The Refunds Today team has found an issue with 1040-SS and Multiple W-2s.
We apologize for the inconvenience and will update this post as updates are made.
If you have received an EFC Reject 38 on Alabama, Colorado, and Georgia C Corp, S Corp, and Partnership returns this is because these states have not been approved yet by the State agencies.
A new Alabama and Georgia module will be delivered to put diagnostics in place to prevent eFile creation and then another module release will enable eFile support once agency approval is obtained.
Additional updates will be provided as the new modules become available.
*Resolved*
On Saturday, January 27, 2024 at 5:00 PM CST some TaxWise Online customers may have experienced intermittent issues with ESignatures. The issue was resolved at 5:58 PM CST Thank you for your patience.
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On Saturday, January 27, 2024 at 5:00 PM CST some TaxWise Online customers may be experiencing intermittent issues with ESignatures. Thank you for your patience as our team investigates.
Many businesses are impacted by the IRS decision to lower the e-file mandate to 10 returns. With Payroll Compliance Reporting, you already have the software needed to ensure that you and your clients are compliant with this mandate.*
If you need assistance with creating Payroll Compliance returns, watch these short videos:
W2s
W2s must be uploaded directly to the Social Security Administration Business Services Online (BSO) website. Please note the process to log into the BSO website has changed. You must have a Social Security Online account, Login.gov, or ID.me credential to gain access to the BSO application. Your BSO User ID and password is no longer used to access BSO employer services. For more information or to obtain a login visit the SSA Business Services Online Welcome Page.
1099s
1099s, 1098s, 5498s, and W2-Gs are filed to the IRS FIRE System through Payroll Compliance Reporting. You do not need a Transmitter Control Code (TCC), when filing through our software.
Note: Series 94x Returns can also be filed using Payroll Compliance Reporting. An EFIN is required to file these returns. Log into your IRS eServices account to verify that you have these return types added to your EFIN.
*If you need Payroll Compliance Reporting, please reach out to your Account Manager.
In this release, the W-2 and 1099 mappings are updated to support the QuickBooks, Sage and Client Accounting Suite imports for 2023.
Installation Instructions:
The following installation types require the 23.1 update:
Server Only installations do not require the 23.1 update.
Please read the following important information from the Texas Comptroller.
Electronic forms for filing 2024 franchise tax reports are in development and are not available for use through Webfile or from tax preparation software providers at this time. For more information visit https://security.app.cpa.state.tx.us/.
Please read the following important information from the Georgia Department of Revenue.
The opening date to e-file individual returns is February 2, 2024.
Monday January 29th, 2024, is the official opening day of IRS electronic filing for the 2023 Tax Filing Season.
The 23.2 version of CAS is now available from the Solution Center or via the auto-update feature in CAS. It includes the following regulatory updates.
In order to be prepared and ready for the 2023 Tax Season, 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.
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.
1 -- In the upper left, Select the ‘Loggedin User>Settings’
2 -- Select ‘Partner Verification’
3 -- Confirm Partner Verification data under ‘Settlement Solutions’
If you have any questions, please contact customer support via any of these options:
Tax Season is here.
If you are are having issues recalling your password, please check out this brief tutorial on how to rest your password quickly.
Wishing you a successful Tax Season.
SUPPORT
If you have any questions, please contact customer support via any of these options:
SALES
If you have not purchased or renewed Refunds Today for Tax Year 2023, you can contact your Account Manager at 800-495-4626 to get setup for the 2023 season.
Please take note of the important information below from the IRS concerning Forms 990-T, 1120-POL, and 8868.
Forms 990-T (all tax years), 1120-POL (all tax years), and 8868 for Tax Year 2023 will not be available in Production until March 17, 2024.
All Forms 990-T and 1120-POL submitted before March 17th will receive Reject R0000-120:
The IRS Submission type that was filed is not being accepted by the Modernized e-File (MeF) at this time. Please check the MeF web page under irs.gov for more information. The submission type filed was <type>.
Form 8868 for Tax Year 2023 extensions submitted before March 17th will receive Reject R0000-225:
This submission contains a form or schedule that is not currently supported for electronic filing.
IRS will be
communicating the next steps for filers that are currently past due or will be
past due if not filed prior to March 17th. ETA on
communication from the IRS is next week.
*Resolved*
Connecticut Department of Revenue Services has resumed processing MeF returns.
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Please be aware that we have received the following important message from the Connecticut Department of Revenue Services.
