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

When additional documents are requested by the tax office taxpayer is able to submit additional documents thru the mobile app.   Taxpayer will open the mobile app and click on the Menu icon next to home Taxpayer will need to click on Send... Read More

Once taxpayer has submitted the additional documents thru the mobile app you will receive an email stating there was an additional files Submission containing the submission ID. Open your tax software program and click on Mobile App Retrieval. ... Read More

Log in to the Taxmobileapp Click on Push Notifications tab Type a Title and Message, to send to all mobile app users, and click Send Message   Read More

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

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 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

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   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

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

  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

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

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 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

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

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 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

log in to Taxmobileapp with your username and password. (Provided by Metik) Click on Additional Uploads tab Right click file hyperlink and select Open link in new tab Click on the new tab then right click on the image and select Save image as... 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

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

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 directlyÂ... 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 There is no check box to enable "Client Pass-Through Account Information" to be available for the Direct Deposit disbursement option on a bank application. ’Client-Pass-Through Account Information" Not Available ’ Cause The... 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 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

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 on Security... Read More

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

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

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