Author Archives: Kim Manuel

Product Update Alert: 9:30 AM EST

We will be putting the site in maintenance mode for approximately 15 minutes at 9:30 AM EST  (May 25, 2017)

 

Blog Posted 05/25/2017  9:08 AM EST

Pro Online: Rejected Clients List

Introducing the Rejected Clients List feature.  This feature is now available in your Production sites.

The feature renders a list of your rejected returns, along with the reject code for each applicable tax year.

  • Select the Rejected Clients button

  • View the list of rejected returns.  The example below is for the default 2016

  • Selecting the reject code gives you the reject definition.  It does NOT give  you the specific entry that is rejected at this point.  For example, it would not give you the specific dependents SSN.  However, printing your IRS Acknowledgements to HTML will give you the rejected Data Value

  • Click Select to open and correct the rejected return.

Prior Year 2015 Rejects

Change the drop down list to 2015 to see a list of the rejected returns for TY 2015

Prior Year 2014 Rejects

Change the drop down list to 2014 to see a list of the rejected returns for TY 2014

Blog Posted 05/11/2017       2:06 PM EST

Maintenance Alert Reminder: Weekly Maintenance

Just a reminder that our weekly maintenance window is Sunday mornings from 1:00 AM – 7:00 AM EDT

 

Blog Posted 05/06/2017              4:18 PM EST

Pro Online: Returns in “Transmitted” Status (RESOLVED)

5/8/2017 – 10:00am EDT

For sites that have had “Transmitted” returns since 5/6/2017, please check your impacted returns at your earliest convenience. Our development team resolved the underlying issue and your acks should be appearing at your site over the course of today. For any returns (including prior year transmissions) that are still in the transmitted status as of 5/9/2017, please follow submission protocols at your site to resubmit impacted returns.

5/6/2017 – 4:17pm EDT

We have returns that have been in the “Transmitted” status for more than 2 hours.  Our development team is working to resolve this.  No further action is required by you at this time.

 

Blog Posted 05/06/2017        4:17 Pm EDT

News Alert: Internet Issues across the US — Updated Information

Update 1:13 PM EST — At this time, reports are that most issues have been resolved and internet services are returning to normal.  Our IT staff is continuing to monitor and will provide additional updates if needed.


We have been made aware through multiple external sources that there is a major internet issue occurring in several major areas of the US, including Atlanta, GA.  We are not operating out of our Atlanta Data Center so it does not appear that we are impacted at this time and our services remain accessible.  However, please be aware that there may be some slower than normal connectivity depending on where you are located.

You may also experience connectivity issues with your upstream provider depending on where you are located and how seriously they are being impacted.

Below is a map of the currently impacted areas

We will continue to monitor the status and will provide updates as we have them

Blog posted 05/02/2017    11:49 AM

IRS Outreach Center — Is that really the IRS at your door?

Is that really the IRS at your door?

With continuing phone scams and in-person scams taking place across the country, you should be aware that IRS employees do make official, sometimes unannounced, visits to people as part of their routine casework. You should keep in mind the reasons these visits occur and understand how to verify if it’s the IRS knocking at your door.
Visits typically fall into three categories:

• IRS revenue officers sometimes make unannounced visits to a home or place of business to discuss taxes owed or tax returns due. Revenue officers are IRS civil enforcement employees whose role involves education, investigation, and when necessary, appropriate enforcement.

• IRS revenue agents sometimes visit someone who is being audited. That person would have first been notified by mail about the audit and set an agreed upon appointment time with the revenue agent. Also, after mailing an initial appointment letter, an auditor may call to confirm and discuss items pertaining to the scheduled audit appointment.

• IRS criminal investigators may visit a home or place of business unannounced while conducting an investigation. However, these are federal law enforcement agents, and they will not demand any sort of payment. Criminal investigators also carry law enforcement credentials, including a badge.

For more information, visit “How to know it’s really the IRS calling or knocking on your door” on IRS.gov.

