This issue can occur if any of the following are true: The “Use Windows Login” check box is selected on the "Login Accounts" screen. The “Use Windows Login” check box was selected in a prior-year and the system settings were c... Read More

Symptom The tax preparer has a tax return where they feel the depreciation calculation is incorrect. It may have too large of a depreciation deduction. Possible Cause When an amount has been entered for prior year depreciation, and the amount is less... Read More

CAUSEWhen configured as a network host, TaxSlayer Pro workstations save tax returns into a network folder on the server. The Programs Data Converter is unable to convert from the network folder; therefore, returns that only exist in the network... Read More

The Retirement Exclusion   If you are an eligible retired public safety officer (law enforcement officer, firefighter, chaplain, or member of a rescue squad or ambulance crew), you can elect to exclude from income distributions made from your el... Read More

Symptoms When starting the program on a workstation computer, the following error message appears: ’Windows cannot access the specified device, path or file’   Cause This issue can occur if the Internet Explorer security... 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

Symptoms Verify Error navigates to the bottom of the Information & Status page; Wet Signed Date location.   Cause Office settings have Require Signature print date checked. Resolution Confirm login has rights to access Office Setup. Click... Read More

1040 Online requires Login Types to each login created in the software.  Currently, the two types of login types are either Manager or Preparer.    Below is a comparison of the differences between the two login types:   Manager Preparer ... Read More

In order for the preparer to electronically store their signature in 1040 Online, the user will need to capture their preparer signature for each designated preparer. Follow the instructions below to successfully capture the preparer signature:... Read More

In order to capture the ERO signature in 1040 Online, users must have access to a login at the EFIN/Office level or you will not be able to see this request in the profile menu.  Follow the instructions below to successfully capture the ERO... Read More

Editing Records in the Database Most records in the database will be automatically generated as you fill out tax returns, it may become necessary to make changes to these automatically generated records, or to manually created records.   Follow the... Read More

Deleting Records from the Database Most records in the database are automatically generated as tax returns are completed, but it may be necessary to delete records that are duplicates of other more complete records, or records that no longer serve... Read More

Follow the instructions below to successfully select your in-office preferred signature capture method when using 1040 Online.   Login to the 1040 Online program. Click on the Profile menu dropdown. Click on Login Preferences located... Read More

Adding Records to the Database While most databases in the 1040 Online program will automatically populate as you fill out tax returns, new records can be manually created at any time. Some databases (Like the Referral and User Status Code databases)... 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

Print the 1040x Acknowledgement Letter From within the return there MUST be a 1040x ACK response from IRS (confirm on Information & Status page) Select Print  Click on Acknowledge Letter  The 2nd page will be the Amended Acknowledgement Letter... Read More

This proforma form allows a preparer/tax payer the ability to compare filing exemptions, income & adjustment to income, deductions, credits, payments for the last 3 years of tax preparation on one form.   Where can the form be found/added to a... Read More

Symptoms While attempting to email any form from within the 1040 Software the following error occurs: ’Error - Failed to invoke Method’ Resolution From within the 1040 software navigate to Setup Select Office Setup  Click the... Read More

The Recovery Rebate Credit is authorized by the Coronavirus Aid, Relief, and Economic Security (CARES) Act.More details about the Recovery Rebate Credit are available here at IRS.gov. Any eligible individual who did not receive any and/or the full... Read More

This article will provide you with information on the Engagement Letter within the 1040 Software. Setup of the Engagement Letter Navigate to Setup  Select Client Letter from the drop down menu By selecting ENGAGEMENT LETTER the ability to... 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 When opening the networked 2021 desktop program from a workstation you receive the following error message. ’Unable to load module overlay/barcode.000’or’Unable to load module overlay/mfcole.001’or'C0000005... Read More

Symptoms When opening the program, the following message appears: ’xlink32.exe - System Error’ Resolution From the workstation Navigate to the install folder on the host machine (through network) Right click on application�... Read More

Reconfiguring the TaxClient is often recommended when the TaxClient is not running as expected. Important Note: Launching the TaxClient after a reconfigure will prompt the Configure Client window. The USERID and TaxClient Password are needed to... Read More

Remove Return Interview Mode from a return. Function starts in TY2019 (xlink20) program    From within a return that has Interview mode enabled. Right-click on the Interview - Express Select Remove Return Interview The remove return Interview... Read More

When attempting to print a check the partner is presented with the following error: Symptoms: ’Error Message: "Stale Check Voided by the bank, Please contact the issuing bank"’ Cause: The check is stale, voided or the ERO waited too long... 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