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Connecticut has discovered an issue where Estimate MeF submissions were being rejected erroneously. The Connecticut MeF gateways have been temporarily shut down until the issue is resolved.
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Please be aware that we have received the following important message from the Connecticut Department of Revenue Services.
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Connecticut has discovered an issue where Estimate MeF submissions were being rejected erroneously. The Connecticut MeF gateways have been temporarily shut down until the issue is resolved.
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Happy New Year 2024 and welcome to the 2023 Tax Season.
Normal Operating hours for Spring 2023(January - April) include:
Full times and Dates (and latest updates) for the upcoming Tax Season can always be found here: Support Hours of Operation
SALES
If you have not yet purchased or renewed Refunds Today for Tax Year 2023, you can contact your Account Manager at 800-495-4626 to get setup for the 2023 season.
Wolters Kluwer wishes you a very successful Tax Season.
Please read the following important information that we received from the Colorado Department of Revenue.
"Our current estimated opening date for all income tax types is February 12, 2024. This date is subject to change."
Please Note:
The IRS will begin accepting all business tax returns at 9:00 a.m. Eastern time on Tuesday, January 16, 2024.
Due to the number of legislation changes, the following forms will not be accepted, for the 2023 tax year, until Monday, January 29, 2024. If these forms are submitted with a tax return, the return will be rejected. Once these forms are available, they must be submitted in XML format and not as a Binary Attachment to claim the Clean Energy credits.
Form 3468 - Investment Credit
Form 3800 - General Business Credit
Form 7207 - Advanced Manufacturing Credit
Form 7210 - Clean Hydrogen Production
Form 8835 - Renewable Electricity Production Credit
Form 8933 - Carbon Oxide Sequestration Credit
Form 8936 Schedule A - Clean Vehicle Credit
Please monitor the MeF Status page on IRS.gov for updates.
This is a reminder that Wolters Kluwer will never email you to ask you to provide personally identifiable information (PII).
Requests to do so are signs of suspicious activity.
We strongly advise against clicking any links in this type of message, even if the email appears to be generated by Wolters Kluwer.
Tax Season is beginning to ramp up. The Refunds Today team would like to keep you updated on the availability of Federal and State E-file Modules.
The Release Dates(estimated and Actual) for the Refunds Today modules can be located on the Refunds Today Site here.
SALES
If you have not purchased or renewed Refunds Today for Tax Year 2023, you can contact your Account Manager at 800-495-4626 to get setup for the 2023 season.
January 2nd, 2024, marks the beginning of the tax season for those of you offering Pre-acknowledgement (Pre-ack) advances through TPG, Republic Bank, EPS and Refund Advantage.
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 FAQs 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.
SALES
If you have not purchased or renewed Refunds Today for Tax Year 2023, you can contact your Account Manager at 800-495-4626 to get setup for the 2023 Tax season.
Tax Season is here.
If you are are having issues recalling your password, please check out this brief tutorial on how to rest your password quickly.
Wishing you a successful Tax Season.
SUPPORT
If you have any questions, please contact customer support via any of these options:
SALES
If you have not purchased or renewed Refunds Today for Tax Year 2023, you can contact your Account Manager at 800-495-4626 to get setup for the 2023 season.
Important Information from the Arizona Department of Revenue
Arizona Families Tax rebate was issued pursuant to Senate Bill 1734, as passed by the fifty-sixth legislature, first regular session, and signed into law by the governor.
The Internal Revenue Service has determined that the rebate is subject to federal income tax and, thus, requires it to be reported as part of the federal adjusted gross income on the 2023 federal income tax return. For this reason, the Arizona Department of Revenue (ADOR) is issuing a Form 1099-MISC, Miscellaneous Information, which reports miscellaneous compensation and other payments such as this rebate.
Note that the rebate is not subject to Arizona income tax and should be subtracted from the federal adjusted gross income on the 2023 Arizona individual income tax return.
ADOR will provide taxpayers Form 1099-MISC online through its secure portal. Taxpayers will be able to access the Form 1099-MISC on and after January 31, 2024 by visiting AZTaxes.gov
For more information on the Arizona Families Tax Rebate taxability and frequently asked questions, visit Arizona Families Tax Rebate.
Online Check Printing (OCP) makes your check authorization files available immediately. You do not need to wait for the Electronic Filing Center (EFC) to process and download acknowledgements in the software prior to printing checks.
Please refer to this video for instructions regarding OCP use.