Frequently Asked Questions

General Questions

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, We communicate with you by eMail.

The 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 Electronic Filing?

  • Electronic Filing (eFile) is the most popular method of filing taxes, developed by the IRS nearly four decades ago in 1986. Over One Hundred Million personal income taxes are filed each year.

Electronic Filing involves formatting the data of a tax return into an electronic form and then transmitting that data to the IRS and certain states via secure encrypted Internet connection such as SSL individually or in batches.

An additional new method, utilizing the Internet for the transmission medium to the service centers in real time, was developed and was the first company, successfully employing this method of eFiling taxpayer returns with the California Franchise Tax Board and the California Board of Equalization. Starting during the 2011 Tax Filing season, IRS adopted Modernized eFile (MeF) as the filing mode of choice for the personal income tax eFilings and currently uses this filing method.

Certain advantages to eFiling:

      • Increased efficiency in processing. Prior to transmission, the return information is subjected to stringent error checks. Once transmitted, the Service Center performs a more extensive error check, resulting in a filed return with significantly low error rates.
      • Because of increased efficiency, coupled with the new IRS customer account infrastructure (CADE 2) the time it takes to issue your refund is reduced. If you are able to receive your refund electronically, you may receive your refund sooner than you thought.
      • If you owe the government money, you will be pleased with the convenience of our I-PAYbyCreditCard payment option to pay off the Balance-Due amount. In all cases, payment a paper voucher will be available to print and mail to the Government. Tax payments need to be made on or before the due date of the return, normally April 15th, even when you eFile. Direct Debit (Electronic Funds Withdrawal or ACH Debit) is another payment option also available through our system. was a proud participant in the IRS pilot of this program under the name “ACH Debit Pilot Program” during the 1998 tax year filing and the Direct Deposit pilot even prior to that period.
      • Electronically filed returns are acknowledged by the IRS and if accepted, the returns will be identifiable with a Submission ID. Additionally, provides an electronic postmark (ePostmark) for all the returns filed. This postmark will have the same effect and validity to the IRS as the postmark affixed at the post office, and as an added advantage, will be correlated with the eFiled return. Such a definitive relationship may not be obtained through the regular post office postmark, even if a method of mailing certification is employed.

Due to its efficiency and desirability, it is understood that the IRS deemed the cost of eFiling a “de miminis fringe benefit.” Thus, if employers wish to provide this benefit to their employees – where the cost would be a deductible employee benefit expense for the employer – the benefit would not be a taxable income to the employees. Employers may provide this benefit as a holiday gift to their employees.

What is OnLine Electronic Filing (eFile)?

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

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.

    • 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?

Can I Have My Refund Directly Deposited to My Bank Account?

    • Yes. The IRS and states allow the taxpayer to request that their personal income tax refunds be sent by direct deposit to their bank account at no additional charge. The IRS states that the Direct Deposit option is the fastest way to receiving refunds from the IRS.

You will need the following information to complete the Direct Deposit request. 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.

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.

What to do if you enter an incorrect routing or account number:

    • If you filed a return with an incorrect routing or account number you must wait until the return is accepted or rejected by the Government.

    • 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.

    • If the return is accepted:
        • You cannot make changes to your direct deposit instructions through
        • If you incorrectly enter an account or routing number and your designated financial institution rejects and returns the deposit, the IRS and most states will issue a paper check for that portion of your refund. IRS indicates that this will result in refund delays of up to ten weeks.
        • If you incorrectly enter an account or routing number that belongs to someone else and your designated financial institution accepts the deposit, you must work directly with the respective financial institution to recover your funds. For federal filings if you’ve contacted the financial institution with no results, complete IRS Form 3911, Taxpayer Statement Regarding Refund. The IRS will contact your bank on your behalf to attempt to recover your refund.

