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1. i software 990 Series 088 60 1041 Series starting at 60 1065 Series starting at 60 1120 Series starting at 60 1120 Consolidated Returns Starting at 700 1120POL Series 60 1120S Series starting at 60 Excise Tax 72020888 2290 38888 30 Information Returns 1099 1098 5498 W2G mailing extended for some 1099 forms 1042S 2088 and 8027 XR starting at 60 Business Income Tax Returns Package i 100 tax returns for only 750 No expiration date Current K 1 prices apply Online Tax Form Preparation Software and Electronic Filing Online User s Manual M a e It 5 Us J Pe ee i Your Business Returns Your Individual Returns Other Features Offline 1040 product with simple interview See 4 E file Income Tax Extensions Online Previous Tax Year and Offline Products 75 Unlimited free customer support is available via e mail Please e mail to help taxsoftware com if you have any questions about our products or income tax forms Complete 1040 Series starting at 6 No additional charge to pay your taxes online or get direct deposit of your tax refund Want to know where is your refund Click here Step by step software instructions Click here to start your tax return Frequently Asked Questions amp Answers Try a return See how in here E services package 299 for unlimited 1040 Federal and States income tax forms printing and e filing plus bank products Tax
2. 1 Select the return and click on the Export button A Taxsoftware com Home Page Microsoft Internet Explorer Gack O x a S Search Favorites O7 S a O G S amp Links 4 Customize Links 4 Free Hotmail Windows 9 Windows Marketplace Windows Media yy Yahoo yg Yahoo Mail Eile Edit View Favorites Tools Help Address E http iww taxsoftware com startj html Recipient Name Recipient ID Edit Sort b z mee Search Results Count 39 Pay Show Individual K 1s and FIRE Forms Show Only My Documents Delete 52 0000006 10412005 PRINT PAID Test Company Two a Copy 2005 PROCESSING PRINT PAID sb 52 0000001 10652005 IRS ACCEPTED PRINT PAID Test Partnership One 400 01 1001 10402005 NOT PAID John Smith PrintAl 51 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 41 0000001 1041 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 1 ee ce ae 41 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 Show Attachments 41 0000003 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 3 Cae 41 0000004 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 4 Add Attachment 41 0000005 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBERS Dee een E 41 0000006 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 41 0000007 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 7 Tune 41 0000008 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 8 41 0000009 10412005 IRS REJECTED PRINT PAID T
3. 8 The last page you will see will be the REVIEW page You can get to this screen at any time by clicking on the REVIEW button 27 Taxsoftware com User s Manual The pages listed in blue are correct The pages listed in red have an error The pages listed in black have no been visited yet Taxsoftware com 2008 Individual Tax Return Client Organizer v1 1 128 i 1040 taxpayerbirthdate i Address Type X Address i Mamed Filing Separately Spouse information i Taxpayer Exemption Dependents Question i Form W 2 One Selection i Form 1040 Schedule B Selection Form 1040 Interest and Dividends Form 1099 R Selection Form 1040 Schedule D Selection i Form 1040 Capital Gains Form 1040 Income Form 1040 Adjustments 1040 Adjusted Gross Income i Form 2441 Child and Dependent Care Benefits Selection Form 8863 Education Credits Selection es Taxpayer Name i Form 1040 Taxes IMPORTANT To uninstall Taxsoftware com Offline just use your Add and Remove or Programs and Features command inside your computer s CONTROL PANEL Chapter 6 Full Version of Taxsoftware com Online To start a return 1 Start by going to http www taxsoftware com 2 Click on the bar that says Click here to start your tax return 3 Click on ACCEPT 28 Taxsoftware com User s Manual yy Business Tax Preparation Software Microsoft Internet Explorer Back Dl 2
4. Following is a more complete discussion of ERO responsibilities taken from IRS Publication 1345 71 Taxsoftware com User s Manual Record Keeping and Documentation Requirements EROs must retain and make available to the IRS upon request until the end of the calendar year in which a return was filed the following material at the business address from which the return was originated An ERO may retain the required records at the business address of the Responsible Official during any period of time the office is closed A copy of signed Form 8453 any supporting documents that are not included in the electronic return data and copies of Forms W 2 W 2G and 1099 R A copy of signed IRS e file consent to disclosure forms for taxpayers who signed using an electronic signature A complete copy of the electronic portion of the return that can be readily and accurately converted into an electronic transmission that the IRS can process and The acknowledgment file for IRS accepted returns Forms 8879 and 8878 must be available to the IRS in the same manner described above for three years from the due date of the return or the IRS received date whichever is later EROs may electronically image and store all paper records they are required to retain for IRS e file This includes signed Forms 8453 and paper copies of Forms W 2 W 2G and 1099 R as well as any supporting documents not included in the electronic record and Forms 8879 a
5. Taxsoftware com 1 Start entering all your data on the screens Click on NEXT every time you want to move to another screen On this screen Click on the PREV button to go back to the previous screen Click on the NEXT button to move to the next screen 23 Taxsoftware com User s Manual Click on HOME to go back to the first page Shown to the right Click on HELP to see a PDF format help file Taxsoftware com 2008 Individual Tax Return Client Organizer v1 1 128 Home Fom 1040 U S Individual Income Tax Retum Primary taxpayer s Social Security Number 555 1234567 Taxpayer s first name Middle initial Emai address hep tasciwaecom Check if you are 65 years or older E i E 2 Click on PAY PRINT to pay for your return After you pay the button will say PRINT and will be used to print your entire return A credit card input screen will pop up so you can enter the payment information 24 Taxsoftware com User s Manual MasterCard EEN ye ee Chr ee T 5 WP eR el tes Tn 4 To file a state return just select which state you want on this page and click on NEXT 25 Taxsoftware com User s Manual are com 2008 Individual Tax Return Client Organizer v1 1 128 John Smith Resident State Tax Retums Please select below which States you want file J Y No State Tax Retum Alabama Arizona Ooo amp amp ae a Ca CB CB Oa
6. certificate will be kept Select either Automatically select the certificate store or Place all certificates in the following store You can K select the Personal certificate store for the Taxsoftware com certificate Then click on Next Certificate Import Wizard 84 Taxsoftware com User s Manual 20 Click on Finish to complete the import of the certificate x Completing the Certificate Import Wizard You have successfully completed the Certificate Import Chapter 21 Checking Your Browser Configuration Before you can proceed with doing tax returns online you may need to install Java for best performance and to configure your web browser to trust the Taxsoftware com web site to enable printing Below are the instructions for determining what changes your setup requires 1 Todo tax returns online go to the Taxsoftware com home page http www Taxsoftware com shown below Click on the line Click here to do your tax return 85 Taxsoftware com User s Manual m 3 TAXSOFTWARE COM Online IRS Tax Forms and Income Tax Return Preparation Software and E File Windows Internet Exp E js asii loa lt a fe iilll lt ee N ore oY i JQ TAY http www taxsoftware com e Z Live Search 2 File amp X eke E TAXSOFTWARE COM Online IRS Tax Forms andi i Edit View Favorites Tools Help Mr By aby E Page v Tools v
7. Chapter 1 What Is Taxsoftware com Taxsoftware com is the easiest most secure and most complete tax e filing system available and it s the least expensive Taxsoftware com is tax preparation software designed by programmers who helped the IRS develop the standards for e filing and it s been IRS tested and approved Taxsoftware com will walk you through your tax return It prompts you for every necessary input guides you to each required form does all the calculations and flags any errors before your return gets to the IRS It makes e filing easy and error free All you do is type in numbers Anyone can use Taxsoftware com individual or professional personal or business whether you re filing one return or thousands Because you can get your updates online you don t have to worry about getting the latest software update patch or fix it s up to date all the time every time no matter when you log in And Taxsoftware com can transmit your tax return directly to the IRS so you don t even have to print it To keep your tax information safe and make accessing your return easier Taxsoftware com uses digital ID certificates or UPIDs to identify users there are no usernames or passwords to remember or have stolen You can use any digital ID you already have or you can get one from Taxsoftware com Follow the instructions in Using Taxsoftware com to get your digital ID Chapter 2 E services Taxsoftware com
8. Fo70y5 _pi pdf SE fes25y5 _pi pdf TARRE My Recent F1041sk1y5 _pl pdf Freseays _pl pdf taxreturn4 bak SUC Pt F1041y5_p1 pdf S fess1y5 _pi pdf 8 taxreturn4 tax E 7 F106sy4 _pl pdf pi pdf i taxreturn5 bak A f1120sny5_p1 pdf pi p2 pdf la taxreturnS tax Desktop F1120ssdy5_p1 pdF p3 pdf i taxreturn18 bak AM f1120ssk1y5_p1 pdf p4 pdf la taxreturn18 tax gt A f1120sy5_p1 pdf pS pS pdf la taxreturn20 bak F4136y5 _pl pdf p pdf i3 taxreturn20 tax My Documents T F4562y5_p1 pdF senddata html taxreturn pdf ra7o7yS_pi pdf S 2 pd F FS test9 pdf Oow ee SreoszyS_pi pdF 23 pdf A f8283y5_p1 pdF i taxreturn2 bak A f8453Fy5_p1 pdf taxreturn2 tax ar My Computer esa File name Places Save as type a Files gt ud 137 Taxsoftware com User s Manual 4 An Excel file will be created with the line codes for the forms you are using on that particular tax return You can edit the spreadsheet add or delete any information you want Save the information before closing the spreadsheet or using the Import function et File Edit View Insert Format Tools Data Window Help Adobe PDF Type a question for help X OBE RBSIGRIF GB B 9 sim m Bin e Ua 3 2a aw SS D Ai i Wj Ye Reply with Changes End Review l L5 I I il pii 4 4 w 120 01207 110 140 180 190 200 200 210 0 222 688 777 James A H6756 Kenw Attn Mary 176 S Coll 0 0 444 655
9. Taxsoftware com TAXDBC Database Start Web Page Filters for Search Tax Year Doc Type Status Taxpayer Name Taxpayer ID Recipient Name Recipient ID Sort by z Search Results Count 15 I Show Individual K 1s and FIRE Forms Show Only My Documents 52 0000006 1041 2005 PRINT PAID Test Company Two 51 0000002 1041 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 1041 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 1 41 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 41 0000003 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 3 1041 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 4 1041 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBERS 1041 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 7 gt Taxsoftware com Home Page Microsoft Internet Explorer O Back OEDIP Th J Search Se Favorites 7 4 Ole Ld Links 2 Customize Links Free Hotmail 4 Windows 2 Windows Marketplace Windows Media yy Yahoo ye Yahoo Mail File Edit View Favorites Tools Help Address lE http flw taxsoftware com startj html IYN JYI of i a yy U V IY DUCUNT at i a es a 1041 2005 PRINT PAID Test Company Two MICKEY 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 1041 2005 NOT PAID TEST TRUST NUMBER 1 41 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 41 0000003 10412005 NOT PAID TEST TRUST NUMBER 3 41 0000004 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 4 41 00000
10. USER S MANUAL Taxsoftware com is a trade mark of Internet Programming amp Consulting Inc P O Box 347 Glen Echo MD 20812 Phone 301 320 7080 Contents Chapter 1 What Is Taxsoftware com Chapter 2 What Is Taxsoftware com e services Chapter 3 Simplified Version Online Chapter 4 Simplified Version Offline Chapter 5 Using the Simplified Version Online and Offline Chapter 6 Full Version of Taxsoftware com Online Chapter 7 Full Version of Taxsoftware com Offline Chapter 8 Technical Specifications Chapter 9 Who Can E File Chapter 10 What Is an ERO Chapter 11 Deadlines Chapter 12 Signing Returns Chapter 13 Submitting Returns 01 01 13 16 23 28 42 54 63 64 64 65 65 Chapter 14 Chapter 15 Chapter 16 Chapter 17 Chapter 18 Chapter 19 Chapter 20 Chapter 21 Chapter 22 Chapter 23 Chapter 24 Chapter 25 Chapter 26 Payments Refunds Additional Information from the IRS Fraud and Abuse ERO Responsibilities after Submission Taxsoftware com Responsibilities Transferring Your Digital ID Checking Your Browser Configuration Installing Java Listing Trusted Sites to Enable Printing Transmitting and Moving Tax Returns Setting Printer Defaults TaxDBC Tax Database Connector 66 68 69 70 71 74 78 85 87 90 92 93 96 Taxsoftware com User s Manual
11. Ven Search Results Count 39 Pay Show Individual K 1s and FIRE Forms Show Only My Documents Delete 1041 2005 PRINT PAID Test Company Two Cony 2005 PROCESSING PRINT PAID 1065 2005 IRS ACCEPTED PRINT PAID Test Partnership One 1040 2005 NOT PAID John Smith Print Al 1041 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 1 per 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 Show Attachments 40412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 3 pay eal aaa 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 4 AA ARECHTAERE 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 5 Ad af achmer E 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 4 AAO AMAA ANNE INO OCIcCerTes Mtr MAIn TOET THticwr sititeenern sy eyo O f S O trstedstes 3 2 When all of the tax returns to be exported are shown in the search window click on Export Do not select any specific tax return if you wish to export data from all tax the returns in the window 140 Taxsoftware com User s Manual a Taxsoftware com Home Page Microsoft Internet Explorer O amp x ig E seah Serate O a a D K Links 4 Customize Links 4 Free Hotmail 4 Windows 2 Windows Marketplace Windows Media xg Yahoo yg Yahoo Mail File Edit view Favorites Tools Help Address E http www taxsoftware com startj html Search Results Count 15 I Show Individual K 1s and FIR
12. X 7 This website wants to run the following add on Hosting environment for J Browser Controls in IE from Microsoft Corporation unverified publisher IF you trust t For Information about how to use the program please look below For hel Internet Explorer Security Warning xi Do you want to run this ActiveX control Name Hosting environment For J Browser Controls in IE Publisher Microsoft Corporation unverified publisher another program or when Windows was installed You should only run it if you lt This ActiveX control was previously added to your computer when you installed trust the publisher and the website requesting it What s the risk 60 Taxsoftware com User s Manual 34 You will be ready to get started F oix For Information about how to use the program please look below For help you may email questions to help taxsoftware com Taxsoftware com Start Web Page This creates a new tax return All your data is automatically saved in your computer in this working directory C Documents and Settings User My Documents T axsoftware NEW Click here to start a NEW return Click on the NEW button each time you start a different NO FILES return Do not enter two different returns inside the same file that will damage your file DELETE Delete an existing return COPY Copy a return EDIT Edit an existing return E FILE Press e file to transmit your return electr
13. 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 PRINT PAID IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED PRINT PAID NOT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID I Show Only My Documents Test Company Two TEST TRUST NUMBER 2 TEST TRUST NUMBER 1 TEST TRUST NUMBER 2 TEST TRUST NUMBER 3 TEST TRUST NUMBER 4 TEST TRUST NUMBER 5 TEST TRUST NUMBER 7 TEST TRUST NUMBER 7 TEST TRUST NUMBER 8 TEST TRUST NUMBER 9 TEST TRUST NUMBER 114 TEST TRUST NUMBER 1 Test Estate Create SewenTeen i 1041 2005 PRINT PAID Test Trust Trustee aa 7 13 Export copies the data into a CSV format for use outside the database Please detailed explanation at the end of this manual 14 mport allows you to import data from a CSV file into the database Please detailed explanation at the end of this manual 15 E file electronically transmits your tax return to the IRS and states using SSL and AES encryption Select the return that you wish to e file and click on the E file button Taxsoftware com Home Page Microsoft Internet Explorer GQ Back i ial A Seach Favorites G O G ol L Links Customize Links 4 Free Hotmail Windows 2 windows
14. Current page Pages from li for f pi l Collate Selected pages graphic PostScript Options Print Method PostScript Level 2 G IY Wee Printer Halftone Screens H Download Asian Fonts Print Even and Odd Pages Cancel 95 Taxsoftware com User s Manual Chapter 26 TaxDBC Tax Database Connector Currently TaxDBC can only work with Taxsoftware com Online It is the intention of the software to enable TaxDBC with Taxsoftware com Offline for the next tax season With the TaxDBC multi user database networking option you can store all of your tax return data on your local database and allow all the users on your local network to access the tax return data In normal operation Taxsoftware com stores the data in flat files on a client computer Each tax return is stored in a single data file This makes it difficult to share tax returns among a large number of users since the data files must be moved in order to share the tax returns See how TaxDBC works With the TaxDBC option all you need to do is setup a JDBC or ODBC database connection to your local database such as SQL SERVER ORACLE or ACCESS Each user still comes to Taxsoftware com to use our web site as they would in normal use but all data are stored and shared via your local database connection No one else has any access to your data we host the Taxsoftware com web site you host your database Taxsoftware com will automatically create all of the
15. Extracting File Setup Program Files Microsoft SQL To Directory F ae0408 86634541 1cc20e131 1Ib5ecdb hall Microsoft SQL Server 2005 Setup MICROSOFT SOFTWARE LICENSE TERMS MICROSOFT SOL SERVER 2005 EXPRESS EDITION SERVICE PACK 2 These license terms are an agreement between Microsoft Corporation or based on where you live one of its affiliates and you Please read them They apply to the software named above which includes the media on which you received it if any The terms also apply to any Microsoft updates supplements Internet based services and support services 103 Taxsoftware com User s Manual 6 Click on INSTALL kal Microsoft SQL Server 2005 Setup Installing Prerequisites Installs software components required prior to installing SQL Server SQL Server Component Update will install the following components required for SQL Server Setup Microsoft SQL Native Client Microsoft SQL Server 2005 Setup Support Files Click Install to continue You will see this screen lu Microsoft SQL Server 2005 Setup Installing Prerequisites Installs software components required prior to installing SQL Server SQL Server Component Update will install the following components required for SQL Server Setup Y Microsoft SQL Native Client gt Microsoft SQL Server 2005 Setup Support Files Microsoft SQL Server 2005 Setup SQL Server Setup is scanning your compute
16. Filters for Search Tax Year Search Doc Type Status Taxpayer Name Taxpayer ID Recipient Name Recipient ID Sort by z Search Results Count 15 Show Individual K 1s and FIRE Forms Show Only My Documents 52 0000006 10412005 PRINT PAID Test Company Two IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 NNNMNNN ANAA PNS IRS REIECTEN PRINT PAIN TEST TRIIST NIIMAER 4 A Taxsoftware com Name and Address Page Microsoft Internet Explorer Back x 2 A Search ote Favorites Ol A Name and ddress Information Taxpayer ID IMPORTANT Please make sure this is the correct EIN SSN before you pay for the tax return Payments are not transferable to diferent EINs SSNs HH HHHHHHH Taxpayer Name TEST TRUST NUMBER 4 m Name Control This is the first 4 letters of your company name or the first 4 letters of your last name as printed on the IRS label Leave blank if you don t know what it is N UMB Address Line 1 9 Overlook Drive East ype Et O O trustedstes 3 119 Taxsoftware com User s Manual 6 Pay allows you to mark a return as paid for from your e services account or use the pay per return pricing and pay by credit card To use your e services account make sure to check the box on the Name and Address Page E Taxsoftware com Name and Address Page Windows Internet Explorer Bill this tax return to my Taxsoftware com E services acco
17. These license terms are an agreement between Microsoft Corporation or based on where you live one of its affiliates and you Please read them They apply to the viredistse exe software named above which includes the media on which you received it if any The terms also apply to any Microsoft updates or x64 bit version yiredist64 exe 3 Then install the Taxsoftware com Base cla Taxsoftware msi ET 7 Select Finish on this screen i Lo Install the Laxsottware com Urthne 2UUs Lax Freparation poltware please follow the instructions below iis Microsoft isual J 2 0 Redistributable Package SE Setup 1 First install Microsoft NET 2 0 or later N Setup complete dotneti amp 2 exe 2 Then install the Microsoft NET J 2 0 Sec x86 viredistse exe or x64 bit version vyredist64 exe 3 Then install the Taxsoftware com Base cla Taxsoftware msi 4 Make sure you add our web site http www taxsoftware com to your trusted list in Internet Explorer Options Security Trust Sites 5 Install your digital ID 45 Taxsoftware com User s Manual 8 Then install the Taxsoftware msi base classes a r P TaxsoftwareBase se File Edit Yiew Favorites Tools Help Oe OF Dec ras i DX 19 Address D TaxsoftwareBase 9 Click on NEXT on this page 7 ra S a TaxsoftwareBase de File Edit view Favorites Tools Help Oa O T JO search Folders S gt X 1
18. This is required You will need to answer to the warning questions as you install this Please answer YES 42 Taxsoftware com User s Manual la x Ce D TaxsoftwareFullOffline2007 html x ag FB Taxsoftware com Offline Instalatic D S E G a To Install the Taxsoftware com Offline 2 1 First install Microsoft NET 2 0 Not re dotnetfx2 exe 2 Then install the Microsoft NET J 2 0 Second Edition x86 yjredistse exe or x64 bit version vjredist64 exe 3 Then install the Taxsoftware com Base classes 3 Select RUN on this screen 1 First install Microsoft NET 2 0 or later Not required for VISTA ro dotneti amp 2 exe 2 Then install the Microsoft NET J 2 0 File Download Security Warning x86 Wpen Folder viredistse exe or x64 bit version vyredist64 exe 3 Then install the Taxsoftware com Base Taxsoftware msi 4 Make sure you add our web site http www taxsoftware com to your trusted list in Internet Explorer Options Security Trust Sites 5 Install your digital ID 43 Taxsoftware com User s Manual 4 Select Run on this screen 1 First install Microsoft NET 2 0 or later Not required for VISTA ro WY dotnet amp 2 exe 2 Then install the Microsoft NET J 2 0 Second Edition Internet Explorer Security Warning xi x86 en kolder viredistse exe or x64 bit version vyredist64 exe 3 Then install the
19. below and the amount on that line for the return for which you are filing this form was blank then leave line 1b 1c 2b or 3b whichever is applicable blank do not enter 0 But if you entered 0 on the return then enter 0 on the applicable line below Do not complete more than one line in Part I 1a Form 720checkhere I b Balance due if any Form 720 Part Ill line 10 c Overpayment if any Form 720 Part Ill line 11 2a Form 2290 check here b Balance due Form 2290 line 6 3a Form 8849 check here b Total refund from Schedule 1 2 3 5 6 or8 Caution For line 3b Schedules 2 3 5 and 8 cannot be combined with any other schedules File a separate Form 8453 EX for each schedule Part 1l Declaration of Taxpayer see instructions 4a O am requesting a refund on Form 720 or Form 8849 b O authorize the U S Treasury and its designated Financial Agent to initiate an electronic funds withdrawal direct debit entry to the financial institution account indicated in the tax preparation software for payment of the federal taxes owed for the return indicated on line 1a or 2a and the financial institution to debit the entry to this account To revoke a payment must contact the U S Treasury Financial Agent at 1 888 353 4537 no later than 2 business days before the payment settlement date also authorize the financial institutions involved in the processing of the electronic payment of taxes
20. html Taxsoftware com TAXDBC Database Start Web Page a Filters for Search Tax Year 2005 bd Doc Type 1041 x Status z Taxpayer Name Taxpayer ID Recipient Name i Recipient ID Sort by i Recipient ID Search Results Coul Recipient name Status Tax pear Show Only My Documents Taxpayer ID 1041 j Taxpayer n er Riv rest Company Two 51 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 41 0000001 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 1 41 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 41 0000003 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 3 44 nnnnnn4 1044 7nnA IRS REIFCTER PRINT PAID TEST TRIIST NIIMAFR 4 DD You can also use a combination of search options 117 Taxsoftware com User s Manual 3 New creates a new tax return in the database 2 Taxsoftware com Home Page Microsoft Internet Explorer Qbak ix A Search A Favorites ela LJ amp Links Customize Links Free Hotmail 2 Windows 2 Windows Marketplace Windows Media yy Yahoo yg Yahoo Mail File Edit View Favorites Tools Help Address lE http www taxsoftware com startj html Taxsoftware com TAXDBC Database Start Web Page Filters for Search Tax Year 2005 bd Doc Type 1041 x Status Taxpayer Name Taxpayer ID Recipient Name Recipient ID Sort by z joan 5 searen Search Results Count 15 I Show Individ
21. to continue 91 Taxsoftware com User s Manual Trusted cites 3 You can add and reraove Web sites from this zone Al Web sites in thes pone wall use the tones security settings Add this Web site to the zone Web shes wen aaaf beware com Perret T Require gerver verification https for al stes in this zone TE Chapter 24 Transmitting and Moving Tax Returns You can submit completed tax returns directly to the IRS through the link on the Taxsoftware com Start Web Page Follow the directions below 1 After you click on the E File button on the start page you will see the transmission web page shown below Click on Confirm to send the tax return to the IRS via the internet Click on Cancel Send to return to the tax return The data are saved encrypted on your computer using AES encryption in the file C BTAX SENDDATA HTML It is safe to send encrypted data via the internet a a a a a Page gt iitrosofi ae a ae ee pl tl x th ce Yew fote Took te gt Om D Dad h y uh Fote iets oe SY oje Oo per ee Taxsoftware com Electronic Transmission Page ELECTRONIC POSTMARK Sat Aug 2 155209 EDT 2004 Thar of the arme and diate your tax renum s coamdered Ged It w based on the tme of your Computer m your umne rone That page wil tranerret your data to the Taxicfware com na SSL Then Tacsoftware com will irantmat your data to the IRS UP you hare already tranreatied thes t
22. Click on the Print All button and then select the returns you want to print Click on the Print All button again This process can take a while depending on how many returns you select at a time 10 Show Attachments shows all scanned images and other documents attached to the tax return for editing or removal 2 Taxsoftware com Home Page Microsoft Internet Explorer Back O x 2 G L search S Favote 6 O GS ol O amp File Edit View Favorites Tools Help 6 ba Address E http fwww taxsoftware com startj html gt A 52 0000006 10412005 PRINT PAID Test Company Two MICKEY Copy 51 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 41 0000001 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 1 ALESSAND 41 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 Print All 441 0000003 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 3 41 0000004 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 4 41 0000005 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 5 Show Attachments 41 0000006 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 6 41 0000007 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 7 aher 41 0000008 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBERS Add Attachment 41 0000009 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBERS 41 0000011 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 11 4 Tune 52 0000008 11202005 PROCESSING PR
