The following process needs to be completed in order to add missing Tax forms to your tax system.
this error will occur when the short form, assets, or trust distributions worksheet are not used to enter capital gain.
An issue has been reported in Reckon APS Tax 2018.5.0 where the following error messages are triggered in some 2018 individual tax returns:
The Cloud Timesheets Reckon Update Service fails
NZ Tax clients unable to bulk email IR901 messages - Error showing preview panes
Setting the security to enable users to see the links in the Trial Balance
The currency fields in the 901 GST letter email body template do not include the dollar sign, so amounts do not appear to be formatted as currency
If you have clients with multi-instance of email addresses then you will get this error when getting a list in the 901 screen.
Please find linked the IR901 processing configuration manual.
If Access Runtime is installed when Tax Manager is opened an error appears
This article explains how to utilise the MyAPS Client Portal as well as a F.A.Q for MyAPS Client Portal
This knowledge article will guide you through how to provide log files to support for further troubleshooting.
Future-Year Lodgement is currently not available in APS Tax AU.
How to install the license key
The Australian Government has provided small businesses with an immediate deduction on assets
Learn how to delete an Integrated asset from the Asset Ledger if the asset was entered incorrectly or if the asset needs to be removed
Learn how to convert a XPA Ledger or change the entity type of a ledger
You may have been asked to register and/or deregister certain files by APS. If you need assistance please call APS Support.
How to import transactions from Xero into XPA?
Adding an asset to the Asset Pool
Learn how to update ledgers in bulk after changing practice information
How to import data from MYOB into XPA?
How to add a new Tax Agent in New Zealand Advance Tax
What are the coding instructions for Livestock in XPA?
The calculation of Franked distributions and Capital Gains has been changed to comply with legislation introduced in 2012.
Made changes to the User Defined Fields on the Master Template, but it is not reflecting on the client ledger
Warning system resource exceeded. NumDAOErrors:1 err(3035) System resource exceeded. This message occurs when translating an account code.
How to enable GST codes to an XPA ledger?
How to change the Accountants Name, type and location in the Compilation report for all ledgers
How to create a Divisional Income Statement and a Consolidated Income Statement of each division
How to account for an Asset with a Cost Limit ( and or a Private Use component ) that needs to be transferred to a Pool
Could not find a MAS Master file in this directory when exporting
How to add the asset in the current year with accumulated depreciation
How to setup a ledger for 15 months. How to change Year End Date
How to stop the footnote "accompanying notes" from printing on all sheets or just on the Notes pages
Error messages in XPA: "Object variable or With block variable not set "; "Run-time error 3034: You tried to commit or rollback a transaction"
How to set a password on an XPA ledger
How to unintegrate the Asset ledger / removing asset integration
How to update the Tax Value and not the Book Value of an asset after revaluation
Learn how to transfer the Chart of Accounts from one XPA Ledger to another.
The XPA ledger is locked, and when attempting to open it, an error message appears
Balance Error - A/c Balance when drilling into an account from Trial Balance or General Ledger
Support copies of the return are required by the Support team to assist with different issues and scenarios.
This knowledge article will guide you through the steps on how to provide log files to assist support to troubleshoot
This Knowledge Article is to provide the steps to refresh the tax agent details in a tax return.
This results in an incorrect assessable balance adjustment or deductible balancing adjustment.
At this stage, the TBAR is not able to be lodged electronically via SBR
Learn more about the Bulk Attribute Maintenance Spreadsheet
Learn how to give fee earners access to a Practice in XPA using this article
An error occurs when trying to open SyncDirect from Central Console
User cannot access any Individual Tax Returns in Tax Manager
Error message is triggered during lodgement of a Client Update form
This knowledge article is to guide you how to replace or apply a .dll file provided by APS Support
How to extract a field to report on in Tax Lists?
This knowledge article is to guide you how to provide log files to us to further troubleshoot some lodgement problems for CU forms.
TT form 2019 cannot be lodged and error message SBR.GEN.FAULT.FAULTFROMAGENCY is displayed
The client needs to install the admin utilities on a different workstation to the one that already has a copy of PIQ portal
Error message is triggered for SBR returns
An issue has been identified in Reckon APS Tax whereby the following response error is generated when lodging a SBR tax return
Once the install has completed, it is essential that the database schema is updated.
