Transcript Opening TaxWise Explorer

Understanding E-Filing
• Objectives
– In this chapter you will learn how to:
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Run Diagnostics
Manage Declaration Control Numbers
File a State E-File (alone or with federal)
Create and send E-Files
Get and Process Acknowledgements
Correct and Resend Rejected Returns
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Running Diagnostics
• 4 Methods to run:
– Press Ctrl+D
– Click the Tools Menu
and click Run Return
Diagnostics
– While on a form in a
return, press F10
twice.
– From the Find a form
list, press F10.
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Diagnostics Section 1
• Electronic Filing Errors
– You must correct all electronic filing errors prior to
e-filing a return.
– Clicking on the error message link will take you to
the field in the form that needs to be corrected.
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Diagnostics Section 2
• SSN Database
– Always check for inconsistencies in the SSN
information.
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Diagnostics Section 3
• Warnings
– Do not disqualify a return from being efiled.
– Includes missing data, inconsistent data, and
suspicious ratios.
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Diagnostics Section 4
• Overridden Entries
– Click on the overridden entry links to take you to
that field.
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Diagnostics Section 5
• Estimated Entries
– Do not disqualify a return from electronic filing.
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Diagnostics Section 6
• Federal Forms List
– Indicates forms to be transmitted with the electronic
file.
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Diagnostics Section 7
• State Form List
– Includes the state forms that are to be transmitted
with the electronic file.
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Diagnostics Section 8
• Form 8453 Information
– Includes SSN, AGI, Total Tax, Refund, RTN, and
Account.
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Re-running Diagnostics
• After making corrections, select Run to run
Diagnostics again.
• The Diagnostics report can be printed by
clicking the Print button.
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Creating E-files
• Click the E-file
button
• Click Close.
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Managing Declaration
Control Numbers
• Uniquely identifies the return as required by
the IRS.
• Remains unchanged
• Duplicate DCNs can occur
– Stand alone Computers need the DCN set to start
at unique numbers (one set at 10,000, next one set
at 20,000 and so on) to avoid duplicates.
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Resetting DCNs
• If a return is rejected
for Duplicate DCN:
– Click the Tools menu,
and then click
Utilities/Setup
Options.
– Click the File menu
and click Reset DCN
for Return.
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Resetting DCNs
• Enter the SSN
• Select the return you
want to reset
• Click Yes to continue
or No to cancel
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State Electronic Filing
• TaxWise supports the IRS Federal/State e-file
program.
– States that participate in the Federal/State e-file are
sometimes referred to as JELF states.
• Joint Electronic Filing
• Ability to prepare up to 9 state returns with federal
return
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IRS State Only
• A state return that can be sent separate from
the federal.
– State return was rejected
• The state return is input after the federal return.
– Taxpayer has multiple state returns.
– Part-year or nonresident state returns
– Taxpayer or spouse file jointly on the federal but
separate on the state.
– Hawaii and Oklahoma do not participate.
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Stand-Alone States
• TaxWise supports Stand-Alone efiling for four
states.
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California
Maine
Minnesota
Massachusetts
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Creating Efiles for Fed/State
Returns
• If you print the return before creating the efile,
the DCN will not print on the 8453.
• During Diagnostics, TaxWise determines
– Whether a federal e-file should be created.
– Which state return should be attached to the
federal.
– Which state(s) qualify to be filed as State Only.
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Creating E-files for State
Only/Stand Alone Returns
• The federal return must be on your computer
or network.
• Creating E-files for Stand Alone States
– TaxWise asks if you want to make the Stand-Alone
state electronic file.
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Sending State E-files
• Types of returns included in a single
transmission to the UTS Electronic Filing
Center.
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Federal with state
Federal with no state
Stand-Alone State
State Only
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Transmitting Returns
• Creating e-files
– You can create an efile as you complete the return
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Transmitting Returns
• Creating an e-file
From an Open
Return
– Run Diagnostics
– Correct any errors
– Click the e-file button
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Transmitting Returns
• Creating a new e-file for a Stand-Alone State
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Open the federal return
Add the state
Complete the state
Close the return
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Transmitting Returns
• Creating a New e-file for a State Only State.
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Open the federal return.
Add the state.
Complete the state.
Run Diagnostics.
Correct Errors.
Click the E-file button.
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Transmitting Returns
• Creating the e-file
from a Closed
Return
– Use this feature
ONLY if you need to
create e-files for
rejected returns.
– Click on Tools menu
and click Make IRS
e-files.
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Transmitting Returns
• If you are on a nonnetworked computer,
TaxWise will display
the Declaration
Control Number
Warning Message
box.
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Transmitting Efiles
• You must create electronic files for one or
more returns
• Your internet connection must be active.
• Your printer must be turned on and ready to
print the Declaration Control Report.
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Steps to Transmit
• Access the communication link in a number of
ways.
• Select Send Returns to the Electronic Filing
Center.
• Select the returns you want to send.
• Click Send.
• Verify the returns included in the DCR are the
returns you want to send.
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Steps to Transmit
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Print the Declaration Control Report.
Close the Preview Dialog Box.
Click Yes to send the returns.
Note any messages in the session information.
– The IRS may take up to 48 hours to acknowledge
the files you transmitted.
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Transmission Tips
• Try several times if your transmission is not
successful.
• Use the Communications Checklist provided in
F1 Help.
• Do not edit a return that has been transmitted.
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Getting and Processing
Acknowledgements
• Types of Acknowledgements
– IRS Acknowledgements
– Fed/State e-file Ack, and Stand-Alone State Ack
– TaxWise Mail
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Getting Acknowledgements
• Access the Communications Menu.
• Select Get Fed/State Acks Mail, Updates from
Electronic Filing Center.
• Click Get
• When the communication session ends, click
Close.
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Processing
Acknowledgements
• Process all Acknowledgements and e-mail
files.
• Reprocessing/Reprinting Acknowledgements
– Click the Reports menu and click
Acknowledgements.
– TaxWise displays the Filter Criteria Dialog Box.
– Select the Acknowledgement you want to print.
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Filtering the Ack List
• By default the acknowledgement list filters out
the processed acks.
• To change the filter criteria:
– Use the same steps as Reprocessing/Reprinting
Acknowledgements.
– Filters remain in effect until you open this dialog
box again and make changes.
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Correcting Rejected Returns
• Open the return.
• Correct the errors
• Run Diagnostics and create a new e-file.
• Transmit the return.
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Rejected State Returns
• Federal/State E-file
– If the federal return is rejected then the state will not
be sent.
– Correct the mistakes and re-create new efiles for
the federal and state.
• Direct States
– If a state rejects a direct state return, you can resend it to the Electronic Filing Center.
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