Frequently Asked Questions & Answers
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| Q1. Whenever I try to print my Return I only get a blank copy of my return. A1. When you are using ACROBAT, you must select “Document and Markups” in the box for “Comments and Forms.” Also, make sure you are using Acrobat 7.0 or later. Earlier versions of Acrobat may not print correctly. If you have a color printer, please make sure you have blue ink, or select it to print black only. For more information please see: Adobe Printer Dialog Configuration Q2. If I am using Vista or if my data is not saving, what should I do? A2. You must add our site to your list of trusted sites. Please see how to do it at this link. http://www.taxsoftware.com/security_configuration.htm Q3. Do you have technical specifications for the web site? A3. Yes, please check our technical information page. Q4. Does the pricing include printing copies and sending them to the recipients? How do we pay for the service? A4. The price includes printing in your printer (no pre-printed forms required), and e-filing the IRS copy. You pay for the service when you click any one of the buttons to "Print" or "E-file" or "Pay". The software will ask you for a credit card number and then it will Q5. How do we receive confirmation that the 1099s have been transmitted? A5. After you e-file, you will receive an e-mail confirmation and an approval after 24 hours. Q6. Do I need proper forms to print the 1099 returns, or can I give the paper ones? Which copies do I give the vendors? A6. The software allows you to print all the copies for your 1099s. You can give the copies that you print in regular paper to the recipients. Usually, you give away the "recipient" copy. You can print them all at once using the batch print command. Q7. Our 1099 file for 2007 was sent via email to the IRS. Should a copy of the Miscellaneous Income Sheet (Copy A) for IRS still be submitted by mail. A7. No, you have already e-filed, so you don't need to submit any other copy to the IRS. Actually, if you do so, you will generate a duplicate file and it will mess up your records. Q8. Can I import my K-1 or 1099 data from any other software? A8. You can import your data from any other software that supports CSV format such ACCESS, EXCEL, and any SQL Database. Q9. How do I print my 1099's, W-2Gs, etc.? A9. Please open the software and go to the "Business Tax Application," or go to Q10. Can I edit my return after I pay for printing? A10. Yes, you can print and edit your return as many times as you want, until you are sure it is correct. Make sure you print and check it before you e-file. There is no limit of time for you to have access to you return, but make sure you follow the IRS deadlines. Q11. What is the procedure for electronic filing transmittal? A11. All you have to do actually is to press the "E-file" button at the top of the Business Tax Application Home Page. We will receive your encrypted file and transmit to the IRS using our ETIN. They should send us an acknowledgment file back within 24 hours, which we will forward to you. If you have no errors, that is the end of your process. If there are any errors, you should get the error messages back from us so you can fix your return and retransmit. You can retransmit as many times as you need to as long as you do within the deadlines. Check below for dates. Q12. Is the return automatically filed? A12. The return is not e-filed until you press the "EFILE" button. You will receive an email from us after the return is ACCEPTED by the IRS. If you do not receive an email from us the tax return was NOT ACCEPTED by the IRS. Q13. Can I come back to change the return on another day before it is filed? A13. You can return as many times as you want to enter your data and print your return. You must use the same computer to access your data. Q14. How do I move my files to another computer? A14. All of your data is stored on your computer on the C drive in directory called C:\BTAX. You may move the entire C:\BTAX directory to another computer to access your tax return from another computer. Then open the web site and the files will be there. Please remember that any changes you make will be in the new computer. Q15. How do I e-file states for 1040 Individual Tax returns? A15. You can select the state tax return on the state selection web page. If you need more than one state tax return. Select one state and efile the tax return. Then after that tax return is accepted, go back and select the next state and click on “State Only” on the state selection web page. E-file the second state. You can continue doing this for as many state tax returns as you need. To see a current list of state tax returns that we support please see 1040_product.htm Q.16. How do I e-file states for business tax returns? A16. We do not offer state tax returns form businesses at this time. You can check the link at links_page.html for State web pages with online fill-in forms. Q17. How do I e-file states for Information Returns, such as 1099? A17. You must check the "Check here to report data to states box". Then you must print and sign and mail the Form 6847 to the IRS for the IRS to release the data to states. Q18. Why the ACCEPT button does not show up when I try to start my tax return? A18. You must have the latest Java™ installed