Wednesday, June 7, 2017

Electronic Filing Center Scheduled Maintenance



Please be advised that scheduled maintenance for our Electronic Filing Center for 2014, 2015, and 2016 will take place on Wednesday June 7, between 7:00pm and 12:00am EST.


During this time you will be able transmit returns to the EFC but will not pick up any acknowledgements. This will also effect Online Check Printing and Return Retrieval.

For Refunds Today Online, if you need to create any returns that will have carry forward data, please wait until the maintenance will be complete when the system comes back online after 12:OO am EST.

We appreciate your patience during this scheduled maintenance.

You will resume picking up all files when the system is brought back online at midnight..

Monday, June 5, 2017

Resetting the Admin Password













How do I reset the Admin password for TaxWise® 2016?

These steps are used for the 2016 TaxWise desktop
version of the software. Prior year versions of the desktop software use
a different mechanism to reset the Admin password. For instructions on
how to reset the Admin password for a prior year version of TaxWise, see
How do I reset the Admin password for a prior year version of TaxWise®?.

The following video explains how to reset the Admin password using TaxWise®.















If you enter the Admin password incorrectly five (or more) times when logging into TaxWise, your user ID will become locked.



To unlock the Admin user and reset the password, do the following:



  1. Log in to TaxWise using Admin as the user ID and enter your TaxWise registration code in the Password box.

    • Your registration code is found on the fulfillment slip that
      was shipped with the program or in the TaxWise Solution Center (Select
      the Download tab, then TaxWise Software link on the left menu bar).
  2. Click Login.
  3. In the Enter a new password and Re-enter new password boxes, enter a new password.
    • The password must contain 8-20 characters, 1 uppercase letter, 1 lowercase letter, 1 number, and 1 special character.
  4. Click Save.
 


If any other user other than Admin is locked out, the Admin user can
unlock them. For instructions on how to unlock a user's password for
TaxWise Desktop, see How do I reset a user's password in TaxWise®?.

  • Note: If you are logged in as a user other than Admin and click Change User to
    switch to Admin, the steps described above will not work. Close TaxWise
    and start over with the initial Login screen. If you are locked out,
    the steps above will unlock the Admin user.

Thursday, May 25, 2017

IRS Quick Alert: MeF Systems Shutdown for Memorial Day Weekend



All times shown in this communication are in Eastern Time Zone.

IRS will conduct the annual Memorial Day Systems Shutdown beginning Saturday, May 28, 2016 at 11:59 a.m. and ending on Tuesday, May 31, 2016 at 6:00 a.m. The Modernized e-File Systems (both Production and ATS) will not be operational during this timeframe. Please refrain from accessing the MeF Systems to transmit business/individual/state tax returns, retrieve acknowledgements or submit any other service requests.

Please monitor the MeF Status Page for any updates.

We apologize in advance for any inconvenience.

Monday, April 17, 2017

Individual Efile Deadline April 18 Midnight EST

We strongly encourage you to transmit your e-files at least two hours before the midnight (midnight Eastern time) deadline.

As the April 18th deadline approaches, the processing volume at the IRS will increase daily. Both return volume and return size will affect processing time. While you are accustomed to receiving your Federal acknowledgements within a one hour time-frame, that turnaround time will increase as the deadline approaches. You may see your acknowledgements take from 2 to 4 hours, and possibly longer.


This is why we suggest that you send returns periodically throughout the day. This will help spread out the volume and also help eliminate some of the 'deadline rush' which also impacts IRS processing.

Refer to this IRS.gov article for details on the April 18th deadline date

"People have until Tuesday, April 18, 2017 to file their 2016 returns and pay any taxes due. The deadline is later this year due to several factors. The usual April 15 deadline falls on Saturday this year, which would normally give taxpayers until at least the following Monday. However, Emancipation Day, a D.C. holiday, is observed on Monday, April 17, giving taxpayers nationwide an additional day to file. By law, D.C. holidays impact tax deadlines for everyone in the same way federal holidays do. Taxpayers requesting an extension will have until Monday, Oct. 16, 2017 to file"

Thursday, April 6, 2017

Important Information Regarding Extensions - Bank Cutoff Dates - Filing Deadlines



Valued Refunds Today Customer:
This email contains some important information regarding end of season filing dates, extensions, and bank cutoff dates.  Please take the time to read it and contact Refunds Today Support should you have any questions.

