TaxWise - Scheduled Maintenance

The TaxWise team will be performing overnight scheduled maintenance on the dates/times below. Maintenance is scheduled to begin around 10pm ET and may last four to eight hours.  Customers may experience delays during the maintenance periods. 

• Tuesday, November 30^th, 10:00pm ET 
• Thursday, December 2^nd, 10:00pm ET 
• Tuesday, December 7^th, 10:00pm ET 

TaxWise 2021 is now available

The TaxWise product team is pleased to announce that TaxWise Online and TaxWise Desktop 2021 are now available. Take advantage of the latest features of TaxWise 2021.

TaxWise Online:

• Point your browser to Taxwise Online for 2021 

TaxWise Desktop:

• Install the new version of TaxWise at your earliest opportunity. Simply visit the TaxWise Support site to download your software. 

Logging into TaxWise Solution Center (Support Site)
A few helpful links to get to our Support Site:

• Returning customers - If you are a returning customer and can't remember your Support Site password, see instructions for resetting your login password. 
• New customers - See our Support Site initial login instructions. 

Contact-less Tax Preparation Fee Payment Options and Bank Enrollment Open
Do you need new contactless ways to collect your tax preparation fees? We have you covered with the most settlement solution offerings in the industry; ranging from traditional bank products, low cost options and programs to help you collect your tax prep fees at no cost to your taxpayer. Enroll on the support site today! 


Other Product Downloads 
If you have purchased other products in the TaxWise suite or one is included with your TaxWise package, these are also available for download on the support site.  Simply log into the Support Site and Click on the "Downloads" menu item :

• Payroll Compliance Reporting (W2/1099)
• Client Accounting Suite
• PaperlessPLUS

Start the year off right with the "Getting Started" information
To make sure you're completing your product setup correctly and that you start TY2021 off right, take a look at these "getting started" pages, as applicable:

• Getting Started with TaxWise 2021 
• Getting Started with Payroll Compliance Reporting

Need a refresher?
For additional detailed instruction on many TaxWise features, visit our Learning Portal:

• TaxWise Online
• TaxWise Desktop 

IRS News: Scheduled Maintenance for the Modernized e-File (MeF) Production System

Please be advised that the MeF Production System will be unavailable for business e-File submissions from 7:00 a.m. through 5:00 p.m. Eastern time on Saturday, November 27, 2021.

During this time you can still transmit returns to the Electronic Filing Center (EFC) and we will hold the e-files until the IRS restores service. You will not receive any acks during this time.

For more info, please visit The IRS announcement.

Taxwise Support Site Updates

 As a part of our ongoing commitment to provide our customers with an intuitive and organized experience with our Support Resources, the TaxWise Support Site has been enhanced.  The site is now easier to navigate and promotes use of our self-help tools.

Below is a brief description of the changes made.

Click here to go to the Support Site. 

UPDATES

1.  TaxWise Solution Page

The menu options are now present on the Solution Center before you login.

2.  My Information Menu

• The My Account menu has been brought under the My Information menu.
• Shipping Schedule has been removed
• Partner Services has been moved to the new “Business Partners” Menu

 

3.  Support Menu

• Reorganized the menu options to provide self-service options closer to the top

 

4.  Downloads Menu

• Reorganized menu option
• Return Retrieval added to this menu (moved from Support Menu)

 

5.  E-File Menu

• Reorganized menu options

6.  Training Menu

• Added “Client Portal Learning Portal”
• Added “Education and CPE” option with links to the Small Firm offerings of CPELink products

 

7.  “Tax NA” Menu(Now “Tax & Accounting”)

• “Tax NA” Menu has been renamed to “Tax & Accounting”

8.  NEW! “Business Partners” Menu

• New menu added with quick links to all partner information.

9.  NEW! “I Want To” Menu

• New menu added as quick action guide for most used menu topics

URGENT REMINDER THIS EVENING!: EFC and IRS E-filing Shutdown for TY 2018-2020 - Individual Returns

URGENT REMINDER

EFC and IRS E-filing Shutdown for TY 2018-2020 - Individual Returns

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all Form 1040 tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Saturday, November 20, 2021, at 11:59 p.m. Eastern time.

In order to allow the states ample time for processing these returns, the Wolters Kluwer E-File Center (EFC) will stop accepting individual returns (both federal and state) for the current processing year on Tuesday, November 16th at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2018, 2019 and 2020 are included in this change. Because not all state agencies process returns in “real-time”, this schedule should allow sufficient time for agencies to post their acknowledgements for the WK EFC to pick up. 

After the shutdown occurs, the WK EFC will not accept individual returns (federal and/or state) until IRS comes back online in early January 2022. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2018 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 16th at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY18 e-files. EFC for TY18 will not be available after mid-December 2021 to pick up these acks.

• Business Returns: Business returns are not affected by this schedule as IRS has not yet announced the business cutover schedule and will do so at a later time.