to use the web site. The ACCEPT button will not show up and you will not be able to get the start page to start your tax return if you do not have the latest Java™. You can install the latest Java™ from SUN at http://www.Java™.com Q19. How to enter Name and Name Control? A19. NAME CONTROL consists of up to four alpha and/or numeric characters determined from the information on the first name line, used to validate the EIN or the SSN. For example, if you are filing a business return, and your business name is Independent Consulting Inc., your NAME CONTROL is INDE. On another example, if you are filing a personal return, and your name is John Smith, your NAME CONTROL is SMIT. When you enter a EIN or a SSN, our software figures out if the NAME CONTROL will be based on company's name or on the last name, depending on the type of return. NAME CONTROL is also applicable to the spouse and children declared as dependents in the return. If your spouse or your child has a different last name than you, you can always override the NAME CONTROL field to match their last name. You can also call the IRS toll-free tax assistance line at 1-800-829-1040 (individuals) or 1-800-829-4933 (businesses) and ask for your name control. For more information on how to enter Name and Name Control, please click here. More info. Q20. I just complete my forms on your web site. Are these forms automatically electronically filed now with the IRS? A20. No. You must return to the start screen. Click on the file, then press the EFILE button. Then you must press the CONFIRM button. If the CONFIRM button does not show up you can manually launch the web page from Internet Explorer with the Browse button to find the file c:\btax\senddata.html If there is a balance due press the "Click to Pay". You will receive an email within three business days indicating your forms have been ACCEPTED. If you do not receive this email, your forms have NOT been E-Filed. The E-Mail will contain and acknowledgement file #. You will need this number for proof of your E-File if you need to later contact the IRS. If there is any problems with your return or the IRS requires additional information you will receive an email indicating the file was REJECTED. Then you need to return to the web site and fix any errors. You can see your IRS errors on the REVIEW screen by pressing the ERRORS button. Q21. I have a Mac can I access the software from my computer. What should I do? A21. You MUST use only the latest version of Safari, which is only browser that will work with our web site on the MAC. All of your data files are saved in user.home/btax You can manually open TAXRETURN.PDF to print or SENDDATA.HTML to E-File if they do not launch automatically from the web site. Please click on this Mac link to for more information. Q22. What do the RED and BLUE borders mean? A22. The RED border indicates a required field. You must answer all required fields or the IRS will reject your tax return. The BLUE border indicates an OVERRIDE. You can only OVERRIDE answers if you check the box at the Name and Address page. To cancel an override you can delete the data in the field and double click on the field. When there is an OVERRIDE this means that a calculation is being blocked. This feature is only intended for expert tax preparers. You should not use any OVERRIDEs unless you are certain you do not want the program to calculate the entries for you. | Q23. How can I charge a tax return to my e-services account? A23. 1) Go back to the web site from the computer with the Certificate: 2) Click on ACCEPT 3) On the start web page click on your tax return file. Click on EDIT. 4) From the name and address web page look right above the Form 1040 Radio Button for "Bill this tax return to my Taxsoftware.com E-services account" and click on the check box. 5) Click on NEXT 6) Click on PAY/PRINT and it should automatically detect your certificate and mark the tax return paid. Q24. How do I file a REPLACEMENT or CORRECT Information return? A24. From the same computer where you entered your data, start by selecting (Information Returns) on the home page; Move down the page a click on the bar that says “Click here to start your taxsoftware.com Information return;” Click on ACCEPT; Click on the file inside the gray box, and then click on the "NEW" icon at the top; Enter the company information on the name and address page; Click on NEXT; Select the type of 1099 you want and click on the button for CORRECTION TYPE 1 file; Click on NEXT; Enter ONLY the 1099’s that you are correcting. Make sure that the account numbers match the ones that you sent in the ORIGINAL file. That is how we match up the corrections. Select the CORRECT RETURN box at the top of each 1099; Click on HOME; Select the return you just did and click on E-FILE; You will have to pay again. To send a replacement: From the same computer where you entered your data, start by selecting (Information Returns) on the home page; Move down the page a click on the bar that says “Click here to start your Taxsoftware.com Information return;” Click on ACCEPT; Click on the file inside the gray box, and then click on the "EDIT" icon at the top; Make all the corrections you need; Click on NEXT; Click on the button for REPLACEMENT file; Click on NEXT; Click on HOME; Select the return you just did and click