Resolved - Unscheduled Maintenance and System Availability

 Service Restored

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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.

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.

Tax Tip 2022-15: Taxpayers beware: Tax season is prime time for phone scams

With the new tax season starting this week, the IRS reminds taxpayers to be aware that criminals continue to make aggressive calls posing as IRS agents in hopes of stealing taxpayer money or personal information.

Here are some telltale signs of a tax scam along with actions taxpayers can take if they receive a scam call.

The IRS will never:

• Call to demand immediate payment using a specific payment method such as a prepaid debit card, gift card or wire transfer. Generally, the IRS will first mail a bill to any taxpayer who owes taxes.
• Threaten to immediately bring in local police or other law enforcement groups to have the taxpayer arrested for not paying.
• Demand that taxes be paid without giving taxpayers the opportunity to question or appeal the amount owed.
• Call unexpectedly about a tax refund.

Taxpayers who receive these phone calls should:

• Record the number and then hang up the phone immediately.
• Report the call to TIGTA using their IRS Impersonation Scam Reporting form or by calling 800-366-4484.
• Report the number to phishing@irs.gov and be sure to put "IRS Phone Scam" in the subject line.

More information:

• Tax Scams and Consumer Alerts
• Report Phishing and Online Scams

Update - Current issue with TPG Submissions

We are continuing to work diligently with TPG regarding the issue with rejecting bank applications. You may receive the following codes when working with TPG:

01652: RT resubmittal cannot be processed, Advance decision complete
01655: RT rec can't be submitted after initial RL rec; RT in place for fund process
01801: Bank Product Record - Primary SSN field not found in tax return database
01894: Credit product requested after credit product cutoff date
01944: Invalid Tax Return ReturnTs
01972: Invalid Combination of IRS ACK Date, IRS Acc Code, ReturnTS, Adv

We are expecting resolution before end of day Friday, January 28, 2022.
At this time, no action is necessary. Please stay tuned and we will update once a resolution is complete.

IRS News Release - IRS begins 2022 tax season; urges extra caution for taxpayers to file accurate tax returns electronically to speed refunds, avoid delays

IR-2022-18, January 24, 2022

WASHINGTON — The Internal Revenue Service today kicked off the 2022 tax filing season with an urgent reminder to taxpayers to take extra precautions this year to file an accurate tax return electronically to help speed refunds.

The start of this year's tax season – which takes place earlier than last year's February 12 opening – signals the IRS is now accepting and processing 2021 tax returns. More than 160 million individual tax returns for the 2021 tax year are expected to be filed, with most before the April 18 tax deadline.


See Full Story Here.

Welcome to Tax Season 2022!! Check out these quick links to help you get underway!

Monday January 24th, 2022, is the official opening day of IRS electronic filing. TaxWise would like to help you get underway this tax season by directing you to solutions for some of our most frequently asked questions.

Most E-File, Rejection and Validation errors can be fixed by searching our Knowledge Base for solutions? Please refer to the quick links below.

In addition to the Knowledge Base, TaxWise also offers chat support to help you get to the answers you need without having to pick up the phone! Chat is the easiest way to reset your password or check the status of an E-File.

Quick links:

• How do I reset my Password for TaxWise: Knowledge Base Solution - How do I reset the Admin password for TaxWise®?

• How to check the status of an E-File: Knowledge Base Solution - How do I check a return status on the TaxWise® support site?

• How to Correct Validation Errors: Knowledge Base Solution - How do I correct validation errors in TaxWise®?

• How to transmit e-files in TaxWise: Knowledge Base Solution - How do I create an Electronic File (e-file) in TaxWise®?

• How to add Credit Card or bank account: Knowledge Base Solution - How do I add a credit card or bank account to the wallet in My Account for ATX™ or TaxWise®?

• How to add EFIN for TaxWise: Knowledge Base Solution - How do I add or modify my Electronic Filing Identification Number (EFIN) in TaxWise® Solution Center?

• Can I stop an e-file after it has been transmitted?: Knowledge Base Solution - Can I stop an e-file after it has been transmitted?

Please remember the states and the IRS have just started processing and acknowledgements may be slow to process. 

