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Electronic Tax Filing Instructions
Easy to follow step by step instructions
QWIK-TAX
5400 Lakewood Rd.
Ravenna, Ohio 44266
(216) 296-4446
1-800-521-2881 (Ohio Toll-free only)
THE ELECTRONIC TAX FILING PROCESS
FOLLOW THESE EASY STEPS...
FOR THE FASTEST REFUND POSSIBLE!
1) Review Your Federal Tax Return
To Make Sure It Qualifies
Some tax returns do not qualify for electronic filing. Please check
your return carefully to make sure it meets the following guidelines.
Additional screening will be conducted when we receive your return.
Check for Accuracy: Tax return preparation is not a part of this
service. You are responsible for the preparation of your individual
income tax return. Please check your calculations to make sure they are
complete and accurate. If preparation errors exist, the tax return will
be sent back for correcting or at your request, we will correct the
errors for an additional fee.
Form and Schedule Limitations: Complex returns with many forms and
schedules may still be able to qualify for these service. Approximately
97% of all tax returns qualify. If your return has more than one of the
same form or schedule, note the limitation on the chart below. The
following forms and schedules can be filed electronically:
SCHEDULES FORMS
A 1040 4136 6198 (3)
B 1040A 4137 (1)* 6251
C (3) 1040EZ 4255 6252 (3)
D 2106 (1)*4562 (4) 8283 (2)
E (3) 2119 4684 8582
EIC 2210 4797 8606 (1)*
F (2) 2210F 4835 8829 (1 per Sch. C)
R 2441 4952 W-2 (20)
SE (1)* 3903 5329 W-2G (30)
1099-R (10)
The following types of returns are excluded from electronic filing:
a. Returns subject to community property rules with filing status
"Married Filing Separately" (Arizona, California, Idaho, Louisiana,
Nevada, New Mexico, Texas, Washington, or Wisconsin).
b. Decedent returns, including joint returns filed by surviving
spouses, where taxpayer and/or spouse has died during the tax year.
c. Returns with a power of attorney currently in effect for the refund
to be sent to a third party.
d. Amended returns.
e. Returns containing Forms and Schedules other than those listed.
f. Returns for any tax period other than the current tax period.
2) Select Refund Option
Choose between 3 options to receive your refund: (1) a check from the
IRS, (2) direct deposit, or (3) a Refund Anticipation Loan (RAL).
Option #1: A check from the IRS. If you choose this option, the IRS
will mail a refund check in about 3 weeks from the date the
IRS accepts your tax return.
Option #2: Direct Deposit. If you choose Direct Deposit, the IRS will
deposit your refund directly into your checking or savings
account electronically. Plan on about two weeks from the
date the IRS accepts your tax return.
Option #3: Refund Anticipation Loan (RAL). Choosing this option, you
can have money in as little as 2-5 days. By special
arrangement, our bank will loan you an amount based upon the
refund you expect to receive, less processing/loan fees. The
loan is prepared as soon as the IRS has accepted your tax
return. How do you repay your loan? Instead of sending the
refund to you, the IRS will send it directly to our bank to
repay your loan.
3) Complete and Sign Form 8453
You must complete and sign Form 8453. This form tells the IRS you want
to file your return electronically.
The typical location for the routing transit number (RTN) is at the
bottom left corner of a check, to the left of the check number, and the
depositor account number (DAN) is located on the right of the check
number.
Name/address block: Attach your pre-printed IRS mailing label if
available. Cross out any errors and print correct information.
Taxpayers who have changed their names through marriage, divorce, or
otherwise, should fill in their prior last name on the line immediately
below the address space.
Part 1: Fill in the information requested from the appropriate lines on
your tax return. USE WHOLE DOLLAR AMOUNTS ONLY.
Part 2: If you chose Refund Option #1 or Refund Option #3, leave Part 2
blank. If you choose Refund Option #2, you must complete all
of part 2. Only one refund is allowed per account.
The routing transit number (RTN) is generally the first nine digits of
the number printed at the bottom of your check. If you want your tax
refund deposited into a savings account, you should contact your
financial institution to obtain the correct 9-digit RTN.
The depositor account number (DAN) is the account number of your
checking or savings account. It is generally the remainder of the
numbers at the bottom of your check or is usually listed on the
statement you receive from your bank. However, you should verify those
numbers with your financial institution.
Mark the type of depositor account and provide us with proof of your
account. A canceled or voided check is an appropriate proof of account.
Other examples of proof include a form, report, or statement generated
by the financial institution. A deposit slip is not a valid proof of
account.
Part 3: Sign and date the form. If you are filing a joint return, both
the taxpayer and the spouse are required to sign.
