Here’s how much individuals will get from the Economic Impact Payments

Employed full or part time? Unemployed? A temporary or gig worker? Retired or disabled? Receive public benefits? Have no income? Most U.S. residents – under certain income levels – will receive the Economic Impact Payment if they are not claimed as a dependent of another taxpayer and have a Social Security number.

Economic Impact Payment for People That Are NOT Required to File a Tax Return and Balance Due EFW

Information continues to be released by the IRS and other agencies regarding Economic Impact Payments (EIP). We encourage you to check IRS.GOV for the latest information. https://www.irs.gov/newsroom/economic-impact-payments-what-you-need-to-know The question was raised “How do taxpayers that are not required to file a tax return notify the IRS who they are and what their direct deposit information […]

IRS issues warning about Coronavirus-related scams; watch out for schemes tied to economic impact payments

WASHINGTON — The Internal Revenue Service today urged taxpayers to be on the lookout for a surge of calls and email phishing attempts about the Coronavirus, or COVID-19. These contacts can lead to tax-related fraud and identity theft. “We urge people to take extra care during this period. The IRS isn’t going to call you […]

Helpful resources for you from Taxware Systems

We are here for you as this global pandemic continues to impact all of us in unprecedented ways. We are only a phone call away at 800.877.1065 or 909.931.3131 and continue to personally answer your calls to address your needs and concerns Monday-Friday 8am-5pm PST. We have compiled a list of resources that may prove […]

EMAIL YOUR CLIENTS FROM WITHIN WINTAX

Did you know you can email your clients through the Wintax NextGen program? This includes emailing them a password protected PDF copy of their return.

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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