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Incorporating e-file Into Your Office

Preparing the Return

If you already use tax preparation software, the changes in preparing an e-file return are minimal. With e-file, you:

  • Will now need to enter all of the information from your clients' withholding statements. On a positive note...most software will retain all of this information, so you can use it the next year without having to re-enter the data.
  • Use the return checks or diagnostic tools provided by your software. This will help identify any necessary corrections before you give the return to your client for review. See your software for information and instructions. Tips for avoiding common errors.

Beginning January 2017, you will have the ability to submit a stand-alone Electronic Funds Withdrawal (EFW) request for extension and estimate payments if supported by your software (contact your software provider for more information). These payment requests will be accepted as “stand-alone”, and can be submitted separately from the e-filed return.


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