IRS and Tax Filing Issues

Timothy Morgan38 · 2011-10-23T16:10:01+00:00

Since there’s clearly enough interest here to warrant a dedicated space, I’ve split these posts into their own thread. It should make things a lot easier to fo…

Ethan Mitchell4 Active Member

89 messages
joined Feb 2015

#221 · Jul 21, 2012

Jason Fox2 said:Huh, gotta admit that’s a first for me, since basically everyone I know (including some folks who bank with Chase) just uses their standard debit card, and you can pretty much plug in a reader from any major bank.

For me, neither FIN nor Chase works if I have both plugged in at the same time. They warned me right away that having Chase active interferes with everything and I need to unplug it. Basically, if both readers are inserted, it glitches.
I constantly run into issues when using Chase...

I haven't tried swapping out my cards, so I'm not sure if that's what's causing the headache.

ironbear9 Newcomer

2 messages
joined Aug 2012

#222 · Aug 27, 2012

I would appreciate some assistance, though this may seem like a rather trivial inquiry.
I just attempted to submit my payroll data via the IRS portal for this month’s earnings (ID-8), but the application rejected the form, claiming it isn't intended for the first tax period. It seems to be implying I should have submitted the July payroll instead. Isn't the deadline for last month's filing August 15th, while the one I just attempted is due September 15th? I hope someone can make sense of this; I fear the heat is starting to cloud my judgment. Thank you.

Richard Howard55 Regular

251 messages
joined Aug 2015

#223 · Aug 27, 2012

ironbear9 said:I would appreciate some assistance, though this may seem like a rather trivial inquiry.
I just attempted to submit my payroll data via the IRS portal for this month’s earnings (ID-8), but the application rejected the form, claiming it isn't intended for the first tax period. It seems to be implying I should have submitted the July payroll instead. Isn't the deadline for last month's filing August 15th, while the one I just attempted is due September 15th? I hope someone can make sense of this; I fear the heat is starting to cloud my judgment. Thank you.

That’s just the standard message you get when you try to file for a month that hasn't wrapped up yet. You're fine.

ironbear9 Newcomer

2 messages
joined Aug 2012

#224 · Aug 27, 2012

Richard Howard55 said:That’s just the standard message you get when you try to file for a month that hasn't wrapped up yet. You're fine.

Understood, apis. 🙂

Carol Cooper7 Newcomer

2 messages
joined Oct 2012

#225 · Oct 19, 2012

Question: We accidentally skipped filing our tax ID form for June and just kept moving forward with the subsequent months. To clarify, all forms through month six have been submitted (forms 1-6), but then we filed form 07—except instead of covering June, it was actually for July.

We’ve just caught the error. How should we handle this? Under what sequence number should we now submit the missing June form? Or is the entire filing history going to need a complete overhaul? 🙂

silverbadger Active Member

69 messages
joined May 2013

#226 · Oct 23, 2012

A few times now, IRS agents have been calling us up and insisting that everyone needs to switch over to electronic tax filing. Since I haven't been able to find any actual language in the tax code that mandates this, I would really appreciate it if someone here could clear things up for me. Is it actually a requirement for every single taxpayer to move to digital filing, or is it just being pushed on us?
I totally get that it’s more efficient for both the government and for us, but you still run into entrepreneurs who are dead set against going digital, whether it's because they have very low annual revenue or because they're genuinely paranoid about their data being hacked. I know the whole "identity theft" fear can sound a bit silly to some, but there are definitely business owners out there who just don't trust the internet, and there isn't much you can do to change their minds.
When I asked an agent to point me toward the specific section of the law that requires this transition, they couldn't give me a straight answer.

