Frequently Asked Questions

FAQ – Frequently Asked Questions

How do I retrieve my username?

Click on Forgot Username on the login page and follow the instructions. Use the following step as well if you have forgotten your password.

How do I retrieve my password?

Click on Forgot Password on the login page and follow the instructions.

How do I get updates?

You do not have to manually download and install updates with the Web1040 Pro Tax Program. Updates are released periodically and automatically integrate with the software.

Do my computers need to be networked to use the tax program?

No, Web1040 Pro is web based and runs completely over the internet. An internet connection is required on each computer that will be running the program; however, there is no requirement to network your office computers.

How do I delete a return?

There is not a way to delete a tax return in Web1040 Pro, however you can Deactivate the return. To do this, select Client Search from the Main Menu, followed by Deactivate in the Tools drop-down box to the right of the desired return. Once a return has been deactivated, it can be reactivated by clicking on Start New 20XX Return and re-keying the social security number into the program. Doing this will prompt the question: “Would you like to start a new return or reactivate the existing return?” (Pay-Per Returneach deactivated return still counts toward your initially purchased 15 returns. Please ensure you are required to delete prior to deactivating the return).

How do I amend a federal return?

Open the return requiring an amendment and select 20XX Amended Return from the navigation menu.

Follow the prompts on screen to complete the client’s amended tax return.

How do I amend a state return?

See How do I amend a federal return? above. Within the Amended Tax Return (Form 1040X) menu select the Begin button to the right of Create Amended State Return. Select Edit on the state return screen. Then click Begin to the right of Amended Return. For the state amended return to be created you are required to answer YES to the question, “To create Form XXXX-X, state amended tax return, select YES and complete the additional section below.” Follow the instructions listed on the screen. Once complete, the amended state return will be attached after the federal amended return in the return PDF.

How do I create and e-file and extension?

To create an extension for a client, select Federal Section on the navigation menu, followed by Miscellaneous Forms. On the Miscellaneous Forms menu select Begin to the right of Application for Extension (Form 4868). Fill in all required information and select Continue. Next, select the E-File option on the navigation menu. There will be a message indicating that an Application for Extension was found. You will be given the option to Make Changes or to File Extension. After transmitting the extension, you should receive an acknowledgement from the IRS within 24-48 hours.

How do I password protect a return?

Within the Client Search menu select Privacy Settings on the Tools drop-down menu. On the following page, select Yes on the drop-down box indicating that you want to mark the return as a private. Enter the password you would like to use. To ensure accuracy you will be required to enter the password again.

How do I delete a state return?

Select State Return from the navigation menu, followed by Delete next to the state return you wish to remove. Select Delete again to confirm the action.

NOTE: Federal Return Type must be selected even though you are filing state only.

 

How do I view a return?

From inside a tax return select Summary/Print from the navigation menu. Select the blue View/PrintReturn button, followed by Print your 20XX Tax Return on the following screen. A PDF copy of your client’s return will open in a separate window. If you have any difficulty viewing the return, use the Alternate Method option.

How do I file a state only return?

To file a state only return, select E-File on the navigation menu. Place a checkmark in the box next to Send State Only. A popup window will appear warning you that the federal return will not be sent; close the warning and click Next to access the state tab. Select the state return type. Follow the on-screen instructions to complete the e-file process.

How do I mark a return as complete?

Select the E-File option on the navigation menu located on the left side of the screen. Complete the initial filing page, then click Save. On the following (Submission) page place a check mark in the box next to the statement Mark Complete. At this point you can choose Save and Exit Return or Save and Transmit Return to IRS.

Can I unmark a return as complete after it has been marked?

Yes. To unmark a return as complete, navigate back to the Submission page of the return. The Is Complete answer will show in blue with a question mark next to it. Click the Yes or No to toggle the answer. If the answer does not appear in blue, go into Preparer Security and make sure the user has the ability to change return status back to In Progress.

How do I mark a return as paid?

Select the E-File option on the navigation menu located on the left side of the screen. Complete the initial filing page, then click Save. On the following (Submission) page place a check mark in the box next to the statement Mark Paid. At this point you can choose Save and Exit Return or Save and Transmit Return to IRS.

How do I print checks for clients?

Checks will be printed from the website for the selected bank product. To access a bank’s printing module, select Print Checks from the software main menu; the user will be directed to the bank’s check-printing website.

How do I email a tax return?

To e-mail a copy of a client’s tax return, select Email Return from the Tools drop-down box on the Client Search menu. The program will attach an encrypted copy of the client’s return to the message. Enter the taxpayer/spouse’s email address under Send To; the email address entered under preparer configuration will prepopulate the From field. The Message Body provides instructions to the recipient on how to access the encrypted data. Click Send Email when ready.

How do I pull in Taxes to Go Clients from my branded app?

App returns from your branded Taxes to Go Mobile App will generate in a queue on the Welcome Page of Web1040 Pro. The queue will show next to Rejected Returns only when there are branded app returns to pull into the program.

How do I pull in Taxes to Go Clients from the generic app?

App returns from the generic Taxes to Go Mobile App can be pulled into your program by selecting Import App User on the Welcome Page. From there, you will need to enter the email address and import code that has been provided by the taxpayer.

How do I use the Customer Portal?

The Customer Portal can be accessed at the end of the return on the Submission Page. The button for Customer Portal will show right next to the Email Return option. Once you select the Customer Portal option, you will be prompted to send your taxpayer a link via email or text. Using this link, they can create their Customer Portal account. Once the account has been successfully created, they will be able to sign their tax return from the Portal, and you will see the signatures in your program.

Where can I complete business returns?

Web1040 Pro does not have the ability to complete business returns. If you are a Web1040 Pro user and need to complete business returns in the coming tax year, please call your Sale’s Representative at 833-932-1040.