If you are required to include additional files with a client return, you will be prompted to attach those files during the e-filing process. Check the Federal and State sections of the TaxAct program to make sure you’ve added any necessary attachments. You can attach a PDF document to your Federal return for the following […]

Form 2848, Power of Attorney and Declaration of Representative, is used to authorize an individual to represent the taxpayer/corporation/partnership before the IRS. The authorized individual must be eligible to practice before the IRS.   This power of attorney authorizes the representative to perform duties such as signing consents, extending the time to assess tax, recording […]

Preparer Notes can be used by the paid preparer, electronic return originator, or taxpayer to provide additional, voluntary information related to the Form 1040, but it is not required to attach it. These notes are added to the return in the same area where the Election Explanations and Regulatory Explanations are entered. Online Dashboards From […]

Preparer Notes can be used by the paid preparer, electronic return originator, or taxpayer to provide additional, voluntary information related to Forms 1120, 1120-S or 1065 tax returns, but it is not required to attach them. These notes are added to the return in the same area where the Election Explanations and Regulatory Explanations are […]

Per IRS Form 8453-FE U.S. Estate or Trust Declaration for an IRS e-file Return page 2: The ERO is one who deals directly with the fiduciary and either prepares tax returns or collects prepared tax returns, including Forms 8453-FE, for fiduciaries who wish to have the return of the estate or trust electronically filed. The […]

A signed Form 8453 U.S. Individual Income Tax Transmittal for an IRS e-file Return must be attached to a federal partnership or corporation return whenever a taxpayer electronically files a business return without the assistance of a Paid Preparer. A signed Form 8453 authorizes the transmitter to send the return to the IRS. Form 8453 […]