Refunds Today 2022 Federal and State E-File availability

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.

In addition, important E-file dates can be found here.

Please refer back to these links often for latest Release dates.


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 season.

Reminder: Bank Product Enrollment

Tax Season is here. If you have not setup your Bank Product enrollment, please take advantage of the resources below.  

How do I setup Bank Products?

Please visit our enrollment site by logging into the Support Site and clicking “Quick Links> Bank Enrollment”

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.


For a more detailed overview, check out the Knowledge Base Article:  

How do I complete the ERO Bank Application to enroll for Bank Products in TaxWise® and TaxWise Online®?

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/

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 2022 season.

California Middle Class Tax Refund 1099-MISC

 The California Franchise Tax Board has provided us with the below statement:

The FTB determined that the Middle Class Tax Refund (MCTR) payments may be considered federal income, and thus determined FTB had a requirement to issue forms 1099-MISC for MCTR payments of $600 or more pursuant to the controlling federal regulations. The 1099-MISC for MCTR can be identified as a form 1099 received from payer Franchise Tax Board – MCTR. MCTR payment amount will be reported in box 3/other income.

Refunds Today: Pre-Acknowledgement (Pre-ack) is now available 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. 

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.

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.

Refunds Today - Spring 2023 Operating Hours

Happy New Year 2023 and welcome to the 2022 Tax Season. 

Normal Operating hours for Spring 2023(January - April) include:

• Monday - Friday, 8am - 7pm ET
• Saturdays, 10am - 6pm ET
• Sundays, Closed;  Support will be open April 9th and April 16th for End of Season

Full times and Dates (and latest updates) for the upcoming Tax Season can always be found here:  Support Hours of Operation 

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 yet 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 season.


Wolters Kluwer wishes you a very successful Tax Season. 

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.