An unexpected error occurs when trying to link a ledger to a client in central console
Learn more about the Make Private setting and how to make a private return public.
Exception type: FileNotFoundException
Tax Manager font size is smaller on Surface Pro and Lenovo Notebook
Not able to find the return in Extract log maintenance to delete return or unlock return
Learn how to move Elite Practice Management to a new PC
Error loading DLL when trying to Word Merge from Advance
I/O 103 when printing 2003 and 2004 Elite forms
This knowledge article shows basic steps on how to request and view the new SBR Tax Agent Reports.
Run-time error 3043. Disk or network error or Microsoft Jet database engine error when trying to open XPA ledgers or run a jobstream
The following error message is generated when trying to create a new return
Pending Shares and/or Distributions appears under the lodgement column in Batch Processing.
Instructions on preparing for Financial Year End
Link to resources for Practice Management Year End procedures for New Zealand
This knowledge article discusses the changes in Reckon APS Tax version 2019.0.0
Security or macro-related errors occur when trying to open Tax Manager NZ using MS Access Runtime
If you are receiving this response error message when lodging a SBR tax return, please contact ATO.
How to do an uninstall and re-install of Reckon APS Tax Manager and Elite Forms
Learn how to create a mail merge letter for a group of clients or contacts
When Extract WIP Entries via Fee Activity, an error may be encountered
In some cases when auto-discard is enabled for B2B and a prov assessment and its reversal is matched - the system is not auto-discarding these.
Errors after changing the date format in Windows 10
Tax Services Console is not working for Client Update forms when adding or removing client relationships
An unexpected error has occurred, try again. If problem persists, contact the ATO. Error code -999:0:IJAA0051
This knowledge article details how to create a Return Not Necessary (CURNN) return.
Error message is triggered when retrieving ATO data from the Tax Services Console
Error message is triggered during lodgement
This error message can occur on lodgement
This error occurs in APS AU Tax Manager
Document describing the method for creating DSN and DSNLess connections
Error appears when the field is blank for Income Test Item 8 is blank
When logging into Advance the following appears, indicating that the end user is working offline.
CURNN cannot be lodged if the name does not match the ATO portal.
When accessing Practice Management on Terminal server one user is getting an error message
Opening a timesheet users presented with the following message.
User get an error when trying to print VAT/GST Receipts from the Debt console
The add expense button is grayed out in the user's timesheet
This option allows the reporting of worldwide income for non-residents for the purpose of overseas HELP debt repayment.
V10B- The return form you have lodged is an old version and no longer accepted
Why do WIP entries not appear in the WIP Move screen?
Users are configuring their AUSkey Profile under Tax Manager, on hitting the save button are receiving the message: The Profile [YOURNAME] exist!
Cannot open / access compressed XPA ledger file or password protected XPA ledger file. Error message generated when merging / linking file.
Error is generated when attempting to view the share rental schedule
When print previewing/creating PDFs from Elite returns, users get random numbers and asterisks instead of the barcode
How do I perform a WIP Move for specific matters?
CMN.ATO.GEN.XBRL01 - /xbrli:xbrl/tns:DeclarationOfTrustee
The Switch User option is not visible in the user's Web (Cloud) Timesheet session
'ABN Division Number' can not be empty, please provide a valid 'ABN Division Number'
Fee Earner Console allows the renaming of a Fee Earner to be same as an existing one.
Error in Fee Creation Wizard - Approvals tab Error in Fees Console - Fee Route area
Simpler BAS is the default reporting method for small businesses with a GST turnover of less than $10 million.
There are two methods for creating an Amended Activity Statement
Learn how to backup and restore SQL databases using SQL Server Management Studio
The problem is with the ATO. There was no option to revise online.
"Account 295/ needs to be a Posting Account for the Depreciation Charge Account"
How do I terminate a Fee Earner?
When posting fees you may receive the following error message
Error when going into Fee Earner Rates
Error when E-Filing returns
NZ Tax Summary of Earnings information
Importing a text file generated in Xero via the chart mapping toolbox results in an error
A client's Sort Name has changed and Document Management is in use. What steps need to be taken to move the client documents to the new Sort Name location?
