Knowledge Base – SimpleTAX Support

SimpleTAX Knowledge Base

SimpleTAX 1040

Software Installation

How to create a desktop shortcut for Simple Tax 1040

How to Download SimpleTAX 1040

How to download SimpleTAX 1040

How to Install Simple Tax 1040

How to share the shared Simple TAX 1040 in your Network

Server Setup for Simple TAX 1040

Workstation Setup for Simple TAX 1040

Office Setup

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

Printing

“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

Electronic Signatures

How to check Remote Signature Requests

How to install the Topaz signature pad

Sending Tax Payer Remote Signature

Setting ERO Remote Signature

Setting Preparer Remote Signature

Document Archive

How to install the 2D barcode scanner

Mobile Apps

Mobile App Tax Pass

Transmission

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

Tax Preparation

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

Software Updates

How to back up your Simple Tax 1040 update files

How to restore your SimpleTAX 1040 software updates from a backup disk/USB

How to update Simple Tax 1040 with the latest program features and program updates

The laser printing package has not been installed in this version of SimpleTAX1040

Bank Enrollment

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

Backup/Restore

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

Rejections/Refusals

“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

Reports

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

Verify Errors

“FRM 8879 PIN Signature Date Invalid” error message when you run Verify

“Missing or invalid refund type” message when you run Verify

Error Message “Override of calculated value” when printing or running Verify in a tax return

Software Errors

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

Security

“Too Many Login Attempts, please wait 15 minutes”

How to add a change a user’s password to login to Simple Tax 1040

How to add a login account to an access level

How to change the default permissions for a security group/access level

How to reset your forgotten password

Keep It Simple Online

Software Access

Articles coming soon

Office Setup

Adding EIN to Database

Adding Firm Information in KIS Online

How to create a preparer account

How to register checks in KIS Online

How to setup pricing in KIS Online

How to validate Your EFIN in Keep It Simple

Setting Preparer Settings

Setting up Direct Input or Interview Input in KIS Online

Printing

How to print a check in KIS Online

How to print a tax return

How to print a tax return as a PDF

How to print letters on KIS Online

How to print reports in KIS Online

How to re-print a Lost or Stolen Check

How to reprint a check on KIS Online

Installing KIS Check printing software for KIS Online

Electronic Signatures

Electronic Signature Setup on KIS Online

How to Sign a return in KIS Online

Document Manager

Uploading documents to Document Manager in KIS Online

Mobile App/Client Portal

MyTaxOffice Mobile App for Taxpayers

How taxpayers can login to their Customer Portal for Keep It Simple

MyTaxOffice Mobile App Setup for Preparers

Retrieving a Return from MyTaxOffice Mobile App in KIS Online

Transmission

KIS Transmission in KIS Online and KIS Desktop

Tax Preparation

How to create and electronically file Form 4868 in Keep It Simple Desktop and Online

Processing a bank product and transmitting the return

Bank Enrollment

How to locate your IRS Tracking Number from the IRS e-Services

Refund Advantage Bank ERO Enrollment Instructions

Refundo Bank ERO Enrollment Instructions

Republic Bank ERO Enrollment Instructions

Santa Barbara TPG Bank ERO Enrollment Instructions

TPSC Bank ERO Enrollment Instructions

Security

How to reset your forgotten password in KIS Online

How to unlock your account after too many failed login attempts

Errors

Federal Reject Codes

Networking

Articles coming soon

Processing a bank product and transmitting the return

Keep It Simple Desktop

Software Installation

How to download KIS Desktop

How to install desktop to Server

How to install desktop to Workstation

How to Install the Keep It Simple Software to a Stand Alone Computer

Office Setup

Adding Firm Information in KIS Desktop

How to create a preparer account

How to register checks in KIS Desktop

How to Setup and Print a TEST CHECK in KIS Desktop

How to setup pricing in KIS Desktop

How to validate Your EFIN in Keep It Simple

Setting Preparer Settings

Setting up Direct Input or Interview Input in KIS Desktop

Printing

How to print a check on KIS Desktop

How to print a tax return

How to print a tax return as a PDF

How to print letters on KIS Desktop

How to print reports in KIS Desktop

How to re-print a Lost or Stolen Check

How to reprint a check on KIS Desktop

How to Setup and Print a TEST CHECK in KIS Desktop

Electronic Signatures

Electronic Signature Setup in KIS Desktop

How to Sign a return in KIS Desktop

Document Manager

Uploading documents to Document Manager in KIS Desktop

Mobile App/Client Portal

MyTaxOffice Mobile App for Taxpayers

How taxpayers can login to their Customer Portal for Keep It Simple

MyTaxOffice Mobile App Setup for Preparers

Transmission

How to transfer a return from Desktop to Online

How to transfer a return from Online to Desktop

KIS Transmission in KIS Online and KIS Desktop

Tax Preparation

How to Create a New Tax Return with Client Payment in KIS Desktop

How to Create a New Tax Return with Client Payment in KIS Online

How to create and electronically file Form 4868 in Keep It Simple Desktop and Online

Software Updates

KIS Desktop Software Updates

Bank Enrollment

How to locate your IRS Tracking Number from the IRS e-Services

Refund Advantage Bank ERO Enrollment Instructions

Refundo Bank ERO Enrollment Instructions

Republic Bank ERO Enrollment Instructions

Santa Barbara TPG Bank ERO Enrollment Instructions

TPSC Bank ERO Enrollment Instructions

Security

How to reset your forgotten password in KIS Desktop

How to unlock your account after too many failed login attempts

Errors

Database error when opening Desktop software

Federal Reject Codes

Networking

How to share the KIS Desktop from server to workstation

Keep It Simple Online Spanish

Software Access

Articles coming soon

Office Setup

Agregando la informacion en Firm Information en el programa de KIS Online.