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

1. Chat at 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.

3. Phone at 866-641-9473.

Text messaging/SMS Multi-Factor Authentication (MFA) - Intermittent issues

On Friday, January 14, 2022, at 9:00 AM EST, due to a third-party issue, some customers may be receiving errors when using text messaging/SMS Multi-Factor Authentication (MFA) when attempting to log-in. Please try MFA by phone and/or email. If you are not able to access your applications after trying these options, please contact customer support.

Thank you for your patience as our team investigates.

IRS Updates - Scheduled Maintenance for the Modernized e-File (MeF) Production System

The MeF Production System, currently processing business returns only, will be unavailable on Saturday, January 15, 2022, from 7:00 a.m. through 5:00 p.m. Eastern time.

There will be no impact to TaxWise systems. Any Business Returns submitted will be sent to the IRS once the Scheduled Maintenance is complete.

Status updates on the scheduled maintenance are available from the IRS.

Tax Year 2021 Federal and State E-File Availability

The IRS will begin accepting e-file on Monday January 24^th, 2022.  

Modules to support the e-file are being  released regularly in preparation of  the tax filing season.  

The latest status on module availability by state can always be found at: 

https://support.taxwise.com/support/TWJurisdictionStatus

TY 2021 - 1040 e-filing date not yet announced by IRS

As information, the IRS has not yet announced the opening day for e-filing for Tax Year 2021. 

You can refer to the IRS newsroom website for the latest news; we'll also update you as soon as we receive the date.

IRS Acceptance of Business Tax Returns - Begins January 7th

 The IRS will begin accepting all business tax returns on January 7, 2022 at 9am ET.

TaxWise Desktop - Module Download - Update 4:00PM ET

On Tuesday, January 4, 2022, at 9:00 AM EST, some Taxwise Desktop customers reported that auto download of modules may not be working. At 2:52 PM EST, the Module Download issue was resolved. 

Modules are now available for download within TaxWise Desktop and the TaxWise Support Site.

Thank you for your patience.

Pre-Ack Update: TPG, Republic and Meta Bank - January 3rd, 7:30 PM

The TaxWise team has been working diligently to make Pre-Ack processing available.

We are happy to report, TPG and Republic are currently both processing. Meta Bank will be available to begin accepting submissions at 8:00AM ET on Tuesday, January 4th.

Pre-Acks Update - January 3rd - Updated 5:00PM ET

The TaxWise team continues to work make progress towards Pre-Ack availability for TPG and Meta Bank modules. We want to ensure our customers are updated with continued updates on our progress. 

Next update will be made later this evening, Monday, January 3rd.

TaxWise Online Update: Scheduled Maintenance - December 30, 2021

As part of a scheduled maintenance release to prepare for the upcoming Tax Season, please be advised that the TaxWise team will be updating the TaxWise Online application during the evening of Thursday, December 30, 2021 starting at 10pm ET.

The update will take less than an hour and during the scheduled maintenance TaxWise Online will be unavailable.

Reminder - Partner Verification Refresh

In order to be prepared and ready for Pre-Ack beginning January 2, 2022, 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’

 

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

1. Chat at 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.
3. Phone at 866-641-9473.

E-file Reporting - Annual Maintenance begins December 28, 2021 @10:00 PM EST

All e-filing reporting will stop on Tuesday, December 28, 2021 @ 10:00pm EST to perform annual maintenance. 

E-file reports are found at: "My Information > Reports"  on the Support Site. 

After December 28th, EFC reporting will not be available until the reporting maintenance is completed in mid-January.

Pre-Acknowledgement Availability and Bank Product Season Readiness

January 2nd, 2022, 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 2nd, 2022.

Please note: For MetaBank Customers, Pre-ack begins on January 3rd, 2022, 12pm ET.

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.


For additional information on the bank enrollment process, please visit our enrollment site by logging into the Support Site and clicking “My Account> Enroll in Bank Products.”

1. Complete the Enrollment Agreement
2. Complete Office Info
3. Select your Providers and Complete Provider Info
4. Send Applications

Once the bank approves your application, your status will be updated on the Support Site.


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

1. Chat at 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.
3. Phone at 866-641-9473.