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.