MyTaxOffice Mobile App for Taxpayers

This article for the tax payer to assist in downloading MyTaxOffice Mobile App.

 

  • Go to your Google Play App Store or Apple App Store and download MyTaxOffice Mobile App,

  • Once you download the MyTaxOffice Mobile App, click on the icon to open it.

  • For first time users, click SIGN UP.

  • Fill out the information on the Register Information (First Name, Last Name, Social Security Number, Re-enter your SSN, Date of Birth and Firm Passcode (provided by Tax Preparer)) and click NEXT.

  • Create an Account Name, that will be used to login to the MyTaxOffice Mobile App. and create a Password and Confirm Password, enter a Password Hint in case you forget your password and then enter the Firm Passcode and click SIGN UP.

  • You will see the Welcome screen and it will show the name of the Preparer, Click Continue.

  • Finish filing out the Primary Information and click SAVE.

  • Enter the Address and click SAVE.

  • Enter Email Address, Day Time PH Number, Another Contact Number and Routing and Account Number (If they are doing a direct deposit for refund purposes.). Click SAVE.

  • Click Continue on the Features screen.

  • Now you are able to Upload documents, Sign the return, send a Message to the preparer, View Forms, and more.

  • All information entered it will be send automatically to the tax preparer.

 

 

by Jai Ramirez

Retrieving a Return from MyTaxOffice Mobile App in KIS Online

Retrieving a Return from MyTaxOffice Mobile App

 

  • Once your customer has created a new return through the MyTaxOffice Mobile App, you can log in to your KIS Online

  • You will get a pop-up message saying “New Returns are created from MyTaxOffice App.” Clock View Return(s) to see the returns.

  • Click on the Primary Name to open the return.

  • You will be directed to the Manage MyTaxOffice App Return

  • From the Manage MyTaxOffice App Return screen you can View and Send Messages to the taxpayer, Request Documents, Request Signatures, and Request Review for the taxpayer to review the return.

  • To manage the return, you will click on the Manage icon at the left right corner.

  • It will direct you to the Client Manager for that return where you can click the Edit icon to edit the return.

  • Make any necessary edits on the return and click the Save button at the bottom and then click Complete to mark the return Complete and return the Client Manager.

   

  • To go to the Manage MyTaxOffice App Return screen, click at the icon on the top right labeled My TaxOffice.

  • If your return is completed, you can now send the Request Review and Request Signature, so that the taxpayer can review the return and sign it through their MyTaxOffice Mobile App.

  • Once your clients review and sign the return you will be able to Transmit the return to the IRS.

 

 

by Jai Ramirez

Mobile App Tax Pass

SUMMARY

 This article demonstrates how to use the mobile app Tax Pass.

 

REQUIREMENTS

TAX PAYER: Download the mobile app Tax Pass from your App Store on your mobile device.

TAX PREPARER: (Optional) Download the mobile app ERO Go  from your App Store on your mobile device.

 

TAX PAYER

  • Down load the mobile app from your App Store on your mobile device called Tax Pass.

  • Open the Tax Pass App and click Register.

  • Register by entering your email, a password, confirming your password and and enter the Mobile App ID given to you by your Tax Preparer and accepting the Private Policy; then click Register.

  • Confirm the information for the office of your Tax Preparer is correct and click Yes.

  • Check your email for a verification code and enter it on the next screen and click Verify.

  • Click on New Return, then click Yes on the next screen where it ask if you want to start a new 2019 return.

  • If the address is correct on your Driver's License or Government issues ID you can click Yes to scan it, or select No to enter the information manually,
  • Fill out the tax payer's personal information and click Continue.

  • Continue entering the tax payer's personal information on the next screen and click Continue.

  • On the next screen select your Preferred Method of Contact, Preferred Language, Referral Type and Description (if you were referred) and select your Citizenship, then click Save.

  • Now from your main screen you can click Add+ next to Dependent(s) if you have any dependents to claim.

  • Enter their information and click Add.

  • From the main screen you can click Add+ next to W-2(s) 

  • Enter the information of each W-2 and make sure on the top to select if the W-2 is for the Taxpayer or Spouse if applicable.

  • Once you have added all the W-2 forms, if you have any Documents you would like to send your tax preparer, you can click Add Documents. 

  • To add a document you need to click Add+ and select the type document it is.

  • Then you can either take a picture of the document by selecting Capture Document or click on Add from Gallery.

  • Once you add the document, you can go back to the main screen by clicking at the bottom where it says Return.

  • Now you can either Save Return if you are not done with it, or Save and Submit Return and click Continue if you are done with your return and want to send it to your tax preparer.

 

TAX PREPARER

(Optional)

  • Download ERO Go from your Android App Store or Apple Store.

  • Once you download the ERO Go app, you will use the same login information you use to login to the Customer Portal. 

  • Once logged in, you can get your QR code to give your customers to use in the mobile app Tax Pass, Check mobile app tax returns and chat with your mobile app customers.

  • On your Simple Tax software go to the Work In Progress screen (WIP). Under Tax Returns go to where it says TaxPass Mobile App Retrieval and click on it.

