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How to View Taxpayer Data Metik mobile app

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 information and/or documents submitted by the... 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 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 View and Check Settings for the Mobile App

How to View and Check Settings for the Mobile App   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

How to Enter Coupon & Referral Information Metik mobile app

Coupon Log in the Taxmobileapp with your credentials. Click on Custom Settings Scroll down to the Coupon section and enter coupon information. Click Save Coupon. Referral Scroll down to the referral section and click on Sources then add ... 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

How to Install The Mobile App Software on an Android Device

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

How to Configure Setmore Preferences

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

How to Add New Staff Member to Setmore

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 Add Locations

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

How to Set Up The Mobile Application Retrieval Utility

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

TaxPass OnBoarding

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

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 https://support.microsoft.com/en-us/topic/what-is-multifactor-authentication... Read More

How to View Additional Uploads

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 reprint a check in MSO

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

Gsuite less secure apps

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

EMP Error: ’Bank application was not created.’

Symptoms When submitting bank application for TPG or Republic the following error occurs. ’Bank application was not created.’ Cause Questions regarding the Business Structure not answered correctly within the bank application.... Read More

Today’s Appointments - Informational

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

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. Also if the bank app was already accepted then it will not be... Read More

Bank Application Not Printing With a Final Tax Return

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

Bank Application Status Codes

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

How to Turn On ’Allow Less Secure Apps’ in Gmail

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.... Read More

How to Complete a TPG Bank Application

To apply for a Santa Barbara (TPG) bank product, including Regular RT and Prefund advance options If you are primarily interested in Disbursement Options for the Prefund advance and the Regular RT options, refer to the article SB-TPG... Read More

How to Fill Out a Republic Bank Application

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 Remove a Bank Application From a Return

Removing a Bank Application The following short steps provide how to remove a bank application from a return: Open the return that needs the bank application removed Navigate to Form 8879. Under "Refund Type," change the choice from a 5 ... Read More

Error: Invalid ID Issued Date on The Bank App

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

How to Restore And Apply Program Updates From a Backup

Restoring and Applying The Update Files   The following provided steps are shown to restore and apply program updates from a backup:  1. Insert the portable media in the computer. Windows will assign a drive letter to the media. Note this d... Read More

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