The program will automatically receive Federal and State Acknowledgements for returns that have been e-filed. There are two ways to check on rejected returns:From the Welcome page, select On the Client Search line, click Select On the client's entry in the Client List, click the Tools drop-down men...
IRS Acknowledgements are automatically received for the client. Client Status will display the acknowledgement date and time. If the return gets rejected by the IRS, it will show the reason a Federal or State return was rejected. It also shows the Return Access History, which will display the last d...
In Web1040 Pro, tax returns are deactivated rather than deleted entirely. To deactivate a tax return, from the Welcome menu for your office select: Client Search - locate the desired return Tools drop-down menu Deactivate Returns can only be deactivated if they are in "In Progress" status. Any ret...
If you need to edit or continue working on a return you've previously started, you can access the return by selecting: Client Search from the Welcome Page for your office Locate the Tax Return you would like to continue Click on the Select button to enter the return NOTE: Returns that are still in...
There are two ways to email an encrypted copy of a client’s tax return.1. From the Main Menu of Web1040 Pro select Client List. From the Office Client List, locate the client you want to email a return to. Select Tools > Email Return. File to Attach: The program prepares and attaches the PDF for y...
In the event you have forgotten your software password, you can create a new password with the following steps: To reset your password, click Forgot Password on the Login Page. Web1040 Pro displays the reset Password page. Enter your username and click Continue. Web1040Pro displays the Account Verif...
Imperfect Returns in Web1040 ProIf a federal tax return is rejected for a dependent SSN/Name Control mismatch, the return can be re-transmitted and accepted by the IRS if the Imperfect Return Election is made. This election can only be made if the original return rejected with reject code SEIC-F1040...
Acknowledgements in Web1040 Pro Web1040 Pro receives acknowledgements real-time for your clients. These acknowledgements can be checked at any time by going to Client Search from the Welcome Page for your office or by running an Acknowledgement Report. From the Office Client List: Locate the Client y...
Printing a Return in Web1040 Pro can be done from either within the tax return or from the Office Client List. You can print from within the tax return either from the Submission Page or the Summary page. Submission Page: Select the drop-down box above Print Return Select which Print Set you'd like...
Tax Returns that have been deactivated can be reactivated within the Web1040 Pro program. To reactivate a return: Click on Start a New Return from the Welcome Page for your office Enter the Social Security Number for the deactivated return The program will then prompt you to Remove and Create New...
After you've completed all of your Office Configuration, you are ready to begin Tax Returns! To start a new tax teturn in Web1040 Pro, from the Welcome Page for your office select: Start a New Tax Return Click Start Return at the bottom of the popup window Enter the Social Security Number for the ...
To electronically file from within the return select: E-File – located on the left-side of the program OR if you are on the Calculation Summary page click Continue. Select Federal Return Type – Click Next Enter or verify the Tax Preparation Fees – Click Next Select the State Return(s) Type – Cli...
Program URL - https://online.Web1040pro.com/ How do I retrieve my username? Login Page, click on Forgot Username Enter Email Address Click Send Email Go to Personal Email – The email will come from Taxstatusnow.com. Check junk/spam folders if not delivered. How do I retrieve my password? There i...
To send a payment via CashApp Enter Web1040 Pro receiver CashApp tag: $Web1040Pro In the for field: Enter your Software Client User ID Payments are posted to your account immediately. If you have forgotten your Software Client User ID, text support at (713) 766-0916.
To send a payment via MoneyGram To pay online visit MoneyGram. To pay in person find a location nearest you. Use Web1040 Pro receiver code: 18918 Company Name: Web1040 Pro For reference you may need the company billing address:Web1040 Pro 11500 Northwest Freeway Suite 305 Houston, Texas 77092NOTE: Pl...
You do not have to manually download and install updates with Web1040 Pro Tax Program. Updates are released periodically and automatically integrate with the software.
No, Web1040 Pro is web based and runs completely over the internet. An internet connection isrequired on each computer that will be running the program; however, there is no requirement to network your office computers.
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 ...
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.
From inside a tax return select Summary/Print from the navigation menu. Select the blue View/Print Return 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...
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...
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 th...
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...
For EFIN Owners, checks will be printed from the website for the selected bank product. To access a bank’s printing module, from the Welcome Page click on Print Check(s) – the program will open directly the bank’s check-printing website. This option enables the preparer to print checks for taxpay...
For EFIN Owners, your bank ships check stock and cards to tax professionals that have enrolled or renewed. Once your bank application has been approved, and you have completed your bank enrollment an order of supplies will be shipped to you. Additional Check or Card Stock orders can be placed throug...
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. Additional Resources:Mobile App User Guide
Web1040 Pro's web-based software does not have the ability to complete business returns. Desktop options are available. 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.
Locating Your IRS Tracking Number from IRS e-Services In order to complete your Web1040 Pro Enrollment and to electronically file tax returns with Web1040 Pro, you must have a valid EFIN and an IRS Tracking Number issued by the IRS. Your EFIN and Tracking Number can be obtained by logging into your I...
Preparer Tax Identification Number (PTIN) - Overview Anyone who prepares or assists in preparing federal tax returns for compensation must have a valid Preparer Tax Identification Number (PTIN) before filing returns. The PTIN is an eight-digit number preceded by the letter P that is used in place of ...
If you need a custom security template to suit your office needs, you may request one by submitting the form below. Once you click the link, enter your office details and select the functions you would like your preparers to access. Once the form is submitted, you can expect to see the Security Temp...