Tax Season Resources
The IRS requires authorizations signed by both the taxpayer and spouse prior to the transmission of the electronic income tax return to the federal government. Certain states will accept a valid completed federal form 8879 as authorization to file the state returns simultaneously with the federal returns (NC, for example). Other states have their own filing authorization forms which must be signed. For example, SC uses the SC8453.
For these tax returns, the required IRS form is 8879. Both the federal and any necessary state Forms 8879 can be signed on paper or signed electronically. We are not permitted to transmit tax returns to the government without these completed forms, so delays in signing the 8879 may delay the filing of a return and may cause penalties and interest.
We provide our clients with all the appropriate 8879's and instructions for completion with all tax returns delivered to the portal or printed on paper.
Identity and Bank Account Verification
With the increase of identity theft, the IRS and several states require that we verify the taxpayer and spouse's identity by inputting driver's license information before transmitting the tax return. Additionally, we must verify banking information if clients wish to have tax return refunds deposited or tax return payments drafted. Our clients can confirm this information by indicating the Tax Organizer data is correct or providing us this information using a variety of methods:
Please do not send personal identity information or banking information through email which is not secure.
Receiving refunds or making payments does not require electronic withdrawals or deposits. Checks may be mailed with a voucher or refund checks received from the IRS and each state. Electronic methods are typically faster, but not required.