23. E Address C D TaxsoftwareBase ie Taxsoftware Welcome to the Taxsoftware Setup Wizard The installer will guide you through the steps required to install Taxsoftware on your computer WARNING This computer program is protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the maximum extent possible under the law 46 Taxsoftware com User s Manual 10 This screen will pop up D TaxsoftwareBase Taxsoftware Windows Installer Package 1 078 KB ii Taxsoftware Installing Taxsoftware TSTS D TaxsoftwareBase Taxsoftware windows Installer Package 1 078 KB Fia Taxsoftware Installation Complete Bancel ems 47 Taxsoftware com User s Manual 12 Then you need to add the web site http www taxsoftware com to your trusted site list Select Tools Internet Options Security Trusted Sites Then click on SITES w abe Ee Taxsoftware com Offline Installation General Security Privacy Content Connections Programs Advanced Select a zone to view or change security settings Internet Localintranet MMORE Restricted sites Trusted sites This zone contains websites that you trust not to damage your computer or your files You have websites in this zone Security level For this zone
24. Edition x86 wiredistse exe Certificate Import Wizard or x64 bit version vyredist64 exe 3 Then install the Taxsoftware Gerbificate storey Taxsoftware msi DIOWSE 4 Make sure you add our wet 5 Install your digital ID IRS Testing pfx The password is 123456 51 Taxsoftware com User s Manual a 172 25 1 11 Remote Desktop loj x r Kr G7 D TaxsoftwareFullOffline2008 html Ww abe Taxsoftware com Offline Installation 2 Then install the Microsoft INET J 2 0 Second Edition x86 wjredistse exe am redistse e Certificate Import Wizard or x64 bit version Completing the Certificate Import Wizard viredist64 exe igs You have successfully completed the Certificate Import wizard You have specified the following settings 3 Then install the Taxsoftware Certificate Store Selected Automatically determined by t Content PFX Tasow ma File Name D iIRS_Testing pfx 4 Make sure you add our wet 5 Install your digital ID IRS Testing pt The password is 123456 18 Then you need to answer YES that you will be trusting this certificate m 172 25 1 11 Remote Desktop 5 x E3 4 d TaxsoftwareFulloffline2008 html w abe Taxsoftware com Offline Installation 2 Then install the Microsoft INET J 2 0 Second Edition x86 vjredistse exe or x64 bit version vyredist64 exe Security Warning 3 Then install the Taxsofh A You are ab
25. Java L4 from Sun For the that will be available this vear latest Java versson 1 4 or later from SUN for NETSCAPE cick You may receive unlimited customer support via email at help tx eolyare com latte We do not provide customer support via telephone We have five servers You can switch servers at any time Select the ome that gives x Firefox you the fastest response Bip www jevatar com bnp brip backup cayseft cum You must use SUN Www tax soltware com F bip wwetassafthic henp wew taxsofrware us wr 1 5 or later with irefox Java and all Java related products are registered trademarks of Sun Microsystems of Trusted sites Protected Mode Off 10 If the Accept button does not show up on the Business Tax Preparation Software page at the Taxsoftware com web site then you need to install Microsoft Java The page without the Accept button shown below will prompt you to do this installation Click on the Microsoft Java link to install Microsoft Java 88 Taxsoftware com User s Manual par oes j fed http wwwtasoftware com product htm i n Ae ED gt oh v ih Bage v Tae D Tax Preparation Software Z xsoft warey Home Legal info E services BusPack Pricing Product Benefits Privacy Policy Deadlines By chcking ACCEPT below you agree to the terms of our irre page 4e You wil need Please wait Checking Browser Microroft
26. Marketplace windows Media yy Yahoo yg Yahoo Mail Eile Edit view Favorites Tools Help Address l http www taxsoftware com startj html gt JOQOD J JL F D PRINT PAID RL NUMB Print re 41 0000003 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 3 41 0000004 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 4 41 0000005 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBERS 41 0000006 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 41 0000007 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 7 41 0000008 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBERS 41 0000009 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBERS 41 0000011 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 11 42 0000009 10412005 PRINT PAID TEST TRUST NUMBER 14 41 0000017 10412005 NOT PAID Test Estate Create SevenTeen 52 0000016 1041 20045 PRINT PAID Test Trust Trustee 4 gt ep O S Omdsis 127 Taxsoftware com User s Manual Click on Confirm on the next screen and wait a few seconds E Taxsoftware com Electronic Transmission Page Microsoft Internet Explorer Back ia 2 Search gt Favorites O amp aj LJ rel File Edit wiew Favorites Tools Help Taxsoftware com Electronic Transmission Page ELECTRONIC POSTMARK Sun Jul 16 18 29 57 EDT 2006 This is the time and date your tax return is considered filed It is based on the time on your computer in your time zone This page will tra
27. Off 4 To purchase a new e services package as shown below enter 2000 for the number of individual tax returns to receive the special price Then click on Update Price You may also purchase business tax returns from this web page by entering the number of business tax returns desired and clicking on Update Price 5 After you have updated the price the total amount for your purchase is shown You can enter your payment information and click on Pay to pay for the returns 11 Taxsoftware com User s Manual O B26 Primm essa ORs 6 You can return to the e services management web page at any time to check on your purchases or see any payments made on your account The e services management web page can be accessed by clicking on the Buy Now graphic on the e services web page at any time If you have already paid for you account please go to Activate e services now 12 Taxsoftware com User s Manual Chapter 3 Simplified Version Online 1 Please go to www taxsoftware com and click on the Click here to start your tax return bar _ I TAXSOFTWARE COM Online IRS Tax Forms and Income Tax Return Preparation Software and E File Windows Internet Explorer Sto D h Eile Edit View Favorites Tools Help amp y I we he E TAXSOFTWARE COM Online IRS Tax Forms and L gt fh Bly ab E Page v G Tools v software f com Online Tax Form Prepara
28. P Ila 0 Geposited See page 15 and fill p b Routing number gt c Type O Checking E Savings in 11b Tic pal Sa gt d Account number Amount 12 If line 10 is larger than line 9 subtract line 9 from line 10 This is you owe the amount you owe For details on how to pay see page 16 gt 12 1675 Third party Do you want to allow another person to discuss this return with the IRS see page 16 El Yes Complete the following Ono i Designee s Phone Personal identification designee ane gt no gt aea sgs number PNB Si n Under penalties of penury declare that have examined this retum and to the best of my knowledge and belief it is true correct and g accurately lists all amounts and sources of income received during the tax year Declaration of preparer other than the taxpayer is based here on all information of which the preparer has any knowledge Your signature Date Your occupation Daytime phone number Joint return See page 6 Keep a copy for your records Paid esee preparer s Firm s name or use only oaeacsspet D For Disclosure Privacy Act and Paperwork Reduction Act Notice see page 32 Spouse s signature lf a joint return both must sign Date Spouse s occupation Date Form 1040EZ 2007 Cat No 11329W C9 RES a MEM eX 123 Taxsoftware com User s Manual For Batch Print All printing multiple returns at a time click on Search and do not select any return
29. Partnership One 35 s 40 Test Partnership One 50 55 60111 first street 70 big city 80 DC 20015 100 110 120 111100 130 52 0000001 140 150 160 170 180 190 export 4 a GIETEN GN G 6 You can add as many additional tax returns to your template as you want Importing your file from a Template 1 There are a few import rules to follow in order to import the file successfully Rule 1 Delete all blank rows or rows with line codes that you are not using but do not delete any of the line codes with alpha names NAME ADDR1 ADDR2 CITY STATE ZIP For example in a Partnership return if you only need the name address and gross receipts or sales line 1a the template should look like this Code 250 is the IRS code for form 1065 line 1a Do not leave rows that you don t need in the CSV file That might cause to import a Null code into the tax return 145 Taxsoftware com User s Manual A a File Edit Yiew Insert Format Tools Data Window Help Adobe PDF Type a question for help X OG Belg Biv B 9 B U t MOBi0 B S 2 a oF il T Ad A A R na Fe Reply with Changes End Review 5 Al v fe F1065 52 000000 52 000000 52 000000 52 000000 52 0000005 Test Partn Partnershi Partnershi Test Partn Test Partnership Five 111 first st 122 Secon 123 Third 444 555 big city small town medium to large city enormous town DC MD VA DC MD 20015 20615 25430 20015 20615 2 3 4 5 Rule 2 Th
30. Taxsoftware OR you can Taxsoftware OR install thi Taxsoftware Taxsoftware com OR Just the simp Taxsoftware 25 Make your selections and click on NEXT D TaxsoftwareFullOffline2008 html Taxsoftware com Offline Installation or D taxsoftwarefulloffline2008 6 Finally yor 1e E Taxsoftware_Full_Offline_2008 Taxsoftware com 2008 Taxsoftware OR you can Taxsoftware OR install th Taxsoftware OR Just the simp Taxsoftware 7 Training 7 56 Taxsoftware com User s Manual 26 Make selections again and click on NEXT ec gt r D TaxsoftwareFullOffline2008 html Taxsoftware com Offline Installation or j2se msi D taxsoftwarefulloffline2008 6 Finally you fie i Taxsoftware com 2008 Taxsoftware OR you can Taxsoftware OR install th m m Taxsoftware OR TT Just the simp Taxsoftware or O D taxsoftwarefulloffline2008 6 Finally you t j Confirm Installation Taxsoftware OR you can Taxsoftware OR install th Taxsoftware OR Just the simp Taxsoftware a 7 Training http demo t 57 Taxsoftware com User s Manual 28 Check Everyone and click on NEXT ec gt r D TaxsoftwareFullOffline2008 html Taxsoftware com Offline Installation or j2se msi Fy z f ji Taxsoftware_Full_Offl
31. Taxsoftware com Taxsoftware msi 4 Make sure you add our web site http www taxsoftware com to your trusted list in Internet Explorer Options Security Trust Sites 5 Install your digital ID 5 Select NEXT on this screen E ool ae J To Install the Taxsoftware com Offline 2008 Tax Preparation Software please follow the instructions below iis Microsoft isual J 2 0 Redistributable Package SE Setup 1 First install Microsoft NET 2 0 or later N welcome to Microsoft Visual J 2 0 Redistributable Package SE Setup dotnetf2 exe 2 Then install the Microsoft NET J 2 0 Sec x86 vyredistse exe or x64 bit version viredist64 exe 3 Then install the Taxsoftware com Base cla Taxsoftware msi 4 Make sure you add our web site http www taxsoftware com to your trusted list in Internet Explorer Options Security Trust Sites 44 Taxsoftware com User s Manual 6 Select Install on this screen To Install the Taxsoftware com Offline 2008 Tax Preparation Software please follow the instructions below iis Microsoft isual J 2 0 Redistributable Package SE Setup 1 First install Microsoft NET 2 0 or later N End user License Agreement dotneti amp 2 exe End User License Agreement MICROSOFT SOFTWARE LICENSE TERMS 2 Then install the Microsoft NET J 2 0 Set MICROSOFT VISUAL Ji 2 0 REDISTRIBUTABLE PACKAGE SECOND EDITION for x86 x64 and 1464 Versions x86
32. To Install the Tax e instructions below Custom Custom settings To change the settings click Custom level 1 First install Mic To use the recommended settings click Default level Windows XP SP3 dotneti amp 2 exe _ Custom level Default level f Reset all zones to default level 2 Then install the x86 Cancel Apply viredistse exe or x64 bit version 13 Uncheck the box and click on ADD Taxsoftware com Offline Installation Windows Internet Explorer OOR w Ey d je D TaxsoftwareFullOffline2008 html w abe Ee Taxsoftware com Offline Installation Internet Options Trusted sites Es You can add and remove websites From this zone All websites in this zone will use the zone s security settings Add this website to the zone J www taxsoftware com add Websites Remove To Install the Tax E e instructions below 1 First install Mic Close Windows XP SP3 dotneti amp 2 exe Custom level Default level Reset all zones to default level 2 Then install the x86 OK Cancel Apply vjredistse exe or x64 bit version 48 Taxsoftware com User s Manual Taxsoftware com Offline Installation Trusted sites REMOVE e instructions below 1 First install Mic Windows XP SP3 dotneti amp 2 exe 2 Then install the x86 viredistse exe or x64 bit version 14 Next install the digital ID You will need one digital
33. at the top of the page and click it I Don t show this message again Learn about the Information Bar Then click on YES 61 Taxsoftware com User s Manual Taxsoftware com Name and Address Page Windows Internet Explorer Go jv je C Program Files Taxsoftware com Taxsoftware_Full_Offline_2008 btax2008 dnameaddressj html we a gl Taxsoftware com Offline Ins Taxsoftware com Name X W To help protect your security Internet Explorer has restricted this webpage from running scripts or ActiveX controls that could access your computer Click here for GP To hel tect ty Int t Expl h tricted th b f ts or Activex controls that could ter Click here f You can not continue past this page until you enter a valid EIN or SSN including the hyphens You must select a Form Type and click NEXT to fill in the rest of the form Security Warning Allowing active content such as script and Activex controls can be but active content might also harm your computer 4re you sure you want to let this file run active content Chapter 8 Technical Specifications Taxsoftware com won t tax your computer If you can access the web site you can file the returns Following are the system and browser requirements Microsoft Java yields best performance System Requirements Microsoft Internet Explorer 4 or later Microsoft Java or latest Sun Java Or Netscape 7 0 or later With Sun Java 1 4 or later To Pri
34. computer Click here for Technical Information Download it for free about our software ERE you are using from here Netscape you must install Acceptance Testing System Please refer to the 1040 1041 1065 1120 11205 2290 720 990 and Information Returns pages for the forms that have passed and that will be available this year You may receive unlimited customer support via email at help taxsofiware com We do not provide customer support via telephone We have five servers You can switch servers at any time Select the one that gives you the fastest response a E is Netscape 7 0 or later with Java 1 4 from Sun For the latest Java version 1 4 or later from SUN for NETSCAPE click here zi 100 4 Vanu muncot rca CITAI af Trusted sites Protected Mode Off 13 Taxsoftware com User s Manual 3 Click on the NEW button to start a tax return Taxsoftware com Home Page Windows Internet Explorer OS GEYT fai http llw taxsoftware com startj html 44X Fie Edit view Favorites Tools Help we de fi Taxsoftware com Home Page r fm gt Page O Tools Taxsoftware com Start Web Page New Delete Copy Edit EFile Print an Pay Exit Update Status All your data is automatically saved in your computer in this working directory ey NDlae blant NEW Click here to start a N return Click on the NEW but each time you start a differen ret
35. corresponds to a line from the tax return The SSN or EIN numbers of each taxpayer will be across the top of the export file Each row is one line code from the tax forms Rows 2 to 7 will be given universal names to the line codes The codes are NAME ADDR1 ADDR2 CITY STATE and ZIP These rows must remain named like that for the import back to work Ej Microsoft Excel export csy Bay File Edit wiew Insert Format Tools Data Window Help Adobe PDF Type a question for help X O eERBSEIadBIi Veale 9 e amp z 21 i o B ia ea 2 am amp a A isy Qa Ve Reply with Changes End Review p Al It Ml il as v f amp F1065 Test Partnership One 111 first street big city DC 20015 30 Test Partnership One 35 s 40 Test Partnership One 60 111 first street 70 big city 80 DC 20015 100 110 120 111100 130 52 0000001 140 150 160 144 Taxsoftware com User s Manual 5 Use the template to enter additional returns See the example below ui Ba File Edit wiew Insert Format Tools Data Window Help Adobe PDF Type a question for help amp X N hhl hih gt wy DSA BSIGR FG B 9 B 41 MOBio B 2 2 2a dog a S iid Ye Reply with Changes End Review g poe Xv amp Partnership Three 52 0000001 52 0000002 52 0000003 Test Partners Partnership Two Partnership Three i ADDR1 111 first stree 122 Second St big city small town 16 STATE DC 20015 30 Test
36. e services is a product designed for professionals looking for the easiest fastest most secure and least expensive system for tax preparation around Taxsoftware com offers all the forms and schedules you need with none of the worry about software package updates Because the updates come online you don t have to worry about getting the latest software patch or fix it s up to date all the time every time no matter when you log in E service means paperless tax returns No more Forms 8453 When you sign up for Taxsoftware com e services you Can use a practitioner PIN method to e file This eliminates the Form 8453 requirements for all forms Normally you need to fax a Form 8453S for Form 1120s Form 8453C for Form 1120 or Form 8453E0 for Form 1120POL and mail a Form 8453P for Form 1065 Form 84530L for Form 1040 or Form 8453F for Form 1041 With Taxsoftware com e services you sign up for a practioner PIN and just enter your EFIN PTIN and PIN when you e Taxsoftware com User s Manual file Then no Form 8453 is required For more information see http www irs gov efile article 0 id 119998 00 html Pract1 After you e file Information Returns Federal Information Returns tax return you get Taxpayer Identification Number TIN matching TIN matching is a pre filing service offered to payers and or authorized agents who submit any of six information returns subject to backup withholding Forms 1099 B INT DIV OID PATR a
37. fields only Print Range 0 Current view Current page Pages 1 Subset 4il pages in range Pia2R2 EE Reverse pages Page Handling Copies 1 Collate Page Scaling Shrink to Printable Area X V Auto Rotate and Center Choose Paper Source by PDF page size Print to file F Print color as black Units Inches Zoom 96 W111 Version 6 0 To change the default please select DOCUMENT AND COMMENTS in the PRINT WHAT field of the printer dialog box as shown below Also check the box to PRINT COLOR AS BLACK otherwise the default will be blue Then click OK 94 Taxsoftware com User s Manual ajx Printer Name Dell Laser MFP 1600n ka Properties Status Aeady Print to file Type Dell Laser MFP 1600n 0 BY Print Range ie All Curent view f Curent page Pages fom fi to f Subset Al pages In range Reverse pages Page Handling Copies f Collate Page Scaling Shrink lange pages M Auto Aotate and Center T Choose Paper Source by POF page size Print What D t and t E Ee Units Inches oom J6 Version 4 0 Make sure the box for ANNOTATIONS is checked as shown below Then click OK Printer WEVA Dell Laser MFP 1600n Properties Status Ready Reverse pages Type Dell Laser MFP 1600r Print as image Where IP_192 169 1 150 0 Iv Fit to page Comment Print to file Print Range Copies All IY Annotations Number of copes
38. form code in the electronic record of individual income tax returns for forms that are altered handwritten or typed An alteration includes any pen and ink change The information must never be altered after the forms are given to the ERO Addresses on forms that differ from the taxpayer s current address must be input into the electronic record of the return even if the addresses are old or if the taxpayer has moved EROs should inform taxpayers that the address on the first page of the return once processed by the IRS will be used to updated the taxpayer s address of record The IRS uses a taxpayer s address of record for various notices that are required to be sent to a taxpayer s last known address In addition the ERO should be careful never to put the ERO s address in fields reserved for taxpayers addresses in the electronic return record or on Form 8453 The only exceptions are if the ERO is the taxpayer or the address of a power of attorney for the taxpayer for the tax return is the same as the address of the ERO Chapter 18 ERO Responsibilities after Submission The IRS has assigned the ERO certain duties to uphold after submission of any electronic returns Most of these responsibilities pertain to the maintenance of records and communications with taxpayers Because with Taxsoftware com all of your data is stored on your computer and remains on your computer compliance with these requirements is simple
39. intemmet Explorer or later version with the latest gt eva version 15 or If you cannot see the ACCEPT button above you must nail Brow add the site to your trusted list AND Controls versos Lj ox hates I you meed am update te ese the web site them when you press the ACCEPT button above you will be semt to an update page to install the required update The update may met be on our web site and may be em Microsoft s er Sun s web site You will need adobe acrobat reader 5 05 or later to pnnt your retum All of you data is saved on your computer Click here for Technical Information E Download it for free oar software vou are usmg from here eroun i Acceptance Testing System Please refer to the 1040 1051 1665 1139 11305 stscape or tater with 2290 739 990 asd infhnnaton Reruris pages for the forms that have passed and Java 4 from Sun For the that will be available this year latest Java version 14 or tater from SUN for NETSCAPE cich You may receive unlimited customer support via email at help 133197 are cosi here We do not provide customer support via telephone We have five servers You cam switch servers at amy time Select the ane that gives Get Firefox h i a you the fastest response M http wes javatescom bette ewrtarsofware com bmp Seckup taxsuftcom You must use SUY bnp tassa hiz hago orntansefrareus Jova 1 5 or later with Firefox Java and all Java related products are registered tr
40. one ot them Your e mail message will be sent whithin 24 hours of e iling your retum If you do receive an e mail trom us during this period ot time please contact us at help taxsottware com If your retum is rejected you can come back and correct your errors then efile again lt rT M OS Taxsoftware com Electronic Transmission Page Mozilla Firefox File Edit View History Bookmarks Tools Help lt i gt 7 e wJ a Lj file C btaxd senddata html gt _ Your TigerDirect com Shopping Cat _ _Taxsoftware com Electronic Tran C3 Taxsoftware com Electronic Transmission Page ELECTRONIC POSTMARK Wed May 21 21 25 16 EDT 2008 This is the time and date your tax return is considered filed It is based on the time on your computer in your time zone This page will transmit your data to the Taxsoftware com via SSL Then Taxsoftware com will transmit your data to the IRS If you have already transmitted this tax return to the IRS you will not be charged to transmit again i there are errors in the return You will need to check back to this web over the next few business days to find out if there are any errors in your tax return Everytime you return to the web site TAXSOFTWARE COM will check for errors from the IRS Until the IRS is done PROCESSING the return the errors will not be show If there are any errors you will need to fix them before transmitting again CONFIRM SEND CANCEL SEND
41. print copies and mail filing The worksheets not required by the IRS will not be printed Errors Click on Errors to show results from the acknowledgement file you last got back from the IRS after you e filed your tax return Start Click on Start to go directly to the start page 33 Taxsoftware com User s Manual Review Click on Review to refresh or update the current list of web pages E file Click on E file to transmit your return electronically Worksheets 1 You can select any worksheet from the drop down at the top of the review or Summary Page to see the calculations on the worksheet 2 To print a worksheet click on the worksheet web page from the review web page Once on the worksheet web page click on Print to get just the worksheet Taxsoftware com Form 1040 U S Individual Income Tax Return Windows Internet Explor go v fre http www taxsoftware com btax2t gt 49 X Live Search Pi File Edit view Favorites Tools Help L r gt w a fia Taxsoftware com Form 1040 U S Individ fp A amp Page GO Tools A Fom 1040 U S Individual Income Tax Return x lt Prev Next gt Start Review PayPrint Help Form 1040 Qualified Dividends and Capital Gain Tax Worksheet Line 44 Before you begin See the instructions for line 44 on page 36 to see if you can use this worksheet to figure your tax If you do not have to fi
42. publishers you trust What s the risk 4 Click on NEXT J Taxsoftware Offline Interview 2008 Welcome to the Taxsoftware Offline Interview 2008 Setup Wizard The installer will guide you through the steps required to install T axsoftware Offline Interview 2008 on your computer WARNING This computer program is protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil of criminal penalties and will be prosecuted to the maximum extent possible under the law 5 Please read the License Agreement and check I Agree before you continue Then click on NEXT 19 Taxsoftware com User s Manual ps Taxsoftware Offline Interview 2008 License Agreement r Please take a moment to read the license agreement now If you accept the terms below click I Agree then Nest Otherwise click Cancel Important Software is defined as the 2000 2008 U S Tax Return Preparation Program of Internet Programming and Consulting Inc hereinafter referred to as Taxsoftware com and any updates or maintenance releases thereto Do not download or use the Software until you have carefully read the following Agreement This Agreement sets forth the terms and conditions for licensing of the Software from Taxsoftware com to you and using the Software indicates that wou have read and understand this Anreement and arrent its
43. s web site acrobat reader 05 or later to pnnt your retum All of you data is saved on your computer Click bere for Technical lefermarion gt Download it for free about our software you are using from here Netscape you must mstall TN on force Acceptance Testing System Please refer to the 1040 1041 1065 1130 11205 elacepe 0 or later with itta 2290 720 090 and information Rermras pages for the forms that have passedand Java L4 from Sun For the that will be available this vear latest Java versson 1 4 of later from SUN fot NETSCAPE cick You may receive unlimited customer support via email at bclo tiisofrmare com nesr We do not provide customer support via telephone We have five servers You can switch servers at any time Select the ome that gives Get Firefox you the fastest response browsing redefines bup www javatascom hitp www tarsolware com brip backup tarsoft cam You must use SUN r bnp ijwwe tex safe hiz henp www tazsoftware us Java 1 5 or later with Firefox Java and all Java related products are registered trademarks of Sun Microsystems of Trusted sites Protected Mode Off A10 86 Taxsoftware com User s Manual 3 Ifthe Business Tax Preparation Software page does not have an Accept button then you need to install Java and configure your web browser to trust the Taxsoftware com web site Below is the web page without an Accept button Proceed with the next chapter to
44. to exit OR install the Full Offline ver TaxsoftwareFullOffline2008 OR Just the simplified interview v TP iecaheiarnleiacee Cine Please use Windows Update to check for any critical updates to the NET Framework 7 Training You can view the http demo taxsoftware com 31 To open Taxsoftware com Offline just double click on the icon that will be place on your computer s desktop Si z E D TaxsoftwareFulloffline2008 html we d a ERN TEE Ge taxsoftwareinterviewoffline2008 File Edit view Favorites Tools Help Oa O T JO search gt Folders S S X 19 Fa j se msi Address C D taxsoftwareinterviewoffline2008 or axsoftwarelnterviewOffline2 Windows Installer Package 9 260 KB 6 Finally Taxsofty OR yout 59 Taxsoftware com User s Manual 32 Depending on your security settings you may get the follow warning the first time you run the full version Click on prompt at the top of the web page and select RUN G je C Program Files Taxsoftware com Taxsoftware_Full_Offline_2008 startj html w i 59 Taxsoftware com Offline Ins Taxsoftware com J Bro X 33 Answer Run to the question on the screen Taxsoftware com J Browser Control Base Class Installation Page Windows Internet Explorer A AO c p SL LL a aT wie C Program Files Taxsoftware com Taxsoftware_Full_Offline_2008 startj html we abe ga Taxsoftware com Offline Ins Taxsoftware com J Bro
