Friday, March 22, 2024

IRS Reject F8936-048

The IRS has determined business rule F8936-048 was rejecting returns erroneously. The business rule has been disabled; therefore, please resubmit any rejected submissions.

IRS Reject F8936-048:

Form 8936, 'PersonalTaxCreditsAmt' in 'CrPreviouslyOwnedCleanVehGrp' must be equal to the sum of Schedule 3 (Form 1040) 'ForeignTaxCreditAmt' and 'CreditForChildAndDepdCareAmt' and 'EducationCreditAmt' and 'RtrSavingsContributionsCrAmt' and 'EgyEffcntHmImprvCrAmt' and 'CreditForElderlyOrDisabledAmt' and 'TotRptgYrTxIncreaseDecreaseAmt'

Thursday, March 21, 2024

Client Accounting Suite/Premier (CAS/P) version 23.3 is available

The 23.3 version of CAS/P is now available from the Solution Center or via the auto-update feature in CAS/P. It includes the following regulatory updates.

Regulatory Updates

The following regulatory information is now available for Client Accounting Suite and Client Accounting Suite Premier:

  • 2024 Federal Forms update
    • 2024 941 is included.
    • 943x and 944x are available in Blank Forms.
  • 2024 State Returns - Form updates for the following states are included in this update.
    • Alaska
    • North Carolina
    • Rhode Island
  • 2024 State Withholding Rates - The following state withholding calculations have been updated for 2024:
    • Maryland Counties
      • Note:  As other states change their rates for 204, we will provide updates on the support website.

Software Updates

  • Export for the 2024 941 to Payroll Compliance Reporting has been enabled.


Wednesday, March 13, 2024

IRS Reject F7004-905-03 for Form 7004-Business Extension

Customers submitting an extension for business returns may encounter the following rejection code from IRS.

“F7004-905-03 In Form 7004, Line 1, 'ExtensionReturnCd' the return for which the extension is filed must match the return type established with the IRS for the EIN.
/efile:Return/efile:ReturnData/efile:IRS7004/efile:ExtensionReturnCd


The Form 7004 form code for the return associated with this application must match the IRS database.  If necessary, the type of return the extension is to be filed for can be updated on Form 7004 line 1 to match the code the IRS has on file.


The form code can be found on the EIN letter the client received form the IRS.  The customer  can also Contact the Internal Revenue Service at 1-866-255-0654 for additional information on the correct form code.

Thursday, February 29, 2024

Refunds Today, TaxWise Online - Scheduled Maintenance: February 29, 2024

Scheduled maintenance has been completed. We appreciate your patience as we continue to enhance our systems to offer you the best experience possible.

Sunday, February 18, 2024

IRS: Filing Form 8283 for non-cash contributions from K-1 pass-thru entities.

For tax years 2023 and forward, the IRS has changed the filing requirements for reporting non-cash contributions from K-1 pass-thru entities (PTE) on Form 8283. (Refer to the Form 8283 instructions

Friday, February 16, 2024

IRS Reject F1116-004-03

IRS Reject: F1116-004-03:

If Form 1116 'ForeignTaxCrCarrybackOrOverAmt' has a non-zero value and 'ForeignIncmSection951AInd' is not checked and 'ScheduleBNotRequiredInd' is not checked, then Form 1116 Schedule B must be attached at the form level.

Our team is currently investigating the root cause of reject F1116-004-03 with the IRS. Please hold returns containing Form 1116 with Schedule B until further notice. We will update this blog post as more information is made available.


Monday, February 12, 2024

Resolved: IRS reject F1040-034-07 (Prior year)

Updated:  February 9, 2024


On February 9th, IRS will be disabling the business rule that generated this reject on for tax year 2022 & 2021.  Starting February 9th, please submit the prior year returns previously rejected.  

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Updated: February 6, 2024

IRS is still investigating the issue. In the meantime, If you have a 1099-R, TaxWise recommends holding these Prior Year returns until further notice.
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January 29, 2024

IRS is currently investigating the cause of this rejection and we have a workaround in the meantime. Click here for additional information.