Agregando su EIN en el Database

Ajustando el ajuste del preparador

Como configurar precios en KIS Online

Como crear una cuenta de preparador

Como registrar cheques en KIS Online

Como validar su EFIN en el programa de Keep It Simple

Printing

Como Impremir Cartas en el programa KIS Online

Como Impremir cheques en KIS Online

Como Impremir Reportes en el programa KIS Online

Como impremir una declaracion de impuestos

Como Impremir una declaracion de impuestos en forma de PDF

Como Reimprimir cheques en KIS Online

Como reimprimir cheques Perdidos o Robados

Instalando el programa de KIS Check Printing para KIS Online

Electronic Signatures

Como Firmar una declaracion de impuestos en KIS Online

Configuracion de Firma Electronica en KIS Online

Document Manager

Subiendo documentos a Document Manager en KIS Online

Mobile App/Client Portal

Aplicacion Movil MyTaxOffice para Preparadores

Como los Contribuyentes pueden ingresarse al Portal de Clientes de Keep It Simple

MyTaxOffice Applicacion Movil para Contribuyentes

Recuperando las declaraciones de impuestos desde la aplicacion movil de MyTaxOffice hacia el programa de Keep It Simple

Transmission

Como transferir una Declaracion de Impuestos desde KIS Online a KIS Desktop

KIS Transmision en KIS Online y KIS Desktop

Tax Preparation

Como crear y mandar electronicamente la Forma 4868 en Keep It Simple Desktop y Online

Bank Enrollment

Como localizer su IRS Tracking Number de IRS e-Services

Refund Advantage Bank ERO Instrucciones de Inscripcion

Refundo Bank ERO Instrucciones de Inscripcion

Republic Bank ERO Instrucciones de Inscripcion

Santa Barbara TPG Bank ERO Instrucciones de Inscripcion

TPSC Bank ERO Instrucciones de Inscripcion

Security

Como desbloquear su cuenta despues de varios intentos fallidos

Como restablecer su contrasena olviadad en KIS Online

Errors

Codigos de Rechazos Federales

Networking

Articles coming soon

Keep It Simple Desktop Spanish

Software Installation

Como descargar el programa de KIS Desktop

Como instalar el Programa de KIS Desktop en el Servidor

Como Instalar el programa de KIS Desktop en su computadora regular

Como instalar Keep It Simple a una computadora solitaria

Office Setup

Agregando Firm Information en KIS Desktop

Como Configurar e Imprimir un TEST CHECK en KIS Desktop

Como Configurar los Precios en KIS Desktop

Como crear una cuenta de preparador

Como Registrar cheques en el programa de KIS Desktop

Como validar su EFIN en Keep It Simple

Estableciendo las Configuraciones de los Preparadores

Printing

Como Configurar la Firma Electronica en KIS Desktop

Como Configurar y Imprimir TEST CHECK en KIS Dsktop

Como Impremir Cartas en KIS Desktop

Como Impremir Reportes en KIS Desktop

Como Impremir un cheque en KIS Dekstop

Como Impremir Una Declaracion de Impuestos

Como Impremir una Declaracion de Impuestos en PDF

Como Puede Volver a Imprimir un Cheque en KIS Desktop

Como Volver a Imprimir Un Cheque Perdido o Robado

Electronic Signatures

Como Firmar una declaracion de impuestos en KIS Desktop

Document Manager

Subiendo Documentos a Document Manager en KIS Desktop

Mobile App/Client Portal

Aplicacion Movil MyTaxOffice para Contribuyentes

Como el contribuyente se ingresa a el Customer Portal de Keep It Simple

Configuracion de la Aplicacion Movil de MyTaxOffice Para el Preparador

Transmission

Como transferir una Declaracion de Impuestos desde KIS Online a KIS Desktop

Como Transferir una declaracion desde KIS Desktop a KIS Online

KIS Transmision en KIS Online y KIS Desktop

Tax Preparation

Como Crear una Nueva Declaracion de Impuestos con la Factura del Cliente en KIS Desktop

Como Crear una Nueva Declaracion de Impuestos con la Factura del Cliente en KIS Online

Como Crear y Mandar Electronicamente una Forma 4868 in Keep It Simple Desktop y Online

Software Updates

KIS Desktop Actualizaciones del Programa

Bank Enrollment

Como localizer su IRS Tracking Number de IRS e-Services

Refund Advantage Bank ERO Instrucciones de Inscripcion

Refundo Bank ERO Instrucciones de Inscripcion

Republic Bank ERO Instrucciones de Inscripcion

Santa Barbara TPG Bank ERO Instrucciones de Inscripcion

TPSC Bank ERO Instrucciones de Inscripcion

Security

Como Desatascar su Cuenta Despues de Varios Intentos de Inicio de Sesion Fallidos

Como restablecer su contrasena olvidada en KIS Desktop

Errors

Codigos de Rechazos Federales

Errores de Database cuando abre el programa

Networking

Como Compartir el programa de KIS Desktop desde el Servidor a otras computadoras en la misma Red