45. was accepted The DCN Where to put the DCN on Form 8453 OL D i The requirement to properly complete and timely submit a Form 8453 OL with accompanying paper documents within one business day 5 The appropriate submission processing center s address to which Form 8453 OL with accompanying paper documents must be sent 6 That a Form 8453 OL must be received by the IRS when applicable before an Online filed return is complete The Transmitter must notify the taxpayer of the following if the IRS rejects the electronic portion of a taxpayer s return 1 That the IRS rejected the electronic portion of the taxpayer s return 2 The date of the rejection 3 What the reject code s means 4 What steps the taxpayer needs to take to correct the errors that caused the rejection and 76 Taxsoftware com User s Manual 5 That if the taxpayer chooses not to have the electronic portion of the return corrected and transmitted to the IRS or if the electronic portion of the return cannot be accepted for processing by the IRS the taxpayer must file a paper return In order to be filed timely the paper return must be filed by the later of the due date of the return or ten calendar days after the date the IRS gives notification that the electronic portion of the return is rejected or that it cannot be accepted for processing The paper return should include an explanation of why the return is being filed after the due date A Trans
46. 05 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBERS 41 0000006 10412005 NOT PAID TEST TRUST NUMBER 6 41 0000007 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 7 41 0000008 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 8 41 0000009 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 9 41 0000011 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 11 42 0000009 10412005 PRINT PAID AURORA USA PRODUCERS STOCK PURCHASE Show Attachments Add Attachment f Fenort 1 Spo tf i trstedsites 7 122 Taxsoftware com User s Manual 9 Print All prints an entire tax return in PDF format except for the K 1s 2 Taxsoftware com Home Page Microsoft Internet Explorer Qe O ix 2 G PL seach Favores Oe Sol O amp Links 2 Customize Links 4 Free Hotmail 4 Windows Windows Marketplace Windows Media yy Yahoo ye Yahoo Mail File Edit View Favorites Tools Help Address lE http tjw taxsoftware com startj html gt IYN JY IUU of tk w 1041 2005 PRINT PAID MICKEY Test Com pany Tio 51 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 41 0000001 10412005 NOT PAID TEST TRUST NUMBER 1 41 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 41 0000003 10412005 NOT PAID TEST TRUST NUMBER 3 41 0000004 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 4 41 0000005 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 5 41 0000006 10412005 NOT PAID TEST TRUST N
47. 1 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 11 1120 2005 PROCESSING PRINT PAID Test Pay Estate One 1041 2005 PRINT PAID AURORA USA PRODUCERS STOCK PURCHASE 065 2005 PRINT PAID Latlar Restaurants LLP 1065 2005 NOT PAID Northwest Enterprises 52 1803460 FIRE 2005 IRS REJECTED PRINT PAID Internet Programming and Consulting Inc 52 1803460 FIRE 2005 IRS REJECTED PRINT PAID Internet Programming and Consulting Inc 11 0000009 11205 2005 NOT PAID TREE FIXR UPPER INC 11 0000008 112052005 IRS ACCEPTED PRINT PAID GOLDPLATED DETAILING SERVICE INC 11 0000006 112052005 IRS REJECTED PRINT PAID GREATER VALUE INC 11 0000007 112052005 IRS REJECTED PRINT PAID WORKINGNDAYNNIGHT INC 11 0000008 11205 2005 IRS ACCEPTED PRINT PAID GOLDPLATED DETAILING SERVICE INC Update Status y 11 0000198 1120 2005 NOT PAID GOLD BLAZER CAR WASH INC ar SEINE 11 0000009 112052005 IRS ACCEPTED PRINT PAID TREE FIXR UPPER INC 7 ep O O O Oedses 3 138 Taxsoftware com User s Manual 6 Then click on the forms you are importing gt Taxsoftware com Home Page Microsoft Internet Explorer GQ Back O x 2 DP search se ravortes O GS a O Links Customize Links 2 Free Hotmail Windows 2 Windows Marketplace 2 Windows Media xp Yahoo yp Yahoo Mail File Edit View Favorites Tools Help Address E http www taxsoftware com starti html gt Form 1065 K 41 gt pi om ort Expoon CLO eevecenovoasoesove
48. 2 search te Favorites O S og GUU File Edit view Favorites Tools Help Address A http www taxsoftware com product htm Pa filan Hame Tax Preparation Software CALP Home About Us E services Product Benefits Legal Info Deadlines Q amp A By clicking ACCEPT below you agree to the terms of our legal page s 3 You will need ACCEPT icrosoft Internet orer 4 or later version with the latest Microsoft Java or the latest If you cannot see the ACCEPT butto ove cli ereto uto SUN Java version 1 4 or 5 co re your web brow icrosoft Java Microsoft NET J Browser Co VTE Jj orl If you need an update to use the web site then when you press the ACCEPT button above you will be sent to an update page to install the required update The update may not be on our web site and may be on Microsoft s or Sun s web site If the ACCEPT button does not show up make sure you have trusted our web site All of you data is saved on your computer Click here for Technical Information about our software Accentance Teatino Stectem Please referta the 1041 1065 1190 11 08 and FIPE Fa 4 ff T Oms 7 4 Click on NEW at the top of the page Taxsoftware com Home Page Windows Internet Explorer 5 x G Bittto tiwn taxsoftnare comistarihim SY 9 flive seare fef Fie Edit view Favorites Tools Help onis a ae we che PE taxsoftware com Home Page e g ah so Page Tools a Taxsoftwar
49. 20S 2005 1120S 2005 1120S 2005 11205 2005 PRINT PAID PRINT PAID NOT PAID NOT PAID IRS ACCEPTED PRINT PAID IRS REJECTED PRINT PAID IRS REJECTED PRINT PAID IRS ACCEPTED PRINT PAID NOT PAID IRS ACCEPTED PRINT PAID TEST TRUST NUMBER 1 La lar Restaurants LLP Northwest Enterprises TREE FIXR UPPER INC GOLDPLATED DETAILING SERVICE INC GREATER VALUE INC WORKINGNDAYNNIGHT INC GOLDPLATED DETAILING SERVICE INC GOLD BLAZER CAR WASH INC TREE FIXR UPPER INC 11208 20045 1040 2005 1040 2005 1040 2005 1040 2005 1040 2005 NOT PAID NOT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PACK FOR YOU INCORPORATED LUCAS RAYNARD BRENDA N ERTIA JOE Z CANASTA JESSE SANTANA LUCAS RAYNARD evo O O O S O Orestes 3 You will be able to choose where to save the file 130 Taxsoftware com User s Manual Select File to SAYE your data to x Save in E btax1 gt e cE 3 tax ini My Recent ia taxreturn1 bak SUNS 4 taxreturni tax lia taxreturn2 bak la taxreturn2 tax Desktop A My Documents i g My Computer el es tect ae Filename Places Save as type fan Files Cancel gt Taxsoftware com Home Page Microsoft Internet Explorer eek i e A search se ravortes O ia o D G Links Customize Links 4 Free Hotmail Windows 2 Windows Marketplace Windows Media wp Yahoo xp Yahoo Mail Fie Edit view Favorites Tool
50. 777 MICHAEL 56 Rue de la Rie 15461 ALT 0 353 77 111 DAVID W Brown 20614 PAS 0 l 0 111 58 44 ERVIN F Brown 10 NANDIT 0 0 665 55 995 DONNA M Brown 27102 AUT 0 0777 44 2222 Tha im mmi gt Le For more details or line codes for other forms please request an electronic copy from Taxsoftware com 5 Use the spreadsheet to add information and Import back to the database Select a return and click on the Import button E Taxsoftware com Home Page Microsoft Internet Explorer GBack O d 2 A seach Favorite O S 3 LJ amp Links lt 2 Customize Links 4 Free Hotmail lt 2 Windows Windows Marketplace Windows Media yy Yahoo we Yahoo Mail File Edit View Favorites Tools Help Address lE http www taxsoftware com startj html a 1041 2005 PRINT PAID Test Company Two MICKEY 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 1041 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 1 1041 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 Print All 1041 2005 NOT PAID TEST TRUST NUMBER 3 1041 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 4 srera Papers 1041 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBERS Show Attachments 1041 2005 NOT PAID TEST TRUST NUMBER 6 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 7 PETS FRR EN Se 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBERS Add Attachment 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 9 104
51. C Do Not Agree 6 Select Everyone Click on NEXT is Taxsoftware Offline Interview 2008 x L _ Slat AMINO Felder Ee ES The installer will install Taxsoftware Offline Interview 2008 to the following folder To install in this folder click Next To install to a different folder enter it below or click Browse Folder C Program Files T axsoftware com T axsoftware Offline Interview 200 Install Taxsoftware Offline Interview 2008 for yourself or for anyone who uses this computer C3 Just me 7 Click on NEXT 20 Taxsoftware com User s Manual E Taxsoftware Offline Interview 2008 Confirm Installation The installer is ready to install Taxsoftware Offline Interview 2008 on your computer Click Next to start the installation is Taxsoftware Offline Interview 2008 Installing Taxsoftware Offline Interview 2008 Taxsoftware Offline Interview 2008 is being installed Please wait Md 8 Click on CLOSE Now you have Taxsoftware com Offline installed in your computer 21 Taxsoftware com User s Manual pg Taxsoftware Offline Interview 2008 Installation Complete Taxsoftware Offline Interview 2008 has been successfully installed Click Close to exit Please use Windows Update to check for any critical updates to the NET Framework Cancel Accessing your Taxsoftware com Offline Software 1 From your computer go to your Start feat
52. E Forms Show Only My Documents 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 PRINT PAID IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED PRINT PAID NOT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID Test Company Two TEST TRUST NUMBER 2 TEST TRUST NUMBER 1 TEST TRUST NUMBER 2 TEST TRUST NUMBER 3 TEST TRUST NUMBER 4 TEST TRUST NUMBER 5 TEST TRUST NUMBER 7 TEST TRUST NUMBER 7 TEST TRUST NUMBERS TEST TRUST NUMBER 9 TEST TRUST NUMBER 11 TEST TRUST NUMBER 1 Test Estate Create SevenTeen Test Trust Trustee Print All BHD NETS Add Attachment 4 E Teese 3 Then a list of different form types will be shown so you can select the type of forms to export For example to get just the Form 1041 form types click on the Form 1041 in the list a Taxsoftware com Home Page Microsoft Internet Explorer Q Back o E iz 2 Search Favorites la s sa 9 gt LJ Links Customize Links 4 Free Hotmail 2 Windows amp 2 Windows Marketplace Windows Media yp Yahoo yy Yahoo Mail Eile Edit View Favorites Tools Help Address l http www taxsoftware com startj html ort By BATC
53. ED PRINT PAID TREE FIXR UPPER INC 1120S 2005 NOT PAID PACK FOR YOU INCORPORATED 1040 2005 NOT PAID LUCAS RAYNARD 1040 2005 PRINT PAID BRENDA N ERTIA 1040 2005 PRINT PAID JOE Z CANASTA 1040 2005 PRINT PAID JESSE SANTANA 1040 2005 PRINT PAID LUCAS RAYNARD Update Status _ Batch Print Save to Disk Load fram Disk Check Out Batch Print Start lo Batch Print End fi 5 Checkin Make a Separate File for each K 1 and FIRE Form C Make One Large PDF File ac 4 b Booo O O O tf Oses A PDF file will pop up with on your screen with all the forms you selected 129 Taxsoftware com User s Manual File Edit View Document Comments Forms Tools Advanced Window Help ip Create PDF 7 E Combine Files v epot Gj Secure A Sign E Forms SP Review amp Comment Excise Tax Declaration for an IRS e file Return For the period beginning and ending For use with Forms 720 2290 and 8849 gt File electronically Do not file paper copies p gt See Instructions 8453 EX OMB No 1545 2082 Form July 2007 Department of the Treasury Internal Revenue Service Name as shown on Form 720 2290 or 6849 PMSN CARGO TRANSPORT of Return and Return Information Whole dollars onl Taxpayer identification number 11 1000011 Check the box for the return for which you are using this Form 8453 EX and enter the applicable amount from the return If you Tx check the box on line 1a 2a or 3a
54. EST TRUST NUMBER 9 41 0000011 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 11 52 0000008 11202005 NOT PAID Test Pay Estate One 42 0000009 10412005 PRINT PAID TEST TRUST NUMBER 1 45 1234567 106652005 PRINT PAID LaMar Restaurants LLP 547654321 1065 2005 NOT PAID Northwest Enterprises 11 0000009 1120S 2005 NOT PAID TREE FIXR UPPER INC 11 0000008 11205 2005 IRS ACCEPTED PRINT PAID GOLDPLATED DETAILING SERVICE INC 4 b omne OOOO O f O S T Otesi 7 2 Click on the file shown inside the box 136 Taxsoftware com User s Manual gt Taxsoftware com Home Page Microsoft Internet Explorer Otak x 2 seach Favorites O GS D amp Links 4 Customize Links 4 Free Hotmail windows amp 2 Windows Marketplace 4 windows Media yp Yahoo yp Yahoo Mail Eile Edit View Favorites Tools Help Address l http www taxsoftware comistartj html Recipient Name Recipient ID p j Sort by zl EXPORT FOR 41 0000001 1041 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 1 Search Results Count 39 I Show Individual K 1s and FIRE Forms Show Only My Documents Form 1041 K 14 Form 1041 K 14 Old O Pi Show Attachments AddAtachment 4 i F Mo i trustedstes 7 3 Name the file and save in your hard drive If you change the name of your file make sure to add the csv extension to it Select File to SAYE your data to 2 x Save in btax05irs1120s e Dece Fe taxreturn3 bak 3 F
55. Electronic Federal Tax Payment System EFTPS Taxpayers can pay balances due and estimated taxes year round using the Electronic Federal Tax Payment System ETPS You can enroll in EFTPS online via an official government web site After enrollment you will receive a confirmation package with instructions A PIN will be mailed separately for security Installment Agreement Requests Taxpayers who cannot pay the amount they owe for Form 1040 series returns may submit Form 9465 Installment Agreement Request to the IRS The IRS will charge a user fee for setting up the installment payments 67 Taxsoftware com User s Manual Chapter 15 Refunds Taxpayers expecting refunds have several options An individual income tax refund may be applied to the next year s estimated tax received as a direct deposit or paper check or split so that a portion is applied to the next year and the remainder is received as a refund Direct deposit is the fastest way to receive refunds many taxpayers prefer this method To designate an account for direct deposit of refund taxpayers must provide the account numbers and routing numbers for qualified accounts at eligible financial institutions Qualified accounts include savings checking share draft or consumer asset accounts credit card accounts do not qualify Eligible institutions are national banks state banks savings and loan associations mutual savings banks and credit unions Certain financial i
56. Form 8453 must be identical to that on the return and the form must be signed by both the taxpayer and the ERO Any paid preparer must also sign Form 8453 If the electronic data portion of the return has been submitted and accepted by the IRS before the Form 8453 has been filed EROs must mail the Form 8453 within three business days of acceptance The IRS states that a composite electronic and paper return is not considered filed until the Forms 8453 are received by the IRS As a result the IRS may choose to sanction EROs that do not timely file Forms 8453 Chapter 13 Submitting Returns As soon as you have completed a return and collected from the taxpayer if necessary the appropriate signature authorizations and other forms such as W 2s W 2Gs or 1099 Rs the return is ready for submission And with 65 Taxsoftware com User s Manual Taxsoftware com all it takes is a simple click of the mouse Taxsoftware com then transmits the return to the IRS right away every day Taxsoftware com transmits to the IRS on a daily basis there s no stockpiling of returns Then as soon as we know the returns have been accepted or rejected we e mail you There s no lag time in the Taxsoftware com system Chapter 14 Payments Taxpayers who e file must pay any tax balances due by the original due date of the return If taxes are not paid on time taxpayers will be subject to interest and penalty charges The IRS may grant extens
57. H EXPORT Search Results Count 15 Show Individual K 1s and FIRE Forms Show Only My Documents Print All show Attachments Add Attachment 0 EEE Lo 141 Taxsoftware com User s Manual 4 Save the spreadsheet file in your computer If the file doesn t pop up just go directly to the location where your file was saved and double click on it Each column will correspond to a tax return where the header is the EIN Each row corresponds to a line from the tax return The SSN or EIN numbers of each taxpayer will be across the top of the export file Each row is one line code from the tax forms Rows 2 to 7 will be given universal names to the line codes The codes are NAME NAMECONTROL ADDR1 ADDR2 CITY STATE and ZIP These rows must remain named like that for the import back to work Please check for a list of line codes at www taxsoftware com or request a line code list at help taxsoftware com Microsoft Encel enportesv xlox Bal File Edit wiew Insert Format Tools Data Window Help Adobe PDF Type a question for help v X OBE RBSGA 7GB B 9 2h Bi ar 10 BLUj E BB H o A FEF 2 u d o g A Ai si i Ye Reply with Changes End Review g Al fe F1041 M NJ 452 000000151 000000 41 00000152 000001142 000000 41 000000 41 000000 41 0000000 41 0000000 41 000000 41 0000001 41 00000041 nie NAME Test Comp TEST TRU Test Estat Test Trust TEST TRU TEST TRU TEST TRU TEST TRU TEST TRU
58. ID for each EFIN you will be using The password is set to the EFIN of 123456 Double click on the digital ID and click on OPEN Taxsoftware msi 4 Make sure you add our web site http www taxsoftware com to your t File Download 5 Install your digital ID IRS Testing pf The password is 123456 Upen Folder 5 Please also install the SUN java http JAwww java com 6 Finally you can either run from the web from here Taxsoftware com Online Start Web Page 49 Taxsoftware com User s Manual 15 Then click on NEXT mw 172 25 1 11 Remote Desktop r j v D TaxsoftwareFullOffline2008 html Kr IG ll w abe Ee Taxsoftware com Offline Installation 2 Then install the Microsoft NET J 2 0 Second Edition x86 vjredistse exe Certificate Import Wizard or x64 bit version vyredist64 exe 3 Then install the Taxsoftware Taxsoftware msi 4 Make sure you add our wet 5 Install your digital ID IRS Testing pfx The password is 123456 m 172 25 1 11 Remote Desktop lolx i xi Welcome to the Certificate Import Wizard This wizard helps you copy certificates certificate trust lists and certificate revocation lists From your disk to a certificate store 4 certificate which is issued by a certification authority is a confirmation of your identity and contains information used to protect data or to establish secure network connections 4 cert
59. INT PAID Test Pay Estate One 42 0000009 10412005 PRINT PAID AURORA USA PRODUCERS STOCK PURCHASE 45 1234567 10652005 PRINT PAID LaMar Restaurants LLP Export 547654321 10652005 NOT PAID Northwest Enterprises 52 1803460 FIRE 2005 IRS REJECTED PRINT PAID Internet Programming and Consulting Inc l 52 1803460 FIRE 2005 IRS REJECTED PRINT PAID Internet Programming and Consulting Inc j Import 11 0000009 1120S 2005 IRS ACCEPTED PRINT PAID TREE FIXR UPPER INC 11 0000008 112052005 IRS ACCEPTED PRINT PAID GOLDPLATED DETAILING SERVICE INC 11 0000006 11208 2005 IRS REJECTED PRINT PAID GREATER VALUE INC 11 0000007 112052005 IRS REJECTED PRINT PAID WORKINGNDAYNNIGHT INC 11 0000008 11208 2005 IRS ACCEPTED PRINT PAID GOLDPLATED DETAILING SERVICE INC Update Status 11 0000198 11205 2005 PRINT PAID GOLD BLAZER CAR WASH INC ALESSAND 11 0000009 112052005 IRS ACCEPTED PRINT PAID TREE FIXR UPPER INC 11 0000010 11205 2005 IRS REJECTED PRINT PAID PACKFOR YOU INCORPORATED Batch Print 41 0000001 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 1 ALESSAND 52 0000306 11208 2005 PROCESSING PRINT PAID Test Company One Gawe tn Nick e After clicking on Show Attachments all the attached documents will show up To view them select the file and click on VIEW 124 Taxsoftware com User s Manual E Taxsoftware com Home me Page Microsoft Internet Explorer Teese O iz search se ravorites O7 a oI a Links 4 Customize Li
60. N Internet Explorer Security Warning ppan Do you want to run this software E Name taxdbc msi Publisher Taxsoftware com More options While files from the Internet can be useful this fle type can potentially harm your computer Only run software from publishers you trust What s the risk 110 Taxsoftware com User s Manual 5 Click on NEXT J Taxsoftware com TaxDBC ee eee Welcome to the Taxsoftware com TaxDBC Setup Wizard The installer will guide you through the steps required to install Taxsoftware com TaxDBC on your computer WARNING This computer program is protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the maximum extent possible under the law 6 Select EVERYONE and click on NEXT J Taxsoftware com TaxDBC a w See Select Installation Folder The installer will install Taxsoftware com TaxDBC to the following folder To install in this folder click Next To install to a different folder enter it below or click Browse Folder C Program Files T axsoftware com Inc TaxDBC Install Taxsoftware com TaxDBC for yourself or for anyone who uses this computer Just me 7 Click on NEXT J Taxsoftware com TaxDBC a ss a Confirm Installation The installer is ready to install Taxsoftware
61. Page Filters for Search Doc Type Status Taxpayer Name l Taxpayer ID Recipient Name Recipient ID Sort by z Tax Year Search Results Count 10 I Show Individual K 1s and FIRE Forms Show Only My Documents 11 1000004 EXCISE 2008 NOT PAID SGFN TRANSPORT 11 1000004 EXCISE 2008 NOT PAID SGFN TRANSPORT 52 0000001 EXCISE 2008 NOT PAID Test 2290 52 1213669 EXCISE 2009 NOT PAID TEST Excise 11 1000011 EXCISE 2008 ELF NOT PAID PMSN CARGO TRANSPORT 11 1000011 EXCISE 2009 PRINT PAID PMSN CARGO TRANSPORT 52 0000001 EXCISE 2009 ELF NOT PAID Arlene Excise Tax 11 1000011 EXCISE 2009 PRINT PAID PMSN CARGO TRANSPORT 11 1000012 EXCISE 2008 NOT PAID BSCN NATIONAL TRASPORT Batch Print Start Batch Print End C Make a Separate File for each K 1 and FIRE Form Make One Large PDF File Browse Working Directory C btax Done Internet Protected Mode Off 4 e S ae 115 Taxsoftware com User s Manual Using TaxDBC 1 When you install TaxDBC the page below will always the your Start Page every time you access Taxsoftware com 4 Taxsoftware com Home Page Microsoft Internet Explorer Back X 8 x DIENA P search Favorites 6 2 a jl L Links Customize Links 4 Free Hotmail 2 Windows 2 Windows Marketplace lt 2 windows Media yy Yahoo yy Yahoo Mail Edit wiew Favorites Tools Help Eile Address l http www taxsoftware com startj html Taxsoftware com TAXDBC Database S
62. Please select or enter information below No Database All data will be saved in Hat files in your own computer Sequel Server 2005 Express Database Connection Name TAXDBC Required information for e filing and billing Vv Bill all the tax returns prepared to my e services account EMail address from Digital ID help taxsoftware com IMPORTANT Your digital ID e mail address and EFIN must all match our records or the tax returns will be rejected A Ma Internet Protected Mode Off H Prompt Password Please Login to TAXSOFTWARE COM User Password 6 You will see this screen Click on START PAGE 114 Taxsoftware com User s Manual Dr GD vd v E Page v Took v Taxsoftware com Database Settings Please select or enter information below No Database All data will be saved in flat files in your own computer Sequel Server 2005 Express Database Connection Name TAXDBC Required information for e filing and billing IV Bill all the tax returns prepared to my e services account EMail address from Digital ID fhelp taxsoftware com IMPORTANT Your digital ID e mail address and EFIN must all match our records or the tax returns will be rejected Internet Protected Mode Off ey we we fa Taxsoftware com J Browser Control Base Class L ms fp gt deb gt Page v Tools gt gt A Taxsoftware com TAXDBC Database Start Web
63. Progress The selected components are being configured so Setup Support Files P SOL Native Client SOL VSS Writer SOL Server Database Services 15 Click on NEXT fall Microsoft SQL Server 2005 Setup Setup Progress The selected components are being configured Product Status SOL Native Client Setup finished SOL VSS Writer Setup finished SOL Setup Support Files Setup finished SOL Server Database Services Setup finished 16 Click on FINISH Cancel 108 Taxsoftware com User s Manual E Microsoft SQL Server 2005 Setup Completing Microsoft SQL Server 2005 Setup Setup has finished configuration of Microsoft SQL Server 2005 Refer to the setup error logs for information describing any failure s that occurred during setup Click Finish to exit the installation wizard Summary Log To minimize the server surface area of SOL Server 2005 some features and services are disabled by default for new installations To configure the surface area of SQL Server use the Surface Area Configuration tool Configuring and Managing SQL Server Express For improved manageability and security SQL Server 2005 provides more control over the SQL Server surface area on your system To minimize the surface area the following default configurations have been applied to your instance of SQL server o TCP IP connections are disabled a Rlarsand Dinan in dinshlad Creating a datab
64. QL Server 2005 Express Edition Setup Error and Usage Report Settings Help Microsoft improve some of the SQL Server 2005 components and services Automatically send Error reports for SQL Server 2005 to Microsoft or your corporate error rifeparting server Error reports indude information regarding the condition of SQL Server 2005 when an error occurred your hardware configuration and other data Error reports Automatically send Feature Usage data for SQL Server 2005 to Microsoft Usage data E indudes anonymous information about your hardware configuration and how you use our software and services By installing Microsoft SQL Server 2005 SQL Server and its components will be configured to automatically send fatal service error reports to Microsoft or a Corporate Error Reporting Server Microsoft uses error reports to improve SQL Server functionality and treats all information as confidential 14 Click on INSTALL J Microsoft SQL Server 2005 Express Edition Setup Ready to Install Setup is ready to begin installation h Setup has enough information to start copying the program files To proceed dick Install To change any of your installation settings dick Back To exit setup dick Cancel The following components will be installed SQL Server Database Services Database Services 107 Taxsoftware com User s Manual You will see this screen Ea Microsoft SQL Server 2005 Setup Setup
65. REJECTED PRINT PAID TEST TRUST NUMBERS 41 0000011 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 11 42 0000009 10412005 PRINT PAID TEST TRUST NUMBER 1 41 0000017 10412005 NOT PAID Test Estate Create SevenTeen 52 0000016 10412005 PRINT PAID Test Trust Trustee Update Status iF 4 b Joe o trusted sites 3 Batch Print 128 Taxsoftware com User s Manual 17 Batch print prints just the select K 1s or 1099s as separate files or one big file Select the return you want to print For Separate files just click on the Batch Print button If you select the option to make one large PDF file you can also select which forms to print If you leave the Batch Print Start and End boxes blank all the forms will be printed To select forms just enter a start and an end number on the Batch print boxes below the list box Taxsoftware com Home Page Microsoft Internet Explorer Q Back 2 p seach Favorite 6 O 5 3 LJ rel Links Customize Links Free Hotmail Windows 2 Windows Marketplace Windows Media yp Yahoo yp Yahoo Mail File Edit View Favorites Tools Help Address lE http j lwww taxsoftware comistartj html 1120S 2005 IRS REJECTED PRINT PAID GREATER VALUE IN 1120S 2005 IRS REJECTED PRINT PAID WORKINGNDAYNNIGHT INC 1120S 2005 IRS ACCEPTED PRINT PAID GOLDPLATED DETAILING SERVICE INC 1120S 2005 NOT PAID GOLD BLAZER CAR WASH INC 1120S 2005 IRS ACCEPT
66. TEST TRU TEST TRU TEST TRU TEST ADDR1 2222686 176 5 Coll 111 First 822225 B Unit 103 4333 EDG 176 5 Coll Unit 103 1765 Coll Unit 103 311 F Stre9 Overlook 6 Lau CITY big city Marco Isla Big Alpha Gigantic C Marco Isla Marco Isla Chula Vist Framingha Mount Sin Wynnewoc West Cha Wellesley Marcc 6 STATE EE MD CA lA FL FL CA MA NY PA NY MA ZIP 34145 34145 20811 34145 34145 34145 91910 1701 11766 19096 12992 2401 3 10 21E 20 Wate 6 5 1994 4 29 1962 4 29 1962 ry i 7 19 2003 7 11 2001 12 5 1995 5 17 1994 11 ae 4 e 5 Use the spreadsheet to edit and or add information and Import back to the database Creating a Template When you use the Export Import feature it is easier to create a template as a CSV file so you can enter your data 1 To create a template for future importing please just enter one tax return manually in the software 142 Taxsoftware com User s Manual Taxsoftware com Name and Address Page Microsoft Internet LEMOS Links Customize Links 4 Free Hotmail 4 Windows Windows Marketplace Windows Media wy Yahoo gt File Edit View Favorites Tools Help Address l http www taxsoftware com btax2005 dnameaddressj html dr ndus tr y Hel alp rined IR Name and ddress Information Taxpayer ID 52 0000001 IMPORTANT Please make sure this is the correct EIN SSN before you pay for the tax return Payments are not transferable to diferent EINs SSNs Taxpayer Name Company O
