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Annie M.

  • Total activity 64
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Activity overview

Latest activity by Annie M.
  • Annie M. created a post,

    Organizer Tips and Tricks

    Situation: The taxpayer cannot upload documents with file names exceeding 200 characters. Resolution: The taxpayer can re-name the file so it has a shorter file name.   Situation: During processing...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Annie M. created a post,
    Planned

    SafeSend Returns - Broken Image Icon When Adding Signature Stamp

    Situation: When processing a return, you may notice that the ERO signature stamp image appears to be broken/missing.  Status: Our Development team is aware of this issue and they are currently wor...

    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created a post,

    Unable to Locate Return

    Situation: You are unable to locate a return that was uploaded and/or delivered.  Resolution: Follow the steps outlined in our Unable to Locate Return article. Usually, there is a filter applied pr...

    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. commented,
    Official comment

    K1 recipient emails will roll over to the next year even if the return is expired or deleted. 

  • Annie M. created a post,

    Signatures - Signature Stamping Failed Status

    Situation: A document was delivered to the signer, but the status changed from "Awaiting E-Sign" to "Signature Stamping Failed". This indicates that the signature stamp was not placed on the page c...

    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created a post,

    TicTie Calculate - Missing from Adobe® After Install

    Situation: After installing, you do not see the TicTie Calculate menu or tools in Adobe®. Resolution: Follow the troubleshooting steps outlined below: Version 5.x Ensure System Requirements are me...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created a post,

    SafeSend Returns - Unable to Process - Return is "In-Use"

    Situation: A return gets locked when a user opens a return for processing or exits out of it without saving and closing. If another user in the firm tries to access the locked return, they will get...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created a post,

    SafeSend Returns - Form Not Recognized

    Situation: Occasionally, a form or field that should be recognized by SafeSend Returns is not recognized. This could be a voucher, e-file form, overpayment/applied amount, or transmittal. Resolutio...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created a post,

    TicTie Calculate New Version Available!

    New Features:  Manage users/licenses from your own online portal. Use the portal to create bookmark templates.  Renew online.  Plugin improvements. More Information:  System Requirements What's...

    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created a post,
    Completed

    SafeSend Returns - Processing Returns in Portrait Mode

    Situation: When using a monitor that is in portrait orientation rather than landscape, the editing options in the left and right panels during processing are not visible.  Status: Corrected.  Worka...

    • Edited
    • 2 followers
    • 1 comment
    • 1 vote