Reminder - Refunds Today Partner Verification Refresh for Tax Year 2022

In order to be prepared and ready for Pre-Ack beginning January 2, 2023, this is a reminder to refresh Partner Verification to confirm your banking enrollment information (Partner, Product, and Fees) is correct in the TaxWise Desktop and TaxWise Online Applications.

TaxWise Desktop - Steps for Partner Verification:

1 -- Log in as Admin in Taxwise Desktop

2 -- Select ‘Tools > Utilities/Setup Assistant’

3 -- From the Utility window select ‘Setup > Setup Assistant’

4 -- Select ‘Partner Verification’

5 -- Select the ‘Refresh Data’ button

6 -- Confirm partner verification:

Once Partner Verification is refreshed, the page will show current updated Partner Verification data with your bank partner’s information. Please verify and confirm all fees and product selections are correct in the TaxWise desktop application.

TaxWise Online -- Steps for Partner Verification:

1 -- In the upper left, Select the ‘Loggedin User>Settings’

2 -- Select ‘Partner Verification’

3 -- Confirm Partner Verification data under ‘Settlement Solutions’

 

SUPPORT
If you have any questions, please contact customer support via any of these options:

1. Chat with a live agent SFS TaxWise Chat (cch.com)
2. Open a Support case at https://support.cch.com/
• Select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer

SALES
If you have not purchased or renewed TaxWise for Tax Year 2022,  you can contact your Account Manager at 800-495-4626 to get setup for the the Tax year 2022 season.

Refunds Today: Pre-Acknowledgement Availability and Bank Product Season Readiness for Tax Year 2022

January 3rd, 2023, marks the beginning of the tax season for those of you offering Pre-acknowledgement (Pre-ack) advances through TPG and Republic Bank. Pre-ack with these banks will begin at 12pm ET on January 3rd, 2023.

If you haven’t enrolled to offer bank products yet, our partners are still open and accepting enrollment applications for all products.

Once you have enrolled, check out our FAQ below for pre-ack advance products.

How do I apply for Pre-ack inside of the return?
On the main information, select bank products and check the box for the appropriate bank (your active bank). You will then visit the bank application and complete the necessary steps, including selecting advance and the taxpayers preferred disbursement. Once that is completed, you will efile the return.

What is EFC reject 91?
EFC 91 is an EFC reject you will receive when the bank rejects the Pre-ack return. To fix these rejects print the ack report and search for the bank rejection, this will tell you what the reject is and you can fix and resend.

SUPPORT
If you have any questions, please contact customer support via any of these options:

1. Chat with a live agent SFS TaxWise Chat (cch.com)
2. Open a Support case at https://support.cch.com/
• Select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer

SALES
If you have not purchased or renewed Refunds Today for Tax Year 2022,  you can contact your Account Manager at 800-495-4626 to get setup for the 2022 Tax season.

The Refunds Today team wishes you a Happy New Year and a very successful Tax Season. 

Important!: IL 1040-ES 4th quarter payment mailing address has changed

IL 1040-ES 4th quarter payment

From the Illinois DOR, we have been informed that the USPS is no longer accepting the listed Illinois DOR address for IL 1040-ES estimated individual payments.

Illinois Department of Revenue
Springfield, IL 62736-0001

The Illinois DOR is temporarily requiring the street address listed below for IL 1040-ES payments for 4th quarter estimated payments.

Illinois Department of Revenue
101 W. Jefferson Street
Springfield, IL 62736-0001


Additional feedback from Illinois DOR:

• This is just a 4th quarter issue relating to estimated individual payments (Q1-Q3 payments were accepted at the original address).
• If a check is sent to the incorrect address it will likely be returned to the sender. In this case, it would need to be immediately resubmitted to the correct address. If a taxpayer receives a penalty, then a penalty abatement can be requested and should include proof of the returned mail.
• They encourage payments be made online at https://mytax.illinois.gov/_/

Reminder: Refunds Today - December 2022 Holiday and Spring 2023 Hours

Refunds Today Sales and Support will be open normal business hours during the remaining days of December 2022: 

•  Mondays - Fridays, 9am - 6pm ET

Also, please make a note of the Support Hours of Operation for the upcoming Tax Season

SUPPORT
If you have any questions, please contact customer support via any of these options:

1. Chat with a live agent SFS TaxWise Chat (cch.com)
2. Open a Support case at https://support.cch.com/
• Select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer

SALES
If you have not purchased or renewed Refunds Today for Tax Year 2022, please keep the dates and times above in mind. You can contact your Account Manager at 800-495-4626 to get setup for the 2022 season.