67. Tax Return Please select type of address below Leave blank for domestic address Select 1 for APO FPO Address Select 2 for Stateside Military Address Select 3 for Foreign Address Address Indicator _ lt Prev Next gt Start Review PayiPrint Help b R10 4 4 Done E E m W Trusted sites Protected Mode Off Chapter 4 Simplified Version Offline 1 To use our Simplified version offline Tax software com requires that you first install Microsoft Net Click on this link Microsoft NET J 2 0 2nd Edition or For 64 bit users Microsoft NET J 2 0 x64 2nd Edition 2 Select RUN on this screen 16 Taxsoftware com User s Manual File Download Security W Parii Do you want to run or save this file La Name vjredist64 exe Type Application 5 82MB From www taxsoftware com While files from the Intemet can be useful this file type can potentially harm your computer If you do not trust the source do not run or save this What s the risk 3 You will see this screen wredistse exe from www taxsoftware com 4 Click on RUN on this screen Internet Explorer Security Warning Do you want to run this software More options While files from the Internet can be useful this file type can potentially harm your computer Only run software from publishers you trust What s the risk 17 Taxsoftware com User s Manual 5 Click on NEXT Welcome to Microsoft
68. UMBER 6 41 0000007 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 7 41 0000008 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBERS 41 0000009 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 9 41 0000011 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 11 42 0000009 10412005 PRINT PAID AURORA USA PRODUCERS STOCK PURCHASE naked Spo tf O trstedstes 7 To print your PDF file please make sure to follow the instructions in the http www taxsoftware com adobeprinterdialog html BS Adobe Acrobat taxreturn pdf o x T Ele Edit Document Tools View Window Help la x A SGRAAB lt ol sD OM S 4 AA o oe no Department of the Treasury Intermal Revenue Service Income Tax Return for Single and 1040EZ Joint Filers With No Dependents 2007 OMB No 1545 0074 Your social security number Last name K Gap Your first name and initial Label ONE T SCENARIO 400 00 1001 use mens E ne NTT Use the IRS L H gt lt a R Home address rumber and street If you have a P O box see page 9 A You must enter A A please print E 1 TEST SCENARIO STREET H your SSN s above R City town t office state and ZIP code If you have a foreign address 9 e or type E EASY EZ pe 3 j ei EA Checking a box below will not hei NY 11930 Hg royta or refund uy Campaign b i page 9 Check here if you or your spouse if a joint r
69. Visual J 2 0 Redistributable Package SE Setup This wizard will guide you through the installation process Microsoft Visual J2 is a tool that developers particdarly those familiar with the Java language syntax can use to buld applications and services on the NET Framework Visual J does not allow you to develop applications that run on a Java Virtual Machine applications and services built using Visual J wil run only on the NET Framework Follow the instructions below next to complete the installation 1 Click on this link to download Taxsoftware com TaxsoftwareOffline2008 msi Version 1 1 229 or go to http www taxsoftware com btax2008 TaxsoftwareOffline2008 msi 2 You will see the screen below pop up Please select RUN File Download Security Warning Do you want to run or save this file ea Name TaxsoftwareOffline2008 msi Type Windows Installer Package 9 04MB From www taxsoftware com While files from the Intemet can be useful this file type can potentially harm your computer If you do not trust the source do not run or save this software What s the risk 18 Taxsoftware com User s Manual 3 Click on RUN Internet Explorer Security Warning Do you want to run this software a Name TaxsoftwareOffline2008 msi Publisher Taxsoftware com More options While files from the Internet can be useful this file type can potentially harm your computer Only run software from
70. a oa amp amp 5 Then enter all the information as appropriate Click on NEXT 2008 Individual Tax Return Client Organizer v1 1 128 8888 John Smith ra Arkansas Resident Tax Retum Taxpayer 0 00o Head of household Qualifying widower Arkansas Tax Deferred luition Savings Program 0 Estimated tax paid or credit brought forward from last year Payments made with extension Amount of overpayment refund Amount to be applied to next year s estimated tax Amount to be refunded to you Check here for Direct Deposit Amount due 26 Taxsoftware com User s Manual 6 Click on the E FILE button to e file your return com 2008 Individual Tax Return Client Organizer v1 1 128 558 Smith ea Ey Form 1040 U S Individual Income Tax Retum a Congratulations This is the end of your tax retum F you have not already paid for this retum you wil be charged 4 You need to pay by credit card We take Visa Mastercard Amex and Discover To efile your tax retum please click on the E FILE button above and then click on CONFIRM on the tollowing page Please confirm your e mail address below since this will be the way we will contact you to tell you it your retum is accepted or rejected by the IRS and states Your state retum will only be processed after your federal retum has been accepted You will receive separate acknowlegement e mails tor each
71. ademarks of Sun Microsystems Done s Trusted sites Protected Mode Off 3 Click on the correct version of Java for your operating system and answer yes to all of the security questions to install it The screen below shows the options available When you return to the Business Tax Preparation Software page the Accept button will be visible and you can proceed Please install Microsoft Java for your Operatung System below To install the update click on the hyperlink and OPEN the file to install the update L For Windows 2000 Service Pack 20r 2 For Windows 2000 Service Pack 4 3 For Windows 98 Windows 98 and Edition 4 For Windows Millennium Editos S For Windows 2005 6 For Windows XP 5 od wh Le 7 For Windows os gt aa LMide Za te 8 For Windows NT 89 Taxsoftware com User s Manual Chapter 23 Listing Trusted Sites To Enable Printing You will need to add http www Taxsoftware com and our other mirror sites http www Taxsoftware com biz http www Taxsoftware comware us http backup Taxsoftware com com and http www javatax com to your computer s Trusted Sites list to enable printing 1 To put http www Taxsoftware com into your Trusted Sites list first select Tools Internet Options from the Internet Explorer web browser menu as shown below E Taxsoltware com Hone Page Mit rosoft Internet Explorer Fle Edt View Favorites Tools Help Soak gt QD A Ma
72. adia Hooma ies salum To the Des of my knowiedga and balei ta cecermbor s mpz is frum comod ant cor 2 coreont fo my ERO vanans wider EP seretiey the mpole aem The deceraiior and accompanying saaat ahd COMET W Pe 5 dike ttin inthe 85 sending my ERO patsrtdlee andor 3 an achrewedgeneset of sadit ct IranuT osoy and at Wdiostan of whee or not the comarstion s anan ia per aerate yeep the baar amader 3 Sc OCHS Ba Sane Ax tG Nigerian N Te prccanens 0f the Conperattants rotura or vetenS i delayed the AS to dais Op my EPO ponente andor BP tho mamng for ha delay of when the tind was sern tae ed Tle Daka liey or Eocene at Sevens A E aon and Paid Preparor sce inetructions Ei I dedere het ava wneud tha aberas carports naam aed ha ye erir as on Form 8400 8 ae coral and couce 1o the ete my sce r Tarn oniy a colecter am noi itt tt eee boi dae wpe ig eae Yo geet Sarnath sage G The oorooente ped wil Seve grad te toon before mime be Eae ORE EEE e a A EE emetic alma a oby caquiermerrts n Pub 2492 155 aei Apgeeason and aridipaion and Prb 4963 Monewann 0 984 jer aminien for Asthongeg PG eia Proceso Forme 1t20 1205 flan ako Te Poo mrapa Ue pnr a Borury dodiad ther nee carrmened the ebowe canporab tes rium and 6 5 x 11 in gt LO OJU H H i 125 Taxsoftware com User s Manual 11 Add Attachment adds a scanned image or other document to a tax return gt Taxsoftware com Home Page Microsoft Intern
73. aid as well See step by step instructions for Refund Advantage bank products from our web site When you prepare the taxpayer s tax return you give the taxpayer an ATM Cash Connection card When the taxpayer receives a refund your tax preparation fees can be automatically deducted from the refund and deposited into your bank account Then the balance of the refund can be deposited onto the ATM Cash Connection Card Taxpayers can then go to any ATM machine and withdraw the refund and no check cashing in required How to Sign Up for E services 1 First you need to sign up for the IRS e services and get an EFIN and PTIN Taxsoftware com User s Manual EFIN stands for Electronic Filing Identification number To apply for that you need to click on the link below and select Registration Services Then complete the application and wait for your EFIN to come in the mail within 28 days PTIN stands for Preparer Tax Identification Number and can be used for a preparer instead of a Social Security Number A PTIN is not enough for a paid preparer to e file Click here to link to the IRS e services page and apply for a PTIN and or EFIN 2 You need to get a digital ID to verify your identify You cannot use Taxsoftware com e services or paperless e filing until you get a digital ID You will need to install the same digital ID on each computer you have that will use the Taxsoftware com e services package The digital ID is used to verify you
74. anual 2 Taxsoftware com Home Page Microsoft Internet Explorer Q Back TE o 2 Y D search p Favorites Ola moog Links 4 Customize Links Free Hotmail 2 Windows 2 Windows Marketplace Windows Media yg Yahoo yg Yahoo Mail File Edit wiew Favorites Tools Help Address http www taxsoftware com startj html Taxsoftware com TAXDBC Database Start Web Page a Filters for Search Tax Year 2005 X Status 2003 Taxpayer Name Taxpayer ID z004 Recipient Name Recipient ID Sort by zl Doc Type 1041 x Search Results Count 15 F Show Individual K 1s and FIRE Forms Show Only My Documents 1041 2005 PRINT PAID Test Company Two 51 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 41 0000001 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 1 41 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 Dt 41 0000003 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 3 44 nnnnNnnN4s 1041 2N0NA IRS REIFCTED PRINT PAID TEST TRUST NIIMAFR 4 en a ae e I I III Or enter any key word on the other search fields For example enter t to see all the taxpayers starting with the letter T E Taxsoftware com Home Page Microsoft Internet Explorer a U A Links 4 Customize Links Free Hotmail 2 Windows 2 Windows Marketplace Windows Media xg Yahoo yg Yahoo Mail File Edit view Favorites Tools Help Address l http iwww taxsoftware com startj
75. ase and configuring the ODBC connection 1 Start by clicking on this link CreateDB exe 2 Click on RUN Do you want to run or save this file Ca Name CreateDB exe Type Application 17 4KB From dev taxsoftware com While files from the Intemet can be useful this file type can potentially harm your computer If you do not trust the source do not run or save this software What s the risk 3 Click on RUN Internet Explorer Security Warning Do you want to run this software Ca Name CreateDB exe Publisher Taxsoftware com More options i While files from the Internet can be useful this file type can potentially harm your computer Only run software from publishers you trust What s the risk 109 Taxsoftware com User s Manual Installing TaxDBC 1 Click on this link https www taxsoftware com secure2 taxdbc msi 2 Say OK to your digital certificate Choose dpeital certificate Identification The Web site you want to view requests identification Please choose a certificate Issuer Taxsoftware com 3 Click on RUN File Download Security Warning e Do you want to run or save this file fe Name taxdbc msi Type Windows Installer Package 740KB From www taxsoftware com potentially harm your computer f you do not trust the source do not D While files from the Intemet can be useful this file type can run or save this software What s the risk 4 Click on RU
76. ase look below For help you may email que help taxsoftware com Taxsoftware com Start Web Page This edits a tax return All your data is automatically saved in your computer in this working directory taxreturnl tax John Smith NOT PAID Iir A oe ee ee oe ee 4 35 Taxsoftware com User s Manual 4 You can 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 To print 1 From the same computer where you entered your data go to the page shown above Taxsoftware com Start Web Page 2 Click on the PRINT ALL button to print you entire tax return JETER IETT J Browser Control Base Class Installation Page Mozilla Eroi File Edit View History Bookmarks Tools Help lt P Cc A TAY http www taxsoftware com starthtn U7 Most Visited Getting Started Mozilla Firefox Start Pa FedEx Login Page For Information about how to use the program please look below For help you may email que help taxsoftware com Taxsoftware com Start Web Page All your data is automatically saved in your computer in this working director Browse C btaxi m 1040 2008 222 55 8888 taxreturnl tax John Smith NOT FAID Ss A aaa ea _ or click on EDIT and select the specific form you want to pr
77. ation numbers TINs of taxpayers spouses and dependents listed on returns TINs include SSNs EINs Adopted Taxpayer Identification Numbers ATINs and Individual Taxpayer Identification Numbers ITINs To confirm identities an ERO might ask taxpayers not known to them to provide two forms of identification that include the taxpayer s name and current address EROs can check Social Security cards and other documents to make certain the TINs on returns are correct and correctly transcribed TINS on W 2s must match TINs on the return 70 Taxsoftware com User s Manual Name Controls TINs for taxpayers spouses and dependents are identified by a name control A name control is the first four significant letters of an individual taxpayer s last name as recorded by the Social Security Administration SSA or the first four letters numbers of a business name Having the wrong name control associated with a taxpayer s TIN contributes to a large portion of TIN related return rejections To minimize TIN related rejects it is important to verify taxpayer TINS and name control information prior to submitting electronic return data to the IRS Non Standard Information Documents The IRS has identified questionable Forms W 2 as a key indicator of potentially abusive and fraudulent returns EROs must be on the lookout for suspicious or altered Forms W 2 W 2G and 1099 R and forged or fabricated documents EROs should enter the non standard
78. ax return to the IRS you will pot be changed to tramerat agan there ave errors mi the retum You wil need to check back to thar web over the cert few buemers days 10 find out f there are any errors wm your tax redam Lveryame you retum to the web me TAXSOPTWARE COM wi check for errors from the IRS Unti the IRS ot dene PROCESSING the renan the error will not be show Df there are any errors you wil need te Ge them before tranetretnng agas CONFIRM SEND CANCEL SEND 92 Taxsoftware com User s Manual 2 Ifthe transmission page does not automatically open up because of some Information Returnswall or other security blocking when you click on the E File button you can manually find the file on your computer and double click on it to open it up The file will be in the C BTAX directory where it was saved and encrypted You can e mail it to the Taxsoftware com computer at elf Taxsoftware com and it will be transmitted to the IRS from there All of the data in the file are encrypted so the file is safe to e mail 3 To move a tax return data file to another computer go to the Taxsoftware com Start Web Page then can click on a tax return listed Enter a password and click on Save to save the encrypted data file to a diskette to move it to another computer You can use the Load button to load the tax return file from another computer 3 Taxsoftware com Home Page tcrovelt Internet Expdorer De Eat yew Fiv
79. ble 3 Transmit in separate batches returns filed via Online Filing and returns filed using an ERO 4 Assign a Declaration Control Number DCN to the electronic portion of each return received from a taxpayer 5 Include the assigned DCN in the transmission of the electronic return data to the IRS 75 Taxsoftware com User s Manual 6 Notify the taxpayer of the status of a return by sending an electronic transmission to the taxpayer or the Intermediate Service Provider when applicable within two work days of retrieving the acknowledgment file from the IRS or by mailing a written notification to the taxpayer within one work day of retrieving the acknowledgment file 7 Ensure that it does not transmit or accept for transmission more than five electronic returns originating from one software package or from one e mail address 8 Provide the Internet Protocol IP information The information consists of the IP Address IP Date IP Time and IP Time Zone 9 Enter into agreements with companies to allow access to Online Filing only if companies correctly capture the IP Address of the computer submitting the return and the date time time zone of the computer receiving it 10 Include the letter O in the Transmission Type Code field of the Trans Record A The Transmitter must notify the taxpayer of the following if the IRS accepts the electronic portion of a taxpayer s return The date the transmission
80. ce due and if the IRS approved a request for extension on Form 2688 The ERO should check acknowledgement records regularly to identify returns requiring follow up action The ERO should take reasonable steps to address issues identified on acknowledgement records For example if the IRS does not accept a PIN of an individual income tax return the ERO must provide a completed and signed Form 8453 for the return The ERO must at the request of the taxpayer provide the Declaration Control Number DCN and the date the electronic individual income tax return data was accepted by the IRS Form 9325 Acknowledgment and General Information for Taxpayers Who File Returns Electronically may be used for this purpose The ERO must also if requested supply the electronic postmark if the Transmitter provided one for the return Rejected electronic individual income tax return data can be corrected and retransmitted without new signatures or authorizations if changes do not differ from the amount in the electronic portion of the electronic return by more than 50 to Total income or AGI or more than 14 to Total tax Federal income tax withheld Refund or Amount you owe Taxpayers must be given copies of the new electronic return data If new signatures are required the taxpayer must be given copies of the new signatures 73 Taxsoftware com User s Manual In the Federal State e file Program if Federal electron
81. ce for free Powerful integrated set of word processing spreadsheet presentation drawin and h ieai a a Reads edits and saves Microsoft Office files Supports over 70 languages and Solaris Windows Linux and Mac operating systems Uses industry standard open file format OpenDocument as its default file format 4 Make sure you add our web site Builtin one click PDF export Taxsoftware msi f fa OpenOfficeorg 5 Install your digital ID IRS Testing p The password is 123456 You have Successfully Installed TI Taxsoftware com Online Start Web P Java The Java powered Internet is now available to you OR you can run from the CD here For more information on what Java can do for you go to http java com Taxsoftware com CD Start Web Page d The JavaFX runtime will be downloaded when you click Finish For information on JavaFX and how to make OR install the Full Offline version on y changes go to http java com javafx Java Updates will be automatically downloaded to A your system You will be notified when updates are TazsoftwareFullOffline2008 msi ready for installation To change this feature see http java com autoupdate OR Just the simplified interview version Sun javaFx TaxsoftwarelnterviewOffline2008 msi 7 Training You can view the sample training videos at this web site htto demo taxsoftware com 22 You can run the so
82. cise 2009 11 1000011 taxreturn104 tax PMSN CARGO TRANSPORT PRINT PAID excise 2009 52 0000001 taxreturn106 tax Arlene Excise Tax ELF NOT PAID excise 2009 11 1000011 taxreturn11 2 tax PMSN CARGO TRANSPORT PRINT PAID excise 2008 11 1000012 taxreturn12 2 tax BSCN NATIONAL TRASPORT NOT PAID To move your data to another computer use the BACKUP and RESTORE buttons below Enter password for BACKUP RESTORE encryption Password may be up to 32 characters Enter a password then select a tax return above l press BACKUP to copy your tax return data to storage l Enter your password above then press RESTORE to copy your data from storage To send a tax return to the support team so they can look at it i To connect to a database Click on Settings i mW Internet Protected Mode Off Choose a dppeital certificate Identification The Web site you want to view requests identification Please choose a certificate Name Issuer Mickey Mouse Taxsoftware com 4 Select Sequel Server 2005 Express Enter TAXDBC as the Database Connection Name Check the box to bill all the tax returns to your e services account After that click on the TEST CONNECT button 113 Taxsoftware com User s Manual Taxsoftware com Database Settings Windows Inter gt X ft Live Search gt NA I a File Edit View Favorites Tools Help Ry D r E Page Toos v Taxsoftware com Database Settings
83. com Electronic Transmission Page ELECTRONIC POSTMARK Thu Jan 05 15 12 24 EST 2006 This is the time and date your tax return is considered filed It is based on the time on your computer in your time zone This page will transmit your data to the Taxsoftware com via SSL Then Taxsoftware com will transmit your data to the IRS If you have already transmitted this tax return to the IRS you will not be charged to transmit again if there are errors in the return You will need to check back to this web over the next few business days to find out if there are any errors in your tax return Everytime you return to the web site TAXSOFTWARE COM will check for errors from the IRS Until the IRS is done PROCESSING the return the errors will not be show If there are any errors you will need to fix them before transmitting again CONFIRM SEND CANCEL SEND z Done Zz 4 You will receive an email within three business days indicating your forms have been ACCEPTED 5 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 39 Taxsoftware com User s Manual 6 If there is any problems with your return or the IRS requires additional information you will receive an email indicating the file was REJECTED 7 Then you need to return to the web site and fix any errors You can see your IRS e
84. com TaxDBC on your computer Click Next to start the installation 111 Taxsoftware com User s Manual You will see this screen J Taxsoftware com TaxDBC eee Installing Taxsoftware com TaxDBC Taxsoftware com TaxDBC is being installed Please wait Installation Complete Taxsoftware com TaxDBC has been successfully installed Click Close to exit Please use Windows Update to check for any critical updates to the NET Framework Cancel Starting TaxDBC 1 Use this URL as your web page for Taxsoftware com http www taxsoftware com startj html 2 Click on the SETTINGS button 112 Taxsoftware com User s Manual ew Taxsoftware com J Browser Control Base Clas S Installation Page Windows Internet Explo arc lo ilar i Live Search Pp X File Edit View Favorites Tools Help amp v ww Dl Taxsoftware com 1 Browser Co P fp v dm v Page v Tools v i All your data is automatically saved in your computer in this working directory C btax excise 2008 11 1000000 taxreturn00 tax WCSM COOPERATIVE _ SUB NOT PAID excise 2008 11 1000004 taxreturn04 2 tax SGFN TRANSPORT NOT PAID excise 2008 11 1000004 taxreturn04 tax SGFN TRANSPORT NOT PAID excise 2008 52 0000001 taxreturn1 2 tax Test 2290 NOT PAID excise 2009 52 1213669 taxreturn100 tax TEST Excise NOT PAID excise 2008 11 1000011 taxreturn102 tax PMSN CARGO TRANSPORT ELF NOT PAID ex
85. df sH fas25y5_p1 pdf H fes64y5_p1 pdf A fe881y5_p1 pdf taxreturn3 bak 4 taxreturn3 tax lia taxreturn4 bak a taxreturn4 tax fr 7 f1065y4_p1 pdF pi pdf taxreturnS bak A Fi120sny5_p1 pdF ps p2 pdf 4 taxreturnS tax Desktop f1120ssdy5_p1 pdf A p3 pdf la taxreturn18 bak f1120ssk1y5_p1 pdf pS p4 pdf la taxreturn18 tax as F1120sy5_p1 pdfF pS pdf i7 taxreturn20 bak F4136y 5_p1 pdf si p pdf 4 taxreturn20 tax My Documents F4562y5_p1 pdf senddata html ws taxreturn pdf F4797y5_pi pdF t2 pdf test9 pdf S feos2yS_pi pdf t3 pdf a taxreturn2 bak la taxreturn2 tax FS283y5_p1 pdF A f8453FyS_p1 pdf Neer ae File name 18283y5_p1 pdf Open Places Files of type all Files Cancel A The file will be attached to your tax return 126 Taxsoftware com User s Manual 12 Tune analyzes the performance of the database and makes adjustments as required E Taxsoftware com Home Page Microsoft Internet Explorer Q Back x 2 22 Search lt gt Favorites b gt Aa LJ el Links Customize Links 4 Free Hotmail 2 Windows 9 Windows Marketplace Windows Media yy Yahoo yy Yahoo Mail Edit Eile View Favorites Tools Help Address lE http www taxsoftware com startj html gt Show Individual K 1s and FIRE Forms 52 0000006 41 0000004 41 0000005 41 0000006 41 0000007 41 0000008 1041 2005 1041 2005 1041 2005
86. dit to save the most recent changes For Batch Check In checking in multiple returns at time click on Search and do not select any return Click on the Check In button and then select the returns you want to Check In Click on the Check In button again 22 View audit log shows all versions of a tax return or attachment by user and date checked in and allows you to view or copy an old version Make sure the tax return is checked in before you click on the View Audit Log button 133 Taxsoftware com User s Manual 2 Taxsoftware com Home Page Microsoft Internet Explorer J 5 ol x Q Bak 2 oD 22 Search Se Favorites 07 s gt LJ amp ae Links 4 Customize Links Free Hotmail Windows 2 Windows Marketplace Windows Media xp Yahoo yp Yahoo Mail File Edit View Favorites Tools Help Address l http jw kaxsoftware com startj html gt 11 0000008 11205 2005 IRS ACCEPTED PRINT PAID GOLDPLATED DETAILING SERVICE INC 11 0000198 11205 2005 NOT PAID GOLD BLAZER CAR WASH INC 11 0000009 112052005 IRS ACCEPTED PRINT PAID TREE FIXR UPPER INC 1120S 2005 NOT PAID PACK FOR YOU INCORPORATED 1040 2005 NOT PAID LUCAS RAYNARD 1040 2005 PRINT PAID BRENDA N ERTIA 1040 2005 PRINT PAID JOE Z CANASTA 1040 2005 PRINT PAID JESSE SANTANA 1040 2005 PRINT PAID LUCAS RAYNARD Batch Print Start Batch Print End Make a Separate File for each K 1 and FIRE Form C Make One Large PDF File Wor
87. e Review Click on Review to see a review of your tax return and navigate quickly around your tax return Pay Print Click on Pay Print and the price for the tax return will be deducted from your Taxsoftware com e services account If you do not have an E services account you can pay using a credit card If you have already paid you can click on Print to print just the tax form you are currently working on Help Click on Help to access tax research Tax research specific to what you are working on will show up any time you click this button New Stmt Click on New Stmt to add a statement that is permitted by IRS E File From time to time you may see the New Stmt button Every statement permitted by IRS E File will have a button If a statement is not supported by IRS E File then no button will show up Taxsoftware com Form 1040 U S Individual Income Tax Return Windows Internet Exple GAT re http liwa taxsoftware com btax2007 d10 41 X Live Search File Edit view Favorites Tools Help a b We d PB taxsoftware com Form 1040 U S Individual Inco fy A ash i Page G Tools Form 1040 U S Individual Income Tax Return X lt Prev Next gt Start Review PayiPrint Help Form 1040 U S Individual Income Tax Return Income 7 Wages salaries tips etc Attach Form s W 2 kal Check if you received a Form w 2 Check if you receiv
88. e com Start Web Page This creates a new tax return All your data is automatically saved in your computer in this working directory C btax2 btax4 NEW Click here to start a NEW return Click on the NEW button each time you start a different NO FILES retum Do not enter two different returns inside the same file that will damage your file DELETE Delete an existing return COPY Copy a return EDIT Edit an existing return E FILE Press e file to transmit your return electronically Your return is not e filed until you click on this buton and then click on CONFIRM PRINT ALL Click here to print your entire tax return PAY Click here to pay for your retum You must pay before you print and or e file EXIT Exit tax application and go back to Home Page UPDATE STATUS update the Fa SS SE En R 4 29 Taxsoftware com User s Manual 5 Fill in the name and address web page Z Taxsoftware com Name and Address Page Microsoft Internet Explorer Name and Address Information IMPORTANT Please make sure this is the correct EIN SSN before you pay for the tax return Payments are not transferable to diferent EINs SSNs Taxpayer Name Name Control This is the first 4 letters of your company name or the first 4 letters of your last name as printed on the IRS label Leave blank if you don t know what it is Address Line 1 Address Line 2 and Address Page Mozilla Fi
