Thursday, March 30, 2023

Update: TaxWise 1041 Grantor Diagnostic message

TaxWise 1041 Grantor diagnostic message:


Grantor Trusts are not supported for Taxwise e-filing. This return must be mailed to the IRS for the 2022 Tax Season.

Ability to E-file these returns is expected to be available beginning with the 2023 Tax Season.

Thursday, March 23, 2023

Client Accounting Suite/Premier (CAS/P) version 22.3 is available

The 22.3 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:

  • 2022 Federal Forms update
    • 2023 941 and Worksheets are included
  • 2023 State Returns - Form updates for the following states are included in this update:
      • Alaska
      • Arizona
      • Delaware
      • Maine
      • Oregon
      • Rhode Island
  • 2023 State Withholding Rates - The following state withholding rates have been updated for 2022:
    • Nebraska
      • Note:  As other states change their rates for 2023, we will provide updates on the support website.
  • Reminder: Be sure to update the state wage limit in the State Setup before processing payrolls for 2023.

Software Updates

  • Client Write-Up has been updated to work with QuickBooks 2023.
  • Export for the 2023 941 has been enabled to Payroll Compliance.

Scheduled Updates
June 2023 - Client Accounting Suite 22.4
  • State withholding and form updates

Wednesday, March 22, 2023

State News: Update Florida Acknowledgments Are Delayed

Update

Please be advised that the Florida Department of Revenue is continuing to work through their backlog of submissions. The oldest submissions have a post mark date of 03/15/2023.

****************

The Florida Department of Revenue has made us aware that their Modernized e-File (MeF) production application is currently backlogged on sending ACKs due to the large number of incoming submissions. Some of these submissions have post mark dates of 3/11/2023 - 3/13/2023. 

No action is required by you. They are working to process this backlog as quickly as possible. 


Thursday, March 16, 2023

State News: Florida Acknowledgments Are Delayed

The Florida Department of Revenue has made us aware that their Modernized e-File (MeF) production application is currently backlogged on sending ACKs due to the large number of incoming submissions. Some of these submissions have post mark dates of 3/11/2023 - 3/13/2023. 

No action is required by you. They are working to process this backlog as quickly as possible. 

IRS News: Modernized e-File (MeF) Extended Maintenance Window

The IRS has announced an upcoming extended maintenance window for their MeF Production and Testing Systems on Sunday, March 19, 2023, from 12:01 am. until 10:00 am. Eastern time.

Please monitor the MeF Operational Status page for any future updates.

During this time you will be able to continue transmitting your returns to our Electronic Filing Center (EFC); however, we will be unable to send to the IRS or retrieve acknowledgements (acks) until the MeF system is back online.

Wednesday, March 8, 2023

IRS News: IRS warns taxpayers of new filing season scams involving Form W-2 wages

IRS warns taxpayers of new filing season scams involving Form W-2 wages; those filing fake returns face potential penalties, investigation.

The Internal Revenue Service issued a consumer alert today to warn taxpayers of new scams that urge people to use wage information on a tax return to claim false credits in hopes of getting a big refund.

One scheme, which is circulating on social media, encourages people to use tax software to manually fill out Form W-2, Wage and Tax Statement, and include false income information. In this W-2 scheme, scam artists suggest people make up large income and withholding figures as well as the employer it is coming from. Scam artists then instruct people to file the bogus tax return electronically in hopes of getting a substantial refund – sometimes as much as five figures – due to the large amount of withholding.

The IRS along with the Security Summit partners in the tax industry and the states, are actively watching for this scheme and others. In addition, the IRS works with payroll companies and large employers – as well as the Social Security Administration – to verify W-2 information. 

The IRS reminds people who try this that they face a wide range of penalties. This may include a frivolous return penalty of $5,000. Filers also run the risk of criminal prosecution for filing a false tax return.

For anyone who has participated in one of these schemes, there are several options that the IRS recommends. People can amend a previous tax return or consult with a trusted tax professional.


Tuesday, March 7, 2023

Resolved - Unscheduled Maintenance and System Availability

 Service Restored

*******

Some Refunds Today systems will be impacted and may be temporarily unavailable during the unscheduled maintenance window.

Tuesday, March 7, 10pm ET - 10:30pm ET  

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 2022 Tax Season.

Refunds Today - Unscheduled Maintenance and System Availability: Tuesday, March 7, 10pm ET - 10:30pm ET

Some Refunds Today systems will be impacted and may be temporarily unavailable during the unscheduled maintenance window.

Tuesday, March 7, 10pm ET - 10:30pm ET  

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 2022 Tax Season.