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

Issue After filling in information on Form W-2, the W-2 does not carry to Form 1040. When looking at the W-2 in the attached forms list, the W-2 is missing the “T –“ or “S –“ indicator.  Cause The most likely cause is that a data... Read More

Symptom The tax preparer has a tax return where they feel the depreciation calculation is incorrect. It may have too large of a depreciation deduction. Possible Cause When an amount has been entered for prior year depreciation, and the amount is less... Read More

The 5498 forms (5498, 5498-ESA, 5498-SA) provide information on a taxpayer’s account Form 5498 provides information on a taxpayer’s Individual Retirement Account (IRA).Form 5498-ESA provides information on a taxpayer’s Coverdell... Read More

When converting tax returns from a competitor product using the Tax Return Converter, the converter appears to get stuck connecting to the competitor product. The converter window may indicate “Not Responding.” Cause During the “connecting to�... 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