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 setup & clear default fields within the desktop program This article describes how to create a default field as well as how to clear an already set default field.    Create a default field Enter the data to become the default. Right... Read More

How to edit/remove columns from the client grid display This article describes the process to add/remove columns that display within the client grid. From the WIP (Work in Progress) Screen select Lookup Select Configure Icon Check and Un-check the... Read More

An office must be activated before you can resend the Enrollment Email using the Actions menu. Access the Office in EMP. Click the Company Name to open the Office Information in a new tab. Verify that the Primary Email in EMP is... Read More

This setup is used when one Desktop User ID is purchased, and the office will allow other workstations to access the software. The Main PC/Server is shared to allow access to the software on multiple pcs when they are connected to the same network... Read More

The following articles describes how to upload files using MyDocsOnline site. This site is a safe and secure way to send files. Example: In-House conversion data provided to Central Site. Use the following URL to upload files. Use the Choose Files... Read More

How to create a Mail-able Print Package for sending to the IRS. This print package will include the correct mailing address on the printed document.   From within the return that is verified without errors or rejections Remove Form 8879 if present... Read More

Symptoms Efiling a return with an EFIN that isn't approved by the IRS  ’Error: Electronic Filing Identification Number (EFIN) in the Return Header must be listed in the e-File database and in accepted status’ Cause The EFIN is no... Read More

How to Restore Backup Returns In the Program From the Work In Progress Select Utility Then select Restore Backup Returns from the drop down window. Verify the backup path is correct & change if needed by hitting the  button. Select All if... Read More

Follow this article to turn off Invoice Short Form. The Billing Scheme is configured to show charges in an itemized manner by default. This allows the invoice to display charges for each form when this method is used. When Display Invoice Short Form... Read More

The Hosted UserID will be setup on one of two servers. Each server has a dedicated website to manage the hosted login (email) added by Support. See KB 628 for server details. The website includes the ability to change password, use the forgot... Read More

Symptoms When trying to transmit a return you receive the following refusal:  ’The SSN is already sent by other UserID to Service Bureau’    Cause This refusal can be caused by creating the same return at two locations instead... Read More

There is NO way to remove/delete an entry in the payments location. The suggested workaround is described below.     Create a reverse payment entry Open the return that requires the reversal payment Select the Payments icon Input basic data in the... Read More

Reprinting a Check These steps are NOT confirm as current process 11/11/21If a check has been misprinted or damaged, it is possible to be reprinted. Log into the TPG web portal and select Print Checks. Next, click REPRINT CHECKS. Select the... Read More

How to print a check at the TPG website For partners printing from the TPG web portal, please refer to the following links directing you to SBTPG's website. Printing checks from TPG website (Part 1) https://support.sbtpg.com/hc/en-us/articles... Read More

Use the following article to reprint a check that was previously marked as “printed”.  Select the “search” box, enter in the desired search criteria, then click the “search” button. Once the checks appear, click “Details” next to... Read More

How to Edit an Existing Check Range in the 1040 Software When there is an error to the check range entered to the program follow steps to edit that data. Log into the 1040 Software with appropriate rights. From the Work in Progress Navigate to... Read More

Editing the Check Range Navigate to the Checks, Registers and Activation from the WIP screen Click the Check Inventory Tab Highlight the desired check range and then click the Edit Button.  The Edit Check Range window will display. Make... Read More

Most check issues can be solved using the Reprint option. Voiding a check is used in the MOST extreme cases.   For circumstances where you do not have control of a check, and you require a reprint, it is necessary to Void the check. Voiding a Check... Read More

Summary If a check is misprinted or damaged, it is possible to be reprinted.Important Note: If a check is lost, proceed to KB 584 How to Void a Check in The Desktop Software Procedure  From the WIP, in the Printing Queue section Click Checks,... Read More

Deleting a Check To delete a check from the Desktop Program, refer to the following steps below: From the WIP, in the Printing Queue section Click Checks, Registers, and Activation.  The Checks, Registers, and Activation screen will appear. Be... Read More

 Print Checks in the 1040 Desktop Program From the Work In Progress screen, in the Printing Queue panel, click Checks, Registers and Activation. Place a check mark next to the check(s) to be printed and then click the Print Check(s) Button. If... Read More

To Print a Check To print checks, Adobe Acrobat will need to be installed on the computer. Verify Adobe Acrobat Reader is installed or download a free copy from the Adobe’s website before proceeding. Log in to your account at www.refund-advanta... Read More