Electronic Filing
 
TaxWorks handles Electronic Filing for their customers.
We offer e-filing for all states that have an e-file program. We even handle bank Refund Anticipation Loans (RALs). This means we're with you every step of the way, from preparing the returns, transmitting to the IRS and state, up to allowing you to print refund checks in your office. Our support team of e-file specialists are available to answer your questions on our toll-free line. Our specialists know more than just software and are completely familiar with every aspect of electronic filing because they do it themselves every day.
 
Our electronic filing technology and experience are unsurpassed. Every option has been tried and proven. All of these options allow mixing and matching to suit your needs.
 
Features
  • E-file process fully integrated with tax preparation.
  • TaxWorks Filing Center.
  • Internet communication allowing e-file transmission of tax files and receipt of acknowledgements.
  • View Federal, State and Bank e-file status on screen via the program or the Internet.
  • Print acknowledgment reports and e-file confirmation letters.
  • Online Database tracks all e-filed returns. Numerous sort and print options.
  • Print e-file reports containing productivity statistics and individual detail.
  • Print bank RAL/RT/State checks in your office using a laser printer.
  • Print bank reports containing bank status, fee information, check requests and anticipated funding dates.
  • Numerous bank products: Instant RAL/RT available within 5 minutes, Bank Checks, Direct Deposit, Cash Card and Money Wires available.
  • Thousands of e-file and bank reject code filters and audits included in tax preparation.
  • IRS, state and bank reject codes available via the program or Internet.
  • Practitioner Personal Identification Number (PIN) available.
  • E-file Electronic Funds Withdrawal available.
  • E-file available through October 15th.
  • E-file Extensions (Form 4868) available for Federal 1040.
  • E-file Extensions available for federal 1040
  • E-file available for Business Returns: 1065 Partnerships, 1120 Corporation, 1120-S S Corporation, associated schedules, forms and K-1s.
E-File Schedules:
A, B, C, C-EZ, D, E, F, H, J, R, SE, EIC, W-2, W 2G, 1040, 1040A, 1040EZ, 1099R, 1099G
E-File Forms:
1116, 1310, 2106, 2106EZ, 2120, 2210, 2210F, 2441, 3468, 3800, 3903, 4136, 4137, 4255, 4562, 4684, 4797, 4835, 4868, 4952, 4972, 5329, 5884, 6198, 6251, 6252, 6781, 8271, 8283, 8379, 8396, 8582, 8582CR, 8586, 8606, 8611, 8615, 8801, 8812, 8814, 8815, 8824, 8826, 8828, 8829, 8834, 8839, 8846, 8853, 8862, 8863, 8880, 8885, 9465
Available States: (All 42 states that offer E-File)
 
We E-file returns as State Only, Piggyback, and Direct allowing you to e-file multiple states for each Taxpayer.
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Georgia, Hawaii, Idaho, Illinois, Iowa, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachussets, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Utah, Vermont, Virginia, Washington D.C., West Virginia, Wisconsin
 
Taxworks E-File Options
 
Option 1 Taxworks E-File 1040
When you purchase TaxWorks 1040 or TaxWorks P.U.P., the integrated e-file module is included. Our 1040 program prepares the electronic federal and state data file during processing the individual return. Transmit the e-file return to TaxWorks via the Internet and we'll forward it on to the IRS. E-File Federal extensions (Form 4868).
 
Option 2 Taxworks E-File and Bank Services
TaxWorks has contracted with Santa Barbara Bank and Trust (SBBT), Bank One and HSBC Bank USA N.A to offer your clients Refund Anticipation Loans, Instant Refund Anticipation/Refund Transfer Loans, Refund Transfers, Refund Transfer Direct Deposits, and State Transfers. As a partner of TaxWorks Bank Services program, you are authorized to print checks in your office, issue cash cards, offer direct deposit or money wire transfers. Refund Transfer products are included with the program at no charge but a bank application must be completed. Also, preparer and bank fees can be deducted from the taxpayer's refund. Bank rebates up to $10 per return are available.
 
Option 3 Taxworks E-File 1065, 1120 and 1120-S
E-File is available for Business Returns: 1065 Partnership, 1120 Corporation, 1120-S S Corporation, associated schedules, forms and K-1s.
 

 

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ZAVALA Financial Solutions
1280 E. 9th St. Suite B, Chico, CA 95928
sales@jczavala.com | Phone: (530) 892-2219