IRS and Tax Filing Issues

Jacob Gomez79 said:Greetings,

Since we’re running a small business—one of those smaller outfits where you wear a lot of hats—we’re currently making the transition over to the electronic tax filing system.
The plan is to grant formal authorization to our accountant, who will be handling the heavy lifting on this end.
We don't actually have a dedicated business debit card for this, so we were thinking of working through Chase since we already have an established relationship with them via our online banking.
My question is about the logistics: would Chase issue us a physical card or a USB token that we then hand over to the accountant, or is she expected to manage that part of the process herself?
I’ve been reading through some discussions where everyone seems to focus on the client side of things, which made me wonder if perhaps the accountant handles all the setup—getting the digital certificate or the hardware token ready—while we simply provide the necessary power of attorney?

Thanks in advance for any insight.

I suppose an accountant should already have their own IRS credentials, so you would just be granting them authorization for the specific tax portals and electronic filing systems.

copperviper17 said:Hey guys, I am seriously begging for some help here........ So, I just finished submitting all the power of attorney forms for my clients through the IRS portal and everything seems totally fine on that end......... But now I’m spiraling a bit about the social security side of things—do I need to submit similar authorization forms for those services too? And if so, where on earth do I even find them? I don't have one of those fancy e-signature cards, I just use the standard B2G service with a USB key from Chase Bank.

For Social Security and IRS electronic filings, you definitely need client authorization—you can grab the necessary forms right on the IRS website.
It might even be possible to attach those authorizations to your Chase card. You already have certificates installed on that Chase card (one for Chase online banking and two from the IRS), and they can basically append the authorization to the existing certificate.
I haven't personally verified this, but that's how I think it works.

Sean Turner5 said:So, back when I checked with Chase, they told me they hadn't figured out a way to handle those B2G power of attorney setups yet. Apparently, they were insisting everyone needs their own individual card, which sounds ridiculous to me (???!). That was like three months ago, though. Maybe things changed or my banker just didn't know his stuff, but I was in such a rush that I didn't really press him—I just headed straight to FinTech. As for the paperwork, I went right to them, grabbed the forms, filled them out, and handed them over.

The tech guys at Chase don't want to touch anything related to the IRS or Social Security—that's my experience. I had a similar issue with my Chase card and the B2G service, and I had to deal with IRS support to get it sorted.

Jacob Gomez79 said:Greetings,

Since we’re running a small business—one of those smaller outfits where you wear a lot of hats—we’re currently making the transition over to the electronic tax filing system.
The plan is to grant formal authorization to our accountant, who will be handling the heavy lifting on this end.
We don't actually have a dedicated business debit card for this, so we were thinking of working through Chase since we already have an established relationship with them via our online banking.
My question is about the logistics: would Chase issue us a physical card or a USB token that we then hand over to the accountant, or is she expected to manage that part of the process herself?
I’ve been reading through some discussions where everyone seems to focus on the client side of things, which made me wonder if perhaps the accountant handles all the setup—getting the digital certificate or the hardware token ready—while we simply provide the necessary power of attorney?

Thanks in advance for any insight.

If you don't actually need direct access to the data yourself, it’s much more cost-effective to let the accountant handle it. Your specific card will cost you $17 per month, whereas the accountant's base fee is $50, plus $4.00 per month for each additional authorization for the IRS or Social Security—though the e-filing itself is free.

So, I’m the accountant for this firm, right? And they recently started using the IRS e-file system. They have their own digital certificate and everything... So, I prepare the forms perfectly, send them over, and they upload them to the portal. But here’s the kicker: they list me as the individual who prepared the form, and—get this—it keeps getting rejected because the signature isn't authorized. It’s infuriating! My question is... is this happening because they’re naming me as the preparer when I don't actually have a formal Power of Attorney on file? Or is there some other ridiculous technical glitch causing this headache?

That’s probably why—if they check the box stating it's an employee of another entity, but the certificate (the card) isn't actually in their name, it likely won't clear the system.

wearybison18 said:So, I’m the accountant for this firm, right? And they recently started using the IRS e-file system. They have their own digital certificate and everything... So, I prepare the forms perfectly, send them over, and they upload them to the portal. But here’s the kicker: they list me as the individual who prepared the form, and—get this—it keeps getting rejected because the signature isn't authorized. It’s infuriating! My question is... is this happening because they’re naming me as the preparer when I don't actually have a formal Power of Attorney on file? Or is there some other ridiculous technical glitch causing this headache?

Just give their help desk a call and find out what's actually broken. Honestly, those guys mess things up all the time.
They’ve got one company listed on my digital profile that doesn't even show up on my account statement, and then there's another company where nothing seems to be processing at all.

Raymond Martinez10 said:That’s probably why—if they check the box stating it's an employee of another entity, but the certificate (the card) isn't actually in their name, it likely won't clear the system.