W-2 Forms/1099-Rs: Copy B (Federal Copy) of all W-2 forms and 1099-Rs
must accompany Form 8453.
4) Refund Anticipation Loan (RAL)
Read and fill out the RAL application completely. To qualify for a RAL,
your refund amount must be at least $300 and generally no more than
$3,300 (see RAL application for limitations). DO NOT FILL OUT PART 2 OF
FORM 8453. The RAL fees are automatically deducted from the amount of
the loan. Please read the RAL application thoroughly.
5) Sign the Electronic Filing Agreement
At the bottom of the last page of these instructions is an agreement
that you should read and sign. Note that this agreement describes our
services and emphasizes that we are not tax preparers, only electronic
tax filers.
6) Insert Required Materials Into the Electronic Filing Kit
The Electronic Filing Kit must include at least the following:
Tax Return: The original copy of your federal tax return, including all
applicable forms and schedules. We advise you to keep a copy of your
return.
Form 8453: Enclose a completed Form 8453 and W-2 Forms/1099-Rs.
Proof of Account: Canceled or voided check or other proof of account
(if you choose Refund Option #2).
Loan Application: Signed Refund Anticipation Loan (RAL) Application,
(if you choose Refund Option #3).
Agreement: Read and sign the Electronic Filing Agreement. Joint
returns require both taxpayer and spouse to sign the agreement.
7) Deliver the Kit to E-TAX (tm) or use the delivery
method(s) provided by E-TAX (tm).
8) IRS Acknowledgement
After we transmit your return electronically, the IRS reviews your
return and then acknowledges receipt of your return, usually within
24-48 hours. We will promptly inform you if a problem exists.
9) Arrival of Your Tax Refund
Your tax refund will arrive according to the option you selected. If
you selected a RAL, you will receive your money in 2-5 days. By
selecting any of the three options available to you, you will have your
money several weeks or even months earlier than filing the old-fashioned
paper way.
IMPORTANT POINTS TO CONSIDER
A Direct Deposit request or a loan (RAL) request will be dishonored if
any of the following conditions are outstanding at the time of filing:
> Unpaid Federal Tax-Prior Year(s)
> Unpaid State Tax-Prior Year(s)
> Delinquent Student Loan
> Delinquent Child Support Payments
> Federal or State Bankruptcy or Insolvency Petition
If any of these conditions exist, your return, if eligible, can still be
filed electronically. However, you will not be able to receive your
refund by Direct Deposit. The IRS will first apply the refund amount to
the liabilities and then refund any remaining amount via a paper check
in about three to four weeks.
Many State tax returns are based on the federal tax return. Any
corrections made by us or you after the resubmission of your return, may
result in a change on the state tax return. Therefore, we suggest that
you do not file your state return until after your federal tax return
has been successfully filed electronically.
Electronic filing does not affect IRS audits and consequently does not
increase the likelihood of an IRS audit.
In the unlikely event that your return does not meet the IRS
qualifications for electronic filing, we will promptly return your tax
return documents and explain why the IRS would not accept your tax
return. You would then need to mail the completed tax return to the
IRS.
ELECTRONIC FILING AGREEMENT
I understand that I am contracting for electronic filing services
through the electronic filing Sponsor/Transmitter with the primary
purpose being to expedite the delivery of my income tax return. The
electronic filing service does not include tax preparation or
consultation and the Sponsor/Transmitter has no obligation other than
facilitating the electronic transfer of tax return information to the
IRS.
Sponsor/Transmitter's sole obligation in the event of an error in
processing/transmission is to reprocess/retransmit the tax return
information at no charge.
I understand and agree that I am solely responsible for retaining my
duplicate tax return data which I deliver to Sponsor/Transmitter under
this agreement.
Returns that are determined by IRS and/or Sponsor/Transmitter to be
inaccurate, incomplete, false, or fraudulent will be returned to me for
completion or amendment. In the event of my submission of an
inaccurate, incomplete,false, or fraudulent return, the
Sponsor/Transmitter may retain any or all of the initial charges for
services rendered.
I agree that I will not hold the Sponsor/Transmitter and Drop-off
Location responsible or liable in any way for the accuracy of my return
or its correct transmission to the IRS. I understand that the
Sponsor/Transmitter and Drop-off Location do not guarantee that my
return will be accepted by the IRS and I agree to relieve the
Sponsor/Transmitter and Drop-off Location of any responsibility or
liability if the IRS fails to accept my return.
My (our) signature(s) below constitutes my (our) understanding and
acceptance of the terms and conditions of this Agreement and constitutes
my (our) authorization for Sponsor/Transmitter to electronically
transmit my (our) tax return to the IRS.
TAXPAYER SIGNATURE _____________________________DATE__________________
SPOUSE SIGNATURE _____________________________DATE__________________