Tax Year 2016 Filing Deadlines

2016 e-file Calendar
Filing Deadline
Last date for transmitting timely filed returns
April 18, 2017
Last date for transmitting timely filed Forms 4868
April 18, 2017
Last date for re-transmitting rejected timely filed returns
April 23, 2017
Last date for re-transmitting rejected timely filed Forms 4868
April 23, 2017
Last date to submit new IRS e-file Applications
No cut-off date
Last date for transmitting returns on extension from Form 4868
October 16, 2017
Last date for re-transmitting rejected late or returns on extension from Form 4868
October 21, 2017

Extensions

Don't miss out on one of the last chances to increase your Income Tax profits! Begin e-filing your client's Federal Form 4868 extensions.  You can increase your profits and provide better customer service by offering your clients the peace of mind that 4868 e-filing provides.
  • Assurance that the IRS will receive the extension on time, as you will receive an IRS acknowledgement receipt
  • Assurance that the extension will not be "lost in the mail"
  • Relief in knowing neither you nor your clients will have to wait in long lines at the post office
  • Best of all, it's fast and easy to e-file extensions

Form 1099-A/1099-C Assistance

Form 1099A and/or 1099C customer requests for assistance may not get an answer to their individual situations prior to the filing deadline.  We recommend that you submit an extension now and avoid any potential penalties for not filing in a timely fashion.

4868 General Information

It is suggested to submit any extensions at the latest by 10:00 PM YOUR local time on April 18th although the IRS deadline is 11:00 PM. The last day to retransmit rejected timely filed Forms 1040 or Extension Forms 4868 and gain IRS acceptance is Saturday, April 23rd , 2017.  The cost for each E-filed extension is $5.00.
Detailed instructions for successfully filing Form 4868 can be found on the Refunds Today website under Support > Miscellaneous Forms.

Check Form 4868 Statuses

1.     Checking Extension Form 4868 Status
a.     Click on Reports > Reports List > IRS Extension Summary. Click OK.
b.     Default Report Criteria should display Extensions filed. Click OK to view all extensions filed.
c.     This report will show all accepted or rejected 4868 returns.
Note:    This report is used to check the "EF Status" of Extension Forms 4868.

Making Payments

Electronic Funds Withdrawal

The Refunds Today software supports electronic funds withdrawal with Form 4868. If the taxpayer is filing an extension, they are still required to make any payment due by April 18th. On the Main Information Worksheet under the Self-Select and Practitioner Pin(s) section, be sure to select the Form 4868 with Direct Debit in both places. Make sure to enter the PIN information for this type of return.

Mailing a Payment

If the taxpayer mails the payment, Form 1040-V is not required. The taxpayer simply needs to write their Social Security number, daytime telephone number, and "2017 Form 4868" on the check or money order.

Credit/Debit Card Payments

For the 2017 filing season, the IRS supports the following e-pay service providers for both electronic and paper filers. Each company has its own convenience fee schedule, and each offers both phone and Internet payment services. A full list can be found on the IRS website at http://www.irs.gov/uac/Pay-Taxes-by-Credit-or-Debit-Card

Service Provider
Telephone
(English/Spanish)
Website
Convenience Fees
(Credit Card)
Convenience Fees
(ATM/Debit-Card)
Customer Service Number
Link2Gov Corporation
1-888-PAY1040tm
(1-888-729-1040)
1.87%
$2.59
1-888-658-5465
WorldPay US, Inc.
1-844-729-8298
1.98%
$2.69
1-855-508-0159
(live operator)
1-844-825-8729
(automated - 24/7)
Official Payments Corporation
1-888-UPAY-TAXtm
(1-888-872-9829)
2.00%
$2.50 ($3.95 flat fee over $1,000)
1-877-754-4413

Bank Product Deadlines

BANK
Phone Number
Last Day to Apply
Site Printed Check
ACH - Direct Deposit
Check Stale Date
TPG
800-779-7228
10/20/2017
10/31/2017
12/31/2017
90 Days after printing
Refund Advantage
800-967-4934
Year Round
Year Round
Year Round
12/31/2017
River City
888-820-7848
12/9/2017
6/15/2017
12/31/2017
6/17/2017
Republic
866-491-1040
10/15/2017
6/1/2017
12/31/2017
6/30 or 90 Days after checks are printed

If you have any questions, please contact the Refunds Today Support Staff at 323-261-0240