Wolters Kluwer wishes you a happy and safe holiday season!  And a very successful Tax Season. 

IRS announces delay for implementation of $600 reporting threshold for third-party payment platforms’ Forms 1099-K

The Internal Revenue Service today announced a delay in reporting thresholds for third-party settlement organizations set to take effect for the upcoming tax filing season.

As a result of this delay, third-party settlement organizations will not be required to report tax year 2022 transactions on a Form 1099-K to the IRS or the payee for the lower, $600 threshold amount enacted as part of the American Rescue Plan of 2021.

As part of this, the IRS released guidance today outlining that calendar year 2022 will be a transition period for implementation of the lowered threshold reporting for third-party settlement organizations (TPSOs) including Venmo, PayPal and CashApp that would have generated Form 1099-Ks for taxpayers.

Please read the full announcement here: IR-2022-226

Final Reminder: EFC and IRS E-filing Shutdown for TY 2019-2021 - Business Returns

Please take note of this important information about electronic filing.

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all business tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Monday, December 26, 2022, at 11:59 a.m. Eastern time.

Electronic Filing Center (EFC) Maintenance/Shutdown

To prepare for the upcoming season and to ensure that all business returns for tax year 2021 are processed timely, Wolters Kluwer will shut down the Electronic Filing Center (EFC) on Wednesday, December 21, 2022, at 11:59 PM EST (in advance of the IRS Business E-filing Shutdown) for the following returns:

• Partnership (1065)
• Corporation (1120)
• S Corporation (1120S)
• Fiduciary (1041)
• Employee Benefit Plans (5500)
• Exempt Organization (990 Series)
• 94X Series
• All other return types not listed including state, local, and school district returns

This maintenance will end no later than the date that the IRS opens for tax year 2022, which is yet to be announced. During this maintenance period, you will NOT be able to:

• Transmit returns
• Receive acknowledgements (acks)

Final Day for Electronic Filing of 2019 Returns

Wednesday, December 21, 2022, is the final day that tax year 2019 returns can be electronically filed. Any acknowledgements must be retrieved b

Urgent Reminder: EFC and IRS E-filing Shutdown for TY 2019-2021 - Business Returns

Please take note of this important information about electronic filing.

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all business tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Monday, December 26, 2022, at 11:59 a.m. Eastern time.

Electronic Filing Center (EFC) Maintenance/Shutdown

To prepare for the upcoming season and to ensure that all business returns for tax year 2021 are processed timely, Wolters Kluwer will shut down the Electronic Filing Center (EFC) on Wednesday, December 21, 2022, at 11:59 PM EST (in advance of the IRS Business E-filing Shutdown) for the following returns:

• Partnership (1065)
• Corporation (1120)
• S Corporation (1120S)
• Fiduciary (1041)
• Employee Benefit Plans (5500)
• Exempt Organization (990 Series)
• 94X Series
• All other return types not listed including state, local, and school district returns

This maintenance will end no later than the date that the IRS opens for tax year 2022, which is yet to be announced. During this maintenance period, you will NOT be able to:

• Transmit returns
• Receive acknowledgements (acks)

Final Day for Electronic Filing of 2019 Returns

Wednesday, December 21, 2022, is the final day that tax year 2019 returns can be electronically filed. Any acknowledgements must be retrieved by the user no later than December 26, 2022 at 11:59 PM EST for TY19 e-files. EFC for TY19 will not be available after December 26,2022 at 11:59 PM EST to pick up these acks.

Urgent Reminder: EFC and IRS E-filing Shutdown for TY 2019-2021 - Business Returns

Please take note of this important information about electronic filing.

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all business tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Monday, December 26, 2022, at 11:59 a.m. Eastern time.

Electronic Filing Center (EFC) Maintenance/Shutdown

To prepare for the upcoming season and to ensure that all business returns for tax year 2021 are processed timely, Wolters Kluwer will shut down the Electronic Filing Center (EFC) on Wednesday, December 21, 2022, at 11:59 PM EST (in advance of the IRS Business E-filing Shutdown) for the following returns:

• Partnership (1065)
• Corporation (1120)
• S Corporation (1120S)
• Fiduciary (1041)
• Employee Benefit Plans (5500)
• Exempt Organization (990 Series)
• 94X Series
• All other return types not listed including state, local, and school district returns

This maintenance will end no later than the date that the IRS opens for tax year 2022, which is yet to be announced. During this maintenance period, you will NOT be able to:

• Transmit returns
• Receive acknowledgements (acks)

Final Day for Electronic Filing of 2019 Returns

Wednesday, December 21, 2022, is the final day that tax year 2019 returns can be electronically filed. Any acknowledgements must be retrieved by the user no later than December 26, 2022 at 11:59 PM EST for TY19 e-files. EFC for TY19 will not be available after December 26,2022 at 11:59 PM EST to pick up these acks.

