The Best Bank Products for Tax Professionals

The Best Bank Products for Tax Professionals

Jul 15, 2022

Bank products are client solutions that all tax offices should offer. This benefits the tax office so that you can get paid for your services. They benefit clients as well since you offer a solution for your clients to not pay when they have you do their tax returns....
What Is a Refund Transfer?

What Is a Refund Transfer?

May 2, 2022

The refund transfer is a deposit product that allows clients to settle their preparation fees or accounting fees without making an upfront payment. Instead of paying you directly for services, the clients agree to have your fee deducted from their tax refund. A refund...
8839 Qualified Adoption Expenses

8839 Qualified Adoption Expenses

Feb 2, 2022

We are aware of an issue with the IRS schema concerning the maximum adoption credit allowed on Form 8839 Qualified Adoption Expenses.  Per the form and instructions, the maximum allowable credit is $14,440; however, the IRS schema has this value set as $14,400.  Any...
State and Module Release Dates

State and Module Release Dates

Jan 29, 2022

We have published a solution article to are module and state release dates.  This article will be updated around 11am central.   This article is the latest information we have available to publish. Form Readiness
CA e-File – Resolved

CA e-File – Resolved

Jan 28, 2022

[UPDATE] – as of 2/2/22 this is resolved. We have identified a minor issue with the State of California eFiles returns. We expect a fix by end of day on Tuesday, February 1, 2022. Please hold on efiling CA State returns until a resolution is announced.  If...