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Text File | 1993-11-23 | 17KB | 390 lines

░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ Tax Filing by Fax 93 TAXFAX93 (sm) Documentation Copyright (C) 1993, Fax & File P.O. Box 270539 Houston, TX 77277 713-662-3403 Voice/Fax ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ This electronic forms kit will assist you in electronically filing your income tax information from Form 1040EZ to the Internal Revenue Service. Lovingly Dedicated to Michelle McKeon, where'r she may be. TAXFAX93 (sm) Tax Filing by Fax 93 Copyright (C) 1993, Fax & File Table of Contents I. Introduction I.a. Installation I.b. Task Flow I.c. IRS Form 8453 II. Hardware Requirements III. Shareware Registration IV. Payment Schedule V. Errata VI. Appendix Section I. Introduction Welcome to the World of Electronic Tax Filing! This electronic forms package, TAXFAX93, allows you to input all of your tax information from Form 1040EZ for filing to the IRS. This version is for single taxpayers. We have version for taxpayers with a spouse, please check the shareware registration form for more information if you're interested. This package was created utilizing Teleforms 2.0. Section I.a. Installation The installation procedure is actually quite straightforward. We suggest that you make a new subdirectory (call it anything you wish) and copy the zip distribution set into it. Then, unzip the distribution set by keying in: PKUNZIP TAXFAX93 followed by your ENTER key. Next, take a look at the documentation, and print out the files with an extension of PS (8453.PS , 1040EZ.PS). If you don't have access to a postscript printer, you can always find one at KINKO's or at the larger KWIK KOPY franchise stores. If you prefer to use the printer dump files for your specific printer, we have them. Take a look at the file SHAREWAR.REG for more information. Section I.b. Task Flow Now you can actually use the form 1040EZ. Please notice in the top section of the form HOW to make your letters and numbers. Penmanship is NOT an issue here, however you DO need to print in block letters (like your in 3rd grade writing class). The first data entry section asks for your personal information and is fairly straightforward. MI stands for Middle Initial. If you do not have a middle name, please omit the MI entry block. The second data entry section may be a bit ominous at first, so I will explain all of the entry blocks in this section. SSN stands for Social Security Number. Please enter your nine digit Social Security Number in this entry block, without the dashes. The data entry block immediately to the right of the SSN block says PECF and stands for the Presidential Election Campaign Fund. Please blacken either YES or NO in this entry block. New for 1993 is the Scholarship Amount entry block. Please enter the amount of your Scholarship, if any. Line 2 corresponds to your Wages, Salaries and Tips. Please enter the amount of your wages, salaries, or tips here. Line 3a corresponds to your Taxable Interest. If you have any Taxable Interest, please enter it here. Line 3b corresponds to your Tax Exempt Interest. If you have any Tax Exempt Interest, please enter it here. Line 4 corresponds to your Adjusted Gross Income, and is usually the total of the sum of Line 2 plus Line 3a plus Line 3b. Line 5 (Yes/No) is the Dependent Indicator. If someone else can claim you as a dependent, fill in the YES circle, otherwise fill in the NO circle. Line 5 $ corresponds to your Combined Standard Deduction and Personal Exemption. Please enter the amount in this entry block. Line 6 corresponds to your Taxable Income, and is usually the amount obtained when you subtract Line 5 $ from Line 4. Please enter the amount in this entry block. Line 7 corresponds to your Witholding amount, and is usually found on your W-2 form. Please enter the amount in this entry block. Line 8 corresponds to your Total Tax, and is usually obtained from a table in the instruction booklet that comes with the IRS Form 1040EZ. Please enter the amount in this entry block. Line 9 corresponds to your REFUND, and is usually the positive amount obtained when you subtract Line 8 from Line 7. Please enter the amount in this entry block. Line 10 corresponds to your AMOUNT OWED, and is usually the negative amount obtained when you subtract Line 8 from Line 7. The next entry block asks for your Occupation. If you are a student, put STUDENT in this entry block. Now fill out your form 8453, and print the invoice page on a dot matrix or non-Postscript Laser Printer. Fill out the invoice; attach all required forms to your form 8453, and copies of all of the things asked for for the attachment page. Fax out the 1040EZ form to 713-662-3403 without a cover page. Mail everything else, including payment, to the address on the invoice. As soon as we get your mailing, we start the processing of your tax