Reminder: Refunds Today - December 2022 Holiday Hours

Refunds Today Sales and Support will be open normal business hours during the month of December: 

•  Mondays - Fridays, 8am - 6pm ET

In observance of the 2022 holidays, the Refunds Today offices will be closed:

• Monday, December 26th

SUPPORT
If you have any questions, please contact customer support via any of these options:

1. Chat with a live agent SFS TaxWise Chat (cch.com)
2. Open a Support case at https://support.cch.com/
• Select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer

SALES
If you have not purchased or renewed Refunds Today for Tax Year 2022, please keep those holiday closure dates above in mind. You can contact your Account Manager at 800-495-4626 to get setup for the 2022 season.


Wolters Kluwer wishes you a happy and safe holiday season!  And a very successful Tax Season. 

Urgent Reminder: EFC and IRS E-filing Shutdown for TY 2019-2021 - Business Returns

Please take note of this important information about electronic filing.

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all business tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Monday, December 26, 2022, at 11:59 a.m. Eastern time.

Electronic Filing Center (EFC) Maintenance/Shutdown

To prepare for the upcoming season and to ensure that all business returns for tax year 2021 are processed timely, Wolters Kluwer will shut down the Electronic Filing Center (EFC) on Wednesday, December 21, 2022, at 11:59 PM EST (in advance of the IRS Business E-filing Shutdown) for the following returns:

• Partnership (1065)
• Corporation (1120)
• S Corporation (1120S)
• Fiduciary (1041)
• Employee Benefit Plans (5500)
• Exempt Organization (990 Series)
• 94X Series
• All other return types not listed including state, local, and school district returns

This maintenance will end no later than the date that the IRS opens for tax year 2022, which is yet to be announced. During this maintenance period, you will NOT be able to:

• Transmit returns
• Receive acknowledgements (acks)

Final Day for Electronic Filing of 2019 Returns

Wednesday, December 21, 2022, is the final day that tax year 2019 returns can be electronically filed. Any acknowledgements must be retrieved by the user no later than December 26, 2022 at 11:59 PM EST for TY19 e-files. EFC for TY19 will not be available after December 26,2022 at 11:59 PM EST to pick up these acks.

Important Reminder: EFC and IRS E-filing Shutdown for TY 2019-2021 - Business Returns

Please take note of this important information about electronic filing.

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all business tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Monday, December 26, 2022, at 11:59 a.m. Eastern time.

Electronic Filing Center (EFC) Maintenance/Shutdown

To prepare for the upcoming season and to ensure that all business returns for tax year 2021 are processed timely, Wolters Kluwer will shut down the Electronic Filing Center (EFC) on Wednesday, December 21, 2022, at 11:59 PM EST (in advance of the IRS Business E-filing Shutdown) for the following returns:

• Partnership (1065)
• Corporation (1120)
• S Corporation (1120S)
• Fiduciary (1041)
• Employee Benefit Plans (5500)
• Exempt Organization (990 Series)
• 94X Series
• All other return types not listed including state, local, and school district returns

This maintenance will end no later than the date that the IRS opens for tax year 2022, which is yet to be announced. During this maintenance period, you will NOT be able to:

• Transmit returns
• Receive acknowledgements (acks)

Final Day for Electronic Filing of 2019 Returns

Wednesday, December 21, 2022, is the final day that tax year 2019 returns can be electronically filed. Any acknowledgements must be retrieved by the user no later than December 26, 2022 at 11:59 PM EST for TY19 e-files. EFC for TY19 will not be available after December 26,2022 at 11:59 PM EST to pick up these acks.

Reminder: EFC and IRS E-filing Shutdown for TY 2019-2021 - Business Returns

Please take note of this important information about electronic filing.

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all business tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Monday, December 26, 2022, at 11:59 a.m. Eastern time.

