Posts by jadenomad24

Thanks, Raymond Martinez10!!

jadenomad24 said:I was actually just thinking about that too. The director’s name is listed as the certificate holder, so I’m stuck wondering if I should be putting my own name down instead?
Anyway, what I really need to figure out is which line on the sales tax return I should be using for incoming invoices. For instance, if it's for a transport service within the US—previously, under the old tax forms, that went under Section III, Line 3, specifically for input tax on received invoices at a 25% rate. Now, I'm lost. Does it go under Section III, Line 1 for calculated input tax from domestic deliveries, or Line 2 for input tax on domestic deliveries where the recipient handles the tax remittance? What is the actual distinction there?🙈

??

Is anyone else running into this wall while trying to generate an R-form? I go through the whole process, fill out every single field, and then—nothing. Just get hit with a "file creation failed, processing error, please verify your data" message. I reached out to customer support, and they basically told me the glitch was on their end and to just sit tight until Friday. Well, it's Friday now, the exact same error is popping up, and now I can't even get a hold of anyone in support. Does anyone know if there's a workaround, or am I just stuck in limbo here?
🙂

Douglas Nguyen30 said:Hi everyone! I’m a bit stuck on what needs to be listed on export invoices for shipments to other countries... specifically, which article should I cite for a delivery to a place like Mexico? I've completely lost my train of thought on this one.
Thanks so much!!!!

It would actually be incredibly helpful if someone could share an EXAMPLE of an invoice for a domestic sale versus an export shipment—say, to Mexico—if anyone has already handled that. It might save us all from asking the same repetitive questions over and over again.

Thanks, Darcy!

jadenomad24 said:Since I’ll be handling one or two invoices for goods being shipped to other USA states this year—specifically Austria (maybe even Italy)—and because my budget didn't exactly allow for attending any professional seminars, I've been left to figure this out on my own. After some digging, here is my current understanding of the process:

1. I have my own tax ID number.
2. I need to verify the tax ID of my business partner over in Austria.
3. My invoice needs to clearly state both my tax ID and the buyer's tax ID from Austria.
4. I'm still a bit stuck on where exactly the legal reference for VAT exemption needs to go on the invoice—specifically regarding Section 41, Paragraph 1, Point A.
5. These transactions should be reported under Section I of the VAT return.
That includes shipments that aren't subject to taxation and are exempt under Section 3.
6. By the 20th of each month, I need to file the standard VAT return along with the summary report for all interstate goods and services within the USA.
7. If there were no such shipments during a given month, then no summary report is required.

If anyone here is more experienced or has actually sat through those professional training sessions, could you please set me straight if I've misinterpreted anything? Or feel free to add whatever else I might have missed.

Thanks in advance!!

Did I get this right?

Since I’ll be handling one or two invoices for goods being shipped to other USA states this year—specifically Austria (maybe even Italy)—and because my budget didn't exactly allow for attending any professional seminars, I've been left to figure this out on my own. After some digging, here is my current understanding of the process:

1. I have my own tax ID number.
2. I need to verify the tax ID of my business partner over in Austria.
3. My invoice needs to clearly state both my tax ID and the buyer's tax ID from Austria.
4. I'm still a bit stuck on where exactly the legal reference for VAT exemption needs to go on the invoice—specifically regarding Section 41, Paragraph 1, Point A.
5. These transactions should be reported under Section I of the VAT return.
That includes shipments that aren't subject to taxation and are exempt under Section 3.
6. By the 20th of each month, I need to file the standard VAT return along with the summary report for all interstate goods and services within the USA.
7. If there were no such shipments during a given month, then no summary report is required.

If anyone here is more experienced or has actually sat through those professional training sessions, could you please set me straight if I've misinterpreted anything? Or feel free to add whatever else I might have missed.

Thanks in advance!!

I just need someone to confirm if I’m reading this correctly—has the obligation to file those quarterly statistical reports for LLCs (the 1-3 month, 1-6 month, and 1-9 month ones) actually been scrapped?
thanks

driftingmoose51 said:I really need some help here.
My company has been essentially frozen in place for four years now. Every single month, I head down to the IRS office to file my sales tax forms, reporting zero revenue and zero tax. The business isn't active, but I make sure all the tax filings and statistical reports go in on time. Then, last month, I find out the hard way that I’m supposed to be filing these sales tax forms electronically through FIFA! So, my question is: do I have to submit those statistical reports electronically too, or can I just keep showing up with a thumb drive like I used to? Also, does anyone know how much a digital security token and a FIFA card actually cost? And more importantly—can I just borrow a colleague's token if he uses a Fidelity one, and just get my own FIFA card to go with it?
Can anyone walk me through the actual process or tell me what paperwork I need to hunt down to get this sorted? Thanks!

You should head down to the local Finance office and file an application for an official digital certificate. Once you have that, you'll need to install the necessary software for both the Finance department and the IRS on your computer to transmit your forms digitally.

Alternatively, if you have a trusted friend or another company you work with, you can simply go to the IRS office and fill out a power of attorney form. That way, your contact can submit the forms for you through their own firm. You won't even need to borrow their token or sign a separate contract with the Finance department.
By using that power of attorney, they can handle the submissions for you using their own USB drive or card.

Dana Doyle2 said:Tried logging into the IRS portal earlier today (around 2 PM), but after I punch in my PIN, nothing happens. Just dead air. Anyone else running into this?

JUST EMAIL THE IRS HELP DESK
with a full description of the error!!
I spent days wrestling with it myself—installing software, deleting it, restarting, the whole bit—only to find out the fault was entirely on their end. Everything got fixed the second I sent them an email.
Plus, they actually have a user manual for the IRS site that goes into detail about common issues and how to fix them.