information to the IRS. It could take as long as a week for your information to reach us via US Mail, so please be a bit patient. The very same day we start your processing, we send your information to the Internal Revenue Service. It usually takes anywhere from one to four days for the IRS to process your return. As soon as the IRS tells us that your return was processed, we will fax out a confirmation letter to you. Once your return is processed by the IRS, it takes anywhere from 10 days to three weeks for you to receive your refund. If you've elected to take the Direct Deposit route, you should get your refund within two weeks of receiving our confirmation letter. If you are expecting a paper check, you should be receiving it within three weeks. Section I.c. IRS Form 8453 What is this form? It is your declaration, that as a taxpayer, you are filing electronically to the IRS. The IRS requires that your fill it out and sign it. The IRS also requires that we furnish it to you. We ask that you print it out and use it. If we receive your mailer or envelope without it, it will delay the processing of your tax return. If you are anticipating a refund, it could delay the refund for up to four weeks as we and you, the taxpayer, get caught up in a hideous US MAIL scenario. We will mail you the Form if you forget, but remember, the concept here is speed, right? Section II Hardware Requirements The hardware requirements for this program are fairly simple and straightforward. You will need to have a computer with a minimum processor of an 8086, and 256K of RAM with a monochrome monitor. We've also tested this package on the Macintosh and it seems to work just fine. There are no humongous memory requirements for this package. You will also need a POSTSCRIPT printer to print the forms. If you don't have immediate access to a postscript printer, feel free to take the printer dump files on a diskette to your friend, associate, or computer lab where there is one. There is usually a POSTSCRIPT printer of some type at all KINKO'S outlets. Section III Shareware Registration Why should you register this package? Well, there are two main reasons and one minor one. Here are the two main reasons: 1. When you register, we'll send you the latest and greatest version of the electronic forms straight to your door via US MAIL. 2. If you need a printer dump file for your specific printer, we have it (within reason, of course). Take a look at the enclosed form (sharewar.reg) and see if your printer is listed. And now the minor reason: I need the MONEY! But seriously, I am a starving college student and I think I may have hit on something substantial with this software product. I have two more semesters to go and I'll wrap up the BS in computer science. When you register, I'll be able to say, "Gee, those three months in a dark room sucking down coffee sure was worth it!" and you'll be participating in the shareware author reward system. Here's what the form looks like: Fax & File P.O. Box 270539 Houston, TX 77277-0539 ATTN: TAXFAX93 REGISTRATION ____________________________________________________________________________ S H A R E W A R E R E G I S T R A T I O N F O R M T A X F A X 9 3 1 0 4 0 E Z S E R I E S ____________________________________________________________________________ When you register this package, you will receive the latest version of the electronic forms in the proper printer dump files. This registration is good only for one upgrade, plus it puts your name and address on our mailing list for the following tax year season. The Cost of Registration is a mere $5.00. ____________________________________________________________________________ FROM: Name:________________________________________________ Address:_____________________________________________ City:_________________________State:______Zip Code:_____________ Daytime Phone: ____________ Evening Phone: __________ Fax #: __________ ____________________________________________________________________________ Please select your printer (or the closest emulation) from the list below: [] IBM 2380/81 [] IBM 2390/91 [] IBM 24P / PS1 24 pin [] IBM Quietwriter III [] EPSON FX Series 9 pin [] EPSON LQ Series 24 pin [] Hewlett Packard Laserjet II [] Hewlett Packard Laserjet IIP [] Hewlett Packard Laserjet III / IIIP / IIISi [] Hewlett Packard Laserjet 4 [] Hewlett Packard DeskJet Plus [] Hewlett Packard Deskjet 500/550c [] Canon LBP-8A2 / II / III / 4 [] Canon BJ-10e / 300 / 330 [] NEC Pinwriter [] Okidata 320 / 321 [] Okidata 393 / 393c [] Toshiba 24 pin [] Postscript ____________________________________________________________________________ Please select a disk format | Please tell us where you found TAXFAX93 [] 5.25 inch 360K | BBS Name:___________________________________ [] 5.25 inch 1.2 meg | Shareware Distribution Company: [] 3.5 inch 720K | ____________________________________________ [] 3.5 inch 1.44 meg | Other: _____________________________|______________________________________________ Select your type of Registration [] Send me the next new version when it comes out [] Send me the current version with the correct printer dump file now [] I need the taxpayer with spouse version [] I need the single taxpayer version ____________________________________________________________________________ Please send $5.00 to the address listed at the top of this form ____________________________________________________________________________ T h a n k s f o r u s i n g o u r S o f t w a r e ____________________________________________________________________________ Copyright (C) 1993, Fax & File Section IV. Payment While this package is free, and it doesn't really cost you anything to use this package, you will, most likely, want to actually file your tax information to the IRS. You cannot do this directly as a taxpayer (If you could, we wouldn't have written this package!). You will be faxing out the 1040EZ form and mailing the 8453 form back to us, along with several forms that are printed on your printer. We do charge for filing your return to the IRS. The fee, we think, is nominal compared to other tax-related service companies. We accept Visa, Mastercard, money orders, cash, personal and business checks. The fee schedule is as follows: Form Price 1040EZ 15.95 Texas Residents please add 7.5% tax to your total. Please make the check out to: Fax & File Section V. Errata A. Refund Delay Conditions - the following was taken directly from IRS publication 1346 and is provided for your convenience. The following conditions may delay refunds and/or change refund amounts: 1. Taxpayer owes back taxes, either individual or business (refund offset). 2. Taxpayer owes deliquent child support (refund offset). 3. Taxpayer has certain deliquent federal debit, such as student loans, etc. (refund offset). 4. The last name and social security number of the primary taxpayer must be the same as on last year's return or the return will be delayed at least one week for rematching. It is strongly suggested that you use the name ans ssn as it appears on the mailing label of the tax package. 5. The Estimated Tax payments reported on the return do not match the ES Tax Payments recorded on the IRS master file. This generally occurs when: (a) the spouse made separate payments and filed a joint return or vice versa; or (b) the return was filed before the last ES payment was credited to the account. 6. The taxpayer has a Schedule E claiming a deduction for a questionable tax shelter. 7. The taxpayer is claiming a blatantly unallowable deduction. 8. The taxpayer is filing a tax return for the first time as a Primary taxpayer and is requesting a Direct Deposit of the tax refund. Taxpayers who have previously filed a tax return as a spouse or whose last name has changed since filing a tax return is considered a "First Time Filer". B. Dollar Values The IRS does not accept decimals in its computer centers, so please round up or down, depending on the amount. You usually have twelve digits in a field to represent a number, and you may include a negative sign (-) in your entry. Section VI. Appendix This Appendix will not have the usual "find it on page 3" type of entries in it. Rather, there will be some explanations written in this section. How to reach us: USMAIL: Fax & File P.O. Box 270539 Houston, TX 77277-0539 FAX: 713-662-3403 VOICE: 713-662-3403 MODEM: Call our voice # during Tax Season for the Modem #. Other Shareware products ETF93 Electronic Tax Filing for the individual taxpayer 1040 series of Tax Forms. These include the 1040, 1040A, 1040EZ, Schedule A, Schedule B, Schedule C, Schedule D, Schedule E, Schedule EIC, Schedule F, Schedule R, Schedule SE, Schedule 1, Schedule 2, Schedule 3, Schedule C-EZ, Schedule SE (Short Form), Form W-2, Form W-2G, Form 1099-R, Form 1116, Form 2106, Form 2119, Form 2210, Form 2210-F, Form 2441, Form 3903, Form 4136, Form 4137, Form 4255, Form 4562, Form 4684, Form 4797, Form 4835, Form 4952, Form 4970, Form 4972, Form 5329, Form 6198, Form 6251, Form 6252, Form 8283, Form 8396, Form 8582, Form 8606, Form 8615, Form 8814, Form 8815, Form 8828 and Form 8829. ETF1099 Electronic Tax Filing for the 1099 series of Tax Forms. These include the following forms: Form 1098, Form 1099-DIV, Form 1099-G, Form 1099-INT, Form 1099-MISC, Form 1099-PATR, Form 1099-R, Form 5498, Form 1099-A, Form 1099-B, Form 1099-OID, Form 1099-S and Form W-2G. ETF93BBS A BBS-Door version of the ETF93 package, to be run and administered by BBS-sysops. If you are a sysop and wish to run this software, you need to file form 8633 with the IRS immediately. If you are a BBS Sysop, please give us a call for more information. 1099BBS A BBS-Door version of the ETF1099 software package. If you are a BBS Sysop, please five us a call for more information.