Other notes on Direct Deposit:

    • You cannot change your direct deposit instructions after your return has been accepted.
    • The account you designate for Direct Deposit must be in the taxpayer’s (and spouse’s if married filing joint) name. Some financial institutions do not permit the deposit of joint individual income tax refunds into individual accounts or into check or share draft accounts that are “payable through” another institution. Taxpayers should verify their financial institution’s Direct Deposit policy before they elect the Direct Deposit option.
    • The IRS allows taxpayers to split federal refunds between up to three qualified accounts. A qualified account can be a checking, savings, or other account such as an individual retirement arrangement (IRA), health savings account (HSA), Archer MSA, Coverdell education savings account (ESA), and TreasuryDirect online account.
    • For federal filings, taxpayers can get tax refund status 24 hours after the IRS accepted the tax return by visiting the Where’s My Refund tool at

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. 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 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


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 happens if my return is rejected?

If your return is REJECTED, we will communicate to you:

    1. The date of rejection
    2. Why it was rejected
    3. What you need to do to correct the error
    4. The amount of the fee we may charge you to retransmit your return, if any.
    5. If the return will not be retransmitted, or is not transmittable, the instructions on how and when you need to file your return with the IRS.

Most of the rejects occur due to errors in the Social Security Numbers (SSNs), birth dates or the Employer ID Numbers. Please check these numbers very carefully. Also, if there has been a name change (such as by marriage) and not reported to the Social Security Administration, returns with such SSNs will reject.

Click here to return to What is OnLine Electronic Filing?

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.

Paying taxes with a Credit Card

I-PAYbyCreditCard is our answer to provide the American taxpayers with an integrated, one-stop file and pay program that many have repeatedly asked for over the years.

To bring about I-PAYbyCreditCard for you, we entered into an agreement with the Internal Revenue Service (IRS), making it possible to uniquely allow you to pay your tax liability with your own credit card, and file your return at the same time. Above all, now you can do all this, using our company

The process is simple and provides many advantages.


    • Once you complete the data entry process, whether it is a tax return or an extension, in the event that you owe additional amounts to the Federal Government, you have a choice to make. You can pay these amounts timely, in parallel with the filing you are undertaking. Paying late, in all probability will result in incurring penalty and interest charges. Obviously, making your timely payment, together with your filing may be the most convenient and advantageous process.

To this end, in addition to using the I-PAYbyCreditCard option, few other options are available to you. As you file your return with, a paper voucher will be provided in the case of Balance-Due situations. You may attach your payment instrument (Check, Money Order, etc.) and mail it in to the IRS. The postmark on the envelope will normally determine if the payment was made timely for personal income taxes, but will not have any proof value if lost in the mail. You may also use the Electronic Funds Withdrawal method for payment. This will require that you provide information for your bank account, while eFiling and the Federal Government’s Treasury Financial Agent will debit your account to satisfy the Balance-Due.


    • The I-PAYbyCreditCard option allows you to make the payment process much more efficient: If you owe any tax on the return or the extension (IRS Form 4868) you eFile through us and there is Balance-Due payment required for this eFiling, you can pay the whole amount or any portion of it using your credit card.

    • Here is how it works. In the case of taxes owed, our OnLine system will prompt you to choose your method of payment before you close that return to be eFiled to IRS. When you select the I-PAYbyCreditCard credit card option, you will be asked to provide your credit card information like you do in other instances when you make an OnLine transaction. Your credit card will be used for two different purposes to complete this tax payment transaction. The first use will be to obtain authorization from your card issuer for the amount of the convenience fee for this transaction. The amount of the convenience fee will be equal to 3.93% of the amount of tax payment you choose to make. If authorization is obtained from your card issuer for the amount of the convenience fee, an additional authorization will be obtained for the purpose of payment of your designated amount for the Balance-Due.

As indicated before, you can pay any amount up to the amount of tax shown on the applicable return, but not over the said amount.

Your credit card statement will reflect the convenience fee payment and the tax payment charges as “PAYMENT CONVENIENCE FEE” and “US TREASURY TAX PAYMENT”, respectively.