The below error can occur throughout the Practice management software and there are a few different scenarios when this issue occurs
Tax Rate field is blank and the GST is not calculated correctly
Users try to view invoices from the Debt screen in Central Console and get the error
InfoTrack page is getting this error
Selecting months in the Timesheet Administration> Periods > Debt screen then shows the month floating when viewing the WIP screen.
If you try to generate a Client List of ABNs using the following criteria, the output list includes clients who do not have an ABN registered.
Error Messages: There was an error obtaining the data / Unable to load report.
Activate the Reckon Portal account for Mobile Timesheets by clicking on the link provided in the auto-generate email, the user gets the error
After installing PM 10.2 users are getting the error
Upon upgrading to Practice Management Version 10.2, users are unable to preview the Invoice panel. The following error is received.
New matters are created with milestone start date of 01-jan-0001 and invalid target dates e.g: 30-Dec-1899 for schedule milestones.
Access to View All Batches, can post a fee that is assigned to another user however cannot delete the Fee log once the fee is posted
Matter Rollover target dates for scheduled and non-scheduled milestones populated when rollover option No Date selected during the rollover process
Users are having trouble pasting the NZBN into the field in the Central Console Details tab
Bulk emailing of invoices provides the ability to set a sender address in the Entities console and have the emails archived/audited into a specified folder
Error: Cannot open the file : c:\Adv2000\Documentation\Practice Management\CHM\Timesheets_and_Expenses.chm
The law sets time limits for amending your tax assessment.
The Practice Management Import function allows the import of data using a .csv file.
Unable to see the value after doing quick word merge for one user, user has rights to do quick word merge.
Running version control error
How to run an AU XCEDE jobstream without placing an Index Sheet at the end of the jobstream
Debtor statement Batches where the list is filtered by a Partner with an Apostrophe in their name causes the system to hang
Remote server 407 error
CMN.ATO.GEN.EM0008 Authorisation to access taxpayer details failed. Confirm client to agent relationship and resubmit
The NZBN validation does not validate correctly for some NZBN numbers
Follow this guide if you are having trouble downloading an EFT Reconciliation Report
Notice of Assessment (NOA) differs from the tax estimate for some tax returns
Untaxed element of superannuation tax offset (T2) is not calculating in the Individual tax return
Launching Reckon APS Practice Management user is prompted with a request for a repair of the software
Cannot edit Addresses but have set JOE Admin to grant access and edit
Unexpected error: quitting..aABC9 Action cannot be completed
Trying to complete a BAS March for a client with higher than $10M turnover, therefore simpler BAS is not an option
Manual referring to the Process Engine Console (Fee Approvals)
Can you absorb an interim against disbursements?
Productivity error: Object variable or With Block variable not set (91)
Error "Unable to notify pages. Out of memory" when opening Central console
aABC9.exe has stopped working error when closing out of Central Console
Users getting an error 14 OR Error 10060 when lodging returns through Batch Processing.
Cannot edit addresses when JOE rights have been given
This article describes how to add new holidays to Practice Management
How can I roll over matter or matters individually and in Bulk
How can I bulk create the new years taxation matter for clients who have prior year tax matters?
How to create a 32 bit DSN (ODBC connection) on a 64 bit operating system
How do I check APS compatibility with Microsoft Operating Systems / platforms?
Error occurs by having a duplicate account in the individual profile
EFT details for Part B in ELD not printing
Learn how to create a Job export for review by our Support team
Getting error CMN.ATO.AS.EM170 when completing an amended Activity Statement
This article describes the different rejection codes and their possible solutions.
In a trust return unable to change the method of lodgement from paper, the field is greyed out.
I have requested and received the Client List and my Due Dates have not populated automatically
This error generally occurs when the ATO Portal is down.
Tax pooling transfers are appearing against the wrong entity in Compliance Administration when consolidated groups are involved.
The document 'Nothing' can not be found
How to enter BSWAT payment in an individual tax return
This article contains some helpful instructions on how to complete common tasks within the Elite Online/Hosted cloud environment.