89. e program will only import the lines you enter and every entry you import will make a change to the tax return Any new entry will override the previous one Rule 3 Do not import total lines For example on Form 1065 line code 360 corresponds to line 8 Total income loss The program will automatically calculate the totals so importing the total lines will generate errors on your tax return If your template creates the total lines make sure to delete them Rule 4 Do not change the order of the rows and do not change any of the codes on the left column Rule 5 Make sure to have all the tax returns you are going to import information to showing on the main screen If you are adding a new tax return the new return will be created automatically You must have at least one tax return on the CSV file that corresponds to an already created tax return in the database Rule 6 146 Taxsoftware com User s Manual Do not use any symbol or characters such as comma etc on your spreadsheet 2 When you are ready to import do not select any return on the main screen Click on the Import button gt Taxsoftware com Home Page Microsoft Internet Explorer Back x ia O Jo search Favorites 07 ia DEF Links 4 Customize Links 4 Free Hotmail Windows WD windows Marketplace 4 Windows Media wp Yahoo ye Yahoo Mail Eile Edit View Favorites Tools Help Address l http www taxsof
90. ed a Form w 2C Check if you received a Form W 2G Check if you received a Form W 2GU Check if you received a Form 1099 R Aa OU xI Non W 2 disability payment explanation New Stmt Deferred Conmpensation Plan amount Clergy excess rental allowance Prisioner earned income amount Household help amount Tid Adoption amount Qo Q 31 Taxsoftware com User s Manual 10 11 12 On each web page there may be check boxes such as Check if you received a Form W 2 When you check these boxes the forms will be added to the interview If you always check the correct boxes and click on Next you will be taken to every form and worksheet required for your tax return based on your answers You can always click on Prev and change your answers and then click Next and the form and worksheets in the tax return will change At any time you can select any form from the drop down at the top of the web page as shown below You will jump to the form selected and stop going through the interview re Bey eA ee i ey oe et mne Eemi ee ee ere owe pee ee tee wee pee Sere ure a ones i ad aat tobe thee f ey bhed ot vee Gee rere 4e TT E Oe te ete m wt ame l Pe pary pore a 6 hae ee ret eet wre af o ee Click on the Review button at any time to see the review or Summary Page as shown below On the review page you will see a list o
91. ent s account The IRS response will be delivered to an electronic secure mailbox within 72 hours Transcript Delivery System Use the transcript delivery system to request tax return transcripts account transcripts and a record of account for your individual and business taxpayers Resolve your clients need for account information quickly in a secure online session Tax professionals must have authorization on file with the IRS before accessing a client s account Who Should Use E services The Taxsoftware com e services product is designed for tax preparers who prepare 100 returns or more per tax year If you prepare fewer than 100 tax returns per year use the Pay Per Return Preparer pricing package Taxsoftware com User s Manual Taxsoftware com transmits returns directly to the IRs no need to print pages of paper And when you sign up for Taxsoftware com e services you can use the IRS s practitioner PIN method to e file That means no more Forms 8453 a truly paperless return To secure your data and the confidence of your clients Taxsoftware com uses digital ID certificates or UPIDs to identify users there are no usernames or passwords to remember or have stolen You can use any digital ID you already have or you can get one from Taxsoftware com Follow the instructions in Using Taxsoftware com to secure your UPID If you already have your IRS designated EFIN electronic filing identification number and PTIN p
92. est Company Two bo00002 1041 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 41 0000001 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 1 41 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 41 0000003 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 3 You may be asked to choose a digital certificate If you have more than one click on in and then say OK Choose a digital certificate ral xj Identification The Web site you want to view requests identification Please choose a certificate Law Offices of Micke Taxsoftware com YeriSign Class 1 CA Individua Taxsoft YeriSign Class 1 CA Individua More Info View Certificate Your return will then show as paid For Batch Pay paying multiple returns at time click on Search and do not select any return Click on the Pay button and then select the returns you want to mark as paid for Click on the Pay button again 121 Taxsoftware com User s Manual 7 Delete marks the tax return as deleted from the database but leaves a copy of it in the database for future recovery Taxsoftware com Home Page Microsoft Internet Explorer Q Back gt iz 2 Search ye Favorites O ia 3 lL A Links Customize Links Free Hotmail 2 Windows 2 Windows Marketplace Windows Media ye Yahoo ye Yahoo Mail File Edit view Favorites Tools Help Address l http fwww taxsoftware com startj html
93. et Explorer Back O x 2 search ss Favorites O7 GB a O Links 4 Customize Links 4 Free Hotmail 2 Windows 2 Windows Marketplace Windows Media wp Yahoo yp Yahoo Mail File Edit view Favorites Tools Help Address lE http iwww taxsoftware com startj html gt T Show Individual K 1s and FIRE Forms T Show Only My Documents 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 1041 2005 PRINT PAID IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED IRS REJECTED PRINT PAID NOT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID Test Company Two TEST TRUST NUMBER 2 TEST TRUST NUMBER 1 TEST TRUST NUMBER 2 TEST TRUST NUMBER 3 TEST TRUST NUMBER 4 TEST TRUST NUMBER 5 TEST TRUST NUMBER 7 TEST TRUST NUMBER 7 TEST TRUST NUMBER 8 TEST TRUST NUMBER 9 TEST TRUST NUMBER 11 TEST TRUST NUMBER 1 Test Estate Create SevenTeen Test Trust Trustee Select a file to attach from your computer and click on Open Select File to LOAD your data from Bs Look in E btax05irs1120s Roka Fe Fe My Recent Documents 200471457 pdf A f970y 5_p1 pdf A f1041y5_p1 pdf 7 F1041skiy5_p1 pdf A f8453sy5_p1 p
94. eturn want 3 to go to this fund P 0O You O Spouse Ty 1 Wages salaries and tips This should be shown in box of your Form s W 2 E Income Attach your Form s W 2 1 35000 ae Attach E Form s W 2 2 Taxable interest If the total is over 1 500 you cannot use Form 1040EZ 2 0 here Enclose but 3 Unemployment compensation and Alaska Permanent Fund dividends see page 10 3 0 do not attach any payment 4 Add lines 1 2 and 3 This is your adjusted gross income 4 35000 5 If someone can claim you or your spouse if a joint return as a dependent check the applicable box es below and enter the amount from the worksheet on back O You O Spouse If no one can claim you or your spouse if a joint return enter 8 750 if single s 17 500 if married filing jointly See back for explanation i 8750 6 Subtract line 5 from line 4 If line 5 is larger than line 4 enter 0 This is your taxable income gt 6 26250 Payments 7 Federal income tax withheld from box 2 of your Form s W 2 0 7 1875 and tax 8a Earned income credit EIC 8a 0 b Nontaxable combat pay election 8bO 9 Add lines 7 and 8a These are your total payments gt 9 1875 10 Tax Use the amount on line 6 above to find your tax in the tax table on pages 18 26 of the booklet Then enter the tax from the table on this line 10 3550 Refund Ila If line 9 is larger than line 10 subtract line 10 from line 9 This is your refund Have it directly If Form 8888 is attached check here
95. f web pages in the tax return This list is determined by your answers to any questions in the process up to this point The list of web pages may change if you change your answers A check in green indicates that the web page has no potential E File errors An X in red indicates that the web page has a potential E File error 32 Taxsoftware com User s Manual No X and no check indicates that the web page is incomplete and you still need to fill it in If you click on any web page in the list you will go directly to that web page and avoid the interview order You can fill in the interview in any order that you want gt Taxsoftware com Summary Page Windows Internet Explorer loj x go F fr http twa taxsoftware com btax2 gt 9 X Live Search Pie File Edit View Favorites Tools Help So ee Ww one fia Taxsoftware com Summary Page fo x A 7 z Page x Tools j Form 1040 lt Pay Print Al Errors Start Review E file Start Page Name and Address V Form 1040 U S Individual Income Tax Retum Form 1040 Form Selection Form 1040 Information Form 1040 Exemptions Form 1040 Income gt Form W 2 Wage and Tax Statement lt 1040 fec Form 1040 Schedule B Interest Form 1040 Schedule B Dividends Form 1040 Schedule B Totals Form 6781 Gains and Losses from Section 1256 Contracts and Straddles Form 6781 Part I 1256 Contracts Marked to Market lt Form 6781 Part II Gains and Losses from S
96. ftware four different ways In all cases the data is saved on your computer in the same encrypted format You can switch between the different ways at any time Run from the web site at this location http www taxsoftware com startj1 html b Run from the CD by clicking on the link c Install the full offline version onto your computer by double clicking and running the installation package OR d Install just the interview for users that will not have access to the full offline version re 54 Taxsoftware com User s Manual Me S gt pa D TaxsoftwareFullOffline2008 html G Taxsoftware com Offine Installation taxsoftwarefulloffline2008 D taxsoftwarefulloffline2008 axsof eFullOffline2008 6 Finally yol W s Installer Package Taxsoftware OR you can Taxsoftware OR install th Taxsoftware OR Just the simp Taxsoftware 7 Training http idemo t a 23 Click on NEXT on this screen D taxsoftwarefulloffline2o08 6 Finally yoi fe Vind jz Taxsoftware_Full_Offline_2008 Welcome to the Taxsoftware_Full_Offline_2008 Taxsoftware Setup Wizard OR you can Taxsoftware OR install th Taxsoftware OR Just the simp Taxsoftware 55 Taxsoftware com User s Manual 24 Enter your information and click on NEXT D taxsoftwarefulloffline2008 6 Finally you tie Taxsof ER Taxsoftware_Full_Offline_2008 l 113 6 Customer Information
97. g as all requirements for signing the return and completing a paper declaration if necessary are met Corrected returns must be filed in accordance with rules for timely filing of corrected returns after rejection of an electronic return The IRS does not consider a return to be filed until the electronic portion of the return has been acknowledged by the IRS as accepted for processing and a signature for the return has been received either electronically or on the appropriate version of Form 8453 However if the electronic portion of a composite return is successfully transmitted on or shortly before the due date and the provider complies with the requirements for signing the return the return will be considered timely filed The requirements for signing the return include completing the applicable paper declaration or Form 8453 in accordance with instructions To avoid any delays associated with filing Forms 8453 or paper signatures Taxsoftware com encourages the use of the IRS s practitioner PIN e signature feature With an e signature the tax return is paperless and complete on the first transmission Chapter 12 Signing Returns All tax returns submitted to the IRS whether on paper or electronically must be signed The IRS says that Form 8453 US Individual Income Tax Declaration for an IRS e file Return must be completed and signed before the electronic data portion of the return is submitted All taxpayer information on
98. hen you are using ACROBAT make sure the ANNOTATIONS or COMMENTS box is checked on the print dialog screen Depending on the version you have it could say Print documents and annotations or similar language Make sure you are using the latest version of Adobe Acrobat Earlier versions of Acrobat may not print correctly If you have a color printer make sure you have blue color or set it to print blank only For more information please see http www taxsoft com adobeprinterdialog html 37 Taxsoftware com User s Manual Bx Microsoft Office Document Image Writer Properties Status Ready Comments and Forms Microsoft Office Document Image Writer Driver Document Document and Markups Document and Stamps Current view Current page Pages from fi to 5 Subset All pages in range Reverse pages gt Page Handling Copies fi H F Collate Page Scaling Reduce to Printer Margins V Auto Rotate and Center 11 Choose Paper Source by PDF page size Print to file Units Inches Zoom 100 Printing Tips Advanced Cancel 1 5 1 4 You can print 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 To e file 1 From the same computer where you entered yo
99. hly recommended that you download and install the latest service packs and security updates for this product For more information visit the following Web site Product Support Cente Installing Taxsoftware com 1 Click on this link to download Taxsoftware com Taxsoftware msi 2 You will see the screen below pop up Please select RUN 100 Taxsoftware com User s Manual File Download Security Warning o e Do you want to run or save this file fj Name Taxsoftware msi Type Windows Installer Package 1 05MB From www taxsoftware com While files from the Intemet can be useful this file type can D potentially harm your computer If you do not trust the source do not run or save this software isk 3 Click on RUN Internet Explorer Security Warning Do you want to run this software Ca Name Taxsoftware msi Publisher Taxsoftware com E More options While files from the Internet can be useful this file type can potentially harm your computer Only run software from publishers you trust What s the risk 4 Click on NEXT Welcome to the Taxsoftware Setup Wizard F The installer will guide you through the steps required to install T axsoftware on your computer WARNING This computer program is protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and wil
100. ic return data rejects due to errors the state electronic return data also rejects The converse is also true That is if the state electronic return data is rejected by the IRS because of error the Federal electronic return data also rejects Once both the Federal and state electronic return data is accepted by the IRS the subsequent rejection of state electronic return data by a state tax administration agency will not impact the accepted Federal electronic return data States determine when state electronic return data received from the Federal State e file Program is accepted as filed Contact the state tax administration agency when problems or questions arise Resubmission of Rejected Tax Returns If the IRS rejects the electronic portion of a taxpayer s individual income tax return for processing and the reason for the rejection cannot be rectified the ERO must take reasonable steps to inform the taxpayer of the rejection within 24 hours When the ERO advises the taxpayer that the return has not been filed the ERO must provide the taxpayer with the reject code s accompanied by an explanation If the taxpayer chooses not to have the electronic portion of the return corrected and transmitted to the IRS or if it cannot be accepted for processing by the IRS the taxpayer must file a paper return In order to be filed timely the paper return must be filed by the later of the due date of the return or ten calendar days after the date the IRS give
101. ificate store is the system area where certificates are kept To continue click Next curity Trust Sites Back lol x 4 Al Na y E D TaxsoftwareFullOffline2008 html w abe E Taxsoftware com Offline Installation 2 Then install the Microsoft NET J 2 0 Second Edition x56 viredistse exe or x64 bit version File to Import Certificate Import Wizard Ea Specify the file you want to import vjredist64 exe File name 3 Then install the Taxsoftware Browse Note More than one certificate can be stored in a single file in the Following Formats Taxsoftware msi Personal Information Exchange PKCS 12 PFX P12 Cryptographic Message Syntax Standard PKCS 7 Certificates P7B Microsoft Serialized Certificate Store 55T 4 Make sure you add our wet 5 Install your digital ID IRS Testing p The password is 123456 lt Back Cancel 50 Taxsoftware com User s Manual 16 Enter the password 123456 Ls GQ D TaxsoftwareFulloffline2008 html 2 Then install the Microsoft NET J 2 0 Second Edition x86 or x64 bit version wiredistse exe pre Import Wizard viredist64 exe _ _ _ _ _ _ _ _ _ _ _ _ 3 Then install the Taxsoftware Taxsoftware msi 4 Make sure you add our wet 5 Install your digital ID IRS Testing pf The password is 123456 2 Then install the Microsoft NET J 2 0 Second
102. imated tax payment can be made at the time that the Form 1040 is electronically filed All information needed for the electronic funds withdrawal request must be included with the return Taxpayers must provide all of the following 66 Taxsoftware com User s Manual e Routing transit number RTN e Account number e Type of account checking or savings e Date of scheduled electronic funds withdrawal if applicable and e Amount of the withdrawal Without all of this information it will be necessary to make other arrangements to pay the balance due Taxpayers may also pay balances due using a credit card by phone or internet Certain credit cards provide this service though they may charge a convenience fee based on the amount of the tax payment The fees will vary with service providers Credit card payments can be made for the following e Current year Form 1040 series returns including balance due notices e Prior year Form 1040 series returns applies to past due payments where no Installment Agreement e Form 4868 Application for Extension of Time to File e Form 1040 ES Estimated Tax for Individuals and e Installment Agreement payments Taxpayers can also pay be check mailing their payment with Form 1040 V Payment Voucher Payment vouchers are found in individual income tax return packages Again vouchers may be mailed after the return is e filed provided they are mailed before the final due date
103. ine_2008 6 Finally you can either run Select Installation Folder Taxsoftware com Online Stal OR you can run from the CL Taxsoftware com CD Start OR install the Full Offline ver TaxsoftwareFullOfline2008 C Program Files T axsoftware com T axsoftware_Full_Offline_2008 OR Just the simplified interview v TaxsoftwareIntermewOffine 7 Training You can view the http demo taxsoftware com 29 Wait for the software to install a ey gt i wow E D TaxsoftwareFullOfflinez008 html f BE GSrexsoftware com Offine Instalaton T f jay Taxsoftware_Full_Offline_2008 6 Finally you can either run f a z Installing Taxsoftware_Full_Offline_2008 Taxsoftware com Online Sta OR you can run from the CL Taxsoftware com CD Start OR install the Full Offline ver TaxsoftwareFullOffine2008 OR Just the simplified interview v TazsoftwarelnterviewOffline 7 Training You can view tht http demo taxsoftware com G 58 Taxsoftware com User s Manual 30 Installation will show when complete You can close the screen a o x S gt T E D TaxsoftwareFullOffline2008 html al w abe Ee Taxsoftware com Offline Installation f is Taxsoftware_Full_Offline_2008 6 Finally you can either run Installation Complete Taxsoftware com Online Sta OR you can run from the CL Taxsoftware_Full_Offline_2008 has been successfully installed Taxsoftware com CD Start WE lick Close
104. ing ao Do you want to run or save this file Ca Name vjredist64 exe Type Application 5 82MB From www taxsoftware com While files from the Intemet can be useful this file type can potentially harm your computer f you do not trust the source do not run or save this software What s the risk 3 You will see this screen vjredistse cxe from www taxsoftware com Estimated tme left Download to Temporary Folder Transfer rate 4 Click on RUN on this screen Internet Explorer Security Warning Do you want to run this software a Name viredist64 exe Publisher Microsoft tion More options While files from the Internet can be useful this file type can potentially harm your computer Only run software from publishers you trust What s the risk 99 Taxsoftware com User s Manual 5 Click on NEXT Welcome to Microsoft Visual J 2 0 Redistributable Package SE Setup This wizard will guide you through the installation process Microsoft Visual J is a tool that developers particularly those familiar with the Java language syntax can use to build applications and services on the NET Framework Visual J does not allow you to develop applications that run on a Java Virtual Machine applications and services built using Visual J wil run only on the NET Framework 6 Click on FINISH Microsoft Visual J 2 0 Redistributable Package SE has been successfully installed It is hig
105. install Microsoft Java for best performance Business Tax Preparation Software Windows Intemet Explorer V EE rites janen Laxsoftware comy product htm file Edit yew Favontes Jools Help amp ie g BB Busness Tax Preparation Software i Pa fila D Tax Preparation Software IXS soft ware Home Legalinfo E services BusPack Pricing Product Benefits Privacy Policy Deadlines By chcking ACCEPT below you agree to the terms of our irre page JE You wil need Please wait Checking Browser Microroft intemmet Explores or later version with the latest m ersion 15 or If you cannot see the ACCEPT button above you must 5 coco NET Je itowsar add the site to vour trusted list AND onsnos verson L ox lates Install Sun Java If you meed am update to mse the web site them when you press the ACCEPT button above you will be sent to an update page to install the required update The update may met be on our web site and may be em Microsefr s or Sun s web site You will need adobe acrobat reader 5 05 or later to pnt your retum Douwriload it for free from here Net om Sial A Aen magrap hiana e a Please refer to the 1040 10 1 1565 1139 11395 or tater with 190 amd yfommation Eeturns pages for the forms thar have passed and Fearn from Sum For the Geol inaille thie peer latest Java version L4 o Sonik fon PE You may receive unlimited customer support via email at help c 13330m are cosi We do n
106. int from the drop down box at the top of the page 36 Taxsoftware com User s Manual File Edit View Favorites Tools Help Form 1040 U S Individual Income Tax Return Form 1040 Schedule 4 Schedule A Itemized Deductions Form 1040 Schedule B Interest and Ordinary Dividends for Form 1040 Filers Form 1040 Schedule A Credit for the Elderly or the Disabled for Form 1040 Filers pd Form 1040 Schedule EIC Earned Income Credit Qualifying Children Information Form 1040 Schedule C Profits or Loss from Business i Uf Form 1040 Schedule C EZ Profits or Loss from Business Form 1040 Schedule D Capital Gains Check only one box 1 Single 2 Married filing jointly even if ony one had income 3 Married filing separately Enter spouse s full name here oone Et iO Trusstedsites and click on PRINT to print just that form Taxsoftware com Form 1040 Schedule B Interest and Dividends Microsole O Back E 2 A Search gt Favorites O My 7 LJ w Ay File Edit wiew Favorites Tools Help Form 1040 U S Individual Income Tax Return lt Prey Next gt Start Review Print Help Form 1040 Schedule B Interest and Ordinary Dividends for Form 1040 Filers Part Interest Totals 1 Interest subtotal Nominee amount Accrued interest amount Tax exempt amount ei J Browser Control started re Lo Fa iS re Trusted sites E 3 W
107. ions of time to file but these extensions will not extend the time to pay a balance due The payment and the return may be sent at different times as long as both arrive at the IRS before the due date that is you can e file your return in January and mail your payment voucher in April as long as the IRS receives both the return and the payment before the due date Taxpayers have several options for making payments One of the easiest for e filers is to authorize an electronic funds withdrawal To do this you must provide the IRS account numbers and routing transit numbers for qualified bank accounts that you intend to use The IRS tax return instructions describe how to find and identify these numbers using official bank records account cards checks or share drafts Before forwarding electronic withdrawal authorization to the IRS you must be certain that your bank will allow such transactions With an electronic funds withdrawal you can schedule your payment for a future date before the due date For any returns submitted after the due date any electronic funds withdrawal must be scheduled for the date the return is transmitted Payments can be made by electronic funds withdrawal for the following Current year Form 1040 series return e Form 4868 Application for Extension of Time to File e Form 2350 Application for Extension of Time to File Special Treatment and e Form 1040 ES Estimated Tax for Individuals Only one est
108. ive the taxpayer a copy of all forms and information to be filed with the IRS and have followed all other requirements in Pub 3112 IRS fie Application and Participation and Pub 4163 Modemized 6 File MeF Information for Authorized IRS efile Providers If am also the Paid Preparer under penalties of perjury declare that have examined the retum and accompanying schedules and statements and to the best of my knowledge and belief they are true correct and complete This Paid Preparer declaration is based on all information of which have any knowledge Date Check if ERO s b aleo paid signature 3 1 2008 preparer Firm s lor yours PMSN CARGO TRANSPORT Check if salf ERO s SSN or PTIN loyed a aie EE EN 11 1000011 ERO s Use 18 Save to disk saves your data into a disk or other removable media using AES encryption Select a tax return and click on the Save to disk button a Taxsoftware com Home m Home Page Mic Microsoft Internet Explorer QBack O oA ix E 2 Search ot Favorites Ol a o LJ amp Links 4 Customize Links 4 Free Hotmail 2 Windows 9 Windows Marketplace Windows Media xg Yahoo yg Yahoo Mail File Edit View Favorites Tools Help Address lE http jiw taxsoftware com startj html gt 42 0000009 45 1234567 547654321 11 0000009 11 0000008 11 0000006 11 0000007 11 0000008 11 0000198 14 g000009 1041 2005 1065 2005 1065 2005 11205 2005 11205 2005 1120S 2005 11
109. king Directory C Customers The audit log will list all the versions of the same tax return you can Edit or use any of the functions of TaxDBC just be selecting on of the versions f Taxsoftware com Home Page Microsoft Internet Explorer Q Back x 2 T 2 Search g Favorites O GS 3 L Eile Edit wiew Favorites Tools Help I Show Individual K 1s and FIRE Forms I Show Only My Documents j Delete aes ALESSAND NO CHANGES a Copy Print All Show Attachments Add Attachment o Tne Epot Pmt e tt tt fo trustedstes 23 Settings allows you to set up your TaxDBC system 134 Taxsoftware com User s Manual Taxsoftware com Home Page Microsoft Internet Explorer O Back x a P Search gt Favorites oe i Sly LJ E Links 2 Customize Links lt 2 Free Hotmail 2 Windows amp 2 Windows Marketplace Windows Media wy Yahoo we Yahoo Mail File Edit wiew Favorites Tools Help Address lE http j iwww taxsoftware comistartj html gt NOT PAID PACK FOR YOU INCORPORATED NOT PAID LUCAS RAYNARD PRINT PAID BRENDA N ERTIA PRINT PAID JOE Z CANASTA PRINT PAID JESSE SANTANA 4000 00 4825 1040 2005 PRINT PAID LUCAS RAYNARD Batch Print Start Batch Print End Make a Separate File for each K 1 and FIRE Form Make One Large PDF File Browse Working Directory C Customers Save Load Password Make changes to the Settings page according to
110. l be prosecuted to the maximum extent possible under the law tea 101 Taxsoftware com User s Manual J Taxsoftware Installing Taxsoftware Taxsoftware is being installed Please wait 5 Click on CLOSE Now you have Taxsoftware com TaxDBC installed in your computer 8 Taxsoftware e ae a y Installation Complete Taxsoftware has been successfully installed Click Close to exit Please use Windows Update to check for any critical updates to the NET Framework Cancel Installing Sequel Server Express 1 Click on this link to download Sequel Server Express SQLEXPR32 EXE 2 Click on RUN File Download Security Warning rn Do you want to run or save this file a Name SQLEXPR32 EXE Type Application 36 4MB From www taxsoftware com potentially harm your computer If you do not trust the source do not D While files from the Intemet can be useful this file type can run or save this software What s the risk 102 Taxsoftware com User s Manual 3 Click on RUN Internet Explorer Security Warning Do you want to run this software Name Microsoft SOL Server Publisher Microsoft C tion More options While files from the Internet can be useful this file type can potentially harm your computer Only run software from publishers you trust What s the risk 4 You will see this screen Extracting Files
