Mobile App retrieval with proforma data present in Data-Base... Read More

Symptoms When attempting to complete a form that includes an email address in the mobile app, the following message appears:    ‘Please enter a valid Email. Check for spaces.’        Cause This alert... Read More

Symptoms Mobile Application Retrieval Utility Missing in Work In Progress Summary ScreenERO is trying to access returns sent by the taxpayer through the mobile application.When ERO goes to the WIP, there is no Mobile Application Retrieval Utility... Read More

How to Add Staff   Step 1log in toTaxmobileapp.comwith your username and password. (provided by Metik).   Step 2 Clickon the ‘Staff tab’.   Step 3 Enter the following information in the appropriate fields. Name Image (optional) Title... Read More

Add Links   Step 1log in toTaxmobileapp.com with your username and password. (provided by Metik). Step 2 Click on the ‘Links’ tab. Step 3 enter the following information Company URL: http://www.SampleWebsiteHere.com Twitter URL:Â... Read More

Send Push Notifications Step 1 log in to Taxmobileapp.com with your username and password. (provided by Metik). Step 2 Click on the ‘Push Notification’ tab. Step 3 Enter the following information Message Title Message to taxpayers ... Read More

Enter Coupon & Referral Information   Coupon Step 1log in to Taxmobileapp.com with your username and password. (provided by Metik). Step 2 Click on the ‘Custom Settings’ tab. Step 3 Scroll down to the coupon section and enter ... Read More

View Taxpayer Data     Step 1 Log in toTaxmobileapp.comwith your username and password. (provided by Metik).   Step 2 Click on the ‘Taxpayer’ tab.     Step 3 Here you can view Submission ID First and last name Taxpayer email DOB... Read More

Edit Custom Settings   Step 1 log in to Taxmobileapp.com with your username and password. (provided by Metik). Step 2 Click on the ‘Custom Settings’ tab. Step 3 Edit Taxpayer email template submission confirmation receipt (Taxpayer... Read More

How to Import a Mobile App Submission   Step 1  From the Work in Progress screen click on Mobile Application Retrieval Utility on the tax Returns section Step 2 Enter submission ID or SSN (Submission ID is delivered through the Tax office... Read More

Symptoms When tapping the Spanish/English Button to switch languages in the Mobile App, instead of switching languages, either the 1040 Return or Documents (signature) screen is displayed.  Cause This behavior is due to the Spanish/E... 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

Date Field Error   While tapping on a date field, the mobile app crashes and the following message is displayed:      ‘Unfortunately METIK Marketing has stopped.’   This issue can occur while tapping on a date field at a time the... Read More

Step 1 - Login into Setmore.com (Credentials provided by Metik. located under Media Asset tabs on               Mobile App Portal).                        https://my.setmore.com Step 2 – Click on the Settings... Read More

Step 1 – Login into Setmore.com (Credentials provided by Metik. located under Media Asset tabs on               Mobile App Portal).                        https://my.setmore.com Step 2 – Click on Settings tab... Read More

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

How to Automatically Import Additional Documents 2020     If the tax office needs additional documents or images from the taxpayer, the taxpayer uses the Send Additional Forms menu item on the Mobile App. For how to instructions on importing the... Read More

How to Add Locations   Step 1 log in to Taxmobileapp.com with your username and password. (provided by Metik). Step 2 Click on the ‘Locations tab’.   Step 3 Enter the following information Name User-Id (See instruction) Image... Read More

Setting up the Mobile Application Retrieval Utility in the software  Locate the software icon on the desktop and right click to select Properties. On the Shortcuts Tab, click in the Target box, after the existing target path.  Type in ... Read More

Symptoms Importing a mobile return from Mobile application retrieval utility -or- Clicking Utility > Transfer Returns Online  ’Unable to load module addons/httpcom.dll’ Cause Missing Microsoft Visual C++ 2010 Redistributable... Read More

How to View and Check  Settings      Step 1  open the tax preparation software and log in.     Step 2   From the Work in Progress screen click on Mobile Application Retrieval Utility on the tax Returns section                 Step 3 Click the... Read More

TaxPass Onboarding Send email to partner (Do Not modify email). Click TaxPass email Download Click Open Create a case in CSR Case Subject: TaxPass CCT: Mobile App>Crosslink Mobile App Status: Waiting on ERO After partner has return... Read More

How to View Additional Uploads Step 1 log in to Taxmobileapp.com with your username and password. (provided by Metik). Step 2 Click on the ‘Additional Uploads’ tab. Step 3 Here you can see: Additional Upload Submission ID First name ... Read More

