Frequently Asked Questions

General Questions

How do I use the system?

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 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 e-Filing:

Due to its efficiency and desirability, it is understood that the IRS deemed the cost of e-Filing 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 (e-File)?

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.

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

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:

Other notes on Direct Deposit:

What happens if my return is accepted?

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:

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?

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.”.

How do I pay any tax liability or taxes owed?

The IRS offers taxpayers several different options to pay any taxes owed. 

All these payment methods can be completed through the website. For more information, please go to and click on the "Pay" tab.

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

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

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.

Enter the amount you want withdrawn from your bank account.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



 Additional Information:

Cancellation, Errors, and Questions

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)

About the product and the service is faster, convenient, contemporary and hassle-free alternative to filing your taxes the old-fashioned way.

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.

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