on E-FILE; You will have to pay again. Q25. How do I prepare my 1040 tax return? A25. Click here for a detailed explanation on how to use Taxsoftware.com prepare your 1040 tax return. Q26. How do I prepare my 1041 tax return? A26. Click here for a detailed explanation on how to use Taxsoftware.com prepare your 1041 tax return. Q27. How do I prepare my 1065 tax return? A27. Click here for a detailed explanation on how to use Taxsoftware.com prepare your 1065 tax return. Q28. How do I prepare my 1120 tax return? A28. Click here for a detailed explanation on how to use Taxsoftware.com prepare your 1120 tax return. Q29. How do I prepare my 1120S tax return? A29. Click here for a detailed explanation on how to use Taxsoftware.com prepare your 1120S tax return. Q30. How do I prepare my Information tax return (1098/1099/W2-G/1042S/8027)? A30. Click here for a detailed explanation on how to use Taxsoftware.com prepare your Information tax return. Q31. How do I prepare my 2290 tax return? A31. Click here for a detailed explanation on how to use Taxsoftware.com prepare your 2290 tax return. Q32. How do I prepare my 720 tax return? A32. Click here for a detailed explanation on how to use Taxsoftware.com prepare your 720 tax return. Q33. How do I prepare my 990 tax return? A33. Click here for a detailed explanation on how to use Taxsoftware.com prepare your 990 tax return. Q34. I am having problems with my Java. How do I fix this? A34. The site works best with the latest version of java. Please go to add/remove programs in you control panel and remove ALL java listed. Then go to this web page and re-install just the latest version of Microsoft Java: http://www.taxsoftware.com/msauto.html Q35. How do I transfer my information from a previous year to the current tax year? A35. Go back to the web site from the same computer where you entered your 2007 data: http://www.taxsoftware.com/product.htm Click on ACCEPT; On the start web page click on the 2007 tax return and click on COPY; Click on the copy of the 2007 tax return and click on EDIT; On the name and address web page change the tax year to 2008; Click on NEXT; All of your data will be converted to the new tax year 2008 format and balances carried forward. Q36. How do I print my form 8453? A36. From the same computer where you entered your data: http://www.taxsoftware.com/product.htm 1) Click on ACCEPT. Q37. What should I do with my Form 8453? A37. Please check the answers on the page linked here. Each type of form has a different type of Form 8453, and a different procedure. Please check the correct procedure for the form you are filing. The IRS will not accept a tax return that is not signed. Form 8453 is the signature page required by the IRS. Your tax return will be rejected unless you print sign and send Form 8453 as per the IRS instructions. Q38. Why can't I change the name, EIN and/or type of form, amend or supersede a return after I paid, without paying again?A38. Payments are not transferable between different EIN/SSNs, Company name, Primary taxpayer name, type of form, tax year, amended and superseded returns. Please make sure you enter the correct information before you pay for the tax return, because the payment is valid only for that specific configuration. Q39. When using a large tax return over 1000 pages the computer gets really slow and stops responding? A39. Set the SUN Java™ memory to a higher number in the Java™ Applet Plug-In Control Panel under Advanced to -Xmx300000000. See To set SUN Java™ for a large tax Q40. This is my first time filing taxes for my LLC business. Which forms should I use? A40. If you have only one partner, you should file a form 1040 and use Schedule C. If you have two or more partners, you should file form 1065, Partnership Return (unless you told the IRS otherwise). You can also elect to file a form 1120S, S Corporation. To be elected an S Corporation, you must file form 8832. We have all these forms and they are available online for e-filing. Q41. How can I try a demo tax return for free before I purchase the product. A38. To try a tax return for free now, please go to http://www.taxsoftware.com/start.html Click on the NEW button and enter 501-01-5001 on the Taxpayer ID field, John Smith on the Taxpayer name field, and select 1040 and tax year 2007. Click on the Next and enter any information you want. You can print the tax return when you finish. For detailed step-by-step instructions on how to prepare your tax return, please see http://www.taxsoftware.com/stepbystep_1040.htm Q41. How can I amend or supersede my return after it was accepted by the IRS? A39. You can amend or supersede your 1120, 1120S, and 1065 after they were accepted by checking a box on the the Information page of the tax return. If you have e-filed with us at the first time, please use the same file. If you have not e-filed with us at the first submission, just create a new file. Please be aware that amended or superseded returns are charged as if they were regular tax returns. Click here for detailed instructions. Q42. Do you have a demo that I can see how your software works? A42. Our tax software is free to try on. You only pay when you are ready to print or e-file. Just start doing your return and you will see how it works at www.taxsoftware.com | |||
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