Reminder - Partner Verification Refresh

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.

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.

Tax Season 2023: Password Recources

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:

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 Refunds Today for Tax Year 2023, you can contact your Account Manager at 800-495-4626 to get setup for the 2023 season.

IRS News: Delayed Startup for Forms 990-T, 1120-POL, and 8868

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  17^th. ETA on communication from the IRS is next week.

*Resolved* State News: Connecticut MeF Outage

 *Resolved*

Connecticut Department of Revenue Services has resumed processing MeF returns.

************

Please be aware that we have received the following important message from the Connecticut Department of Revenue Services.

*****

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.

*****

State News: Connecticut MeF Outage

Please be aware that we have received the following important message from the Connecticut Department of Revenue Services.

*****

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.

*****

Refunds Today - Spring 2023 Operating Hours

Happy New Year 2024 and welcome to the 2023 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 7th and April 14th 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 

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. 

State News: Colorado E-file Opening Delay

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."