111. ladies h rede Gd SO A Address Address E hte https wea tasot Ue eves ree htm a i i Show Related Links For Information ab e program please look below For help you may email questions to help t Business Tax Application New Date _com em _em _ erne Browse Working Directory C btax 2 From the Internet Options page shown below select the Security tab Internet Options Gereral Security Privacy Content Connections Programs Advanced m Home page a ies A Tou can change which page to usa for your home pags Addjess i tan nEn ay Uri as al ee Bank ai r Tempore iia AES SSUES Se Se ee S Ea Pages you view on the Internet are stored in a special folder 4 for quick viewing Later bia ER Ae a EE ESG iy 4 The History folder contains links to pages you ve visited for ME Quack access to recently viewed pages Days to keep pages in histone amp HL Clear History 7 ae mrm E a an 90 Taxsoftware com User s Manual 3 Select Trusted Sites and press the Sites button 4 Enter www Taxsoftware com in the Add this Web site box Uncheck the box that requires server verification then click on Add You can not press the Add button until the server verification box is unchecked ai i E OB ee i WET Se eee Pe 5 When www tTaxsoftware com appears in the Web sites box as shown below press OK
112. le Schedule D and you received capital gain distributions be sure you checked the box on line 13 of Form 1040 1 Enter the amount from Form 1040 line 43 3 Are you filing Schedule D 2 Enter the amount from Form 1040 line 9b 0 C Yes Enter the smaller of line 15 or 16 of Schedule D If either line 15 or line 16 is a loss enter 0 No Enter the amount from Form 1040 line 13 4056 4 Add lines 2 and 3 4056 5 If you are claiming investment interest expense on Form 4952 enter the amount from line 4g of that form Otherwise enter 0 0 6 Subtract line 5 from line 4 If zero or less enter 0 4056 7 Subtract line 6 from line 1 If zero or less enter 0 119470 8 Enter the smaller of The amount on line 1 or 61 300 if married filing jointly or qualifying widowf er 30 650 if single or married filing separately or 41 050 if head of household Ma 4 Done a w i w J Trusted sites Protected Mode Off 100 Z 34 Taxsoftware com User s Manual To Edit 1 From the same computer where you entered your data click on the bar that says Click here to do your tax return 2 Click on ACCEPT E Business Tax Preparation Software Microsoft Internet Explorer Oea O x aA Jo seach Favorites O S File Edit View Favorites Tools Help reves Tax Preparation Software Home About Us E services Product Benefits Legal Info Deadlines Q a
113. ledgment file 4 Retain an acknowledgment file received from the IRS until the end of the calendar year in which the electronic return was filed 5 Immediately contact the IRS at its e Help toll free number 1 866 255 0654 for further instructions if an acknowledgment of acceptance for processing has not been received within two work days of transmission or if an acknowledgment for a return that was not transmitted on the designated transmission is received 6 Promptly correct any transmission error that causes an electronic transmission to be rejected f Contact the IRS at its e Help toll free number 1 866 255 0654 for assistance if the electronic portion of the return has been rejected after three transmission attempts 8 Ensure the security of all transmitted data 9 Ensure against the unauthorized use of its EFIN or ETIN A Transmitter must not transfer its EFIN or ETIN by sale merger loan gift or otherwise to another entity and 10 Use only software that does not have an IRS assigned production password built into the software In addition to requirements of all Transmitters in the IRS e file Program a Transmitter that participates in Online Filing has some additional responsibilities When participating in Online Filing the Transmitter must 1 Ensure that it uses an EFIN or ETIN obtained for Online Filing 2 Ensure that Intermediate Service Provider s EFIN is included in the electronic return data when applica
114. lla 1 1 or later Next return to the Business Tax Preparation Software page at http www Taxsoftware com product htm The Accept button should be visible as shown below If it is go on to Chapter 21 r pa T abe o iB http www taxsoftwarecom product Mm v x Live Se P Sie fdt View Favorites Tools Help amp ae BBB Business Tax Preperation Software fh gt B th Pages O Tools ty XSOlLWare Home Legal info E services BusPack Pricing Product Benefits Privacy Policy Deadlines By clicking ACCEPT below you agree to the terms of owr lon page 4S You will need ACCEPT Missile later versson with the latest Mics Lal If you cannot see the ACCEPT button above you must add the site to your trusted list AND Install Sun Java If you meod an update to use the web site thes when vou press the ACCEPT burton above vou will be sent to an update page to install the required update The update may not be on our web site and may be om Microsoft s or Sun s web site You wil need adobe acrobat reader 5 05 or later to pnnt your retum All of you data is saved om your computer Click bere for Technical leformarion ni Download ut for free about our software you are using from here Netscape you must mstall AEE Acceptance Testing System Please refer to the 1040 1041 1065 1130 11205 _elaceps 3 or later with 2200 720 990 and Information Retores pages for the forms that have passedand
115. mitter that receives returns from an Intermediate Service Provider for Online Filing must adhere to the same requirements as a Transmitter that transmits ERO returns received from Intermediate Service Providers The following list while not all inclusive applies to all Authorized IRS e file Providers of Individual Income Tax Returns excepting Software Developers that do not engage in any other IRS e file activity other than software development A Provider must 1 Maintain an acceptable cumulative error or reject rate 2 Adhere to the requirements for ensuring that tax returns are properly signed and when applicable provide legible and complete paper declarations 3 Properly use the standard non standard Form W 2 indicator 4 Properly use the Refund Anticipation Loan RAL indicator 5 Include the ERO s EFIN as the return EFIN for returns the ERO submits to an Intermediate Service Provider or Transmitter 6 Include the Intermediate Service Provider s EFIN in the designated Intermediate Service Provider field in the electronic return record and 7 Submit an electronic return to the IRS with information that is identical to the information provided to the taxpayer on the copy of the return and when applicable the paper declaration In addition to the above participants in Online Filing must adhere to the following 1 Ensure that no more than five electronic returns are filed from one software package or one e mail add
116. mp A By clicking ACCEPT below you agree to the terms of our legal page You will need k ACCEPT Wicrosoft Interne later version with Microsoft Java annot he t o toA SUN Java vers c o Micro va Microsoft NET J If you need an update to use the web site then when you press the ACCEPT button above you will be sent to an update page to install the required update The update may not be on our web site and may be on Microsoft s or Sun s web site If the ACCEPT button does not show up make sure you have trusted our web site All of you datais saved on your computer Click here for Technical Information about our software Acceptance Testing System Please refer to the 1041 1065 1120 11205 and FIRE pages for the forms that have passed and that will be available this year ee Netscape you mv Netscape 7 0 or le You may receive unlimited customer support via email at help Dtaxsofiware com Java 14 fromS We do not provide customer support via telephone tatpat TasraIm s Sf S T O trstedsites A 3 Click on the file inside the gray box and then click on the EDIT icon at the top Taxsoftware com J E wser Control Base Class Installation Page Mozilla File Edit View History Bookmarks Tools Help oB X x A http www taxsoftware com start htri w G Google P 2 Most Visited Getting Started Mozilla Firefox Start Pa FedEx Login Page For Information about how to use the program ple
117. n is available to taxpayers through the refund hotline number 1 800 829 1954 or through the Where s My Refund feature at irS gOv Chapter 17 Fraud and Abuse The IRS requires Taxsoftware com to be diligent in recognizing and preventing fraud and abuse in e filing The IRS requires tax preparers and e file providers to report any suspicious activity to the IRS by calling 1 800 829 0433 The IRS charges any ERO to be particularly diligent while acting in their capacity as the first contact with taxpayers filing a return An ERO should always seek to recognize and prevent fraud and abuse of IRS e file An ERO should exercise due diligence in the preparation of returns involving the Earned Income Tax Credit EITC as it is a popular target for fraud and abuse EROs must be sure to complete all required worksheets and meet all record keeping requirements A potentially abusive return is a return that is not fraudulent is required to be filed by the taxpayer but contains inaccurate information that may lead to an understatement of a liability or the overstatement of a credit resulting in a refund to which the taxpayer my not be entitled Indicators of an abusive or fraudulent return include unsatisfactory answers to filing status questions multiple returns with the same address and missing or incomplete Schedules A and C income and expense documentation Confirm IDs and TINs An ERO should confirm identities and taxpayer identific
118. n1 tax 6 la taxreturn2 bak la taxreturn2 tax Desktop taxreturn txt fan Files Cancel A 20 Check out allows the user to exclusively edit the tax return until checked back in Taxsoftware com Home Page Microsoft Internet Explorer Otak O x a seach Favorites O G a O Links Customize Links 4 Free Hotmail Windows 2 Windows Marketplace g windows Media yp Yahoo yg Yahoo Mail File Edit View Favorites Tools Help Address l http www taxsoftware com startj html gt 11 0000008 11205 2005 11 0000198 11205 2005 1120S 2005 1120S 2005 1040 2005 1040 2005 1040 2005 1040 2005 1040 2005 Batch Print Start IRS ACCEPTED PRINT PAID NOT PAID IRS ACCEPTED PRINT PAID NOT PAID NOT PAID PRINT PAID PRINT PAID PRINT PAID PRINT PAID fo Batch Print End is Make a Separate File for each K 1 and FIRE Form Browse Working Directory C Customers 4 b evo O S S l S Omdses 5 ar GOLDPLATED DETAILING SERVICE INC GOLD BLAZER CAR WASH INC TREE FIXR UPPER INC PACK FOR YOU INCORPORATED LUCAS RAYNARD BRENDA N ERTIA JOE Z CANASTA JESSE SANTANA LUCAS RAYNARD C Make One Large PDF File Your document will automatically be checked out when you use the Edit mode For Batch Check Out checking out multiple returns at time click on Search and do not select any return Click on the Check Out button and then select the return
119. nd MISC With Interactive TIN Matching authorized payers can match up to 25 payee TIN and name combinations against IRS records prior to submitting an information return In order to participate in TIN matching payers must be listed in the IRS Payer Account File PAF database If your firm has not filed information returns with the IRS in one of the past two tax years this application will not be available to you at this time After you e file 100 IRS Form 1040 1040A 1040EZ tax returns next year you will get access to the other IRS e services products such as Disclosure Authorization Eligible tax professionals may complete authorization forms view and modify existing forms and receive acknowledgement of accepted submissions immediately all online Disclosure authorization allows tax professionals to electronically submit Form 2848 Power of Attorney and Declaration of Representative and Form 8821 Tax Information Authorization This e service expedites processing and issues a real time acknowledgment of accepted submissions Electronic Account Resolution Electronic account resolution allows tax professionals to expedite closure on clients account problems by electronically sending receiving account related inquiries Tax professionals may inquire about individual or business account problems refunds installment agreements missing payments or notices Tax professionals must have a power of attorney on file before accessing a cli
120. nd 8878 The storage system must satisfy the requirements of Revenue Procedure 97 22 Retention of Books and Records In brief the electronic storage system must ensure an accurate and complete transfer of the hard copy to the electronic storage media All records must be able to be reproduced with a high degree of legibility and readability including the taxpayers signatures when displayed on a video terminal and when reproduced in hard copy Providing Information to the Taxpayer The ERO must provide a complete copy of the return to the taxpayer However the copy need not contain the social security number of the paid preparer A complete copy of a taxpayer s return includes Form 8453 and other documents that cannot be electronically transmitted when applicable as well as the electronic portion of the return The electronic portion of the return can be contained on a replica of an official form or on an unofficial form However on an unofficial form data entries must be referenced to the line numbers or descriptions on an official form If the taxpayer provided a completed paper return for electronic filing and the information on the a2 Taxsoftware com User s Manual electronic portion of the return is identical to the information provided by the taxpayer a printout of the electronic portion of the return does not have to be provided to the taxpayer The ERO should advise the taxpayer to retain a complete copy of the return and a
121. ne Name Control This is the first 4 letters of your company name or the first 4 letters of your last name as printed on the IRS label Leave blank if you don t know what it is Address ine 1 j l are H a a a aS 2 Make sure you do not select the file when you click on the Export button a Taxsoftware com Home Page Microsoft Internet Explorer Q pack x E iz A Search e Favorites e G amp O LJA Links Customize Links Free Hotmail Windows 9 Windows Marketplace Windows Media yy Yahoo yp Yahoo Mail File Edit Yiew Favorites Tools Help Address l http www taxsoftware com startj html 52 0000001 10652005 IRS ACCEPTED PRINT PAID Test Partnership One Boe CSS Tasted tes 3 Select the type of form to export 143 Taxsoftware com User s Manual E Taxsoftware com Home Page Microsoft Internet Explorer O O d 2 A seach Sr Favorite O s 3 O Links Customize Links 4 Free Hotmail 4 Windows 2 Windows Marketplace Windows Media wy Yahoo yy Yahoo Mail File Edit View Favorites Tools Help Address l http www taxsoftware com startj html Frinta Show Attachments _ Add Attachment e zl ype ff f S Oedses 3 4 Atemplate will be created with all the information you entered on the tax return on the appropriate row Each column will correspond to a tax return where the header is the EIN Each row
122. new digital ID You can install your digital ID on as many computers as you want The instructions below will show you how to transfer your digital ID to another computer 7 To move your digital ID to another computer you need to export the certificate to a file then copy the file to another computer and import the certificate to the other computer From your Internet Explorer web browser menu select Tools Internet Options as shown below 78 Taxsoftware com User s Manual Internet Uptions Home page You can change which page to use for your home page Ades ei i Use Curent Use Defaut Use Blank Ee oa as Pages you view on the Intemet are stored in a special folder for quick viewing Later The History folder contains links to pages you ve visited for quick access to recently viewed pages Days to keep pages in history 2 Cleat History History 8 Select the Content tab then click on Certificates Cortert Advisor Ratings holp control the Inteenet content that can be E A viewed on computer n Certiicates Use certihcates to sell certification re positively identity your Clem SSL State Cortiicates Publishers AusoCormnplete stores previous entries AytoComplete and suggests matches for you Microsolt Profde Assistant stoe Ape os your My Prole 79 Taxsoftware com User s Manual 9 You will see your Taxsof
123. nformation Whole dollars only 1 Adjusted gross income 2 Total tax 3 Federal income tax withheld 5 Amount you owe Part Il Declaration of Taxpayer 6a consent that my refund be directly deposited as designated in the electronic portion of my 2008 Federal income tax return IfI have filed a joint return this is an irrevocable appointment of the other spouse EN as an anent to receive the refund Loading Data Please wait 4 Taxsoftware com User s Manual Chapter 7 Full Version of Taxsoftware com Offline The Offline version of Taxsoftware com works the same way as the online version except for the installations instructions below 1 Insert disk on computer and Autoplay or open to get the installation web page TaxsoftwareFullOffline2008 html com To Install the Taxsoftware com Offline 2008 Tax Preparation Software please follow the instructions below 1 First install Microsoft NET 2 0 or later Not required for VISTA ro Windows 7 or Windows XP SP3 dotnetix2 exe 2 Then install the Microsoft NET J 2 0 Second Edition x86 wiredistse exe or x64 bit version wyredist64 exe 3 Then install the Taxsoftware com Base classes 2 Click on dotnetfx2 exe if you need to install the Microsoft NET Framework 2 0 If you already have the framework installed you can skip this step Then install the vrjedistse exe this it the Microsoft NET Visual J 2 0 Second Edition
124. nks Free Hotmail Windows amp 2 Windows Marketplace 4 Windows Media xg Yahoo yg Yahoo Mail Eile Edit view Favorites Tools Help Address l http www taxsoftware com startj html Taxsoftware com TAXDBC Database Start Web Page Filters for Search Tax Year Doc Type Status Taxpayer Name Taxpayer ID Recipient Name Recipient ID Sort by z Search Results Count 15 I Show Individual K 1s and FIRE Forms T Show Only My Documents s4 Saatanaa 1041 2005 PRINT PAID Test Company Two 1041 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 31 0000001 1041 2005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 1 41 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 41 0000003 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 3 4 b tf Omas S The attachment will show 2 Adobe Acrobat Professional 1 10000009 pdf S File Edt view Document Tools Advanced window Help 453 U S S Corporation Income Tax Declaration for an IRS e file Return Depends P NEEE Fac clecwenicaby with the compotution s tax retum De net fie paper copies testy Seven Sete For caer 2005 oria t rne ot S Copoutign TREE YIxK UPPER INC Re 11 0000009 Tax Return information dollars arty ON aS I oe y Paar anaa 1 Groes mosipts or sales less returns and allowances Form 1120S jne teri 4 2900679460 2 Groes profit Form 11208 ire 3 on ii 3 Ordinary buahese ierte foss Form 7805 Ine an 4 Na ren
125. nsmit your data to the Taxsoftware com via SSL Then Taxsoftware com will transmit your data to the IRS If you have already transmitted this tax return to the IRS you will not be charged to transmit again if there are errors in the return You will need to check back to this web over the next few business days to find out if there are any errors in your tax return Everytime you return to the web site TAXSOFTWARE COM will check for errors from the IRS Until the IRS is done PROCESSING the return the errors will not be show If there are any errors you will need to fix them before transmitting again CONFIRM SEND CANCEL SEND a oone ft ff My computer You will be notified by e mail of the status of your e filing 16 Update status checks the latest status of your tax return Just select a tax return and click on the button to update the status of the tax return from Not Paid to Paid from Rejected to Accepted etc DB Taxsoftware com Home Page Microsoft Internet Explorer O Back O a A p seach se Favorites O 4 LJ Links 4 Customize Links 4 Free Hotmail 2 Windows 2 Windows Marketplace Windows Media xg Yahoo yg Yahoo Mail Eile Edit View Favorites Tools Help Address lE http www taxsoftware com startj html gt 41 0000007 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 7 i Add Att h i G 41 0000008 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBERS 3 achment _ 41 0000009 10412005 IRS
126. nstitutions will not allow deposit of joint individual income tax refunds into individual accounts taxpayers should determine if their designated institution has any restrictions on direct deposits Taxpayers cannot rescind their direct deposit designation after the IRS has accepted their tax return Account and routing numbers must be current each year to avoid any problems with deposits Any refunds that cannot be direct deposited because of institutional bank refusal erroneous account or routing numbers closed accounts bank mergers or any other reason will be issued as paper checks resulting in refund delays of up to 10 weeks The IRS reserves the right to issue a paper check and will not guarantee a specific date by which the refund will be deposited directly Refund Offsets The IRS offsets as much of a refund as is needed to pay off overdue taxes owed by taxpayers and notifies them when this occurs The Financial Management Service FMS offsets taxpayers refunds to pay off past due child support or federal agency debts such as student loans Offsets to non tax debts occur after the IRS has certified the refunds to FMS for payment but before FMS makes the direct deposits or issues the paper checks Refund offsets reduce the amount of the expected refund but do not delay the remainder Taxpayers may contact any federal agency to determine if any debts have been submitted for refund offset The IRS will indicate a debt and offset on
127. nt Adobe Acrobat Reader 5 05 or later Also you ll need to add Taxsoftware com to your list of Trusted Sites to print 62 Taxsoftware com User s Manual Browser Requirements Microsoft Net J Browser Controls version 1 1 or later Chapter 9 Who Can E File Individual taxpayers looking to e file must be filing tax returns with prescribed due dates in the current year An individual income tax return cannot be electronically filed after October 15 following the close of the tax year even if the taxpayer has been granted an extension to file a return beyond that date If October 15 falls ona Saturday Sunday or legal holiday the due date is the next succeeding day that is not a Saturday Sunday or legal holiday State individual income tax returns that are filed as part of federal state e file become part of the electronically transmitted data States often require the submission of paper documents to complete the return but they are separate from paper documents for federal returns EROs should process state paper documents according to applicable state rules Ineligible Returns The following individual income tax returns and related return conditions cannot be processed using IRS e file Other than current year tax returns Tax returns with fiscal year tax periods Amended tax returns Returns containing forms or schedules that cannot be processed by IRS e file Publication 1345A Filing Season Supplement for Auth
128. ny supporting material The ERO should also advise the taxpayer that an amended return if needed must be filed as a paper return and mailed to the submission processing center that would handle the taxpayer s paper return Refer to the current year s tax package for addresses Acknowledgments of Transmitted Return Data The IRS electronically acknowledges the receipt of all transmissions Returns in each transmission are either accepted or rejected for specific reasons Accepted returns meet the processing criteria and are considered filed as soon as the return is signed electronically or through the receipt by the IRS of a paper signature Rejected returns fail to meet processing criteria and are considered not filed The acknowledgment identifies the source of the problem using a system of error reject codes and form field numbers sequence numbers The error reject codes tell why the return rejected and the form field numbers tell which fields of the electronic return data are involved Publication 1345A Filing Season Supplement for Authorized IRS e file Providers is issued annually and contains information to help identify the cause of the reject The acknowledgement record of an accepted individual income tax return contains other information that is useful to the originator The record confirms if the IRS accepted a PIN if the taxpayer s refund will be applied to a debt if an elected electronic funds withdrawal paid a balan
129. onically Your return is not e filed until you click on this buton and then click on CONFIRM PRINT ALL Click here to print your entire tax return PAY Click here to pay for your return You must pay before you print and or e file EXIT Exit tax application and go back to Home Page UPDATE STATUS update the Ta mave une data to another comnuter uee the RACKIIP and RESTORE hiuttan lt e helow status of unur return E 35 Depending on your security settings you may also get this prompt to allow javascript to run on your computer Click on RUN or ALLOW to allow this a iol x Taxsoftware com Name and Address Page Windows Internet Explorer Go je C Program Files Taxsoftware comTaxsoftware_Full_Offline_2008 btax2008 dnameaddressj html w ae sl Taxsoftware com Offline Ins Taxsoftware com Name X To help protect your security Internet Explorer has restricted this webpage from running scripts or ActiveX controls that could access your computer Click here for You can not continue past this page until you enter a valid EIN or SSN including the hyphens You must select a Form Type and click NEXT to fill in the rest of the form Information Bar Did you notice the Information Bar The Information Bar alerts you to security related conditions for example if a potentially unsafe file or pop up was just blocked If a webpage does not display properly look for the Information Bar
130. ontes Toots tiep Oat Oe a 4 Serch Fote ef Meda E TAIRE PE hacsotheare constat honi a a a Ente sactword ba SAVEA DAD encrypten Patsward may be up b 32 chawacieri Enter a patonced ther select a Lae setum above and put a dhoii in Save Deve A ond press SAVE to copy your to dodate Erte you pateword abowe then put diskette in deve A and press Load LOAD to copy pas dita bons dobste a Chapter 25 Setting Printer Defaults Adobe Acrobat Printing Configuration If you are using SUN Java and Adobe Acrobat 6 0 the default for Adobe Acrobat is to NOT PRINT THE DATA on the forms Any other combination of products the default is TO PRINT THE DATA on the forms You must check the box to print the annotations or comments so the data you input will appear on the printed version To ser the proper configuration in Adobe Acrobat please click on FILE on the upper left corner and then 93 Taxsoftware com User s Manual click on PRINT The PRINT screen may vary according to the version number of Acrobat that you have in your computer Versions 7 0 8 0 and 9 0 On versions 7 0 8 0 and 9 0 you must select DOCUMENT AND MARKUPS in the box for COMMENTS AND FORMS Also check the box to PRINT COLOR AS BLACK otherwise the default will be blue Then click OK Printer Name Dell Laser MFP 1600n Properties Status Ready Comments and Forms Document Document and Markups All Document and Stamps Form
131. orized IRS e file Providers of Individual Income Tax Returns published in December of each year contains a list of accepted forms and schedules for the current tax year Tax returns with TINs within the range of 900 00 0000 through 999 99 9999 Exception Adopted Taxpayer Identification Numbers ATIN and Individual Taxpayer Identification Numbers ITIN may fall within the range above Valid ATINs contain the digits 93 in the fourth and fifth positions Valid ITINs contain digits within a range of 70 through 80 in the fourth and fifth digits and 63 Taxsoftware com User s Manual Tax returns with rare or unusual processing conditions or that exceed the specifications for returns allowable in IRS e file These conditions change from year to year and Taxsoftware com will alert you to these conditions if they arise Chapter 10 What Is an ERO The IRS does not have the capability to accept millions of returns submitted from millions of different electronic sources Individuals and professional tax preparers may however submit returns to Taxsoftware com which is an Authorized IRS e file Provider and is authorized to transmit returns directly to the IRS The IRS considers the person or entity that originates the electronic submission of returns it either prepares for taxpayers or collects from taxpayers who want to e file to be the ERO electronic return originator The ERO may or may not be the individual taxpayer named on the retu
