Electronic filing in Wintax is done direct to the IRS. We were involved with the pilot program with the IRS and have refined the process to be simple and quick. Direct efile is easy and means no extra fees for transmitting returns to a third party. For details of the transmission process (direct) view the video below or read our "Getting Approved Guide" [PDF].

Electronic filing is part of Wintax. The data from the return does not need to be reentered. Prompts during return preparation collect additional information that is required to efile. Access Electronic Filing from the main menu of Wintax and returns are transmitted in just a couple of steps.

The feature visually displays the readiness of a return to be efiled. A "green light" shows that the return should be accepted by the IRS. If the program detects a potential problem then a "red" or "yellow light" appears and a report will make recommendations or report problems.

An extensive and comprehensive tracking system is included in the program. Reports for electronic filed returns show status, transmission date and acceptance or rejection date. After the return is accepted, print Form 9325 Acknowledgement and General Information for Taxpayers Who File Returns Electronically for your client.

Preparers who wish to offer bank products can use our simple process and banks that have provided superior service to our users. We recommend River City Bank, Refund Advantage or Advent Financial to our users that wish to use the bank product feature in Wintax.

Easily collect your preparation fees in a way convenient for your clients. A bank product that is not a loan; it is an ERC/ERD. Costing less than a RAL, the taxpayer can use the product to have preparation and others fees collected. Preparers would choose this so they could delay receipt of fees but know they were going to be received. For a brochure please click here.

If you have any questions regarding our Wintax program please go to our Get Demos page or call us.