IRS Outreach Center — Don’t ignore a notice or letter from the IRS

Don’t ignore a notice or letter from the IRS

Don’t worry if you receive one of the millions of notices and letters the IRS sends to taxpayers every year, but don’t ignore it either. IRS letters or notices typically are about a specific issue on your federal tax return or tax account and include specific instructions on what you need to do to respond. Generally, the IRS sends a notice if:
• you owe additional tax;

• you are due a larger refund; or

• the IRS is requesting payment or needs additional information about your return.

Many of these letters and notices can be dealt with simply, without having to call or visit an IRS office.

For example, you may get a notice that states the IRS made a change or correction to your tax return. If you do receive this notice, review the information and compare it with your original return. If you agree, you usually don’t need to reply unless it gives you other instructions or you need to make a payment.

However, if you don’t agree with the notice, it’s important for you to respond. Write to explain why you disagree and include any information and documents you want the IRS to consider. Mail your reply to the address shown in the upper left-hand corner with the bottom tear-off portion of the notice, if provided. Keep copies of any correspondence with your tax records. Allow at least 30 days for a response from the IRS.

If you have questions, call the telephone number in the upper right-hand corner of the notice. Have a copy of your tax return and the correspondence available when you call. Check Understanding Your IRS Notice or Letter on IRS.gov for samples of the notices we send, including the reason we send it and a list of enclosures we might include. Since parts of our notices vary depending on account conditions, the samples may not exactly match the notices we mail. The basic message, though, will be the same.

If you receive a notice or letter that looks suspicious and appears as though it came from the IRS, visit the Report Phishing and Online Scams page on IRS.gov. You can also call 1-800-829-1040.The IRS never asks for personal information via e-mail or social media.

If you need to make a payment, visit IRS.gov/payments or use the IRS2Go app to pay with Direct Pay for free, or by debit or credit card through an approved payment processor for a fee.

For more information about IRS notices and bills, see Publication 594, The IRS Collection Process. Information about penalties and interest is available in Publication 17, Your Federal Income Tax. Both publications are available at IRS.gov.

IRS Outreach Corner – Taxpayers that missed the filing Deadline

If you missed the tax deadline, these tips can help  The tax filing deadline has come and gone. If you didn’t file a tax return or an extension, but should have, you need to take action now. Here are some tips to help you:

File as soon as you can. If you owe taxes, you should file and pay as soon as you can, which will minimize the interest and penalties that you’ll owe. You can pay with your tax return when you e-file or use IRS Direct Pay, the free and secure way to pay directly from your checking or savings account. If you are due a refund, there are no late-filing penalties. The sooner you file, the sooner you’ll get your refund.

Pay as much as you can. If you owe taxes but can’t pay in full, you should pay as much as you can when you file your tax return. IRS electronic payment options are the quickest and easiest way to pay your taxes. Pay the rest of the taxes you still owe as soon as possible. Doing so will reduce additional penalties and interest.

Use the Online Payment Agreement tool to pay over time.  If you need more time to pay your taxes, you can apply for an installment agreement with the IRS. The best way to apply is to use the IRS Online Payment Agreement tool. Once you complete the online process, you’ll receive immediate notification of whether your agreement is approved. If you don’t use the tool, you can use Form 9465, Installment Agreement Request, to apply. You can get the form on the IRS.gov Forms and Publications page at any time.

A refund may be waiting. If you’re due a refund, you should file as soon as possible to get it. Even if you’re not required to file, you may still get a refund. This could apply if you had taxes withheld from your wages, or you qualify for certain tax credits. The fastest way to get your refund is to e-file and have it electronically deposited into your bank or other financial account.

Product Update Alert — Tuesday, May 2nd

We will be putting the site in maintenance mode for approximately 20 minutes to apply an update on Tuesday, May 2nd at 7:00 AM EST.

We will be applying an update to the Return Questions report.

Blog posted 05/01/2017    10:32 AM EST

Maintenance Alert — Monday, May 1st

The site will be placed in maintenance mode on this afternoon (Monday, May 1st) from 7:00 PM to 8:00 PM (Eastern Time).

Blog posted 05/01/2017  10:26 AM EST