132. ot provide customer support via telephone We have five servers You cam switch servers at amy time Select the one that gives eis Firefox All of you dats is saved on your computer Click here for 7 chnicsi Information you the fastest response http wee javatascom bitig musofmarc com hep Seckuptarsuftcom You must use 5 rtp owe tanseft biz emcis OW WARS ORIATE NS Java Sor vores with Firefox Java and all Java related products are registered trademarks of Sun Microsystems Done ov Trusted sites Protected Mode Ott Ale Chapter 22 Installing Java For best performance of the Taxsoftware com web site you should disable Sun Java and install Microsoft Java with Internet Explorer 1 To see if Sun Java is installed look in the computer s control panel The Sun Java icon is a cup of coffee with the description Java Plug In highlighted below Double click on the Java Plug In orn Add Hardware Add ce wv Date and Time Desphay Game Remov Priters and Regonas and Faxes Language 87 Taxsoftware com User s Manual 2 Select the Browser tab and uncheck the Microsoft Internet Explorer check box Click on Apply to save your changes lava TM Plug in Control Panel Settings Java TM Plug in will be used as the default Java Runtime in the following browser s _ Microsoft Internet Explorer ivi Netscape 6 or later T Mozi
133. out to install a certificate from a certification authority CA claiming to represent Taxsoftware com II Taxsoftware msi Windows cannot validate that the certificate is actually from Taxsoftware com II You should confirm its origin by conte The Following number will assist you in this process Thumbprint shai D8DA4 74C B65149C6 50CE3444 EA8209BF B806C8CF 4 Make sure you add our wera If you install this root certificate Windows will automatically trust any certificate issued by this CA Installing a certificate thumbprint is a security risk IF you click Yes you acknowledge this risk Do you want to install this certificate 5 Install your digital ID IRS Testing pfx The password is 123456 52 Taxsoftware com User s Manual T iolxi E E DATaxsoftwareFulofFine2008 html 2l w ake Taxsoftware com Offline Installation 2 Then install the Microsoft NET J 2 0 Second Edition x86 wiredistse exe or x64 bit version viredist64 exe 3 Then install the Taxsoftware com Base classes Taxsoftware msi 4 Make sure you add our web site http www taxsoftware com to your trusted list in In 5 Install your digital ID IRS Testing pf The password is 123456 19 Next install SUN Java If you already have this installed you don t need to do this again To install from the CD double click on the installation package and click on OPEN or RUN i 69 E a E 0 taxsoftmareFuloftine2008 ht VE BG te
134. prices apply What is live now for e filing N tor Business 990 1040 1065 1120 1120S 1120POL 7004 Excise 2290 Information Returns 1099 etc A Done but with errors on page 100 v J Trusted sites Protected Mode Off 2 Then click on the ACCEPT button and show on the next figure Business Tax Preparation Software Windows Internet Explorer go v ma http www taxsoftware com product htm ty x Live File Edit Help wwe TAY Business Tax Preparation Software View Favorites Tools for Business 2 fila Tax Preparation Software 2 gt xsoftware com Manual Home Legal Info E services BusPack Pricing Product Benefits Privacy Policy Deadlines ae You will need Microsoft Internet Explorer 4 or later version with the latest SUN Java version 1 5 or Microsoft NET J Browser Controls version 1 1 or later By clicking ACCEPT below you agree to the terms of our legal page ACCEPT If you cannot see the ACCEPT button above you must add the site to your trusted list AND Install Sun Java If you need an update to use the web site then when you press the ACCEPT bution above you will be sent to an update page to install the required update The update may not be on our web site and may be on Microsoft s or Sun s web site You will need adobe acrobat reader 5 05 or later to print your return All of you data is saved on your
135. r and gain access to your data Do you wart this program to add the certificates now Cick Yes F you trust this Web site Otherwise cick No o 8 Click on Yes to install a certificate from Taxsoftware com security Warning x You are about to install a certificate from a certification authority CA daming to represent Taxsoftware com Windows cannot validate that the certificate is actually from Taxsoftware com You should confirm ts origin by contacting Taxsoftware com The Following number wil assist you in this process Thumbprint shal 01109168 AESSS866 B478070A C2BCOREE 33506433 Warning If you install this root certificate Windows wil automatically trust any certificate issued by this CA Installing a certificate wth an unconfirmed thumborirt is a securkty risk If you dick Yes you acknowdedipe this risk Do you wart to install this certificate _ CE Taxsoftware com User s Manual 9 You will receive a prompt that your certificate has been successfully installed After the certificate is installed you can click on Continue to pay for your e services account 3 Microsoft Certificate Services Microsoft Internet Explorer Ele Edt Yew Favortes Jools Help Ow O HAO Pwo fr O ASB Was Adress E hetps wmew taxsoft com certsrvicertrmpn asp be gt co Lrs gt Certificate Installed Your new certificate has been successfully installed Click CONTINUE to continue with
136. r identity before each time you e file your tax returns This security system ensures that no one can use your account improperly We will give you a free digital ID after you get your e services account 3 All that s left to do is activate for the Taxsoftware com e services package Follow the instructions below to activate your e services account Getting your Digital Certificate 1 From the e services web page click on the Buy Now graphic This will take you to the Taxsoftware com E Mail Verification link shown below You will be asked to enter your e mail address for verification Enter your e mail address then click on Submit Then please close your web browser Taxsoftware com User s Manual D1 Mail Yerilication Microsett internet Lxplorer fe Eat Yew Fovertes Took Heb Q P Z g https Sie Laxectt compeecurelicheckernel mp j Seach Petroes 2 S Wr Wea sd ASI Taxsoftware com EMAIL verification Web Page The Gest step a to verily your emal address Pitase enter you emal address below and chck on SUBMIT Then close your web beowser and and follow the mstructons in the emad E Mal You will receive a verification e mail with instructions on how to proceed It will contain a multi digit UPID necessary to secure your account After you receive this UPID please return to the web site https www Taxsoftware com com certsrv get_cert asp 2 You will be prompted to cut and pa
137. r s configuration 104 Taxsoftware com User s Manual 7 Click on NEXT J Microsoft SQL Server 2005 Setup gt Welcome tothe MicrosoftSQL Server Installation Wizard Setup will help you install modify or remove Microsoft SQL Server To continue click Next LE ee ia l a m ad ee 8 Click on NEXT J Microsoft SQL Server 2005 Setup System Configuration Check Wait while the system is checked for potential installation 0 Error 0 Warning Minimum Hardware Requirement Success Pending Reboot Requirement Success Default Installation Path Permission Re Success Intemet Explorer Requirement Success COM Plus Catalog Requirement Success ASP Net Version Registration Require Success Minimum MDAC Version Requirement Success Edition Change Check Success Filter ow Help 9 Enter your name and click on NEXT again H Microsoft SQL Server 2005 Express Edition Setup Registration Information The following information will personalize your installation p The Name field must be filled in prior to proceeding The Company field is optional Hide advanced configuration options 105 Taxsoftware com User s Manual 10 Use the default options and click on NEXT i Microsoft SQL Server 2005 Express Edition Setup Feature Selection Select the program features you want installed Click an icon in the following list to change how a feature is installed Feature descrip
138. re the correct form and tax year before you pay for the tax return Payments are not transferable to diferent types of forms and or tax years v 4 gt Done E ia ia ie a f Trusted sites Protected Mode Off 100 4 5 Scroll down to select what type of form you need to do and tax year 14 Taxsoftware com User s Manual Taxsoftware com Name and Address Page Windows Internet Explorer 5 x Go z m http www taxsoftware com btax2007 dna x 4 x Live Search Fie Edit View Favorites Tools Help r w ae i Taxsoftware com Name and Address Page Dr mb v so Page O Tools IMPORTANT YOU MUST SELECT A FORM BELOW TO CONTINUE WITH YOUR TAX RETURN Please make sure these are the correct form and tax year before you pay for the tax return Payments are not transferable to diferent types of forms and or tax years U S Individual Income Tax Return Simplified Interview No business forms Vv 1040 Complete Individual Tax Return ce 10404 Complete Individual Tax Return O 1040EZ Complete Individual Tax Return 990 EZ PF Organization Exempt From Income Tax 1041 Estates and Trusts Tax Return C 1065 Partnership Taxes c 1120S Corporate Taxes c 1120 Corporate Taxes O Information Returns Fire Foms 1098 1099 10425 5498 8027 W2G c Excise Tax Form 2290 and 720 C ETD 1040ES 56 2350 2688 4868 9465 O 7004 1120 5 1041 1065 Business Tax Extension C 8809 FIRE Form
139. refox File Edit View History Bookmarks Tools Help eS CXA TAY http www taxsoftware com btax2008 7 2 Most Visited Getting Started 4 Mozilla Firefox Start Pa FedEx Login Page U S Individual Income Tax Return Simplified Interview No business forms 1040 Complete Individual Tax Return 1040A Complete Individual Tax Return 1040EZ Complete Individual Tax Return 990 EZ PF Organization Exempt From Income Tax 1041 Estates and Trusts Tax Return 1065 Partnership Taxes 1120S S Corporate Taxes 1120 Corporate Taxes Information Returns Fire Foms 1098 1099 1042S 5498 8027 W2G Excise Tax Form 2290 8849 and 720 ETD 1040ES 56 2350 2688 4868 9465 7004 1120 S 1041 1065 Business Tax Extension 8809 FIRE Forms Extension Please select Tax Year Loading Data Please wait 30 Taxsoftware com User s Manual 8 Click on NEXT and continue and complete all the pages on the return 9 At the top or bottom of every web page in the tax return interview there is a series of buttons as shown below lt Prev Click on Prev to go back to the previous web page in the interview process Next gt Click on Next to go to the next web page in the interview process You can go to the next web page in the interview process even if you have an error or have not completed the current web page Start Click on Start to go back to the start pag
140. reparer tax identification number you re ready to go If not sign up with the IRS for e services at http www irs gov taxpros article 0 id 109646 00 html Electronic Signatures with Taxsoftware com e services All tax returns submitted to the IRS whether on paper or electronically must be signed The advantage to using Taxsoftware com e services is that you can sign electronically and do away entirely with the signed paper Form 8453 that must accompany other electronic returns Taxpayers filing electronically must sign both the return and the Declaration of Taxpayer the form that authorizes submission of the return before the return is actually transmitted Taxsoftware com offers users the chance to use the IRS s Practitioner PIN method of signing both forms electronically A taxpayer who has a Form 8878 or 8879 IRS e file Signature Authorizations on file with an ERO has authorized the ERO to sign forms electronically for the taxpayer Taxsoftware com allows EROs to enter the appropriate PINs on the return to make any further paper trail unnecessary The ERO must also sign the return with a PIN and must retain copies of the taxpayers Forms 8878 or 8879 for three years The following taxpayers are ineligible to sign individual income tax returns with an electronic signature 1 Taxpayers who filed Form 1040 NR or 1040 SS the prior tax year and 2 Taxpayers required to file the following forms which must be attached to Fo
141. ress 2 Supply a taxpayer with an accurate DCN 3 Provide effective instructions to a taxpayer concerning the entry of the DCN on Form 8453 OL and 4 Submit any changes to the following information to the IRS Headquarters Online Filing Analyst SE W CAS SP IEF P 5000 Ellin Road Lanham MD 20706 by the 31st day of December preceding the filing season T1 Taxsoftware com User s Manual The brand name of the software the Provider will be using has developed or will use for transmission Required information about the software includes its Software Developer Transmitter retail cost and any additional costs for transmitting the electronic portion of the taxpayer s return Additionally software changes involving its use to file Federal State returns Internet availability including the Internet address successful completion of Participants Acceptance Testing PATS and the Professional Package name under which the software was tested must be reported The Provider s point of contact for matters relating to Online Filing and the telephone number for the point of contact The applicant s customer service number and The procedures the applicant will use to ensure that no more than five returns are transmitted from one software package or from one e mail address Chapter 20 Transferring Your Digital ID To change your e mail address or EFIN you must contact us at helo Taxsoftware com We will assist you and issue you a
142. rm 8453 U S Individual Income Tax Declaration for an IRS e file Return or Form 8453 OL U S Individual Income Tax Declaration for an IRS e file Online Return 1 Form 3115 Application for Change in Accounting Method Taxsoftware com User s Manual 2 Form 3468 Investment Credit Historic Structure Certificate 3 Form 5713 International Boycott Report 4 Form 8283 Non Cash Charitable Contribution Section B Appraisal Summary 5 Form 8332 Release of Claim to Exemption for Children of Divorced or Separated Parents 6 Form 8858 Information Return of U S Persons With Respect To Foreign Disregarded Entities or 7 Form 8885 Health Coverage Tax Credit If the taxpayer is ineligible to use an electronic signature or chooses not to do so a signature on a paper declaration must be completed RALs with Taxsoftware com Taxsoftware com e services is an online web site product designed for professionals looking for Taxsoftware com e services give professionals a chance to offer their clients easy money quick low cost RALs from a high service bank Taxsoftware com has partnered with Refund advantage User s must sign up directly with the bank entity to process your bank products through Taxsoftware com Clients get their money fast with easy to use check cards no long standing bank accounts necessary for check cashing no giant fees associated with non standard check cashing And each time your clients use their money you get p
143. rn or the paid preparer of the return With Taxsoftware com the ERO is the person who accesses Taxsoftware com and completes returns with the Taxsoftware com program The ERO submits the returns to Taxsoftware com and Taxsoftware com transmits the returns to the IRS An ERO that has merely collected returns for submission to a transmitter will become a tax return preparer if the ERO discovers errors in the return that require substantive changes and then makes the changes Correction of transposition errors misplaced entries spelling errors or arithmetic errors are not substantive changes and will not change the status of an ERO that makes them All other changes are considered substantive by the IRS and may require the ERO to sign the tax return as the tax return preparer Chapter 11 Deadlines E filers must meet the same deadlines and due dates as paper filers Taxsoftware com is committed to ensuring prompt processing of all returns received from EROs This means we transmit to the IRS every day We do not stockpile returns received for massive weekly transmissions to the IRS Electronic Postmarks Taxsoftware com provides e filers electronic postmarks so you can rest assured that your return has been filed quickly and on time If the electronic postmark is on or before the prescribed deadline but the return is received 64 Taxsoftware com User s Manual by the IRS after the deadline the return will be considered on time as lon
144. rrors on the REVIEW screen by pressing the ERRORS button Taxsoftware co U S Individual Income Tax Return Microsoft Internet f 7 Wz pa TA Te Ga E a jo 5 Form 1040 U S Individual Income Tax Return Spray On Sra STN Bola Ray R eee Form 1040 Filing Status Check only one box 2 Maried fig int even if ny one 3 Married filing separately Form 1040 z ttps test taxsoftware com secure editerrors asp 5PID 13668400492121640859u ji ate AG Si a By A G a A EP A a gt e4 eI x 2E a Fo aN hie wr Seo ts S lfiPtaxsoftware com if Eit ssc ve re com VS 40 Taxsoftware com User s Manual 8 Then you must print and sign and mail Form 8453 to the IRS To print Form 8453 please click on NEXT until you reach the Form 8453 page and then click on PRINT nun O T erence com Form 8453 OL U S Individual Declaration and Signature for E Filing M c o Sl File Edit Maca History Bookmarks Tools Help a ic iy E http www taxsoftware com btax2008 P Most Visited i gt Getting Started g Mozilla Firefox Start Pa FedEx Login Page Form 1040 U S Individual Income Tax Return a E EN BE E Form 453 U S Individual Income Tax Transmittal for an IRS e file Return For the year January 1 December 31 2008 Part Tax Return I
145. s Extension C Please select Tax Year 2007 x ofl 4 2 Done V Trustedsites Protected Mode off R10 gt 4 6 Click on NEXT to continue entering your data throughout the entire tax return Taxsoftware com Form 1040 U S Individual Income Tax Return Interview Windows Internet Expl ES Go fa http www taxsoftware com btax2007 d104 7 4 X Jlive Search p x Fie Edit view Favorites Tools Help w de PE Taxsoftware com Form 1040 U S Individual Incom fh dab gt Page G Tools 4 Form 1040 U S Individual Income Tax Return Primary taxpayer s Social Security Number 400 00 1007 Taxpayer s first name PeT tt lt sSsSSCSCSSSCSCisS Middle initial fo Last name MAPLE sis Sufix E mail address ftest taxsoftware com Check if you are 65 years or older E Blind oil 4 gt Done zz a m im E af Trusted sites Protected Mode Off R10 5 7 New pages will show up according to your previous answers 15 Taxsoftware com User s Manual Taxsoftware com Form 1040 U S Individual Income Tax Return Interview Windows Internet Ex al Fife FS Go r ra http www taxsoftware com btax2007 d104 gt 1441 X Live Search Pp h File Edit view Favorites Tools Help w qz i Taxsoftware com Form 1040 U S Individual Incom Ei z z Page Tools v N Prev Next gt Start Review PayiPrint Help Form 1040 U S Individual Income
146. s Help Address lE http www taxsoftware comstartj html 1041 2005 PRINT PAID TEST TRUST NUMBER 1 45 1234567 10652005 PRINT PAID LaMar Restaurants LLP 547654321 10652005 NOT PAID Northwest Enterprises 11 0000009 11205 2005 NOT PAID TREE FIXR UPPER INC 11 0000008 112052005 IRS ACCEPTED PRINT PAID GOLDPLATED DETAILING SERVICE INC 11 0000006 112052005 IRS REJECTED PRINT PAID GREATER VALUE INC 11 0000007 11205 2005 IRS REJECTED PRINT PAID WORKINGNDAYNNIGHT INC 11 0000008 112052005 IRS ACCEPTED PRINT PAID GOLDPLATED DETAILING SERVICE INC 11 0000198 11205 2005 NOT PAID GOLD BLAZER CAR WASH INC 11 0000009 11205 2005 IRS ACCEPTED PRINT PAID TREE FIXR UPPER INC 11 0000010 11205 2005 NOT PAID PACK FOR YOU INCORPORATED 1040 2005 NOT PAID LUCAS RAYNARD 400 00 4801 10402005 PRINT PAID BRENDA N ERTIA 400 00 4803 1040 2005 PRINT PAID JOE Z CANASTA 4000 00 4824 1040 2005 PRINT PAID JESSE SANTANA 1040 2005 PRINT PAID LUCAS RAYNARD vad f i Staten Cc m Dis ie TST ee pot tf S trstedsites 7 Load a return previously saved in your computer or database 131 Taxsoftware com User s Manual Select File to LOAD your data from Look in lo btax1 e 5e Fe Fe My Documents g C Sa My Computer want e merits ae File name Places Files of type j gt tax ini My Recent lia taxreturn1 bak Documents la taxretur
147. s notification that the electronic portion of the return is rejected or that it cannot be accepted for processing The paper return should include an explanation of why the return is being filed after the due date Chapter 19 Taxsoftware com Responsibilities Taxsoftware com is required by the IRS to perform certain functions and provide certain services as an Authorized IRS e services Provider and Transmitter Taxsoftware com has been tested and accepted as a provider by the IRS because it has consistently demonstrated its ability to service both the IRS and the taxpayers and filers The Taxsoftware com system integrates seamlessly with IRS e services making transmission rapid and effective Following is a discussion taken from IRS Publication 1345 of the requirements of a provider participating in IRS e services as a transmitter In fulfilling the requirements of a Provider participating in IRS e file as a Transmitter you must 1 Transmit all electronic portions of returns to the appropriate IRS center within three calendar days of receipt 74 Taxsoftware com User s Manual 2 Retrieve the acknowledgment file within two work days of transmission 3 Match the acknowledgment file to the original transmission file and send the acknowledgment file containing all conditions on accepted returns including debt indicator non receipt of PIN etc to the ERO or Intermediate Service Provider within two work days of retrieving the acknow
148. s you want to Check Out Click on the Check Out button again 132 Taxsoftware com User s Manual 21 Check in allows other users to edit the tax return or attached documents and saves any changes made in the audit log by the user Taxsoftware com Home Page Microsoft Internet Explorer O Back O H a p seach z Favorite 4 O G 3 OU Links Customize Links 4 Free Hotmail Windows 2 Windows Marketplace 4 windows Media xy Yahoo wy Yahoo Mail File Edit View Favorites Tools Help Address l http www taxsoftware comistartj html Batch Print Save to Disk Load from Disk Check Out ll Batch Print Start Batch Print End Check In Make a Separate File for each K 1 and FIRE Form Make One Large PDF File 11 0000008 11205 2005 IRS ACCEPTED PRINT PAID GOLDPLATED DETAILING SERVICE INC 11 0000198 11205 2005 NOT PAID GOLD BLAZER CAR WASH INC 11 0000009 112052005 IRS ACCEPTED PRINT PAID TREE FIXR UPPER INC 00000 11205 2005 NOT PAID PACK FOR YOU INCORPORATED 900 00 4825 10402005 NOT PAID LUCAS RAYNARD 900 00 4801 10402005 PRINT PAID BRENDA N ERTIA 4400 00 4803 1040 2005 PRINT PAID JOE Z CANASTA 4300 00 4824 1040 2005 PRINT PAID JESSE SANTANA 4400 00 4825 1040 2005 PRINT PAID LUCAS RAYNARD View Audit Log Browse Working Directory C Customers as a O ag ff fl wee Make sure to check in all the documents you have e
149. sss COTE EER SBE EN RO 23 N Mmport 7 aT impon ee evo ff i trusted sites 7 Select the CSV file you are loading from and click on open Select File to LOAD your data from Look in o btax1 e Dece My Recent i3 taxreturni bak ME lia taxreturni tax 6 l taxreturn2 bak la taxreturn2 tax Desktop 2 taxreturn txt S My Documents y a My Computer GTi File name Places Files of type fal Files Cancel 8 Go back to the Edit mode for that return and you will see all the information added to your tax return 139 Taxsoftware com User s Manual Option 2 Multi tax return Export Import Exports a whole series of tax returns from different taxpayers This lets you Export many returns at the same time Exporting 1 First select the returns to export using the SEARCH function lol x O Back 2 Pa D Search S Favorites 4 O 4 3 LJ amp a Links 4 Customize Links lt Free Hotmail Windows 2 Windows Marketplace lt 2 Windows Media yy Yahoo we Yahoo Mail Taxsoftware com Home Page Microsoft Internet Explorer File Edit View Favorites Tools Help Address 2 http www taxsoftware com startj html Taxsoftware com TAXDBC Database Start Web Page Filters for Search Tax Year 2005 Sea Doc Type m a E tO Status Taxpayer Name Taxpayer ID De New Recipient Name Recipient ID E Edit Sort by z
150. ste the UPID from your verification e mail into the box provided Then click on Submit gt E Mail Verification Microsoft Internet Explorer File Edt View Favorites Tools Help Address 48 https www taxsoft com certsrv get_cert asp Taxsoftware com EMAIL verification Web Page Cut and paste the UPID you were sent to your email Then click on SUBMIT UPIDD 271668488523423114021365128187243 3 The next page will request identifying information as shown below Please fill in the information for your Taxsoftware com user certificate The certificate is a digital ID that is used to identify you No username or password is required when using Taxsoftware com e services Taxsoftware com User s Manual 4 Click on submit after you have filled in the required information 3 Macrosel Certificate Services Microsoll imernet Explorar Bie Edt yew Fates Tools iip Q O AG Px fem O OSB JAS Agadest E https uiw taceo com certsry certrae esp Mic root Home Taxsoftware com User Certificate Ide ng Information You need to get a digital ID to verify your identify You can not use Taxsoftware com E services or paperless 6 filing until you get a digital ID You vall need to put the same digtal ID on each computer you have that wi use the Taxsoftware com Services package The digital ID is used to verify you before each time you efile your tax returns This Security system ensures that no one Can use your accoun
151. t improperly To complete your certificate type the requested information in the following boxes Name Mickey Mouse E Mat MICKEY INPROCON COM Company Taxsoftware com Department City Bethesda State MD Country Region US 5 To install your certificate you will click through a series of prompts You must answer Yes to the security questions Click on yes to request a certificate now as shown below Potential Scripting Violation This Web ske is requesting a new certificate on your behal You should allow only trusted Web stes to request a certificate for you Do you wart to request 4 certificate now 6 When the certificate you requested is issued click on Install this certificate to install the digital ID onto your computer Taxsoftware com User s Manual 3 Microsott Lertiticate Service Microsoft internet txplores Ele Eat Yew Favortes oot tHe Q O x BQ Dua frr 8 3 T Adder E betps rower tacsott gomdourtsrviceettnsh Certificate Issued The certificate you requested was issued to you FEF install thes cemficate 7 Click on Yes to add the certificates now as shown below Potential Scripting Violation This Web ske is adding one or more certificates to this computer Allowing an untrusted Web ate to update your certificates is a securty risk The Web site could install certificates you do not trust which could allow programs that you do not trust to run on this compute
152. t reprint 990 1040 1065 1120 1120S 1041 1099 2290 720 8849 and other forms to a local printer or e mail in PDF format Import export unlimited K 1s and 1099s to one single tax return using spreadsheets Import export multiple tax returns using spreadsheets Unlimited and access to prior versions of a tax return All the security is in the database option of password security user group security and or individual security Complete online editing of data ie valid TINs valid dates Graphical user interface Windows look and feel Supports any JDBC Java database connection or ODBC open database connection such as Microsoft SQL Server 6 5 and higher Oracle 8 05 or higher Supports Microsoft SQL Server 2005 Express included Runs on any operating system including Windows 95 SR2 Windows 98 Windows NT Windows 2000 SP2 Windows XP Windows 2003 etc Installation support Unlimited preparation software access Multi return check in and check out Multi return print Multi return e file Phone customer support Online customer support All you do is maintain your database 98 Taxsoftware com User s Manual Setting up your TaxDBC Installing Microsoft Dot Net Our software requires that you first install Microsoft Net 1 Click on this link Microsoft NET J 2 0 2nd Edition or for 64 bit users Microsoft NET J 2 0 x64 2nd Edition 2 Select RUN on this screen SS File Download Security Warn
153. tables in your database to hold all of your tax return data TaxDBC creates one table for each form you are using Each column of the table is the IRS line code number This is the same format used for IMPORT EXPORT When a tax return from a flat file is accessed all of the data are automatically moved from the flat file to the database New tax returns that are created are automatically stored in your database All users on your local network can access the tax return data All information is updated in real time and each user sees the current version of each tax return You are only limited by the size of your database so millions of forms can be kept online at all times for access over multiple tax years You can automatically generate a separate PDF for each recipient of a 1099 or K 1 or any other form for distribution over email or via your internet web site Also you get unlimited use to print or reprint forms as need You can e file your tax forms as required We charge our standard e file fees for any forms you e file Since all of the data are on your local network you control the level of security you want to provide Each user on your network can be given a separate user name and password and you can configure the security on your database according to your internal policies 96 Taxsoftware com User s Manual TaxDBC Multiple Includes one site with multiple users unlimited use of the Taxsoftware com TaxDBC software incl