Electronic Filing Center (EFC) Maintenance/Shutdown

To prepare for the upcoming season and to ensure that all business returns for tax year 2021 are processed timely, Wolters Kluwer will shut down the Electronic Filing Center (EFC) on Wednesday, December 21, 2022, at 11:59 PM EST (in advance of the IRS Business E-filing Shutdown) for the following returns:

• Partnership (1065)
• Corporation (1120)
• S Corporation (1120S)
• Fiduciary (1041)
• Employee Benefit Plans (5500)
• Exempt Organization (990 Series)
• 94X Series
• All other return types not listed including state, local, and school district returns

This maintenance will end no later than the date that the IRS opens for tax year 2022, which is yet to be announced. During this maintenance period, you will NOT be able to:

• Transmit returns
• Receive acknowledgements (acks)

Final Day for Electronic Filing of 2019 Returns

Wednesday, December 21, 2022, is the final day that tax year 2019 returns can be electronically filed. Any acknowledgements must be retrieved by the user no later than December 26, 2022 at 11:59 PM EST for TY19 e-files. EFC for TY19 will not be available after December 26,2022 at 11:59 PM EST to pick up these acks.

Reminder: EFC and IRS E-filing Shutdown for TY 2019-2021 - Business Returns

Please take note of this important information about electronic filing.

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all business tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Monday, December 26, 2022, at 11:59 a.m. Eastern time.

Electronic Filing Center (EFC) Maintenance/Shutdown

To prepare for the upcoming season and to ensure that all business returns for tax year 2021 are processed timely, Wolters Kluwer will shut down the Electronic Filing Center (EFC) on Wednesday, December 21, 2022, at 11:59 PM EST (in advance of the IRS Business E-filing Shutdown) for the following returns:

• Partnership (1065)
• Corporation (1120)
• S Corporation (1120S)
• Fiduciary (1041)
• Employee Benefit Plans (5500)
• Exempt Organization (990 Series)
• 94X Series
• All other return types not listed including state, local, and school district returns

This maintenance will end no later than the date that the IRS opens for tax year 2022, which is yet to be announced. During this maintenance period, you will NOT be able to:

• Transmit returns
• Receive acknowledgements (acks)

Final Day for Electronic Filing of 2019 Returns

Wednesday, December 21, 2022, is the final day that tax year 2019 returns can be electronically filed. Any acknowledgements must be retrieved by the user no later than December 26, 2022 at 11:59 PM EST for TY19 e-files. EFC for TY19 will not be available after December 26,2022 at 11:59 PM EST to pick up these acks.

EFC and IRS E-filing Shutdown for TY 2019-2021 - Business Returns

Please take note of this important information about electronic filing.

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all business tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Monday, December 26, 2022, at 11:59 a.m. Eastern time.

Electronic Filing Center (EFC) Maintenance/Shutdown

To prepare for the upcoming season and to ensure that all business returns for tax year 2021 are processed timely, Wolters Kluwer will shut down the Electronic Filing Center (EFC) on Wednesday, December 21, 2022, at 11:59 PM EST (in advance of the IRS Business E-filing Shutdown) for the following returns:

• Partnership (1065)
• Corporation (1120)
• S Corporation (1120S)
• Fiduciary (1041)
• Employee Benefit Plans (5500)
• Exempt Organization (990 Series)
• 94X Series
• All other return types not listed including state, local, and school district returns

This maintenance will end no later than the date that the IRS opens for tax year 2022, which is yet to be announced. During this maintenance period, you will NOT be able to:

• Transmit returns
• Receive acknowledgements (acks)

Final Day for Electronic Filing of 2019 Returns

Wednesday, December 21, 2022, is the final day that tax year 2019 returns can be electronically filed. Any acknowledgements must be retrieved by the user no later than December 26, 2022 at 11:59 PM EST for TY19 e-files. EFC for TY19 will not be available after December 26,2022 at 11:59 PM EST to pick up these acks.

Refunds Today - Scheduled Maintenance and System Availability: Thursday, December 15th, 10pm ET - Midnight ET

In preparation for the upcoming Tax Season, The Refunds Today team will be performing scheduled maintenance and system updates on the dates/times below.

Some TaxWise systems will be impacted and unavailable during this maintenance window.

• Thursday, December 15th, 10PM ET -- Midnight 
• Systems Impacted: Partner Verification 

We apologize for the inconvenience and appreciate your patience as we continue to enhance our systems to offer you the best experience possible for the upcoming Tax Season. 