Kyle Rogers8 Active Member

58 messages
joined Apr 2012

#227 · Oct 23, 2012

@BlindDog

Per the Internal Revenue Code amendments (Federal Register issue number 18/11) effective January 1, 2012, certain tax filings and reports supporting the IRS portal must be submitted electronically to the IRS:
- mid-to-large scale enterprises as defined by the Sarbanes-Oxley Act (Federal Register issue number 109/07),
- VAT taxpayers whose annual value of goods and services provided (taxable and export deliveries) exceeds $266667.
Under the current provisions of the Income Tax Act, since January 1, 2012, the following are required to submit Form IP data electronically:
- employers or payors of wages and pensions who have more than 100 employees, retirees, or individuals receiving income under Section 14 of the Income Tax Act (Federal Register issue numbers 177/04, 73/08, and 80/10).
...

silverbadger Active Member

69 messages
joined May 2013

#228 · Oct 23, 2012

@bookworm
So, this rule has actually been on the books since January 1st, 2012. But the thing is, they’re really putting the pressure on us now to make sure that by January 1st, 2013, everyone transitions over to electronic tax filing, regardless of how much business they're doing—even if their total sales are way below that $700,000 threshold. I hope that clears things up a bit better for everyone. Joe Biden, this cold is absolutely killing me 🙂

Kyle Rogers8 Active Member

58 messages
joined Apr 2012

#229 · Oct 23, 2012

I can't say for sure about a regulation like that 🤷
but then again—with all these constant rule changes happening right now—it’s entirely possible I missed something,
if I were in your shoes, I’d probably just call their bluff—tell the clients that the IRS said it’s mandatory, and if they don't want to comply, they can take the heat themselves 🤣
not that I have a horse in this race—I actually like dealing with the IRS and all those other agencies—and since I've had the same client list since 2008, I honestly don't care enough to waste energy debating whether something is strictly required or not

Betty King7 Active Member

54 messages
joined Apr 2012

#230 · Oct 24, 2012

[QUOTE
Question: We accidentally skipped filing the tax forms for June, then just kept going with July onwards. So, we have all the forms from month 1 through 6 submitted, but because we messed up the sequence, the form filed under the "month 6" slot was actually meant for month 7.
How do we fix this mess? What number should we use for the actual June filing now? Or do we have to redo everything from scratch? 🙂[/QUOTE

It’s the numbers that matter—the actual dollar amounts on those tax forms. Check your totals. Re-file the forms for any months where the data is wrong and include a brief, clear explanation of the error. The IRS agent will void the old entries and input the corrected ones.

silverbadger Active Member

69 messages
joined May 2013

#231 · Oct 25, 2012

I actually gave the head of the IRS distribution office a ring, and she ended up confirming exactly what I had already suspected. It’s honestly a win-win situation because it makes things so much smoother for both the government and us taxpayers, which is why they're pushing everyone toward it so hard. Personally, I don't have any beef with moving everything to digital tax filing, but I am currently working with a client who just absolutely refuses to trust anything that isn't done on paper.
Don't give me that nonsense 🙂

Raymond Martinez10 Active Member

236 messages
joined Oct 2009

#232 · Oct 25, 2012

Just tell him that if he's going to be that way, you’ll have to start charging him for those trips to the IRS—since he's clearly the only client you're trekking over to on foot. I bet he'll rethink his attitude real quick once the bill starts piling up.

Carol Cooper7 Newcomer

2 messages
joined Oct 2012

#233 · Oct 29, 2012

mazziz;41904764 said:
Carol Cooper7 said:Question: We accidentally skipped filing our tax ID form for June and just kept moving forward with the subsequent months. To clarify, all forms through month six have been submitted (forms 1-6), but then we filed form 07—except instead of covering June, it was actually for July.

We’ve just caught the error. How should we handle this? Under what sequence number should we now submit the missing June form? Or is the entire filing history going to need a complete overhaul? 🙂

I filed those through the online portal. Does this mean I have to correct every single ID form and physically go to my agent's office to hand them over? I wanted to handle this online, but I'm worried about having duplicate filings and ending up with an excess of ID forms on record...

Carol Ward3 Member

42 messages
joined Jan 2012

#234 · Oct 29, 2012

Carol Cooper7 said:I filed those through the online portal. Does this mean I have to correct every single ID form and physically go to my agent's office to hand them over? I wanted to handle this online, but I'm worried about having duplicate filings and ending up with an excess of ID forms on record...

In my experience, when I had to make corrections to my USA filings from previous years, I was told I had to deliver them in person, though I still submit everything electronically as well.

Dana Moore6 Newcomer

1 message
joined Oct 2012

#235 · Oct 29, 2012

Hi everyone.

I couldn't find an answer on the forums, so I figured I'd just ask... I have a few clients who all have their own IRS digital tax IDs. Is there a more streamlined way to update profile info (like the authorized signer or company details) in the Settings? I was hoping selecting the right certificate would auto-fill everything, but it looks like I'm stuck re-typing the data manually for every single one...