So what am I supposed to do then?! If the CEO insists on having the certificate registered under his own firm, but I'm acting as the outside accounting firm and don't have power of attorney—and frankly, I'm not going to get it—what happens next? Am I expected to jump through some ridiculous bureaucratic hoop just so these forms can actually go through? It's absurd...

Jose Myers said:Just give their help desk a call and find out what's actually broken. Honestly, those guys mess things up all the time.
They’ve got one company listed on my digital profile that doesn't even show up on my account statement, and then there's another company where nothing seems to be processing at all.

It's true, that was exactly the issue! Thanks everyone!

Hi there, I could really use some quick advice here...
A small business client of mine hit the $800 $0.00 mark, and back on January 20th, 2012, we filed an application for a Fintech card. We just got the call today saying it’s finally ready. Honestly, we’re lucky we stuck to filing our tax returns and sales tax paperwork on paper like we used to. I was hoping someone could weigh in on how to protect ourselves if an auditor comes knocking. When we originally submitted everything to the Fintech office, they gave us their word that the certificates would be ready by February 15th at the latest—but they were incredibly slow to deliver. Not that I need to tell you how many times we called them to check in, but it felt like shouting into a void. Any pointers would be greatly appreciated... thanks in advance!

So, I just picked up a new client for this year, and while I was digging through their old files, I realized they totally botched an ID form back in October 2011... yeah, talk about a deep dive!
Now I'm sitting here wondering if I can just jump onto the IRS website and fix that mess electronically, or am I going to have to deal with the absolute nightmare of printing out paper forms? Also, does anyone know if the tax authorities even allow corrections for stuff that happened that far back, or am I chasing ghosts here?

I think you can handle that through the IRS website, but personally—I’d rather just walk down to the local tax office and drop off a quick note explaining why I need a new ID. You can even fix things from last year if you need to.

Raymond Martinez10 said:I think you can handle that through the IRS website, but personally—I’d rather just walk down to the local tax office and drop off a quick note explaining why I need a new ID. You can even fix things from last year if you need to.

thanks Vlad! You know, you might be onto something there—it might actually be smarter to just go down there in person. On those official forms, I really need to check the box specifically stating this is a correction, and I don't think the online portal gives me that option at all!

copperviper17 said:So, I just picked up a new client for this year, and while I was digging through their old files, I realized they totally botched an ID form back in October 2011... yeah, talk about a deep dive!
Now I'm sitting here wondering if I can just jump onto the IRS website and fix that mess electronically, or am I going to have to deal with the absolute nightmare of printing out paper forms? Also, does anyone know if the tax authorities even allow corrections for stuff that happened that far back, or am I chasing ghosts here?

It’s doable, but honestly, you should probably give your local agent a quick call first just to let them know why you're resubmitting the exact same ID. I’ve had to handle corrections like this before. Usually, they just void the old one and book the new one.

Kimberly Harris6 said:It’s doable, but honestly, you should probably give your local agent a quick call first just to let them know why you're resubmitting the exact same ID. I’ve had to handle corrections like this before. Usually, they just void the old one and book the new one.

thanks so much...........

I wonder how long the processing usually takes for corporate income tax returns and their various schedules. My forms have been stuck on "in progress" since February 21st, so I suppose there must be some reason why they're taking this much time to get through them 🙂

I have my doubts before May 2nd.

Carol Ward3 said:I wonder how long the processing usually takes for corporate income tax returns and their various schedules. My forms have been stuck on "in progress" since February 21st, so I suppose there must be some reason why they're taking this much time to get through them 🙂

Honestly, I don't think they even look at them until the actual filing deadline hits. That's how it works when you submit sales tax or other filings through the IRS portal. You can file as early as you want, but they won't actually book it for a day or two after the official due date passes.

Kimberly Harris6 said:Honestly, I don't think they even look at them until the actual filing deadline hits. That's how it works when you submit sales tax or other filings through the IRS portal. You can file as early as you want, but they won't actually book it for a day or two after the official due date passes.

In my experience, things get processed the second I hit submit on those tax forms... some of my filings are already cleared. So, I'm thinking it really just comes down to which specific IRS office you're dealing with...

They pitch e-business as this grand way to streamline everything and speed up processing, yet here I am, waiting days just for a single monthly form to clear—and don't even get me started on the annual ones; I’ll probably be waiting until five in the afternoon just to see them. It feels a bit off to me, honestly. But then again, as my colleague Vanguard mentioned, I suppose it all just comes down to how reliable the delivery chain actually is.

Could someone please walk me through what format the PD form needs to be in so I can actually upload it via the IRS portal? Also—and this is a big one—which specific forms am I supposed to file electronically through the digital registry versus the ones I still need to physically drop off or mail in?

Using an e-card, you can upload everything to FINRA—including all those non-standard PDF documents—without needing a separate trip or paying extra fees. However, the IRS portal only handles standard forms like the 1040, sales tax filings, and certain declarations; you can't upload custom documentation there, such as detailed loss reviews or similar files. Those specific forms have to be in .xml format.