Tax software for professionals: error lookups and fixes by product
Tax software for professionals, product by product: where Drake, ProSeries, Lacerte, UltraTax and TaxWise explain their error codes and how to fix them.
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Tax software for professionals: error lookups and fixes by product
The five desktop tax software for professionals programs covered here, Drake Tax, ProSeries, Lacerte, UltraTax CS and TaxWise, each document their own error codes in a vendor knowledge base, while IRS reject codes are the same in every product.
Products covered: Drake Tax, ProSeries, Lacerte, UltraTax CS, TaxWise.
Rejected e-file resend window: 5 calendar days after the due date (IRS Pub 1345).
Paper fallback window: Later of the due date or 10 calendar days after the rejection.
Each vendor keeps a public help site where error articles are titled by the error number or the exact message text.
Professional tax software errors fall into three groups, and the group decides who can fix it.
Most startup and update failures in professional tax software trace back to four causes: user permissions, network drive mapping, blocked downloads and damaged Microsoft components.
