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

When additional documents are requested by the tax office, taxpayers can submit additional documents through the mobile app.   Taxpayer will open the mobile app and click on the Menu icon next to home Taxpayers will need to click on Send... Read More

The Taxpass mobile app provides the ability for taxpayers to submit return information to their preparer. Taxpayers may manually enter the mobile app ID or scan the QR code that is generated during or after their Taxpass account registration. Click... 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

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

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

Welcome to your new app! Ensuring your new app has all the information you want to communicate to your clients is our top priority. To help with that, we’ve created this form that allows you to provide us with the relevant details (locations,... 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

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NEW FOR 2023 - Configure Your TaxPass Mobile Site The TaxPass Mobile App is now the TaxPass Mobile Site. Taxpayers no longer need to download a mobile app to their device to access all the great features and benefits of TaxPass. Now, users can... 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

Log in to Tax Mobile App (Credentials are provided via email from Metik.) Click on Additional Uploads tab Right click file hyperlink and select Open link in new tab Right-click on the image from the new tab and select Save image as to save to... Read More

Symptoms Importing a mobile return from Mobile application retrieval utility -or- Clicking Utility > Transfer Returns Online -or- Sending an email or text message from the software ’Unable to load module addons/httpcom.dll’ ... Read More

 PRIVACY POLICY Central Site Important Information: Please read this carefully as we have made updates to our Privacy Policy. This Privacy Policy goes into effect September 2020.  At Central Site (“CPTS,” “us,” “we,” “our”), we... Read More

TERMS OF SERVICE FOR ONLINE TAX PREPARATION SERVICES - TAX YEAR 2021 BY CLICKING THE "ACCEPT" BUTTON OR ACCESSING OR USING THE SERVICES, YOU ARE ENTERING INTO AND AGREEING TO BE BOUND BY THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO THE... Read More

Access Levels can be found under Logins within the Account Settings or Office Settings Sections of the 1040 Online Software.  Possible Accesses Available Not all accesses are available to all account levels ALL Accesses... Read More

The Locations section is used to manage where submission notifications will flow to.    Log in to Tax Mobile App with your username and password. (Credentials are provided by Metik via email.) Click on the Locations tab Enter the following... Read More

SMS TEXTING TERMS AND CONDITIONSLast Updated: July 2020 Please read these terms and conditions carefully regarding our SMS service known as Tax Office Alerts. You are agreeing to or have agreed to opt-in to receive non-marketing and marketing text... 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

Symptoms: When opening the Tax Client you are prompted with the following error:  ’RemoteApp ErrorThe program did not start on the remote computer. For assistance, contact your system administrator.’ Resolution: Re-configure the... Read More

Symptoms Unable to add a bank application to a tax return in spite of an approved EFIN. 'RT/ERC request but no Bank Application attached' or 'Invalid RAC Bank Selected - Change System Setup' Resolution I See KB 716 How to... 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

2 Step Verification must be turned on to allow the function of emailing through the 1040 software. Navigate to gmail.com & login to the Google/Gmail account. From the top right hand corner click your accounts Image & select Manage your... 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 opening an appointment from Today's Appointments, the program becomes unresponsive and does not connect to Outlook. Cause This occurs when Outlook synchronization fails due to Outlook not being installed.    Resolution Close... Read More

This article will walkthrough the process of renewing the Apple Developer Account. It is suggested that the account be set to auto renew. Log into the account using the following link: https://developer.apple.com/support/renewal/ To renew, sign... 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

Before this process can begin the end user must have attempted to e-file the return sending the bank application to the appropriate bank.An IRS rejection is required to paper file an RT or the following error will occur. Important Note: This function... 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. The check inventory must be added with valid... 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 directly�... Read More

Symptoms In printing a final/complete tax return, the bank application does not print along with it. Cause The printer setup hasn't been defined to print bank apps with final print projects. Resolution 1 Add Bank Applications to ALL print... Read More

The bank application status can be viewed under the Financial Product section of the Information and Status screen within the Client Tax Return. The first field in this section, labeled "Bank Rsp:" (Bank Response) will indicate the status of this... 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

To apply for a Santa Barbara (TPG) bank product  Regular RT  Prefund Advance Options If you are primarily interested in Disbursement Options for the Prefund advance and the Regular RT options KB 347: SB-TPG Disbursement Options For RT And... Read More

To apply for a Republic Bank Product  Regular RT  Prefund and RT-Lite Advances To generate a bank application in a return KB 345: How to add a 'bank product' (RAC) to a tax return. IMPORTANT: The application is not meant to be... Read More