• Disaster Relief Extension to File: This shutdown will also affect taxpayers who received a disaster relief extension to file. If the disaster extended due date falls within this shutdown time frame, you must do one of the following:
• Submit the returns electronically before the shutdown begins.
• Hold the return and transmit it when the IRS reopens in January.
• File them on paper after the shutdown.  If filed on paper, applicable opt-out documentation may be necessary. Please consult the taxing authority guidelines on how to opt-out of electronic filing.

Reminder Tomorrow: EFC and IRS E-filing Shutdown for TY 2018-2020 - Individual Returns

  IMPORTANT REMINDER

EFC and IRS E-filing Shutdown for TY 2018-2020 - Individual Returns

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all Form 1040 tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Saturday, November 20, 2021, at 11:59 p.m. Eastern time.

In order to allow the states ample time for processing these returns, the Wolters Kluwer E-File Center (EFC) will stop accepting individual returns (both federal and state) for the current processing year on Tuesday, November 16th at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2018, 2019 and 2020 are included in this change. Because not all state agencies process returns in “real-time”, this schedule should allow sufficient time for agencies to post their acknowledgements for the WK EFC to pick up. 

After the shutdown occurs, the WK EFC will not accept individual returns (federal and/or state) until IRS comes back online in early January 2022. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2018 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 16th at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY18 e-files. EFC for TY18 will not be available after mid-December 2021 to pick up these acks.

• Business Returns: Business returns are not affected by this schedule as IRS has not yet announced the business cutover schedule and will do so at a later time.

• Disaster Relief Extension to File: This shutdown will also affect taxpayers who received a disaster relief extension to file. If the disaster extended due date falls within this shutdown time frame, you must do one of the following:
• Submit the returns electronically before the shutdown begins.
• Hold the return and transmit it when the IRS reopens in January.
• File them on paper after the shutdown.  If filed on paper, applicable opt-out documentation may be necessary. Please consult the taxing authority guidelines on how to opt-out of electronic filing.

Reminder: EFC and IRS E-filing Shutdown for TY 2018-2020 - Individual Returns

 IMPORTANT REMINDER

EFC and IRS E-filing Shutdown for TY 2018-2020 - Individual Returns

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all Form 1040 tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Saturday, November 20, 2021, at 11:59 p.m. Eastern time.

In order to allow the states ample time for processing these returns, the Wolters Kluwer E-File Center (EFC) will stop accepting individual returns (both federal and state) for the current processing year on Tuesday, November 16th at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2018, 2019 and 2020 are included in this change. Because not all state agencies process returns in “real-time”, this schedule should allow sufficient time for agencies to post their acknowledgements for the WK EFC to pick up. 

After the shutdown occurs, the WK EFC will not accept individual returns (federal and/or state) until IRS comes back online in early January 2022. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2018 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 16th at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY18 e-files. EFC for TY18 will not be available after mid-December 2021 to pick up these acks.

• Business Returns: Business returns are not affected by this schedule as IRS has not yet announced the business cutover schedule and will do so at a later time.

• Disaster Relief Extension to File: This shutdown will also affect taxpayers who received a disaster relief extension to file. If the disaster extended due date falls within this shutdown time frame, you must do one of the following:
• Submit the returns electronically before the shutdown begins.
• Hold the return and transmit it when the IRS reopens in January.
• File them on paper after the shutdown.  If filed on paper, applicable opt-out documentation may be necessary. Please consult the taxing authority guidelines on how to opt-out of electronic filing.

EFC and IRS E-filing Shutdown for TY 2018-2020 - Individual Returns

 IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all Form 1040 tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Saturday, November 20, 2021, at 11:59 p.m. Eastern time.

In order to allow the states ample time for processing these returns, the Wolters Kluwer E-File Center (EFC) will stop accepting individual returns (both federal and state) for the current processing year on Tuesday, November 16th at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2018, 2019 and 2020 are included in this change. Because not all state agencies process returns in “real-time”, this schedule should allow sufficient time for agencies to post their acknowledgements for the WK EFC to pick up. 

After the shutdown occurs, the WK EFC will not accept individual returns (federal and/or state) until IRS comes back online in early January 2022. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2018 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 16th at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY18 e-files. EFC for TY18 will not be available after mid-December 2021 to pick up these acks.

• Business Returns: Business returns are not affected by this schedule as IRS has not yet announced the business cutover schedule and will do so at a later time.

• Disaster Relief Extension to File: This shutdown will also affect taxpayers who received a disaster relief extension to file. If the disaster extended due date falls within this shutdown time frame, you must do one of the following:
• Submit the returns electronically before the shutdown begins.
• Hold the return and transmit it when the IRS reopens in January.
• File them on paper after the shutdown.  If filed on paper, applicable opt-out documentation may be necessary. Please consult the taxing authority guidelines on how to opt-out of electronic filing.