Thanks in advance.

Dana Moore6

Richard Howard55 Regular

251 messages
joined Aug 2015

#236 · Oct 29, 2012

You don't need to keep logging in constantly. Just pull one out of the card reader, swap it for the other, make sure the right one is set as active, and then just select "sign with another certificate" to pick the one you want.
I didn't even set this up myself; I actually had an IT guy come over to get everything configured properly.

Henry Chavez5 Member

29 messages
joined Oct 2012

#237 · Oct 30, 2012

Dana Moore6 said:Hi everyone.

I couldn't find an answer on the forums, so I figured I'd just ask... I have a few clients who all have their own IRS digital tax IDs. Is there a more streamlined way to update profile info (like the authorized signer or company details) in the Settings? I was hoping selecting the right certificate would auto-fill everything, but it looks like I'm stuck re-typing the data manually for every single one...

Thanks in advance.

Dana Moore6

In the Settings, under both the application user and the business entity sections, just uncheck the "use on forms" box.
It would be much easier if you just authorized one primary certificate to handle the filing for all the other business entities. That way, you wouldn't be stuck picking a specific certificate every single time you try to submit a form.

Gerald Rodriguez4 Newcomer

2 messages
joined Dec 2012

#238 · Dec 14, 2012

E-filing is now mandatory for all sales tax filers

Thursday, December 13, 2012

Up until now, this rule only applied to those bigger business owners—the ones hitting sales tax thresholds over $266667. But starting December 15, 2012, the game changes for everyone! Now, every single sales tax filer has to jump on board. You grab your qualified digital certificates through the Federal Reserve branches, and then they get synced up with the IRS. Since the law didn't give us a specific grace period for rolling this out to everyone, it basically means "right now." So, if you're a small business owner who pulled in more than $76667 (pre-tax, obviously!) in 2012 and you're registered for sales tax, you need to scramble to get that electronic filing certificate ASAP.

I’m really hoping the IRS shows us a little mercy here. We definitely need at least a month or two of breathing room to actually get everything sorted out!

Useful links:
Check out how to become an e-filing user right here.
Learn how to get your digital ID card here.
You can download the e-filing app here.
Find examples and extra help for e-filing here.

ruggedcyclist74 Active Member

193 messages
joined Feb 2009

#239 · Dec 14, 2012

Gerald Rodriguez4 said:E-filing is now mandatory for all sales tax filers

Thursday, December 13, 2012

Up until now, this rule only applied to those bigger business owners—the ones hitting sales tax thresholds over $266667. But starting December 15, 2012, the game changes for everyone! Now, every single sales tax filer has to jump on board. You grab your qualified digital certificates through the Federal Reserve branches, and then they get synced up with the IRS. Since the law didn't give us a specific grace period for rolling this out to everyone, it basically means "right now." So, if you're a small business owner who pulled in more than $76667 (pre-tax, obviously!) in 2012 and you're registered for sales tax, you need to scramble to get that electronic filing certificate ASAP.

I’m really hoping the IRS shows us a little mercy here. We definitely need at least a month or two of breathing room to actually get everything sorted out!

Useful links:
Check out how to become an e-filing user right here.
Learn how to get your digital ID card here.
You can download the e-filing app here.
Find examples and extra help for e-filing here.

Where on earth are you seeing that? As far as I recall, that was nothing more than a mere suggestion at this stage.

Carl Turner2 Member

19 messages
joined Jul 2016

#240 · Dec 15, 2012

I’ve been hitting a bit of a wall lately with the IRS website, specifically when I try to sign my digital forms. It’s one of those maddening technical glitches where everything looks perfectly fine on the surface—all my digital certificates are installed, they show up clearly in the system, and everything seems to be in order. But the moment I actually attempt to sign and submit a document, I get slapped with that cryptic error message: "THE KEYSET IS NOT DEFINED." This has been happening consistently since I made the switch to Windows 8. I’ve tried reaching out to tech support at both my bank and even the help desks over at the IRS, but honestly, it feels like I'm just talking to a brick wall; nobody seems to have a clue how to resolve this specific headache.

IRS and Tax Filing Issues

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