Software Knowledge Base
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SimpleTAX 1040
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- How to complete the Electronic Filing tab of the office setup screen
- How to complete the Registration tab
- How to manually add ERO information in the EF Originators database in Simple Tax 1040
- How to manually add paid preparer information in the Paid Preparers Database in Simple Tax 1040
- How to proforma your tax return files
- How to set up Simple Tax 1040 to charge the same tax preparation amount for every return you prepare
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- “Form Imported or Not Supported” error when printing
- How to print a tax return
- How to print a tax return as a PDF
- How to print acknowledgement letters in SimpleTAX 1040
- How to print bank documents
- How to print extended reports
- How to print payment vouchers (1040-V) with a paper-filed return automatically
- How to print specific forms or worksheets in a tax return
- How to reprint a damaged or unusable check in SimpleTAX 1040
- How to set up Simple Tax 1040 to print bank product checks
- How to set your printer as the default printer in SimpleTAX 1040
- How to vertically align your check text with your check stock
- SimpleTAX 1040 does not load print window
- Test checks do not print
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- How to electronically file the federal and state tax returns
- How to electronically file the state tax return before you electronically file the federal tax return or if you’ve already filed the federal return by mail and want to electronically file the state return
- How to enter your transmission password to Central Site
- Login Refused, NO USER ID” when you try to transmit to the Central Site
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- An updated amount in the billing schedule does not appear on the invoice in a tax return
- Do you provide the forms to prepare tax returns for Puerto Rico?
- Foreign Address Error
- Form 5405 is not attaching to the return
- Form 5405, First-Time Homebuyer Credit, does not appear in the Add Form window
- How to add a state return to an existing federal return
- How to add an asset to a tax return
- How to add preparer notes to a return
- How to calculate EITC based off the previous year's Earned Income (COVID Response)
- How to change the primary taxpayer Social Security number in a tax return
- How to create and electronically file Form 4868
- How to delete a form or worksheet
- How to delete a tax return
- How to enter a dependent that lives in Mexico or Canada
- How to enter a foreign address on Form W-2
- How to enter a vehicle using the standard mileage rate
- How to enter COVID-19 related retirement distributions in the software
- How to enter Credit for Sick Leave and Family Leave for Certain Self-Employed Individuals (Form 7202)
- How to enter the standard mileage rate in a business tax return
- How to pay a balance due on a an electronically filed tax return
- How to remove a state from a return
- How to use Tax Estimator to quickly estimate a taxpayer’s potential refund or taxes owed
- Importing DATA on Form 8949/1099-B
- New Estimator
- Qualifications for claiming the Earned Income Credit (EIC)
- Reporting Actual Vehicle Expenses in SCH C
- The depreciation calculation is incorrect in a tax return
- When to use Form 4852, Substitute for Form W-2 or 1099-R, and how to complete the form in Simple Tax 1040
- Show all articles (13) Collapse Articles
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- How to complete a NEW bank enrollment for SimpleTAX 1040
- How to complete an EXISTING bank enrollment for SimpleTAX 1040
- How to locate your IRS Tracking Number from the IRS e-Services
- How to validate Your EFIN in SimpleTAX 1040
- Logging Into The Client Portal
- Optional E-File Fee Program Opt-Out Instructions
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- How to back up a single return in Simple Tax 1040
- How to backup and restore all SimpleTAX 1040 data
- How to request a Return Retrieval
- How to restore a deleted tax return
- How to transfer a single return to another computer
- How to transfer all Simple Tax 1040 data to a different computer
- How to use the Backup Returns feature in SimpleTAX 1040
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- “Return locked by service bureau” Refusal message when transmitting a tax return
- How to find the reason that the IRS or state rejected a tax return
- IRS Rejection List
- IRS Rejection: Primary SSN or Primary Name on the return header does not match what is at IRS database.”
- SSN already accepted
- SSN file by another User ID
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- How to add reports to the Quick Reports list on the Work In Progress Summary screen
- How To Create Custom Reports in SimpleTAX 1040
- How to run the Check(s) Ready Report
- How to run the Fee Payment by Site and Date report
- How to run the IRS ACK Counts report
- How to run the IRS Acknowledgement report
- How to run the Rejected Returns Report
- How to run the State ACKs/Rejects Report
- How to view a list of non-returning customers
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- 11004 unable to make TCP connection” error message when transmitting to Central Site
- Error – Your message could not be sent! Check your TextLink Settings or Internet Settings” when you try to send a Text Message
- Login refused – serial changed” error message when transmitting to Central Site
- Simple Tax 1040 error/interrupt. ABT unable to save settings” or “Permissions to save are disabled” when opening Simple Tax 1040 on a workstation computer
- SimpleTAX 1040 Startup Abort!!! >Abt (Software CRC error) Error: (020) 1040/ops/opsidx.scr.112.IDXFILE =: 1040zzreg zz05260 ==: FILEzz” when opening Simple Tax 1040
- Unsupported personality PCL” error message when printing a tax return
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