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Error Message: "Login Refused, Already Online"

Symptoms When attempting to transmit to Central Site an error populates preventing that transmission. ’Login Refused, Already Online’             Cause An instance of the program is connected/connecting to Central Site. ... 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

Online Program > How to Create a Login

How to Create a Login Logins can be created at the Franchise and/or the Office level.  Any login created will submit an activation email to the email used in the user details.  Follow the instructions below to successfully create a login: Login... Read More

Online Program > Activating a New Login Account

Activating a New Login Account Once a new account or login is created in the Online Program, the email address associated with the login will receive an activation email.  This activation email will send the new user instructions on how to... Read More

Online Program > Understanding the Login Type

Understanding the Login Type The Online Program requires Login Types to each login created in the software.  Currently, the two types of login types are either Manager or Preparer.    Below is a comparison of the differences between the two login... Read More

Online Program > Forgot Login Password

Forgot Login Password A valid login is required to access your Online Program account.  In order to reset your account login you can follow the steps below to successfully reset your login: Click Forgot Password? Enter your Username> Click... Read More

How to Assign an Access Level to a Login Account

Assigning an Access Level to a Login   The following provided steps are shown how to assign an access level to a login:  1. Log into the program as a user with administrator rights. 2. From the top menu, select Setup->Login Accounts.&nbs... Read More

How to Create a Login Account

A New Login Account Log into the program as a user with administrator rights. From the top menu, select Setup > Login Accounts.  Click Add to open the Login Preferences window. In the Login ID box, enter a unique Login ID to be used to... Read More

User Login Window Disappears

User Login Window DisappearsSYMPTOMS When trying to log into the program, the user login window (below) disappears after entering a user and a password. Each time this happens a separate instance of xlink32.exe appears in the Processes Tab ... Read More

How to Log Into MSO

MSO Login The MSO product can be found at the following website: If the URL entered is correct and for an active year, there will be a login box as shown below. Use the most current Tax Calendar Year to recognize all... Read More

Phases of TaxSeason (List of KBs)

Here you will find a list of Knowledge Base Articles that are tax phase specific.   Description Suggested Article Phase TIME For CHANGE Program System Requirements All Season Oct-April E-Filing Prior Year Tax Returns With Modernized E-File... Read More

Online Program > Default Access Levels Defined

Access Levels can be found under Logins within the Account Setting Section of the 1040 Online Software.  Possible Accesses Available Not all accesses are available to all account levels ALL Accesses Available within 1040 Online Program Reseller... Read More

Online Program > Single Office Setup

Single-office Setup The top tier account can log in and see the status from each office. If they wish to look at something in a particular office, they can click the “View” button and drill down into that office. They can also drill down into a... Read More

Online Program > Configuring Restricted Fields

Configuring Restricted Fields Users can lock fields in the Online Program by restricting the field.  Restricting a field on a form or worksheet within a tax return will prevent users from being able to fill it out. The only login that can see all... Read More

Online Program > Capturing the Preparer Signature

Capturing the Preparer Signature In order for the preparer to electronically store their signature in the Online Program, the user will need to capture their preparer signature for each designated preparer.  Follow the instructions below to... Read More

Online Program > Setting up Client Letters

Setting up Client Letters This feature is designed to let the user design/develop their own custom client letters.  We have designed this feature to be fully customizable from within the Online Program.  Follow the instructions below to... Read More

Online Program > Setting Defaults

Setting Defaults The Online Program comes with various defaults that can be preset based on the user login.  These defaults were designed to make the tax preparation process easier for users.  Follow the instructions below to successfully select... Read More

Online Program > Capturing the ERO Signature

Capturing the ERO Signature In order to capture the ERO signature in the Online Program, users must have access to a login at the office level.  The login must have the access level EFIN/Office or you will not be able to see this request in the... Read More

Online Program > Working with Device Registrations

1040 Online - Working with Device Registrations Registered devices in the Online Program lets you skip the multifactor authentication when you login.  You can simply add a friendly label for the device you are using to login.  Managing these... Read More

Online Program > Generating a New 2FA QR Code

Generating a New 2FA QR Code If you choose to utilize the 2FA QR code when logging into the Online Program and need to generate a new 2FA QR code for the multifactor authentication process, follow the instructions below:   Click on the Profile... Read More

PayJunction API Information

New to TaxYear 2021 is the option for PayJunction.This is a third party all-in-one contactless payment processing solution.Support is provided by PayJunction. Link for Website: Setup PayJunction information Log... Read More

Multi-Factor Authentication (MFA) TaxYear 2021

MFA (Multi-Factor Authentication) was introduced in the 2022 - 1040 Program (xlink22) Tax Year 2021 What is Multifactor Authentication Microsoft link for explanation Read More

Configure the Remote Signature MSO (Wallet)

 Configure the Remote Signature MSO (Wallet) To access the Wallet hyperlink the EFIN login must be used. Related Article See Step 4 to configure Wallet KB 815 Configure the Remote Signature Software Feature (Wallet) Read More

Install Scriptel Signature Drivers for MSO

How to Install the Scriptel Signature Drivers in MSO First Verify the login setup will prompt for the Scriptel signature. Navigate to Setup Select Logins Find the Login requesting the Scriptel signature option Hover over the "yellow exclamation"... Read More

How to Configure Setmore Preferences

Step 1 – Login into (Credentials provided by Metik. located under Media Asset tabs on               Mobile App Portal).               Step 2 – Click on Settings tab... Read More

How to Add New Staff Member to Setmore

Step 1 - Step 1 – Login into (Credentials provided by Metik. located under Media Asset tabs on               Mobile App Portal).   Step 2 – Click on the Settings option, then click staff... Read More

How to Add Staff to Mobile App

Log in the Taxmobileapp with your credentials. Click on Staff. Enter the following information in the appropriate fields and click Save Details. Name Staff Image (optional) Title Staff Bio (optional) Email Phone Note: Staff members can be... Read More

How to Add Links Metik mobile app

How to Add Links for the mobile app Log in the Taxmobileapp with your credentials. Click on the Links Enter any applicable URL in the appropriate section then click Save Details. Note: Company links can be re-arranged in the order you want them... Read More

How to View Taxpayer Data Metik mobile app

Note: Dec 1st is considered the START of the tax year. Log in the Taxmobileapp with your credentials. Click on the Taxpayers All the submissions made thru the mobile app will be shown on here. To view submissions individually click on the id The... Read More

How to Edit Custom Settings Metik mobile app

Log in the Taxmobileapp with your credentials. Click on the Custom Settings After a taxpayer submits their information thru the mobile app, they automatically received an email about their submission. The email can be edited in the Taxpayer email... Read More

How to Import a Mobile App Submission.

  Once logged in the software click on Mobile Application Retrieval Utility in the Work in Progress screen. To download the return, type the Submission ID (found in the notification email sent to email or the Mobile App backend) or SSN and click... Read More

Overriding Return in MSO

Overriding Return in MSO This function is ONLY used to add State to a return that is IRS Acknowledged. If the ERO needs to make a change to the 1040 they need to AMEND the return. (KB: 724   Login to... Read More

Interview mode within Desktop program

Interview mode is a method to complete a return using situational questions to complete the return. Interview mode can be used with every return (see below for configuration) or activated on a per return basis. There are "help me decide" buttons to... Read More

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