TAXWORKS OFFERS FREE ELECTRONIC FILING FOR OUR CUSTOMERS
Proven, accurate and FREE, TaxWorks offers free electronic filing for individual, business and state returns. TaxWorks E-File Center allows you to print refund checks from any location with Internet access. With a specialized support team on hand for assistance, our electronic filing technology and expertise are unsurpassed.
Where can I find information on common Error Reject Codes (ERCs)?
Error Reject Codes - Self-Assist Solutions
Click here to read IRS documentation.
Fast – No more driving to the post office or waiting for the mail. Accurate – The program checks for errors and missing information so you don't have to.
Easy – TaxWorks offers an intuitive, step-by-step process for e-filing returns, and allows you to e-file multiple state and federal returns at the same time.
Quicker Refunds – Cut your processing time in half and receive your refund in half the time, too!
Peace of Mind – The IRS acknowledges receipt of the tax return, eliminating any worry that the return was lost. Check Your Refund – Click the "Where's My Refund" link in the E-File Center to track the status of your refund.
Payment Options – When you e-file your return, you can pay the balance due at any time during the filing season, whether it's January 15th or April 15th. You can also pay electronically by credit card or electronic funds withdrawal.
E-File process fully integrated with tax preparation
TaxWorks E-File Center
Internet communication allowing e-file transmission of tax files and receipt of acknowledgments
Federal, state, and bank e-file status on screen via Internet
Acknowledgment reports and e-file confirmation letters
Online database tracking of all e-filed returns; numerous sort and print options
E-File reports contain individual details
Bank RAL/RT/State checks printed in your office using laser printer
Bank reports contain bank status, fee information, check requests and anticipated funding dates
Numerous bank products: Advance RAL/RT available within 5 minutes, Bank Checks, Direct Deposit and Cash Card
Thousands of e-file and bank reject code filters and audits
IRS, state, and bank reject codes available via TaxWorks or Internet
Practitioner Personal Identification Number (PIN) available
E-File Electronic Funds Withdrawal
E-File available through October 20th
E-File Extensions available for federal returns: 1040, 1065, 1120, 1120S, and 990
E-File available for business returns: 1065, 1120, 1120S, 990, and associated schedules, forms, and K-1s
Click for Federal E-File Mandates
Before you can file returns electronically, you must become an authorized e-file provider. This requires that you file Federal Form 8633 to receive authorization and to be issued an EFIN (Electronic Filing Identification Number).
Click to learn more about becoming an e-filer
Click for Federal E-File Mandates
2007 IRS E-File
Modernized e-File Available for Partnership Returns
1040 E-File Schedules, Forms and States
1040 E-File Schedules – A, B, C, C-EZ, D, E, F, H, J, R, SE, EIC, W-2, W-2G, 1040, 1040A, 1040EZ, 1099R
1040 E-File Forms – 1116, 1310, 2106, 2106EZ, 2120, 2210, 2210F, 2441, 2555, 2848, 3468, 3800, 3903, 4136, 4137, 4255, 4506, 4562, 4684, 4797, 4835, 4852, 4868, 4952, 4972, 5329, 5884, 5884-A, 6198, 6251, 6252, 6478, 6765, 6781, 8271, 8283, 8332, 8379, 8396, 8582, 8582CR, 8586, 8606, 8609-A, 8611, 8615, 8801, 8812, 8814, 8815, 8821, 8822, 8824, 8826, 8828, 8829, 8834, 8839, 8844, 8846, 8853, 8862, 8863, 8867, 8874, 8878, 8880, 8881, 8885, 8886, 8889, 8901, 8903, 8914, 8915, 9465
1040 E-File States (All 42 states that offer e-file) – We e-file returns as State Only, Piggyback, and Direct, allowing you to e-file multiple states for each taxpayer. Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Georgia, Hawaii, Idaho, Illinois, Iowa, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachussets, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Utah, Vermont, Virginia, Washington D.C., West Virginia, Wisconsin
Available Business States
Michigan-SBT (1065, 1120, 1120S)
Massachusetts (1065, 1120, 1120S)
Click for State E-File Mandates
1065 E-File Schedules, Forms and States
1065 E-File Schedules – D, K-1, M-3
1065 E-File Forms – 1065, 3468, 4255, 4562, 4684, 4797, 5884, 6252, 6478, 6765, 8271, 8283, 8586, 8609-A, 8611, 8824, 8825, 8826, 8834, 8835, 8844, 8846, 8861, 8874, 8881, 8886
1065 E-File States – Massachusetts, Michigan-SBT
1120 E-File Schedules, Forms and States
1120 E-File Schedules – D, M-3, N
1120 E-File Forms – 1120, 2200, 3468, 3800, 4136, 4562, 4626, 4684, 4797, 5884, 5884A, 6252, 6478, 7004, 8271, 8283, 8586, 8609A, 8611, 8824, 8834, 8835, 8844, 8846, 8861, 8874, 8878A, 8881, 8886, 8903, 8908, 8909, 8910, 8911, 8913, 8916A
1120 E-File States – Massachusetts, Michigan-SBT
1120S E-File Schedules, Forms and States
1120S E-File Schedules – D, K-1, M3, N
1120S E-File Forms – 1120S, 2220, 3468, 3800, 4136, 4562, 4626, 4684, 4797, 5884, 5884A, 6252, 6478, 7004, 8271, 8283, 8586, 8609A, 8611, 8824, 8825, 8826, 8827, 8834, 8835, 8844, 8846, 8861, 8874, 8878A, 8881, 8886, 8903, 8908, 8909, 8910, 8911, 8913, 8916A
1120S E-File States – Massachusetts, Michigan-SBT
990 E-File Schedules and Forms
990 E-File Schedules – A, B
990 E-File Forms – 990, 990-EZ, 2220, 4562, 8868
Option 1 TaxWorks E-File 1040
When you purchase TaxWorks 1040 or TaxWorks per unit processing, the integrated e-file module is included. Our 1040 program prepares the electronic federal and state data file when processing the individual return. Transmit the e-file return to TaxWorks via the Internet and we'll forward it on to the IRS. You can also e-file the federal extension (Form 4868).
Option 2 TaxWorks E-File and Bank Services
TaxWorks has contracted with Santa Barbara Bank and Trust (SBBT), Chase, and HSBC Bank USA, N.A. to offer your clients Refund Anticipation Loans, Advance Refund Anticipation/Refund Transfer Loans, Refund Transfers, Refund Transfer Direct Deposits, and State Refund Transfers. As a partner of the TaxWorks Bank Services program, you are authorized to print checks in your office, issue cash cards, or offer direct deposit. Refund Transfer products are included with the program at no charge, but a bank application must be completed. Also, preparer and bank fees can be deducted from the taxpayer's refund. Preparer rebates are available as well.
Option 3 TaxWorks E-File 1065, 1120, 1120S, and 990
Electronic filing is available for business returns: 1065, 1120, 1120S, 990, and associated schedules, forms, and K-1s.