Reminder: Refunds Today - December 2022 Holiday Hours

Refunds Today Sales and Support will be open normal business hours during the month of December: 

•  Mondays - Fridays, 9am - 6pm ET

In observance of the 2022 holidays, the Refunds Today offices will be closed:

• Monday, December 26th

SUPPORT
If you have any questions, please contact customer support via any of these options:

1. Chat with a live agent SFS TaxWise Chat (cch.com)
2. Open a Support case at https://support.cch.com/
• Select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer

SALES
If you have not purchased or renewed Refunds Today for Tax Year 2022, please keep those holiday closure dates above in mind. You can contact your Account Manager at 800-495-4626 to get setup for the 2022 season.


Wolters Kluwer wishes you a happy and safe holiday season!  And a very successful Tax Season. 

Urgent Reminder for Tonight!: EFC and IRS E-filing Shutdown for TY 2019-2021 - 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 26, 2022, 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 22nd at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2019, 2020 and 2021 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 2023. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2019 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 22nd at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY19 e-files. EFC for TY19 will not be available after mid-December 2022 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.

Urgent Reminder for Tonight: EFC and IRS E-filing Shutdown for TY 2019-2021 - 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 26, 2022, 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 22nd at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2019, 2020 and 2021 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 2023. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2019 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 22nd at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY19 e-files. EFC for TY19 will not be available after mid-December 2022 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.

Refunds Today 2022 Release Update

The Tax Season is around the corner and the Refunds Today team has been busy finalizing the release of Refunds Today 2022.

Please stay tuned for release emails and updates around Refunds Today 2022 availability.

Urgent Reminder for Tomorrow: EFC and IRS E-filing Shutdown for TY 2019-2021 - 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 26, 2022, 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 22nd at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2019, 2020 and 2021 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 2023. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2019 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 22nd at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY19 e-files. EFC for TY19 will not be available after mid-December 2022 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.

Urgent Reminder: EFC and IRS E-filing Shutdown for TY 2019-2021 - 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 26, 2022, 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 22nd at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2019, 2020 and 2021 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 2023. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2019 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 22nd at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY19 e-files. EFC for TY19 will not be available after mid-December 2022 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.

Urgent Reminder: EFC and IRS E-filing Shutdown for TY 2019-2021 - 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 26, 2022, 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 22nd at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2019, 2020 and 2021 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 2023. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2019 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 22nd at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY19 e-files. EFC for TY19 will not be available after mid-December 2022 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.

Urgent Reminder: EFC and IRS E-filing Shutdown for TY 2019-2021 - 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 26, 2022, 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 22nd at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2019, 2020 and 2021 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 2023. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2019 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 22nd at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY19 e-files. EFC for TY19 will not be available after mid-December 2022 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.

Urgent Reminder: EFC and IRS E-filing Shutdown for TY 2019-2021 - 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 26, 2022, 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 22nd at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2019, 2020 and 2021 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 2023. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2019 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 22nd at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY19 e-files. EFC for TY19 will not be available after mid-December 2022 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.

Urgent Reminder: EFC and IRS E-filing Shutdown for TY 2019-2021 - 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 26, 2022, 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 22nd at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2019, 2020 and 2021 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 2023. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2019 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 22nd at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY19 e-files. EFC for TY19 will not be available after mid-December 2022 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 2019-2021 - 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 26, 2022, 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 22nd at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2019, 2020 and 2021 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 2023. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2019 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 22nd at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY19 e-files. EFC for TY19 will not be available after mid-December 2022 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 2019-2021 - 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 26, 2022, 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 22nd at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2019, 2020 and 2021 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 2023. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2019 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 22nd at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY19 e-files. EFC for TY19 will not be available after mid-December 2022 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 2019-2021 - 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 26, 2022, 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 22nd at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2019, 2020 and 2021 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 2023. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2019 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 22nd at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY19 e-files. EFC for TY19 will not be available after mid-December 2022 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.

Delay in Massachusetts Acknowledgements (Acks)

The Massachusetts Department of Revenue has provided us with the following information:

Massachusetts will not be issuing MeF acknowledgements for a limited time period starting Friday, October 21, 2022, at 11:00 PM EDT and ending Monday, October 24, 2022 at 6:00 AM EDT. Any outstanding MeF acknowledgements will be issued on Monday, October 24, 2022, after 6:00 AM EDT. 

EFC Reject 63 - "The return submitted contains a duplicate Submission ID.

 Every Submission ID must be unique. If you are creating e-files on multiple non-networked computers you must take certain steps to avoid assigning the same Submission ID to different returns.

