General FAQ

Form 1310 - Claiming Refund Due a Deceased Taxpayer

IRS Form 1310 is used to claim the refund on behalf of a deceased taxpayer.

Form 1040-NR For a Foreign Estate or Trust

In Tax Processors Plus Online, you'll start the nonresident return as you usually would.

Transmission Table - Transmitting Multiple Returns at Once

Within Tax Processors Plus Online, each completed tax return can be transmitted from within the e-FIle section of the return, or batches of returns can be transmitted from the transmission table in the Transmissions Menu.

Printing a Copy of a Previously Filed Return

In Tax Processors Plus Online, a PDF copy of an electronically filed tax return can be printed from Client Status.

Error Code 1015

The owner of this website (the online software site) has banned you temporarily from accessing this website.

Printing Form 1040-V for a partial payment

In Tax Processors Plus Online, if the taxpayer is making a partial payment of their federal balance due by direct debit, the program doesn't provide a way to print Form 1040-V, the federal payment voucher, for the remainder.

Why Does Client Status Show $0 for the Federal Form 4868 Balance Due?

In Tax Processors Plus Online, if you file an individual extension request using Form 4868, and the request includes a federal balance due as well as payment information, Client Status for the return will continue to show the federal balance due as $0.

Why am I being prompted daily for MFA?

Multi-Factor Authentication (MFA) is an electronic security system that requires two methods of authentication to verify your identity when logging in to an online account.

Why is a new return opening to a blank window?

In Tax Processors Plus Online, a new return in the current year may load to a blank page if there is a problem with the same taxpayer's return in the prior year.

Excess FICA Taxes are Being Calculated

While there is no cap on how much of a taxpayer's wage income is subject to income tax, there is a maximum amount of wages subject to FICA.

Can Returns be Converted or Exported from Tax Processors Plus Online to Desktop?

No, Tax Processors Plus Online returns cannot be converted or exported to the Tax Processors Plus Desktop program.

Demo Access

The online software is accessed through a web browser.

Best Practices

Tax Processors Plus Online is Tax Processors Plus Online's cloud-based tax preparation software.

When is the Conversion Tool Available for the Current Tax Year?

If you're new to Tax Processors Plus Online, we provide a tool in your Account Hub that can be used to convert return data from your previous software, making it available to be pulled into this year's return.

Uploading Your Logo - Product Customization

If you have purchased product customization, Tax Processors Plus Online allows you to upload your logo to display in your Tax Processors Plus Online Office and/or Account Hub.

Customer Support - Contact Options

How to Enter a Foreign Address

A foreign address is an address that is not a US state, possession, or military address (APO, DPO, FPO).

How to Enter Foreign Telephone Number

Telephone number entries in tax returns are formatted according to the 10-digit North American Numbering Plan, i.e., XXX-XXX-XXXX.

Why is Form 1099-K Clipped to the Left Side Menu?

Form 1099-K is closely tied to Schedule C, thus in Tax Processors Plus Online by virtue of creating a Schedule C you will also see Form 1099-K paper clipped to the left side menu that shows forms that have been completed in the return.

Changing a Return to Spanish

In Tax Processors Plus Online tax returns can be changed to Spanish from either the Configuration Menu or within a return being worked on.

"To ensure that your data is being saved properly" warning

In Tax Processors Plus Online, after entering information on a particular page it is generally saved once you click the Save or Continue button, whichever is provided.

How to display tax returns in Spanish

In Tax Processors Plus Online, Individual income tax returns can be printed on English or Spanish forms, if a Spanish version is available.

Unable to Email Return

In Tax Processors Plus Online, when attempting to send a client a copy of their return and the return does not load as an attachment, this generally means the return was never printed to PDF.

How to See the Status of a Transmitted Extension

In Tax Processors Plus Online, you can see the status of an extension you have filed for a client via the Client List.

How to Add Third Party Designee

Tax Processors Plus Online allows you to set the third-party designee in a tax return to default to the preparer, to another individual, or leave the field blank.