through network) Right click on application�... 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 trying to... Read More

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

Many banks require compliance/bank training as part of their enrollment process. An email will be sent from the bank after enrollment has been completed. If not found, contact the bank to resend. (Confirm the email did not get sent to the spam or... Read More

Signatures won't print on signed PDF/Archived documents. When printing documents that should have signatures attached verify the following has been set within the Adobe Print options.   Select the Print option for PDF print. Verify that Save... 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... Read More

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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

 Go to www.irs.gov and click on Tax Pros at the top corner of the page.  Click on Access e-Services in the center of the page.  Click on E-file Provider Services.        Click on Access e-file Application in the center of the page and... 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

 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

 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

Symptoms Verify message, "Print Bank Documents before Printing Final Tax Return". ’Print Bank Documents before Printing Final Tax Return’ Cause The return has been changed since the last time the bank documents were signed.  Resolution... Read More

Symptoms When printing a tax return, the following message appears: ’Return contains errors which exceed the acceptable error level, as specified in System Setup.This return CANNOT be Printed.’    Cause This will occur if the... Read More

Symptoms While printing a PDF tax return copy, the following error message appears: ’This file cannot be opened because it has no pages.’ Cause This error can be caused by: Printing bank documents on a tax return with no bank... Read More

Symptoms  When selecting a link on the Work In Progress Summary, the following error message appears: ’Error/interrupt abt(software crc error) error 020 xlink abort.’    Cause This issue can occur if a program file is... 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 issue... Read More