If you are preparing returns for e-filing on multiple non-networked (stand-alone) computers, you must estimate the number of returns that will be prepared on each computer and enter "Current Submission IDs" that are far enough apart that there will be no duplication of numbers with another computer during the tax season.

For example, if you have two non-networked computers in your office plus a laptop which you use in clients' homes, you might pre-set the Current Submission ID on each machine as follows:

• On computer #1, leave it at one.
• On computer #2, change it to 10000.
• On computer #3, change it to 20000.

The first computer generates the numbers 1-9999.
The second computer generates the numbers 10000-19999.
The third computer generates the numbers 20000-99999.

You should estimate the number of returns that will be prepared on each computer and allow enough numbers so that there will be no duplication of numbers during the tax season. The highest possible number is 99999.

Additional Information

Para obtener la versión en español de este artículo de Knowledge Base, haga clic aquí: Rechazo de EFC 63 en TaxWise®

Overview – IRS Reject Code: 8962-070 related to Form 8962, Premium Tax Credit(PTC)

 

Overview

Customers who file a return which should include Form 8962, Premium Tax Credit, may receive the following Reject Code, F8962-070:

“The e-File database indicates that Form 8962 or a binary attachment with description containing "ACA Explanation" must be present in the return.”

Resolution:

Reject Code F8962-070 is a legitimate reject code.

The IRS implemented this check for taxpayers who received the Premium Tax Credit (PTC) payments during the 2021 Tax Year. Taxpayers must add Form 8962 to the return to reconcile the payments received against the credit calculated and either pay back or get additional refund.

In addition, the Taxpayer must include information from Form 1095A, Health Insurance Marketplace, as part of their return before submitting.

• “If you or anyone in your household enrolled in a health plan through the Health Insurance Marketplace, you’ll get Form 1095-A, Health Insurance Marketplace Statement. You will get this form from the Marketplace, not the IRS.”  Source: IRS, Form 1095-A, Health Insurance Marketplace

• “You will use the information from the Form 1095-A to calculate the amount of your premium tax credit. You will also use this form to reconcile advance payments of the premium tax credit made on your behalf with the premium tax credit you are claiming on your tax return. To do this you will use Form 8962, Premium Tax Credit, which you file with your tax return.”  Source: IRS, Form 1095-A, Health Insurance Marketplace

Additional Resources:

• IRS.GOV>About Form 8962, Premium Tax Credit

• IRS.GOV>Health Insurance Marketplace Statement

Important Filing Deadline Information

The 2021 1040 extension filing season is coming to a close.


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

As the October 17th midnight 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.

Contact Hours
This is a reminder that the TaxWise offices will be be open for extended hours today.

Phone support: 8pm EST

Chat support: 10pm EST

Please feel free to Contact Us online if you have any questions.

• Chat at TaxWise Chat (cch.com)
• Open a Support case 
• Select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer.

Common Q/As around filing Deadline and extensions

• What is the latest time I can still electronically file a return on the day of deadline and still be considered timely filed?
• How do I unlink the state return from the federal so that I don’t have to wait for the federal acceptance before I can file my state?
• Can I stop an e-file after it has been transmitted?

Find answers to your other questions in our Knowledge Base.

Client Accounting Suite/Premier version (CAS/P) 21.7 is available

 The 21.7 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:

• Federal Forms update
• 941 Worksheets (2nd Qtr Revision) wording updated.
• 941X (Revision 4/2022) available in Blank Forms.

• State Returns - Form updates for the following states are included in this update.
• Missouri

• State Withholding Rates- The following state withholding rates have been updated
• Arkansas

Scheduled Updates

• November 2022 - Client Accounting Suite 22.0 - Annual Release
• December 2022 - Client Accounting Suite 22.1 - End of Year Release

Client Accounting Suite/Premier version (CAS/P) 21.6 is available

 The 21.6 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:

• Federal Forms update
• 2022 2nmd Quarter 941 and Worksheets are included.

• State Returns - Form updates for the following states are included in this update.
• Illinois
• Oregon
• Rhode Island

• State Withholding Rates- The following state withholding rates have been updated
• Alabama
• Idaho
• Maryland
• Utah

Software Updates

• Export for the 2022 2nd Quarter 941 to Payroll Compliance has been enabled.  

Scheduled Updates

• September 2022 - 3rd Quarter Maintenance Release
• November 2022 - Client Accounting Suite 22.0 - Annual Release
• December 2022 - Client Accounting Suite 22.1 - End of Year Release