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
allow you to continue. Once you pay for printing you can print as many times as you want. You can even edit your return and print it again.
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
http://www.taxsoftware.com
Click on the file inside the gray box, and then click on the "Edit" icon at the top.
Click on the "Next" icon two times, and you will get to a page where the "Pay/Print" icon is enabled. Click on there for a printout of all the copies of one return. To
select the return, click on the scroll down bar below the title of the form you are filing.
To do a batch print, fill in the number of the return you want to print (for example, start: 1 End: 10) and then click on the "Pay/Print" icon next to it. It will print all the returns, but only the recipient copies.
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.
deadlines.htm
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.