I created a new Relationship type however when I go to a client to add a relationship with another client those types are not appearing in the list
Learn how to troubleshoot Access Violation errors.
The console background colour is taken from Windows display settings
Error messages triggered in some individual tax returns
Capital losses carried forward are not flowing to item 13 V in a Company return
Since upgrading to Microsoft Office 2007 I am unable to create mailing labels as the layout in word is different to the version I previously used
Issue in Timesheet Administration, when setting up New Financial Year with a non Calendar Month, the weeks in the WIP Calendar do not display correctly.
5711 error XML Load Failed - Check Filename
After installing Advance Practice Management on a Windows Server operating system you may encounter this message
A number of enhancements were implemented to be able to transfer information from relationships in central console into tax returns.
When opening a file from Projects
When viewing the PracticeIQ --> KPI --> Lockup --> WIP and Debtor Analysis.htm report
AUS TAX Report Directory
Connecting to an instance of Integration Services on a remote server requires a specific set of rights on the server for the users of the application.
We are having issues with our utilisation % on each users abstract page. Instead of showing the productivity percentage we are getting 1.$ instead
Error message is triggered in some trust tax returns
Learn how to export client details from Elite Practice Management to an Excel csv file.
This article can be used to assist in troubleshooting performance problems with the Elite Practice Management suite.
How to Lock the Advance Tax Return to be Default
How to use Tax Data Extractor
The Tax Lists function is used to create reports using all client information and for doing Word merges and mailing labels. Only data from clients who have
Learn how to pre-fill returns with ATO information.
V35- Invalid Code Provided when lodging 2008 Individual tax return
Item 7 in Individual return rolls over when it shouldn't be
2001 forms locking every time a user tries to go in
This article discusses an error that occurs on Elite install when using the pre-installed version of Windows Office which is not compatible with Elite
How to check if Tax Forms for a particular year have been installed for Elite Forms
error CMN.ATO.PSS.00042 no reporting party payer when lodging the individual tax return
Error appears when the Amendment is validated
With the release of Reckon APS Tax Manager and Elite Forms 2019.4.0, Access to Client Update Forms have been switched off.
Due Dates Population in Started / RolledOver Status Returns.
Learn how to check which versions of the APS software you are running.
Unable to Print Invoices on New PC
Please check the ATO Portal to make sure that the Taxpayer has lodged an amendment in the past.
Learn how to start using BankData with this guide.
Net small business income showing in label 13D “share of net small business income form partnerships”
Variance adjusts ledger value incorrectly after matching assessment.
The file contains corrupt data when trying to open the return
How to resolve slowness issues with Elite Programs on Microsoft Windows Workstation Network and Terminal Server systems
The Standard Requirement when configuring a network dedicated server is to map the elite database to a UNC path for each workstation
Restoration Procedure on a standalone PC
Clients are listing under an incorrect manager in ITCRPT
An Unexpected error pops up when clicking into ACR 1.5 after a fresh installation of PM 11 or later versions on a new PC/TS
No Database Reference Found for Partner or Manager in one of the Client List Reports
ELITE - How to Migrate to a New Terminal Server
An issue has been identified where the client is having an issue on saving a return after working on it. When saving the Turst return there is a DLL error
Clicking on Saved Report View results in "Internal Server Error (500)"
This technique should be used in ALL live PIQ Component Backups, Bug fixes, Customisations or Support Updates.
How to export a job or client to a hosted environment
A VPN is a method of connecting to a private network by a public network like the Internet.
This article discusses how to locate and send a client ledger and template for XPA Support cases
Tax Services Console - Add new client
How to convert the Embedded Elite Database to an SQL Database
To install the 32-bit version of Reporting Services on a computer that is running the 64-bit version of IIS7.0, follow these steps:
Utility tool for SBR Logs
Number formats for saved reports is not displayed, dates values show as numbers
Cannot enter a number in Tax Element under Taxable Components for people over 60s
Learn how to extract entries from Banklink
DTR Open is blank, there are no other transactions and DTR Close has a value
An Advance BPA (a.k.a. Vigilant) alert is not working, as the clients are not receiving the birthday email it is supposed to send.
Running the BPA 4.5 Update and having the below errors appear in the event log :
The BPA tasks are not running as sheduled.
