How do I use the system?

• Once you start our tax filing system, you will need to accept the Terms of Use and thereafter, enter the “Basic Information” section.  The system will prompt you for information such as taxpayer’s name and Social Security number (and if applicable, your spouse’s), mailing and eMail addresses, filing status and so forth. The Government requires that you give us a valid and correct eMail address and it is your responsibility to make your eMail system accept eMails from our domain, FileYourTaxes.com. We communicate with you by eMail.

The FileYourTaxes.com provides you two approaches in the data entry preparation process. You may choose either the interview method or the forms based method. If you select the interview method, you will be presented with a sequence of questions, pertaining to the different aspects of the filing, to determine the tax parameters for your filing and then to provide you with the applicable input forms. Please be certain to go through the whole sequence so that you will not overlook any of the advantages that may be available to you. If you choose the forms based method, before you begin the “Basic Information” section, you should determine and choose the input pages that apply to you. Click here if you are not sure what input pages to use. After choosing your input forms, when you click on the submit button, the system will automatically present all the forms your requested, one at a time, for you to fill out.

At the end of each multi-instance input form, you will be prompted for your response as to whether you need to input data on more than one similar form.  For example, if you have three W-2s, check the “SAVE & ADD NEW” button at the bottom of the form to keep obtaining new input forms for each W-2 you have. For instance two of the W-2 forms may be yours and the other may belong to your spouse if married filing jointly.

If you chose a form input page that you do not need, you can click on the ” DELETE FORM ” button at the bottom of the input page.  This form will not be included in your file.

If you made some edits on a form, but do not wish to have these edits take place, click the ” IGNORE MY CHANGES” button at the bottom of that input page.

What is OnLine Electronic Filing (e-File)?

• • OnLine Electronic Filing (eFile) is filing your returns via the Internet, with products such as FileYourTaxes.com 

If you eFile your taxes using our system, the Service Campuses/Centers will acknowledge its receipt and indicate to us if your return was accepted or rejected.

• • • • What happens if my return is accepted?

      • What happens if my return is rejected?

      • What is required for OnLine eFiling?

• • Online eFiling consists primarily of four parts:

    • 1. `Construction of the return based on the information you provide;

      2. Formatting of the fileable electronic file (eFile) and the printable (.pdf) file for the user to download;

      3. eFiling (transmitting) your tax eFile, and;

      4. Filing the paper portion: If you are required to submit certain paper documents, the Form 8453 may be used to transmit and summarize these paper documents as referenced in What happens if my return is accepted?

What happens if my return is accepted?

• • If your return is ACCEPTED and your return shows you are due a REFUND, you need to take no other action.

• • If your return is ACCEPTED and your return shows a BALANCE DUE, please verify your payment was accepted by the Government and completed.  

    • • If you choose to pay the Government with a paper check, you will need to mail that check to the Government.  

      • If you used an electronic payment method such as Direct Debit or IPayByCreditCard, then just check your bank or card statement to ensure the payment goes through as scheduled.  You can also log in to your account and view your eFile status to ensure the Government received your payment information.

Once we receive the acknowledgment of your eFiled return’s acceptance from the Government, we are given no further information about the refund or payment process.  FileYourTaxes.com is merely an OnLine service and normally does not act as your tax preparer. Because we do not have a limited or full power of attorney from you, the tax agencies will not share information about your return with us.   As a result, we will not be able to answer any questions about your refund delivery time frame or if your refund is adjusted or delayed.

IRS suggests that you track the status of your refund through the Where’s My Refund application directly from the www.irs.gov homepage. Please note that it may take the IRS up to 72 hours to post your return information after it has been accepted. If you have not received your refund three weeks after the date of your acknowledgment, or if you have any other return related questions, you may contact the IRS, toll free at

1-800-829-1040

If there are paper attachments that need to be submitted as part of the eFiled return, you must mail the Form 8453 to the IRS. If you indicated that you will include paper documents in your filing, the Form 8453 will be available to print if you log in to your account and select to Print Completed Forms.

DO NOT attach W-2 or 1099 Forms, or other portions of the return such as the cover page.

What is required for OnLine eFiling?

• • To complete the OnLine eFiling process, you will need to fill out the required consent clauses, and sign your return electronically. This is done by use of the Self Selected PIN.  When submitting your taxes OnLine, and then have them eFiled, you will have to provide the “Consent to Disclosure” and “Jurat” statements to the governments and to us. Additional data such as birth dates, eMail addresses and IP addresses are also required by the governments.

Normally the same Consent to Disclosure and Jurat format is used by the states. For instance, the State of California Franchise Tax Board, will accept the same language provided, except that all occurrences of “IRS” are replaced with “FTB.”.

• • Please also review our privacy statement and the Terms of Use page.

