IRS and Tax Filing Issues

I was wondering, does it actually make any sense to send them a list of all the taxpayers where the process isn't going through?

Sam Wells5 said:Wait, top right corner? All I see over there is my username and the taxpayer ID. I’ve been filling out the period in the middle-right section—I tried skipping it once, but of course, the system threw an error at me. I'm basically doing everything by hand at this point.

Look at that little tile labeled Sales Tax. If you look closely at its top right corner, there’s a small circle. When you click it, a dropdown menu pops up, letting you pick which specific tax entity you want to process.
Either way, just don't click 😂

Sam Wells5 said:I was wondering, does it actually make any sense to send them a list of all the taxpayers where the process isn't going through?

Just send them an email. They actually tend to get back to you quite quickly and provide decent detail.

When we submit our tax returns electronically, we can also include supporting documentation in PDF format.
Now, I was looking through the instructions for submitting attachments via the GFI-POD system at FIFA, and it mentions that these files need to be PDFs generated directly from a program like Word or Excel. Apparently, you aren't supposed to print them out, sign them by hand, and then scan them back into a PDF, since everything relies on an electronic signature.
I suppose I’m wondering if this same rule applies to the attachments sent along with the return itself. So, if I were to create a .doc or .xlsx file specifying the responsible party, save that directly as a PDF, and then apply my electronic signature using my authorization, would that be acceptable?

Gregory Harris42 said:I guess you should probably grab the new Microsoft Authenticator 6.2 from irs.gov/download/fina_install.zip, and then you might also need to find the hotfix over at irs.gov—assuming you’re either running version 6.1 or you already have 6.2 but haven't applied the patch yet.

I downloaded the new ActivClient, but I have no clue how to unzip it.🙂
The folks over at FIFA are just offering to send tech support to my house...
Can anyone walk me through the unzipping process?

Christian Cruz41 said:I downloaded the new ActivClient, but I have no clue how to unzip it.🙂
The folks over at FIFA are just offering to send tech support to my house...
Can anyone walk me through the unzipping process?

You need to install a compression or extraction program; there are tons of them available for free.
Just type "free zip" into Google.

Thanks, wiredmarlin41, but I’m honestly out of my depth with this stuff...
Back when I first started, a lady over at the IRS walked me through everything, but now I can't seem to get a hold of anyone. I've been leaving messages and sending emails, but nothing.

Carol Ward3 said:When we submit our tax returns electronically, we can also include supporting documentation in PDF format.
Now, I was looking through the instructions for submitting attachments via the GFI-POD system at FIFA, and it mentions that these files need to be PDFs generated directly from a program like Word or Excel. Apparently, you aren't supposed to print them out, sign them by hand, and then scan them back into a PDF, since everything relies on an electronic signature.
I suppose I’m wondering if this same rule applies to the attachments sent along with the return itself. So, if I were to create a .doc or .xlsx file specifying the responsible party, save that directly as a PDF, and then apply my electronic signature using my authorization, would that be acceptable?

You hit the nail on the head, Carol Ward3. You just put everything together in a standard PDF without any scanned signatures or extra steps, and then send it off. Regarding the GFI-POD, that’s exactly how we handled our filings last year, and everything went through perfectly fine. As for the IRS portal this year, we submitted all our attachments strictly in PDF format without needing any special manual signatures. It stands to reason that if you have the legal authorization to file the tax forms via the IRS system, you inherently have the authority to submit the accompanying documentation as well.

Thanks for getting back to me, Brenda Chase3 😉

I’m running into issues sending over my sales tax filings too. I managed to get one company's paperwork through without a hitch, but now this other firm is giving me nothing but trouble. Everything looks fine on the actual form itself, but the system just won't let me submit... It's like that confirmation number is impossible to track down. I'll give it another shot later this morning.

So now I’m reading that I didn't even bother attaching the supporting documents to my tax return. Just wonderful...
🙂

you can just send them over later...

vividhound60 said:So now I’m reading that I didn't even bother attaching the supporting documents to my tax return. Just wonderful...
🙂

According to the instructions, you have to submit the main tax return first. Once that's done, you go into your submitted forms, open the specific return, and if I recall correctly, there's an "attachments" option in the bottom left menu. That's where you're supposed to upload everything else.

oh wow... thanks a million

Does anyone happen to know where I should submit authorizations within this new IRS portal? Since we operate as an accounting firm, we manage our own dedicated tax platform and handle a large volume of clients through it—it's quite a massive operation. Where exactly am I supposed to enter the EIN for another client we'll be managing via our system? Is it just me, or does the whole process feel significantly more convoluted than it was in the old software?

Robert Thomas11 said:Does anyone happen to know where I should submit authorizations within this new IRS portal? Since we operate as an accounting firm, we manage our own dedicated tax platform and handle a large volume of clients through it—it's quite a massive operation. Where exactly am I supposed to enter the EIN for another client we'll be managing via our system? Is it just me, or does the whole process feel significantly more convoluted than it was in the old software?

You have to take the power of attorney directly to the FBI, and then they handle entering the client's Tax ID.

wiredmarlin41 said:You have to take the power of attorney directly to the FBI, and then they handle entering the client's Tax ID.

So, we’ve finished all the paperwork—does that mean we don't actually have to manually enter anything into the application ourselves? I noticed their Tax ID isn't showing up among the existing ones we manage through the IRS portal...
thank you so much for the response...

Robert Thomas11 said:So, we’ve finished all the paperwork—does that mean we don't actually have to manually enter anything into the application ourselves? I noticed their Tax ID isn't showing up among the existing ones we manage through the IRS portal...
thank you so much for the response...

We dealt with a situation just like this at my company once; you don't need to input a single thing into the app.
Just give the agent in charge of our IRS filings a call and find out what the hold-up is.
Once they process it at the local IRS field office, the client shows up in the system within five minutes flat.

The IRS is flagging my return because they claim my 2013 prepayments are invalid. =$0.00?!

I’m carrying over a net operating loss, I don't actually owe anything this year, and logically, the calculation for those prepayments should be $0.00.
I suppose I could just enter 1.00 to see if they'll finally leave me alone, or what?

Carol Ward3 said:The IRS is flagging my return because they claim my 2013 prepayments are invalid. =$0.00?!

I’m carrying over a net operating loss, I don't actually owe anything this year, and logically, the calculation for those prepayments should be $0.00.
I suppose I could just enter 1.00 to see if they'll finally leave me alone, or what?

Even if I put in a 1, it won't work, since apparently their math doesn't allow for that either. 🙂

Anyway, regardless of the outcome, I ended up just submitting it with a zero...

Carol Ward3 said:Even if I put in a 1, it won't work, since apparently their math doesn't allow for that either. 🙂

Anyway, regardless of the outcome, I ended up just submitting it with a zero...

I sent a zero too.
It makes zero sense to call it a down payment if you're just losing money. He grumbled a bit, but he took it 🙂

But Donald Trump just won't pass.
I tried starting from scratch on their app, but nothing worked. 😠
Sent them an email last week; first they told me I was missing something, but
once I followed up with the forms I submitted through the old app, they totally ghosted me.