General FAQ

1040 Main Menu Layout & Navigation

In Tax Processors Plus Desktop, after starting a new return and entering the taxpayer's personal information, dependent information, and answering a few questions, eventually you will find yourself at the 1040 interactive window.

1040-NR Diagnostic Error - Dependent Exemptions Cannot be Claimed on the Return

When Form 1040-NR is selected, and the taxpayer is not a resident of Mexico, Canada, South Korea, or India, dependent exemptions cannot be claimed on the return.

Acceptance Agent Information

The type of duties that an acceptance agent is permitted to perform is based upon the application to become either an Acceptance Agent (AA) or a Certifying Acceptance Agent (CAA).

Backing Up / Recalling Extensions

Bank Products for State Tax Refunds

In Tax Processors Plus Desktop, you can use a bank product to facilitate a state tax return refund if the federal return is also using a bank product.

Can I Print a PDF Attached to A Tax Return?

When you attach a PDF document to a tax return it is compressed and encrypted, then becomes part of the return data.

Client Report for All Clients

In Tax Processors Plus Desktop, the Client Report has a number of filters that can be used to create a report that includes only the individual tax return clients that match the filter or filters chosen.

Desktop message: The bank is no longer accepting Pre Ack advances

The bank is no longer accepting Pre Ack advances.

Desktop Password Reset/Locked Out

Desktop version reference — October 27, 2026

Detailed Client Invoice Isn't Printing List of Forms and Amounts

In Tax Processors Plus Desktop, if the invoice is not printing a detailed list of the forms and amounts charged, make sure that the Configuration option is set to print the Detailed Client Invoice.

Diagnostic Error re e-filing returns from American Samoa, Guam, U.S. Virgin Islands, and the Commonwealth of the Northern Mariana Islands

Diagnostic Error: Returns from American Samoa, Guam, U.S.

Document Signature Manager Has No Place to Sign

When a signature pad is attached to a PC using the Premium version of Tax Processors Plus Desktop to prepare individual tax returns, upon exiting the return to arrive in the Receipt Menu you will see a menu line titled Document Signature Manager.

Error Verifying MFA Code

In Tax Processors Plus Desktop, if you receive the error message "Error Verifying MFA Code" after entering the 6-digit MFA code you received, please give us a call for one of our tech support staff to assist.

Error writing to file TaxProgram.DomainHook.dll

Resolve an installation error when Windows cannot write TaxProgram.DomainHook.dll.

Exporting the Client List

In Tax Processors Plus Desktop, you can export the data in the individual or business client lists to a CSV file suitable for importing into your spreadsheet program.

Form 1040-NR - U.S. Nonresident Alien Income Tax Return

Nonresident Alien Income Tax Return is selected when starting a new return immediately after entering the SSN or ITIN.

Form 1040-NR For a Foreign Estate or Trust

The IRS notes several important things to bear in mind regarding Form 1040-NR being prepared for a foreign estate or trust.

Form 2350, Application for Extension of Time to File

Irrespective of whether or not you have begun preparing the tax return, Form 2350 can only be created outside the tax return.

Form 8867 - Paid Preparer's Due Diligence Checklist

Paid tax return preparers are required to exercise due diligence when preparing any client’s return or claim for refund.

Form 9325 - Acknowledgement and General Information

Form 9325 is for original individual tax returns.

How Do I Remove the "Do Not Mail" Watermark on Tax Forms?

There are two kinds of "Do Not Mail" watermarks that might print on a tax form.

How to Find Specific Forms in a Return

In Tax Processors Plus Desktop you can search for specific federal and state forms by using the Form Finder .

How to Print a 4-Part Receipt

There are two configuration menus relevant to printing the 4-part receipt.

How to Print a Tax Return

In Tax Processors Plus Desktop, tax returns can be printed from the Quick Menu and from within the tax return itself.