How to Import Additional Document   Step 1 - log in to Taxmobileapp.com with your username and password. (provided by Metik).   Step 2 - Click on the ‘Additional Uploads’ tab.   Step 3 Click the File link to open the submitted... Read More

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

Login Accounts For MSO... Read More

Symptoms When opening the Tax Client you receive the following error:  ’RemoteApp ErrorThe program did not start on the remote computer. For assistance, contact your system administrator.’ Resolution Reset/reconfigure Hosted... Read More

Symptoms A Google Gsuite user is unable to send a text message with the correct password entered in office setup. ’Your text message can not be sent. Check settings and try again’    Cause Two step verification and less secure... Read More

Symptoms While attempting to open the program, this message occurs: ’xlink32.exe is not a valid Win32 application’   Cause This error can occur when the operating system is unsupported, the current operating system is not updated,... Read More

Symptoms This error occurs when there is a mismatch in the Prep Fees shown on the Invoice versus the Prep Fees shown on the Bank App. 'Calculated Prep fee from the Invoice doesn't match the bank app'   Cause This... Read More

Today's Appointments This function allows you to view a calendar with the current day highlighted, schedule appointments, and view those appointments in both a list fashion by day and on the calendar. From the WIP, under Other Items, click Today... Read More

Unable to Remove Bank Application Changing the Refund Type on the 8879 from 5 to 1 should remove the bank application, but it will not if there's a state RT present on the return.     Removing State RT Go to the state e-file worksheet Make ... Read More

Symptoms While printing a check, the following error message appears:  ’Invalid Check Number’    Cause The starting or ending check number that was entered in the program is incorrect or missing. A valid check number range must... Read More

Symptoms While printing a form, the following message appears: ’Form Imported or Not Supported’      Cause This error may occur for several reasons: Bank Application This error occurs when trying to print the bank... Read More

 Secure Website Office Management Tab   When logged into the secure website, the Office Management tab does not appear.    This issue can occur when logged in to the Secure Website with a User ID instead of the main Account Code.&... 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

Form 2106 Vehicle Information   The information for a vehicle does not appear on Form 2106, Employee Business Expenses.  This issue can occur if not selecting the check box to bring 2106 Vehicle Info from Asset System check box. NOTE: If d... Read More

Mortgage Insurance Premiums on Schedule A   When a tax return is prepared with mortgage insurance premiums, the premium amount does not appear on Line 13 of Schedule A, Itemized Deductions. This issue can occur if the Adjusted Gross Income ... Read More

Symptoms In printing a final/complete tax return, the bank application does not print along with it.  Cause It is required that bank documents print separately from the final tax return. This is because the banks and IRS want to e... Read More

The status of a taxpayer bank application can be viewed on Information and Status, under Financial Product. The first field in this section, labeled "Bank Rsp" (short for Bank Response) will indicate the status of this bank application.  The... 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

Symptoms In printing bank documents, the program prints two copies of the bank application. Cause This behavior can occur if the program is configured to print a preparer copy of the bank application Resolution Steps to configure... Read More

Symptoms "Client-Pass-Through Account Information" Not AvailableThere is no check box to enable "Client Pass-Through Account Information" to be available for the Direct Deposit disbursement option on a bank application. Cause ... Read More

Turning On 'Allow Less Secure Apps'In the event a certain Gmail address had never been used in conjunction with the software, Gmail will block access and send the user an email stating the 'Sign-in Attempt' has been prevented.Â... Read More

To apply for a Santa Barbara (TPG) bank product, including Regular RT and Prefund advance options... Read More

Applying For a Bank Product Including Prefund and RT-Lite AdvancesTo generate a bank application in a return, refer to the article How to add a 'bank product' (RAC) to a tax return.NOTE: The transmitting EFIN should be set as Default EFIN... Read More

How to setup Google app password when using 2 step verification If a partner is using the 2-step verification, an app password will need to be generated to bypass this. See the following steps below.   Log into the Google Account Click... Read More

Removing a Bank Application   The following short steps provide how to remove a bank application from a return: 1. To start, open the return that is to have the bank application removed from, then go to Form 8879. 2. On Form 8879 , ... Read More

Invalid ID Issued   An invalid ID issued on the bank application is due to the Issued Date appearing after the date the 8879 had been created. Therefore, to resolve this occurrence, delete the current 8879 and add a new one, or change ... Read More

Resending a Bank Product Application... Read More