What is Electronic Funds Withdrawal (Direct Debit or ACH Debit)

• • Electronic Funds Withdrawal (EFW), or Direct Debit is a way to pay your tax liability directly from your bank account using the ACH, or Automated Clearing House banking network.

With this method you can instruct the Government to debit your account for your tax payment at the same time you file your return.  There is no fee imposed by the Government or FileYourTaxes.com for direct debit payments.

When filing a Form 1040 Personal Income Tax Return, Form 4868 Application for Automatic Extension, or a State tax filing with a balance due, as you finalize the tax return filing, the System will ask if you want to pay using a paper check, Credit Card, or Direct Debit.  If you select Direct Debit, you will be asked to enter information about your financial institution.  The information can be obtained from official financial institution records, account cards, checks or share drafts that contain the taxpayer’s name and address. It is recommended that you check with your financial institution to confirm this information.

You will need the following information to complete the Electronic Funds Withdrawal transaction:

Item Instructions

• • Routing Transit Number (RTN)

  • The first two digits of the routing number must be 01 through 12 or 21 through 32. Do not use a deposit slip to verify the number because it may contain internal routing numbers that are not part of the actual routing number. On the sample check below, the routing number is 250250025.

  • Bank Account Number (DAN)

  • The account number can be up to 17 digits. Omit hyphens, spaces, and special symbols. Enter the number from left to right and leave any unused boxes blank. On the sample check below, the account number is 20202086. Do not to include the check number.

  • Type of Account

The type of account can either be savings or checking. Many credit unions don’t allow an electronic funds withdrawal from a savings account. Please check with your financial institution for further details.

• • Amount of Tax Payment

Enter the amount you want withdrawn from your bank account. Payments should be in whole dollars.

 Additional Information:

• • • Be sure that your financial institution allows EFW requests from the designated account. Some credit unions do not permit direct debits from share accounts.

    • The Government generally confirms receipt of the payment.  It is recommended that after your filing is accepted you check your eFile status.  On the eFile status page, confirmation of payment will appear on the screen and you can verify the payment details.

    • Submitting an Electronic Funds Withdrawal authorization authorizes the US Department of the Treasury, State, or other Government Agency to transfer the payment amount from the specified bank to the Government’s account.

    • A transaction will be shown on your bank statement as proof of payment.  For IRS payments it may appear as “IRS USA Tax Payment,” or “IRS USA Tax Pymt.”

    • If the payment date requested is a weekend or bank holiday, they payment will be withdrawn on the next business day.  In that case the bank may put a hold on those funds and treat it as a pending transaction.

    • The payment amount will be debited in a single transaction.  No recurring or partial withdrawals will be made.

Cancellation, Errors, and Questions

• • If the return is rejected, in addition to other required corrections you need to make, simply correct the routing or account number and resubmit the return to the Government.

• • Once your return is accepted, information pertaining to your payment, such as account information, payment date or amount, cannot be changed. If changes are needed, the only option is to contact the Government agency.

• • In the event your financial institution is unable to process your payment request, you will be responsible for making other payment arrangements, and for any penalties and interest incurred.

• • For federal payments,

    • • IRS e-file Payment Services at 1-888-353-4537 to inquire about or cancel a payment, or to report problems such as bank closures, lost or stolen bank account numbers, closed bank accounts, or unauthorized transactions. If calling to inquire about your payment, IRS recommends that you wait 7 to 10 days after your return was accepted before calling.

      • Cancellation requests must be received no later than 11:59 PM ET two business days prior to the scheduled payment date.

      • If a payment is returned by your financial institution (e.g., due to insufficient funds, incorrect account information, closed account, etc.) the IRS will mail a notification letter to the address we have on file for you, explaining why the payment could not be processed, and providing alternate payment options. For questions regarding the letter, please call 1-888-353-4537.

      • Contact the IRS immediately at 1-800-829-1040 if there is an error in the amount withdrawn.

      • In the event Treasury causes an incorrect amount of funds to be withdrawn from a bank account, Treasury will return any improperly transferred funds.

• • • For state payments, please contact your state revenue agency

If you choose this Electronic Funds Withdrawal to pay your federal tax liability, you will need to sign a jurat and consent form. The states may use the same or similar consent statements. An example of the Federal Electronic Funds Withdrawal Consent is below.

Electronic Funds Withdrawal Consent

If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of my Federal taxes owed on this return and/or payment of estimated tax, and the financial institution to debit the entry to this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To revoke (cancel) a payment,, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment.

About the product and the service

FileYourTaxes.com is faster, convenient, contemporary and hassle-free alternative to filing your taxes the old-fashioned way.

• • No installation of software is involved.

  • Electronic filing (eFile) option – We eFile your taxes free if we construct them for a fee.

