Tech Tips: E-file History

Have you been waiting for an acknowledgement for a while and think it should be back by now? Want to reprint an acknowledgement? 

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How can I make sure my donations are tax-deductible?

It’s that time of year when taxpayers are thinking about how they want to give back, and many taxpayers will want to donate to a charity that means something to them. The IRS has a tool that may help them make sure their donations are as beneficial as possible.

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Advanced Client Information Screen Tips & Tricks

Do you know about the advanced client information screen? It is a tool already included in the program that has many frequently used features all in one place. It allows you to:

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Security Summit marks 4th National Tax Security Awareness Week

IRS announces new dates, social media effort and partner toolkit to highlight identity theft precautions.

WASHINGTON – The Internal Revenue Service, state tax agencies and the nation’s tax industry today announced that the 4th Annual National Tax Security Awareness Week will take place between Dec. 2 and Dec. 6.

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Online seminars from 2019 IRS Nationwide Tax Forums now available

Tax professionals can earn continuing education credits online by taking seminars recorded at the 2019 IRS Nationwide Tax Forums.

The 15 new self-study seminars are now available on the IRS Nationwide Tax Forums Online website. Self-study seminars provide information to participants using interactive videos, PowerPoint slides and transcripts.

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Need a copy of the Tax reform publication in a different language?

TAX REFORM PUBLICATION TRANSLATED INTO DIFFERENT LANGUAGES

Taxpayers who filed an extension can find resources on IRS.gov that can help them file their tax return. One of these resources is Publication 5307, Tax Reform Basics for Individuals and Families. This publication is now available in several different languages.

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What out-of-pocket expenses can teachers deduct on their taxes?

What teachers should know about deducting out-of-pocket classroom expenses

Now that fall is here and school has started, many teachers are dipping into their own pockets to buy classroom supplies. Doing this throughout the year can add up fast. Fortunately, eligible educators may be able to defray qualified expenses they paid in 2019 when they file their tax return in 2020.

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Have you received a letter threatening an IRS lien? If you have then read this first!

Taxpayers should beware of property lien scam

With scam artists hard at work all year, taxpayers should watch for new versions of tax-related scams. One such scam involves fake property liens. It threatens taxpayers with a tax bill from a fictional government agency.

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Tax Planning for 2019 is here!

You can take the mystery out of your client’s future tax return today; using our Tax Planning Tool built into Wintax.

Today we want to make you aware of one of our powerful tools called “Tax Planning”. This is a tool that is embedded inside your program so there is nothing to add or install. Simply make sure your Wintax program is up to date and you are ready to use it.

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ID theft: Here’s what to look for and what to do when it happens

Tax-related identity theft occurs when a thief uses someone’s stolen Social Security number to file a tax return and claim a fraudulent refund. The victim may be unaware that this has happened until they e-file their return. Even before the victim files their return, the IRS may send the taxpayer a letter saying the agency identified a suspicious return using the stolen SSN.

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