Service has been restored.
On October 4, 2021 at 8:15 AM EST, some TaxWise customers are experience intermittent slowness including e-filing and online check printing.
Thank you for your patience as our team investigates.
At this time, we are unable to officially support our 2021 software products on the new Microsoft Windows 11 operating system for the upcoming tax season. While preliminary testing against the preview versions has shown positive results, the final release candidate of Windows 11 has not yet been released to us and therefore we have been unable to test our 2021 software for full compatibility with Windows 11. After the final release candidate for Windows 11 is released to us, we will commence our compatibility testing. The projected official release of Windows 11 is late 2021 and as such we do not anticipate officially supporting the new operating system for the 2021/2022 tax season. We will communicate any change in the support policy for our 2021 software once Microsoft officially releases the operating system and our compatibility testing is complete. Click here for more information on Windows 11.
The
requested payment date of the amount due with Form 7004 must be after today's
date and on or before the due date of the return. (2)
These
returns are due today, please use this workaround:
On
the forms tree locate the 1120-EF form
Please
override this date to 4/14/2021, and create the e-file again
This morning, we released federal form updates relating to both the unemployment exclusion and the 5/17 due date.
Important: The IRS has stated that there is no need to file an amended return (Form 1040-X) to figure the amount of unemployment compensation to exclude. The IRS will re-calculate and send the difference.
For states who have already declared their intentions on these issues, we are targeting a 3/29 release for those state forms. Please refer to our "Latest Impacts" landing page or to state government websites for individual state impacts.
Direct Debit Payment Dates: Please be aware that the IRS still has not changed their business rule for Direct Debit payment dates, and cannot currently accept Direct Debit payment dates that are after 4/15/21 (even though our software now has been updated to allow dates between 4/15 and 5/17). Until the IRS updates their rule for this, any returns with Direct Debit payment dates after 5/15 will be rejected by the IRS.
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 the print the ack report and search for the bank rejection, this will tell you what is the reject is and you can fix and resend.
One of the changes resulting from the enactment of P.L. 2020, c. 118 (which was signed into law on November 4, 2020), was a change in the original due date of a Corporation Business Tax return to 30 days after the due date of the federal return. In general, this means that a return is due on the 15th day of the month following the due date of the federal return. This may impact some taxpayers' original due dates.
The 2020 Corporation Business Tax returns (Forms CBT-100, CBT-100U, BFC-1, BFC-1-F, and CBT-100S) are currently in the process of being updated to incorporate the new law's changes, which is delaying the start of the filing season.
Taxpayers with returns that have an original due date that falls anytime between November 15, 2020 and March 15, 2021, are granted an automatic extension to file their tax returns by April 15, 2021. A taxpayer will not be charged late filing penalties if the return is filed by April 15, 2021 (the extended due date). This extension applies only to the filing of the return and does not extend the time to make all required payments. (Note: If a due date falls on a weekend or a legal holiday, the return and payment are due on the following business day.)
Affected taxpayers that apply for an extension of time to file have 6 months from the original due date to file their tax returns. If you are filing form CBT-100, CBT-100U, or BFC-1 (BFC-1-F) and your year ended on July 31, 2020, you must file your tax return on or before June 15, 2021, which is 6 months after the original due date of December 15, 2020. If you are filing Form CBT-100S and your year ended on July 31, 2020, you must file your tax return on or before May 15, 2021, which is 6 months after the original due date of November 15, 2020.
Customers who
downloaded PaperlessPLUS 20.0 for use in a network environment may experience issues
accessing the product (standalone users are working as expected). Our team is
actively working to resolve this issue and we will provide a product update later
this week.
We have temporarily
removed the PaperlessPLUS download from the Refunds Today support site and will replace it
with an updated release as soon as it is available.
We apologize for any
inconvenience. We will keep you updated on our progress resolving this issue.
We are excited to announce that we have opened Office
Information Requests (OIR) for tax year 2020. Each year, we collect information
about your office to service your more effectively. We use this information to set up your
account properly, so it is imperative that you complete the OIR annually and in
a timely manner.
In order to complete the OIR, please login to the Refunds
Today website and verify or update your information by 11/30/2020. This process should take no more than 10
minutes to complete. This update must be
completed before we release the software to you or ship marketing materials.
New for this year:
Once you have completed the OIR you will receive an email
with instructions on how to enroll for bank products. We have launched a new bank enrollment portal
to streamline our bank application process.
Access the Refunds Today Site:
1. 1. Go to the Refunds Today site
2. 2. Type your username and password in the login
section
If you have forgotten your password, follow the instructions
after clicking on “Forgot Password”
Your username is your office number (office number) and if
you are a new customer your password is your zip code.
Important reminder: Each office must have a valid IRS
EFIN. If you have not already applied
for an EFIN, please contact your account manager.
The State of California, Franchise Tax Board’s e-file program experienced an issue on Friday, November 13, 2020 after 1:30 PM PT that caused tax returns to be rejected by business rule S0000-095. The issue has been corrected as of 4:35 PM PT that day.
Business Rule
S0000-095:
Our
records indicate that you are not authorized to submit a tax return of a type
and for a tax year specified in the Submission Manifest
[CA-SubmissionManifest].