  • Fill the tax forms on your computer screen, click a button — and your taxes are ready to be filed electronically, at no extra cost.

  • If you choose the Direct Deposit option, your refund will be deposited into your bank account with the speed of the electrons as specified by the IRS and the established state processes. If you have a balance due, you may have your balance due amounts paid through Electronic Funds Withdrawal – Direct Debit .  Likewise,

  • Our I-PAYbyCreditCard integrated file and pay product will allow you to make your balance due payment using your credit card as you file your return.

We eFile Federal Resident Individual Income Tax returns to all applicable Internal Revenue Service (IRS) Service Centers, in the Modernized eFile (MeF) format through the IRS’ MeF platform starting with the 2013 tax season. The State of California Franchise Tax Board (FTB) filings are made to the Direct Filing Portal. Both the MeF and FTB efiling process is achieved virtually in real time. Other filings are made in batch mode. Supported State income Tax Returns will be eFiled in a linked or unlinked fashion, wrapped within the Federal package with or without the Federal filing.  We provide hard-copy returns to you via U.S. Certified Mail (or other means) if you specifically requested for us to do so for an additional fee. We do not charge for the eFiling, OnLine customer service, or your OnLine printing of returns that were constructed by us for a fee. There may be other free services provided.

Bank and Financial Institution Products or Refund Settlement Products are offered that will allow the tax return construction fees to be deducted from the refund.

We also process information returns such as W-2s and a whole host of 1099s. These forms are eFiled to Social Security Administration (SSA) and the IRS, respectively.

Once your return is accepted, you will be able download copies of your accepted return at no charge to you if the return was prepared for a fee.  If you do not have this capability, we will provide hard-copy returns to you for an additional fee via U.S. Mail (or other means) if you choose for us to do so.

We will charge you a fee for the use of our system and services. This fee is payable by credit card (VISA, MASTERCARD, DISCOVER and AMERICAN EXPRESS accepted) or you can prepay us by check or money order. We will proceed with the construction and eFiling of your return only upon the funds clearance of your payment if you pay us by check.  You may also allow us to take it out of your refund if you apply for a bank or financial institution product, provided that this option is available in your state or jurisdiction.

If you have not filed the previous year’s tax returns that can not be eFiled, or if the eFile season is closed and you need paper returns to file, our system can prepare a paper return for a fee, based on the information you provide, and we will mail it to you via First-Class Certified U.S. Mail, or via other offered means of delivery, as per your instructions.

FileYourTaxes.com will construct and file your taxes. However, we will not act as your official tax preparer (unless you specifically ask for this service, at an additional fee) . If you choose to file your taxes with our system, we assume that you are familiar with the tax laws and regulations that apply to you. If you do not possess this familiarity, we recommend that you seek professional assistance. You are also responsible for submitting correct and accurate information pertaining to your tax return. We will not assume any liability for for the accuracy of data that you enter.

FileYourTaxes.com, FileYourTaxes.org and FileYourTaxes.net are owned and operated by Taluy California Corporation doing business as FileYourTaxes.com.

You may reach us:

by email at taxman@FileYourTaxes.com,

by telephone at (805) 256-1788, or

by mail at P O Box 7657, Oxnard, CA 93031-7657.

Self Selected PIN

• • We offer the convenience for you to eFile a completely Paperless Federal return. The Internal Revenue Service (IRS), based on the experience gained from the the ECN Pilot Program and the Practitioner PIN Pilot Program of many years ago, made it possible for virtually all qualifying taxpayers to electronically sign (eSign) their tax returns by entering a five digit self selected pin number along with a piece of previous year tax data, which is referred to as the “shared secret”. The shared secrets consist of the previous year’s adjusted gross income amounts with a tolerance of +/- $1.00 (One Dollar). For the case of joint filers, the information must be entered for both, even if it is the same information. Our system is designed to provide these items automatically for our clients who have filed through us for the previous year. It should be noted that the information will have to be the same as it appeared in the originally filed and accepted return. If the return was modified and or amended later, the original numbers still are required for this purpose. Also the previous year PINs can be provided as a shared secrets.

  • All returns eFiled must be signed using eSignatures. The Form 8453 is no longer used as signature delivery document. The Form 8453-OL no longer exists.

  • Additional information may be obtained from the IRS offices or by calling 1-800-829-1040.

WARNING

• • Please note that the IRS WILL check the information you submit for the prior year amount(s) of the “Shared Secret” (the AGI). If the amount(s) are not within the tolerances specified above, your return will be REJECTED and will have to resubmitted.

  • IMPORTANT: If you are not sure of the amount(s), contact the IRS and ask for them to issue you a PIN to use in association with your eFile.

  • The five digit eFile PIN should not be confused with the six digit Identity Protection PIN issued by the IRS in few situations.