Henry Chavez5 said:So, whose name is actually on the certificate? Is it the primary owner, or some third party—like an employee or an accountant? Look, if the certificate belongs to a business entity, but the individual it was issued to isn't the authorized officer (per the Secretary of State or local business registry), you can't just walk in. Your only move would be to present a formal power of attorney to the local Police Department.

The certificate is issued to one individual, the owner.
There was just some kind of error on their end.
Everything is running smoothly now.
Thanks to everyone for the input.
🙂

Taylor Campbell4 said:Don't wait—just send that error over right away. You could also grab a screenshot and attach it to an email to the IRS customer service team.
Just make sure you double-check that everything was entered correctly before things went sideways...

LOOK, I JUST CLICKED REGISTER, IT ASKED FOR MY PIN, THE PIN WAS CORRECT, AND THEN THIS MESSAGE POPPED UP. THAT IS LITERALLY IT.
I'm going to shoot them an email immediately because if I can't get this sorted, there's no way I'm getting my sales tax filed!

So, I finally managed to get through using Internet Explorer—which is a struggle in itself—and it’s actually giving me the options to file the R-Sm forms and everything else. But the second I hit the main IRS portal to register, I get this massive red warning message staring me in the face:
"Dear Taxpayer, upon reviewing the official registry, we have determined that the certificate issued in your name does not match the authorized representative for this business entity."

I mean, seriously? What is even happening here? 🤷🤷
I feel like I'm losing my mind with this bureaucracy!!

Raymond Martinez10 said:Maybe try this too:
Go to Start-Programs-Activ identity-Activ client-User console. Once those certificates with your name pop up, right-click one, then the other, and hit "make available."🤷

When I right-click the certificates under my name, all I see is
view this certif.
export this certif.
set this as default certif.

The "Make available" option isn't even there for me.

Taylor Campbell4 said:Taylor Campbell4, I assume you went ahead and installed those apps from the links in the email?

If Java starts acting up, try uninstalling every single version you currently have through the Control Panel—it’s possible things have just gotten cluttered over time—and then go ahead and perform a fresh install of the latest version.

I definitely used the links from the email. Right now, I've got the whole fintech startup folder sitting there—certificates, active client, bin, drivers, launch exe, launch ini, restart, all that good stuff.

I went through the official "About Us" page, followed all their little arrows, and since I don't have a smart card, I opted for the USB stick route. Windows security check passed, Java seemed fine, everything looked legitimate.

And this was just yesterday. Since then, I’ve enabled Java scripts in Firefox, toggled off the pop-up blockers in Internet Explorer, updated Java... and still, absolutely nothing.

In Firefox, when I click the button to decrypt the PIN, it just tells me Java isn't secure...
As for IE, it just sits there loading the application interface forever and never actually gets anywhere!
🤷

Nicole Lee6 said:Yes, that will be the PIN you use for the IRS portal.
Try restarting your computer first.
Do you even have the right drivers installed for your USB reader? Is the hardware actually being recognized? Honestly, this stuff usually runs much smoother if you just use Internet Explorer. Go into Tools > Internet Options > Content tab > Certificates, and check under "Trusted Root Certification Authorities" to see if the RDC is listed. If it isn't there, go ahead and download the verified RDC directly from their official site.

Once you successfully decrypt the PIN, it should show up in that same spot under the "Personal" certificates tab in the settings (you should see two entries listed under your name).

I've checked everything you mentioned, but when I try using Mozilla, it keeps telling me I need to install Java—even though I know for a fact it's already on my machine. And
in Internet Explorer, everything looks exactly like you described; I see both certificates with my name and the date, yet it still won't budge. All I get is:
"Loading application..." followed by absolutely nothing else.🤷

Jack Young said:Or just set your own custom PIN if you prefer

I am, but it keeps telling me I need Java.
I have no idea what’s going wrong here; I already installed Java JRE7,
but it keeps insisting I need a specific version. I've gone through the whole installation process and still nothing.
I can't decrypt the PIN—has anyone else run into this kind of headache???
And once I actually get it decrypted, is that new PIN the same one I'll be using for the IRS website??

I went through the whole hassle of installing the certificates and managed to log into the IRS portal via my browser, but now I’m staring at a prompt asking for a PIN and I'm completely lost. I received one code in an email, but then there was another one tucked inside the envelope along with the physical security key... which one am I actually supposed to use?

Can someone give me a quick, step-by-step rundown on how to get this Bloomberg/tax portal stuff actually working?

All I got from the provider was this gray USB stick and a single email containing some decryption PIN. Honestly, I’m completely lost, and trying to reach anyone via their support line is a total dead end—I can't get through to a soul!

I downloaded the certificates from the email they sent, but that's about as far as I got since there wasn't an installation disc included. I tried following the basic prompts—checked that Windows is updated, made sure Java is running,
BUT BEYOND THAT, I AM TOTALLY CLUELESS. 🤷
-Do I need to physically show up at the IRS office first to register, or can I just handle everything online through the tax portal?
And which PIN am I supposed to be using? The email gave me one, but the USB stick came with a different one!
-Also, does it matter if I log in through the Bloomberg interface versus the direct tax portal menu?
If someone could just walk me through the process step-by-step, I would really appreciate it... I'm struggling here.

amberbadger17 said:I don't see why not. If I’m following correctly, you just need to file a power of attorney with the IRS to get authorization, and then you can manage whoever you want.

And doesn't the IRS portal pull data directly from accounting software?
I'm asking because, up until now, I've been handling everything for a small business—sales tax, payroll, etc.—using nothing but standard Excel spreadsheets instead of actual accounting software. Does the system still allow for that approach, or am I stuck needing a program now?