Once the authorizations are obtained, and you make a payment for our other service fees, and direct us to eFile your return, we will do so. When your return is accepted we will settle the authorized charge. If the return is rejected, then, the cause of the reject needs to be cured, and then the return needs to be resubmitted. If the time it takes to cure the reject and to successfully resubmit (retransmit) the return is 7 calendar (seven) days or less, the original authorization will be considered valid. Otherwise, per IRS-EFTPS rules, a new, fresh authorization will be required. Due to the fact that the banking system may consider any authorization to be valid for a period of 30 (thirty) days, the second authorization may create an additional burden on available credit limits, and in the case of debit cards, block the available cash. If such a situation is to occur, it is your responsibility to maintain the required relationship and communication with your card issuing institution so as to maintain proper credit or cash limits with them. The last authorization date will be considered to be the payment date by the IRS.

The fact that you are making a payment by credit card will also be reported to the IRS under your tax ID number (SSN, etc.), with your chosen payment amount.

None of your credit card information will be provided to the IRS.


    • Because of the electronic nature of the transaction, your payment will be backed up with an electronic acknowledgment and evidenced by the Declaration Control Number (DCN) that will be issued to you. This is a unique number.
    • Convenient and Efficient! With the proper eFiling, all is done at once, in an integrated manner, and in most cases taken care of for the whole year.
    • Try it and participate in the I-PAYbyCreditCard program!

We look forward to your comments regarding your experience.

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 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.

What is Electronic Postmark (ePostmark)

    • provides an electronic postmark (ePostmark) to each completed and constructed return filed by our system. The ePostmark is based on our system clock, located in the United States Pacific Time Zone. Taxpayers must adjust the ePostmark to the time zone where they reside to determine the postmark’s actual time.
    • The receipt of an ePostmark provides filers with confidence that they have filed their return timely. The date of the ePostmark is considered to be the date of filing when the date of ePostmark is on or before the prescribed due date, even if the return is received by the IRS after the prescribed due date for filing. This is similar to the postmark generated by the post office for an item mailed.
    • All requirements pertaining to the signing of the return, timely resubmission of a rejected timely filed return must be adhered to for the ePostmark to be considered as the date of filing. If the ePostmark is after the prescribed deadline for filing, the IRS actual receipt date, not the date of the ePostmark, becomes the filing date.
    • The ePostmark, in effect tells the tax agencies when the completed, fileable return was perfected and received by us. We consider the return to be received when the return data entry process is completed, the payment of a fee, if applicable is made, and the filing is submitted for electronic filing by the user.
    • Once an ePostmark is generated, we retain this ePostmark as your ePostmark of record. In the event that your return is rejected, the corrected return will be submitted with the same ePostmark for a specified period of time. If however, the time allowed for retransmission of the rejected return is beyond that allowed by the Government due going beyond the date of normal filing deadline, a new ePostmark will be issued and that new ePostmark will be your ePostmark of record in our system. In the latter case, it is presumed that, in the absence of an extension, the filing may be considered to be late and create associated penalties and interest.

About the product and the service 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. 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., and are owned and operated by Taluy California Corporation doing business as

You may reach us:

by email at,

by telephone at (805) 256-1788, or

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

About Bank or Refund Settlement Products

    • Refund Settlement Products or Bank Products or Financial Institution Products are those that provide additional service to taxpayers in receiving their tax refund. Further, they offer the convenience for you to apply for Refund Settlement Products that may make it possible for you to pay our fees from the proceeds of your refund.

    • Normally, an application received from the customer for these products and this application is passed over to the provider of these products, a financial institution. We are not part of the provider of these products, nor does the provider have any relation to us other than to receive your application for their products through our site to paying us our fee. The use of these products is not mandatory, but is an option if you are claiming at least a certain level of refund. There may be different levels of service available from the provider(s).

    • In cases where the refund is not delivered to you by the Government, you are still responsible for the payment of fees to

    • Our professional software software,, offers various types of bank and refund settlement products. These products are currently offered through EPS, Navigator Financial, Refund Advantage, Refundo, River City Bank, and Santa Barbara Tax Products Group (TPG) . Our professional tax software is accessed at its website, To use this site and to benefit from the to use the professional product, the account owner must be a registered eFile Provider with the IRS and possess current and valid EFIN and PTIN issued by the IRS. Banks also require the professional preparers to register separately with them to be eligible to use the banks’ products.

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.


    • 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.