When running a vigilant alert it comes us with the error message
This can be corrected but after saving and closing the return, the next time the return is opened again the changes are not saved.
Error(s) Intermediary identifier information is missing from the lodgment. Do you want to create a blank activity statement return?
We are able to fire out alerts to our users manually but they won't trigger and send automatically
Activity Statement Bulk Creation and Reporting and Lodgement Responsibilities
Error 3340 occurs when opening Tax Manager and after certain actions in tax returns. The draft watermark appears in tax report of locked returns
A BPA task that generally sends a set of emails will fail part-way through upon reaching a certain email address.
recently done a server move, and now BPA tasks that save files are failing and the task Event Log is reporting the following errors
Where the TaskCentre Store log files have become excessively large they may prevent the TaskCentre server service starting, or the user being able to login
Sometimes issues occur with BPA that do not leave any trace in the BPA event log.
If a return is locked and you need to clear the lock, you can run tax data extractor to clear the log.
The error "Tax returns are currently open. You can't close Tax manager without closing the returns" appears when trying to exit out of Tax Manager
If the C: drive is getting full, the iwtemp folder can be moved to another drive.
Have lost or forgotten Advance BPA password, and can no longer log into BPA
If you’re using Elite forms, you will need to remove the rental property in Shared Rental under Tax Manager
Find out about how to resolve an issue with importing data.
Transition from AUSkey to Machine Credentials
Setup Lodgement Machine Credentials
A task is failing when trying to save a file.
The client has BPA tasks that use word to generate documents. Generally these will be tax assessment letters
The client is trying to set up BPA to send emails via Amazon Web Services (AWS) Simple Email Service (SES)
When trying to uninstall BPA, the InstallShield Wizard suffers an error decoding the product key
A BPA task is failing at the Save As File step, without saving the file.
Select the option Run times and Maintenance and make sure that the Maintenance option is set up in the server to run automatically this task every day
The Batch processing screen shows V errors but the return doesn't
Learn how to unhide columns in the debtors screens
There are entries in the BPA Event Log (not a particular task's Event Log) indicating an error with code 0x80041344
When started BPA fails to launch, displaying the following error message
How do I stop BPA from starting tasks outside of their scheduled run-time(s) after they have been worked on?
BPA ADI tasks are failing with the error
This is essentially a breakdown of how we prorate the Standard Hours in a current TS Period with the optional Daily Standard Hours script.
Requesting Google Chrome application to be closed on installation
Running version Control encounters error 3340 Query " is corrupt
Users who are on PM V.11 and PracticeIQ v9.x and older will not be able view PracticeIQ website within PM console.
The error occurs only when viewing the reporting service reports in Central console.
When pressing the Print button on a SSRS report, a popup message appears with the message
Your Medicare levy is reduced if your taxable income is below a certain threshold.
The no EOT box changes the Provisional dates in the ledger
Within the PIQ Portal there are no Reports showing.
When viewing Leave Hrs in Staff reports no leave hours are displayed
Learn more about MyAPS Community Forums with our short video or F.A.Q's
Converting dll files to Repx
CMN.ATO.IDS.440427- Transaction type code has occurred more than once
An issue was identified within Tax Data Extractor (TDE) that may have affected Tax Manager.
Error may be triggered in Reckon APS Tax
When the report opens and refreshes the date, the automatically selected period is not the current period, but 3 months old.
The error is triggered in the individual return where the taxpayer received Farming Management Deposit (FMD)
While clicking through PIQ reports, a circle with a slash icon appears on the screen
The PracticeIQ pivot tables were not building properly. They were breaking after putting in the pivot table filters, but before the rows and data went in.
Read more about this message which occurs on installing SyncDirect 7.7.01
Reporting Service report error: Security Alert: Your current security settings do not allow you to send HTML forms
CMN.ATO.IDS.440004 Foreign country code required
Activity Statement Prefilling Fix 2020
BadGateway error on https:\\auth.aps.reckonapi.com/signin
Query about saved views. We can have Saved Views in utilizations, can this also happen on workflow?