154. tal real eatate noone neg gin ats Shredue k na i 3 a O Sosa agate renane Grey esheeess acest on 1e Form 8950 Drect Depost of Corporsie Tax thet wil De qectroniogly trarsmhtes with ihe Coffee s 2005 federal mcome tax mtura ido not want direct deposit of the comdraligt Felund oF the corporation is nat ranaling a refund authonze the U S Treasury ang itS cesgrared Financial Agere to infants on elsctrome funds withdrawal drest caiit tadas lanas Greed en BAYS el te inanon iat ihe tax preparabon sathware for payment of the conmocntion y tagergi Tees Creed Ort and the inanga institution to debit the entry to thin account To revoke a payment Must cOntect the US TA Francil Acard ot 4 AR0 GME ANN cvs lator rep 2 CUADO age Mat tw pero settieman data aso authorize the financial instars involved in Me proceasing of te Aectroric payers of taxes to faneive Confidensal infarmetion necessay 10 a ewer inquiries and resolve aues reigted to the payment t the corponiion is fing a balance due cetum undestand Ihat if oe IAS deed nal receve A md ndy pryment of its tax Sally the corporation Saal eaaa Gabe tor the Goes HADIN One al Appitabie misst and penalbes Vrser Son plins of perry Kdagera tha i emn en otier of Me above ctrpevatien wnd lat the iniorreation hase giver ory electronic stam ogas ERO tanervticr ando ete edine service provider 04 asd bus armate n Pys S20v0 agus wih Ihe amounis OF Tw coOneepu thee Cl the Cteormene 2005 f
155. tance Taxpayers can call the Refund Hotline for more information about their refunds 1 800 829 1954 Taxpayers should wait at least three weeks from the time the return is acknowledged as received before checking the hotline for information Chapter 16 Additional Information from the IRS Taxsoftware com and the IRS urge anyone filing tax returns electronically to stay informed of the latest requirements Though you can count on Taxsoftware com to keep the web site software and forms updated continuously the IRS will occasionally release new information pertinent to tax preparers and taxpayers The IRS offers a number of ways to find out what you need to know The quickest way to find current information about e filing is to visit the IRS web site at www irs gov Click on the e file for Tax Professionals link then click on the IRS e file logo There is a further link for more information on federal state e filing Information on the IRS Nationwide Tax Forums is also available through the Tax Professionals link 69 Taxsoftware com User s Manual In addition any correspondence from the IRS will have a contact telephone number The number will reach the person best able to help you with your question Taxpayers will be interested in payment and refund information At the IRS web site e file logo click on the e file for Tax Professionals link then access Electronic Payment Options Refund informatio
156. tart Web Page e Filters for Search Tax Year 2005 v Doc Type 1041 Status z Taxpayer Name Taxpayer ID Recipient Name Recipient ID zl Sort by Search Results Count 15 l Show Individual K 1s and FIRE Forms Show Only My Documents 52 0000006 51 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 41 0000001 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 1 41 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 41 0000003 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 3 41 0000004 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 4 41 0000005 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBERS 41 0000006 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 7 41 0000007 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 7 41 0000008 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBERS 41 0000009 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 9 41 0000011 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 11 42 0000009 10412005 PRINT PAID TEST TRUST NUMBER 1 1041 2005 PRINT PAID Test Company Two re ype sf O O T Oses 7 Search allows you to search for tax returns or individual K 1s and Information Returns forms in the database by document type tax year tax payer ID tax payer name recipient ID and recipient name To use the Search function just select one of the options on the Doc Type or the Tax Year drop down boxes 116 Taxsoftware com User s M
157. te data file then click on Save 82 Taxsoftware com User s Manual 16 Click on Finish to save your certificate data xi Completing the Certificate Export Wizard You have successfully completed the Certificate Export wizard You have specified the following settings Expert Keys Yes Iide af cortficates nthe certification path Yes Fie Format Person 2 17 Copy the certificate data file to new computer On the web browser of the new computer select Tools Internet Options Content Certificates as above in 17 1 and 17 2 but this time click on Import This will launch the Certificate Import Wizard shown below Once in the Certificate Import Wizard click on Next Certificate Import Wizard E xj Welcome to the Certificate Import Wizard Ths witerd helps you copy certificates cortficate trust iets and certificate revocation ists from your disk to corthicate store A certificate which is toued by certification authorty i a confirmation of your idertity and contains information 83 Taxsoftware com User s Manual 18 Enter the password you assigned to protect the private key in 17 7 Also select Mark this key as exportable so that you can export the certificate again if needed Click Next to proceed Certificate Import Wizard 19 Now you will choose the certificate store or the system area on your computer where your
158. the acknowledgement file it sends in receipt of an e filed return To dispute any offsets taxpayers should contact the agency identified If a refund is in a joint name but only one spouse owes the debt the other spouse should file Form 8379 Injured Spouse Claim and Allocation 68 Taxsoftware com User s Manual Refund Delays Taxpayers can avoid refund delays by having all of their taxes and obligations paid providing current and correct information to the tax preparer or on the Taxsoftware com forms ensuring that all bank account information is up to date ensuring that their Social Security Administration records are current and carefully checking their tax return information before signing the return Refunds can be delayed for a number of reasons including Errors in direct deposit information refunds will then be sent by checkO e Financial institution refusals of direct deposits or delays in crediting the deposit to the account e Estimated tax payments differ from amount reported on tax return for example fourth quarter payments not yet on filed when return data are transmitted e Bankruptcy e Inappropriate claims for the Earned Income Tax Credit or e Recertifications to claim the Earned Income Tax Credit Taxpayers will receive a letter or notice explaining the issue behind the refund delay and how to resolve it The letter will contain the contact telephone number that the taxpayer can use for further assis
159. tion ste Installs the SQL Server Database lient Components Engine tools for managing relational X Connectivity Components and XML data and replication X Software Development Kit This feature requires 118 MB on your hard drive It has 2 of 3 subfeatures selected The subfeatures require 99 MB on your hard drive Installation path C Program Files Microsoft SQL Server 11 Click on NEXT 5 Microsoft SQL Server 2005 Express Edition Setup Authentication Mode The authentication mode specifies the security used when connecting to SQL Server Select the authentication mode to use for this installation C Mixed Mode Windows Authentication and SQL Server Authentication Specify the sa logon password below Enter password Confirm password A 12 Click on NEXT 106 Taxsoftware com User s Manual 4 Microsoft SQL Server 2005 Express Edition Setup Configuration Options Configure user and administrator accounts This option enables users without administrator permissions to run a separate instance of the SQL Server Express Database Engine Add user to the SQL Server Administrator role This option adds the user who is running the SQL Server Express installation program to the SOL Server System Administrator role By default users on Microsoft Windows Vista operating system are not members of the SQL Server System Administrator role 13 Click on NEXT wy Microsoft S
160. tion Software and Electronic Filing il Ak Your Business Returns Your Individual Returns Other Features 990 Series 88 60 Online User s Manual Offline 1040 product with simple interview 30 4 E file Income Tax Extensions Online 1041 Series starting at 60 Previous Tax Year and Offline Products 75 Complete 1040 Series starting at 6 m 1065 Series starting at 60 No additional charge to pay your taxes online or i get direct deposit of your tax refund Want to know 5 where is your refund Click here 1120 Series starting at 60 1120 Consolidated Returns Starting at 700 Unlimited free customer support is available via e mail Please e mail to 1120POL Series 60 help taxsoftware com if you have any i questions about our products or income tax 1120S Series starting at 60 forms Click here to start your tax return E services package 299 for unlimited 1040 Federal and States income tax forms printing and e filing plus bank products Tax years 2003 2008 included file Step by step software instructions Excise Tax 7202688 2290 30888 30 Information Returns 1099 1098 5498 W2G Frequently Asked Questions amp Answers mailing extended for some 1099 forms 1042S 388RE and 8027 ERE starting at 60 Try a return See how in here Business Income Tax Returns Package 100 tax returns for only 750 No expiration date Current K 1
161. to receive confidential information necessary to answer inquiries and resolve issues related to the payment Under penalties of perjury declare that the information have given my electronic retum originator ERO transmitter and or ransp kes provider ISP and the amounts in Part above agree with the amounts on the correaponding retum To the best of my hnowledgs and belief the m is tru rect and complete consent to ERO transmitter and or ISP sending the return this declaration and accompanying schedules and reinir to the RS i so consent to the IRS sending my ERO transmitter and or ISP an acknowledgment of receipt of transmission and an indication of whether or not the retum is accepted any indication of a refund offest and if rejected the reason s for the rejection If the processing of the retum or refund is delayed authorize the IRS to disclose to my ERO transmitter and or ISP the reason s for the delay or when the refund was sent authorize payment of all credit card charges to Taxsoftware com 11234 3 1 2008 Taxpayer s Signature Date Hore P I declare that have reviewed the retum indicated above and that the entries on Form 8453 EX are complete and correct to the best of my knowledge If am only a collector am not reeponsible for reviewing the return and only declare that this form accurately reflects the data on the return The taxpayer will have signed this form before submit the retum will g
162. traddles Form 1040 Schedule D Capital Gains List of Assets Form 1040 Schedule D Capital Gains Part I Short Term Gains Form 1040 Schedule D Capital Gains Part II Long Term Gains Form 1040 Schedule D Capital Gains Part III Taxable Gains or Losses s Form 1040 Schedule E Part I Income and Loss from Rental Real Estate and Royalties Schedule E Part II Income or Loss From Partnerships and 5 Corporations Schedule E Part II Totals Income or Loss From Partnerships and 5 Corporations Zp 1099 R Distributions From Pensions Annuities Retirement or Profit Sharing Plans IRAs Insurance Cor Form 1040 Adjustments V Form 4972 Tax on Lump Sum Distributions Form 4972 Part III Tax on Lump Sum Distributions Form 1040 Tax s Fom 1040 Line 44 Qualified Dividends and Capital Gains Worksheet Form 1040 Credits Form 1116 Foreign Tax Credit Form 1116 Part III Foreign Tax Credit Form 1116 Part IV Foreign Tax Credit Form 1040 Schedule R Part I Form 1040 Schedule R Part III V Fomm 5695 Residential Energy Credits Form 5695 Part II Residential Energy Credits Form 2886 Reportable Transaction Disclosure Statement 8886 p2 Form 1040 Other Taxes V Form 1040 Line 66 Eamed Income Credit Worksheet Fom 1040 Payments i 4 b J Browser Control s a liga an al ea J Trusted sites Protected Mode Off 100 4 There are five buttons on the Summary Page as shown below Pay Print All Click on Pay Print All to print the entire tax return for
163. tware com certificate listed in a box Click on that certificate then click on Export to export your certificate Certincates E Intended purpose lt All gt Personal Other People Intermediate Certification Authorities Trusted Root Certificatior 4 gt a Certificate intended purposes Chert Authentication Secure Emal Encrypting File System 10 You will see Welcome to the Certificate Export Wizard Click on next to continue xj Welcome to the Certificate Export Wizard This wizard helps you copy certificates certificate trust ists and certficate revocation ists from a certificate store to your dsk A certificate which is issued by certification authority is a confirmation of your identity and contains information 80 Taxsoftware com User s Manual 11 Select Yes export the private key and click on Next 13 You will need a password to protect the private key you are exporting Enter a password to protect the certificate data file then click on Next 81 Taxsoftware com User s Manual 14 Name the data file that will hold your certificate Enter the name then click Next Lest u ate txpert Wiz ard i ee a a a AA 15 Now select a folder to save the certificate into You will need to copy this data file or folder to another computer to use the certificate on another computer Select the destination for the certifica
164. tware com startj html ai aw amp Search Results Count 1 T Show Individual K 1s and FIRE Forms T Show Only My Documents 52 0000001 10652005 IRS ACCEPTED PRINT PAID Test Partnership One 4 sce gt gt Dons l L EEE E O Trustedsts 5 3 Select the type of form to import Taxsoftware com Home Page Microsoft Internet Explorer _ lolx O x 2 L Search Se Favote 6 O 5 3 O G amp Links 2 Customize Links Free Hotmail 2 Windows 2 Windows Marketplace Windows Media wg Yahoo ye Yahoo Mail File Edit Yiew Favorites Tools Help Address l http www taxsoftware com startj html 7 ii VIEW BATCH IMPORT Search Results Count 1 Show Individual K 1s and FIRE Forms T Show Only My Documents Fj i v yp O tf flO trustedstes 3 147 Taxsoftware com User s Manual 4 Select the file you are importing from Fe My Recent Documents Desktop S My Documents btax log A f1040y5_p1 pdf i3 sustainable tax f1120sskly5_p1 pdf St2 paf Sf1120sy5_pi pdF Bax ini f8453sy5_p1 pdF 4 taxreturnt tax i friyit1 S0y5 pdf Friyit215y5 pdf M Fnyit216y5 pdf MH Fnyit217y5 pdF A Fnyit219y5 pdf T Fnyit370y5 pdf nal x la parker tax senddata html Sasi ae File name Places a Files of type fan Files gt Cancel 5 Your main screen will look like this A Taxsoft
165. ual K 1s and FIRE Forms Show Only My Documents 52 0000006 10412005 PRINT PAID Test Company Two 51 0000002 10412005 IRS REJECTED PRINT PAID TEST TRUST NUMBER 2 4 b bone trustedsites 7 When you click on NEW you will be taken to the first page of a blank tax return You can then page through the return to enter it manually A Taxsoftware com Name and Address Page Microsoft Internet Explorer O O x iz G LP search sy ravortes 8 O G l D G File Edit View Favorites Tools Help Name and Address Information Taxpayer ID eet IMPORTANT Please make sure this is the I correct EIN SSN before you pay for the tax return Payments are not transferable to diferent EINs SSNs Taxpayer Name Name Control This is the first 4 letters of your company name or the first 4 letters of your last name as printed on the IRS label Leave blank if you don t know what it is Address Line 1 Address Line 2 City e 118 Taxsoftware com User s Manual 4 Edit select a return and click in this button to edit an existing tax return 4 Taxsoftware com Home Page Microsoft Internet Explorer O Back 0 E E Ph 22 Search J Favorites 6l s o A Links Customize Links 4 Free Hotmail Windows 8 windows Marketplace windows Media yp Yahoo yy Yahoo Mail File Edit Yiew Favorites Tools Help Address l http www taxsoftware comistartj html Taxsoftware com TAXDBC Database Start Web Page
166. uding all modifications made for the period of one tax year pursuant to our site license agreement You do not need to pay to print any Forms 1040EZ 1040A 1040 or individual state tax returns when you purchase the TaxDBC option But when you e file all of our standard e file fees apply as per our price page or e services prices The price above includes the following services TaxDBC Single Includes one year unlimited use of the Taxsoftware com TaxDBC software including all modifications made for the period of one tax year pursuant to our license agreement See comparison Chart below TaxDBC TaxDBC gaue Multiple Single Maintenance of taxpayer information Web based interface with client written in Microsoft net Information updated in real time Audit log information is maintained this allows you to view old versions of tax returns and see who changed what changed and when it changed Concurrent access to the same data by multiple users Multiple EFINs allowed for the same database with unlimited users One single EFIN allowed for up to 5 users in the same database Peer to peer remote access Search function by taxpayer ID name type of return tax year etc Unlimited data storage capability 97 Taxsoftware com User s Manual Storage capacity limited to 2 GB Generation of a PDF document that can be printed to any printer Option to view forms online print to a local printer or e mail in PDF format Option to prin
167. unt IMPORTANT Make sure you only check this box if you are a paid preparer and have purchased an e services account from Taxsoftware com Check if paid preparer Check this box to receive special offers from Taxsoftware com Check if you want to enable overrides An override blocks the web site from automatically calculating your tax return This allows you to manually enter calculated numbers in your return WARNING This box should only be checked if you are an expert tax preparer ata Please wait y Trusted sites Protected Mode Off Then select the return to pay for and click on the PAY button 120 Taxsoftware com User s Manual Taxsoftware com Home Page Microsoft Internet Explorer O Back 2 P seach S Favorites O S 3 O B Links 2 Customize Links lt Free Hotmail 2 Windows amp 2 Windows Marketplace 2 Windows Media yy Yahoo ye Yahoo Mail File Edit View Favorites Tools Help Address lE http www taxsoftware com startj html Taxsoftware com TAXDBC Database Start Web Page Filters for Search Tax Year 2005 lt Search Doc Type 1041 ha Status Taxpayer Name Taxpayer ID E New Recipient Name Recipient ID po Edit Sort by z Search Results Count 15 Delete Copy Print All M Done trstedsites F Show Individual K 1s and FIRE Forms Show Only My Documents 52 0000006 10412005 PRINT PAID T
168. ur data go to the page shown above Taxsoftware com Start Web Page 2 Click on the file then press the EFILE button The return is not e filed until you press the EFILE button 38 Taxsoftware com User s Manual Taxsoftware com J Browser Control Base Class Installation Page Mozilla Fi File Edit View History Bookmarks Tools Help lt v E A TAN http www taxsoftware com start htn WwW IC 7 Google 2 Most Visited 4 Getting Started a Mozilla Firefox Start Pa FedEx Login Page For Information about how to use the program please look below For help you may email que help taxsoftware com Taxsoftware com Start Web Page New Delete Copy Edit Efile Print Pay Exit This Electronically sends a tax return to the IRS All your data is automatically saved in your computer in this working directory 8 taxreturnl tax John Smith NOT PAID vA on A ee ol ce m ed 3 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 Taxsoftware com Electronic Transmission Page Mozilla Firefox a iol xj File Edit Yiew Go Bookmarks Tools Help a D BD A O fec btasenddatahtm c C Customize Links Free Hotmail _ Windows Media ES USATODAY com Windows Taxsoftware
169. ure at the bottom left of your screen Select All Programs and then select Taxsoftware com Internet Mozilla Firefox J Virtual Machine Remote Control Client LEJ Adobe Photoshop CS3 Adobe Acrobat 4 0 2 Microsoft Office Word 2007 FN QuickBooks Pro 2006 G CuteFTP Pro VisualCafe Expert Edition 4 5 p Adobe Acrobat 8 Professional Es Microsoft Office Publisher 2007 Start Search p Taxsoft Documents Pictures Music Favorites Search Recent Items My Computer Network Connect To Control Panel Default Programs Printers Help and Support 2 Two screens will pop up on your desktop 22 Taxsoftware com User s Manual On this screen Click on NEW to start a new return Click on OPEN to an existing return Click on SAVE AS to save the file in a specific directory and a specific name you chose Click on SAVE to automatically save your return Click on PAY PRINT to pay for your return After you pay the button will say PRINT and will be used to print your entire return Click on EXIT SAVE to close your software and save all your data Click on CHECK FOR UPDATES to come to this page Taxsoftware com 2008 Individual Tax Return Client Organizer v1 1 128 New Open SaveAs Save PrintAll ExitSave Check for Updates Chapter 5 Using the Simplified Version Online and Offline The following instructions are common for both Online and Offline Versions of Simplified
170. urn Do not enter two diffe returns inside the same file that will damage your file DELETE Delete an existing return COPY Copy a return EDIT Edit an existing mung 4 Done iz sy a ie f Trusted sites Protected Mode Off 100 4 4 Enter your data on the first screen Taxsoftware com Name and Address Page Windows Internet Explorer Go v ma http www taxsoftware com btax2007 dna 441 X Live Search Pi File Edit View Favorites Tools Help n we de PB Taxsoftware com Name and Address Page a z v dh ii gt Page Cf Tools Next gt Start Industry Help State Tax Links Name and Address Information If this is a foreign address please enter state postal code and country on the next page only Taxpayer ID IMPORTANT Please make sure this is the correct EIN SSN before you pay for the tax return Payments are not transferable to diferent EINs SSNs Taxpayer Name Taxpayer Name continued Taxpayer Name Control This is usually the first 4 letters of your last name if you are an individual or the first 4 letters of your company name if you are a business Leave blank if you don t know what it is Address Line 1 Address Line 2 City State leave blank for foreign address Zip leave blank for foreign address Telephone Email required for e file IMPORTANT YOU MUST SELECT A FORM BELOW TO CONTINUE WITH YOUR TAX RETURN Please make sure these a
171. ware com Home Page Microsoft Internet Explorer Back 3 x z 2 search sr Favorites O 5 13 G Links Customize Links 4 Free Hotmail Windows 89 windows Marketplace Windows Media xg Yahoo yp Yahoo Mail Ele Edit view Favorites Tools Help Address E http www taxsoftware com startj html Tax Year 2005 bd Doc Type 1065 m Status M Taxpayer Name Taxpayer ID Recipient Name Recipient ID Sort by z Search Results Count 5 F Show Individual K 1s and FIRE Forms Show Only My Documents 52 0000001 1065 2005 PRINT PAID Test Partnership One 52 0000002 10652005 NOT PAID Test Partnership Two 52 0000003 10652005 NOT PAID Test Partnership Three 52 0000004 10652005 NOT PAID Test Partnership Four 52 0000005 10652005 NOT PAID Test Partnership Five Show Attachments E wr nd Nia pf O O trustedsites 3 148
172. xsoftwere com Offine Installation 2 Then install the Microsof amp NET J 2 0 Second Edition Ble Ed yew Favottes Ios tele ae Qi O P P oh gt rates XK WD Address ja oza E 12 570 KB mee MST Fie 1 380 KB 4 Make sure you add our web site 5 Install your digital ID We BE Braxscltnare com Oftine Installation 2 Then mstall the Microsoft NET J 2 0 Second Edition x86 redistse exe or x64 bit version Welcome to Java and JavaFx viredist64 exe 4 Java v l make your Internet experience richer JavaFX extends the power of Java and delivers immersive media and content across al the screens of your Ife As part of the installation and update process http java com date 4 Make sure you add our web siti View License Agreemert You must accept the icense agreement by ciching Sun Java the Accept button to download the product 5 Install your digital ID The password ts 123456 53 Taxsoftware com User s Manual Pye N v E D TaxsoftwareFullOffline2008 html Ww i a ly ane iol x al we a Taxsoftware com Offline Installation 2 Then install the Microsoft NET J 2 0 Second Edition ie Java Setup Progress E or x64 bit version G Installing Java amp 5 ae This may take a few minutes we un j wiredist64 exe java Status Ac ae eee eee Now you can have a full featured office suite that s compatible with Microsoft Offi
173. years 2003 2008 included j What is live now for e filing tor Business 990 1040 1065 1120 1120S 1120POL 7004 Excise 2290 Information Returns 1099 etc Done but with errors on page J Trusted sites Protected Mode Off R 100 2 Tax Preparation Software will be the next web page that shows up as shown below It should have an Accept button highlighted in blue below If the Accept button is visible you can click on it and proceed If not proceed with step 3 to configure your browser f W r X E i a t a B i pman ie BBB pttp www taxsottware com product htm s x f Live Search P fle Edit View Favorites Jools Help w A FBR Business Tax Preparation Software fh gt BL th ob Page O Tools v i Li lt i gt lt D rte Tax Preparation Software xsoltware er lt vanua Home Legal info E services BusPack Pricing Product Benefits Privacy Policy Deadlines By clicking ACCEPT below you agree to the terms of our len page at You will need ACCEPT Se later versson with the latest If you cannot see the ACCEPT button above vou must add the site to your trusted list AND Install Sun Java If you need an update to use the web site then when vou press the ACCEPT button k above you will be sent to an update page to install the required update The update You will need adobe may not be on our web site and may be om Microsoft s or Sun
174. your Taxsoftware com E Services purchase CONTINUE Activating your E services Account Follow the steps below to purchase activate e services online 1 Every time you access the e services management web site to purchase services you will be prompted to present your digital ID user certificate Select your certificate and click on OK to present your digital ID to Taxsoftware com Choose 4 dipitali certificate Identification The Web site you want to view requests identification Please choose a certificate Taxsoftware com User s Manual 2 You will see the Taxsoftware com e services Payment Page shown below This page will reflect the status of your e services account Any payments previously made will be listed on this web page Click on Update Profile to fill in your EFIN and PTIN information Your EFIN and PTIN were assigned by the IRS when you first e filed rosolt internet Explorer 3 The next page is the New Company for e services page shown below You must enter your correct EFIN and PTIN information on this web page You will only be able to e file tax returns with Taxsoftware com if your EFIN PTIN and digital ID all match This protects your account from misuse No one else will be able to e file any tax returns under your EFIN Click on Continue after you have updated all of your information 10 Taxsoftware com User s Manual internet Protected Mode
175. your internal database system Please make sure to click on Update Software periodically to get the latest changes J Taxsoftware com Database Settings Microsoft Internet Explorer Q Back 9 a p seach Sz Favoites 6 O S 3 LB Links Customize Links 4 Free Hotmail Windows 2 Windows Marketplace Windows Media wa Yahoo File Edit View Favorites Tools Help Address https www taxsoft com secure2 dbsetj asp refurl http www taxsoftware com startj html Taxsoftware com Database Settings Please select or enter information below No Database All data will be saved in flat files in your own computer ODBC Database Connection ODBC Database Connection Name TaxDBC JDBC Database Connection JDBC Driver optional JDBC URL Gonnect to remote shared database via TAXPOGL Shared Secret Password UAL of remote database Test Connection Start Page Update Software Ae ie amaa I 24 Help With Buttons will take you directly to this page 135 Taxsoftware com User s Manual Taxsoftware com Home Page Microsoft Internet Explorer Address http www taxsoftware com startj html Cetra ee i buttons HIS Se A mee 4 jdong et ff trusted sites Export Import Function Details Option 1 For one specific tax return exporting K 1s and 1099s to create a template and then importing the file back to the same tax return

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