  • From the Client List box, select the return(s) you want to retrieve and click OK.

  • The return will now show on your software and you can double-click the return to open it and finish working on it and transmit it once done.

by Jai Ramirez

Sending Tax Payer Remote Signature

14 STEPS

1. From the return you want to send the Remote Signature Request, click Print

Step 1 image

2. Click Final Tax Return

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3. Click RemoteSign

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4. Here you can check the box of the person that is in your office and wanting to sign through a signature pad and NOT through Remote Signature. If not then just click OK.

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5. Select the method in which you want to send the Remote Signature Request either Cell Phone or Email

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6. Once you select the method, click OK

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7. Once the Remote Signature Request is successfully sent, you will get this message. Click OK

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8. To see if the Remote Signature Request has been completed, click Remote Signature

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9. You will see the status of Completed/Archived with the time stamp of when it was completed. To review the sign tax return click Completed/Archived 07/29/2020 09:16:30.

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10. Now click Open

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11. Click Signed Full Tax Return

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12. Click OPEN

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13. Scroll to the bottom of the 1040 Form and confirm the signatures are in the Sign Here portion.

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14. Click Close and you are DONE.

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Here's an interactive tutorial

https://www.iorad.com/player/1693362/Remote-Signature-Request

Tax Payer Remote Signature

Requirements before sending RemoteSign request to Taxpayer:

ERO Signature must be set up (click here for setup instructions)
Paid Preparer Signature must be set up (click here for setup instructions)

Step 1: Prompt For Tax Return PDF must be checked in Setup, Printer Setup.

Step 2: Signature Block must be set to Never in Print Options Tab under Setup, Printer Setup

 

How to send request for RemoteSign to Taxpayer/Spouse

Once the return has verified successfully, you can send a RemoteSign Request.

  • From the opened return, click on the word "Print" at the top.Select Final Tax Return.

  • From the Print Window, click RemoteSign.

  • Answer the in office signature question. ( If no one is in the office to sign click OK without checking any box.)

  • Choose where to send the request for RemoteSign (depending on what you enter in the Client Data you can select Cell Phone or Email forth both the Tax Payer and Spouse if one is entered in the return)

  • Within 30 seconds the taxpayer/spouse should have the request to RemoteSign

 

How does a taxpayer/spouse sign on smartphone?

  • The taxpayer/spouse will receive a link in a text message. Click the link in the text message

  • Enter Verification Information, ( Last Name, Date of Birth and Last 4 of their SSN) (Make sure the information matches that on the return) Click Next

  • On the next prompt click OK.
  • Review the Document and answer the question "Is the document accurate to the best of your knowledge?" Click YES.

  • Turn your device sideways
  • Sign with your finger or stylus and click Submit.

  • Review signature and click Yes

  • Close the Window

Note: Within 30 seconds the taxpayer/spouse signature should show up in the Document Archive of the tax return.

 

 

How does a taxpayer/spouse sign via email?

  • The taxpayer/spouse will receive a link in an email message. Click the link.

  • Enter Verification Information, ( Last Name, Date of Birth and Last 4 of their SSN) (Make sure the information matches that on the return) click Next.

  • On the next prompt click OK.
  • Review the Document and answer the question "Is the document accurate to the best of your knowledge?" Click YES.

  • Turn your device sideways
  • Sign with your mouse or (If your computer is touch-screen enabled) your finger/stylus and click Submit

  • Review signature and click Yes

  • Close the Window

Within 30 seconds the taxpayer/spouse signature should show up in the Document Archive of the tax return.

by Jai Ramirez

How to change the primary taxpayer Social Security number in a tax return

How to change the primary taxpayer Social Security number in a tax return

 SUMMARY

This article demonstrates how to change the primary taxpayer Social Security number (SSN) in a tax return.

MORE INFORMATION

After electronically filing a tax return to the IRS, the IRS may reject a tax return for code 315 – The primary taxpayer’s SSN and primary taxpayer’s last name must match data from the IRS Database.  This rejection means that either the taxpayer’s name or Social Security Number does not match the information that the IRS has on file.  If you determine that you have incorrectly entered the primary taxpayer’s Social Security Number, you can easily change it in Simple Tax 1040.

To change a primary taxpayer’s Social Security Number, follow these steps:

  • Open the return with the Social Security number you want to change.
  • On the attached forms navigation pane, double-click Client Data.

  • In the SSN box under Taxpayer Information, type the new Social Security number.

  • Click Refresh and Simple Tax 1040 changes the Social Security Number on all underlying forms and worksheets.

Important: If the taxpayer is applying for Bank Product, it will be necessary to delete the current Form 8879 and add a new one. Continue to step 5 if the taxpayer is applying for a Bank Product. If the taxpayer is NOT applying for a Bank Product, ignore the steps below.

  • In the attached forms navigation page, double-click Form 8879 and then click Remove Form.

 

  • Click OK to confirm the deletion.
  • Click Add Form and add Form 8879 from the list of available forms. Enter any applicable information that needs to be included in the form.

 

 

by Jai Ramirez