Anti-Virus causes PIQ pivot reports to run slow and in some cases causes Internet Explorer or Windows to crash
Learn how to free up your SyncDirect licenses for use with other client accounts.
Learn more about the status of your Bankfeed
Error : An Unexpected error has occurred and the console will now exit. Details: Index was outside the bound of the array.
Here are the instructions on how to set up the Machine Credentials in Reckon Elite
The total payable amount in the 901 does not appear to include any previous outstanding provs.
Learn more about how to roll client's with early balance dates in 2020.
When printing, select Tax Estimate and from Print, Preview, or Export, it returns: Data Unavailable There is no data to preview
This KA provides instructions on how to create and lodge via the M2M credentials on Reckon Elite Desktop Version
Tax Data Extractor
How to check out and check in an Elite tax form
Capital Losses carried forward not appearing at label 13
When you want to know the detail information about an invoice for example to know when was the WIP entered, for which Matter it was entered, etc
How to Restore a Backup in Elite Online
How to Create and Save Backup from Elite Online
Setting up Citrix as a desktop app
How to Setup M2M Credentials in Elite Online/Hosted
Updated Repx including a blurb about the IRD no longer accepting cheques.
In a Trust return the error VR.ATO.TRT.432046 appears but there is no main address entered.
How to create an IR215 return
Error when attempting to open Elite Practice Management
The downloading, installation and configuration of the default printer in PrimoPDF
Learn more about completing the signatories section of the Bank Feed form.
Company-wide Lodgement setup using one Machine Credential
Security Token Verification Failed.
Error in some company tax returns
How to add attributes to invoices
How to get Return ID
New Repx files available as of 17/03/2020 for practices wwith or without IR901 DL stationery
If the ledger value of a provisional amount changes, the 901 will omit the cents after refreshing the list
Cannot open database "aps_dsql" requested by the login. The login failed.
Error during lodgement for APS Tax returns
Error in Individual return
Error during lodgement
Error during testing Machine Credential under SBR Configuration.
If you’ve created a matter in client console but cannot find it in tax manager, the matter that you created may not be set as a tax matter.
Error CMN.ATO.CTR.428422 may get triggered in company tax return due to foreign capital gains reduced in International Dealing Schedule.
The depreciation can be reconciled within the Business Income schedule or in the main form of the company return.
Private Health fund is not integrating into the pre-fill section of a Tax return
Users unable to create or open TT under 2019 Tax Matter
The error occurs while lodging an income tax return.
V145 - Check form type and year of return or version identifier
Details for Residency not being pulled through to A2 adjustments
SBR.GEN.FAULT.GENERALERRORINCORE when lodging via M2M
unhandled error occurred in core services SBR.GEN.FAULT.GENERALERRORINCORE
Boosting cash flow feature
JobKeeper Guide – Employers reporting through Single Touch Payroll (STP)
Learn more about NZ Tax 2020 Rollover.
A how to on bulk processing 901 with links to you tube videos
JobKeeper Guide – Employers reporting through Single Touch Payroll (STP)
CMN.ATO.IEE.410086 TFN of specified individual must be present if TFN non existent indicator is 'TRUE'
CMN.ATO.AUTH.011 The client you transmitted is not associated with the tax agent number you supplied and cannot be authorised.
In the Partnership Distribution Received schedule of the individual return, the following two fields are not integrated to 13N in the main form
When company received franked credit, it shouldn't get a Refund
Informational article regarding the new losses carried back feature in Tax Manager NZ
80% non-taxable use percentage decline in value when cents per km is chosen
How to set a filter client list on the basis of Postal address.
How do I create a new Milestone for an existing Standard Matter
In a trust return, Item 56, Choice for resident trustee to be assessed to capital gains on behalf of beneficiaries, is grey out. How do we edit these field
CMN.ATO.IITR.40078 upon prelodging an individual return
How does Public and Private listing works in Client lists report
VR.ATO.IITR.000237 ELS: V97A
After making an adjustment in A1 Under 18, it applies the normal tax rate to the entire income rather than just the Australian Excepted Net Income.
Learn how to apply APS desktop hotfix files
Link to resources for Practice Management Year End procedures for Australia
Unable to change the TT Form's Declaration's Position Held field from Tax Agent to Trustee.