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How to Add Staff to Mobile App

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

How to Add Links Metik mobile app

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:... Read More

How to Send and Edit Push Notifications Metik mobile app

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

How to View Taxpayer Data Metik mobile app

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

How to Edit Custom Settings Metik mobile app

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.

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

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 Automatically Import Additional Documents 2020

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

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

How to View and Check Settings

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

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

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 Manually Import Additional Documents

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

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

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.     Removing State RT Go to the state e-file worksheet Make ... 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 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: 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

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

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