Partner Communications Archive
Action Required! Steps to Complete PRIOR to Submitting Pre-Ack Advance Products
Posted on December 28, 2023
Pre-Ack Advance Product Processing Schedule and Action Items To our Valued Partners: In preparation for the upcoming opening of Pre-ACK Advance Produc
Partner Support Will be Closed Monday, July 3 and Tuesday, July 4
Posted on June 30, 2023
Happy 4th of July Holiday Closure In observance of the upcoming Independence Day Holiday, Partner Support will be closed on Monday, July 3rd and Tu
IRS Issues Statement Regarding California Mailing of Balance Due Notices
Posted on June 14, 2023
IRS Statement Regarding California Mailing of Balance Due Notices To Our Valued Partners, We are sharing an important statement recently issued by t
How-to Access Wallet in the Desktop Program
Posted on June 13, 2023
https://vimeo.com/829579209 In this video you’ll learn how to access the wallet in the desktop program and how to add a payment method. Runtime: 0:02:
IRS Reminder! June 15 Filing Deadline for U.S. Taxpayers Living & Working Abroad
Posted on May 30, 2023
Partner Support is sharing this news release issued today by the IRS, reminding taxpayers (and tax professionals) that U.S. taxpayers living and worki
Partner Support Will Be Closed on Monday, May 29 for the Memorial Day Holiday
Posted on May 26, 2023
To our Valued Partners: In observance of the upcoming Memorial Day Holiday, Partner Support will be closed on Monday, May 29, 2022. We will re-o
Important Industry News! IRS Submits Direct File (Free Direct e-file System) Report to Congress – Pilot Launch January 2024
Posted on May 18, 2023
Many of you may have heard the news and/or read recent articles published by the Washington Post and Accounting Today publications regarding the IRS p
Oklahoma & Florida: IRS Extends Tax Relief & Certain Filing & Tax Payment Deadlines for Certain Designated Disaster Areas
Posted on May 4, 2023
Partner Support is sharing the 2 latest IRS News Releases issued AFTER the April 18 filing deadline, announcing that taxpayers in designated disaster
Includes 4/18 Filing Deadline Volume: IRS Releases Filing Season Statistics for Week Ending 4/21/2023
Posted on April 28, 2023
This latest recent report includes return and e-file volume from the April 18 deadline and will be the last 2023 Filing Season Statistics report we sh
IRS Releases Filing Season Statistics for Week Ending 4/14/2023
Posted on April 24, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending April 14, 2023. Weekly filing season statistics show cumulative and comp
Change to 2023 Partner Support Hours Effective Today – Wednesday, April 19
Posted on April 19, 2023
With the tax season filing deadline behind us, Partner Support transitions back to our 2023 Partner Support Regular Schedule. Effective today – Wednes
Important Reminder! IRS Deadlines for Resubmission of Returns Rejected AFTER Midnight, Tuesday – April 18
Posted on April 19, 2023
The day after the filing deadline is when we typically receive many calls regarding any rejected returns you may have received AFTER Tuesday, April 18
Indiana: IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas
Posted on April 18, 2023
Partner Support is sharing today’s IRS News Release announcing that taxpayers in designated disaster areas of Indiana now have until July 31, 2023 to
FINAL REMINDER! Transmit Returns & Extensions PRIOR TO Midnight Tonight’s Filing Deadline & Check Rejected Returns
Posted on April 18, 2023
Due to the importance, we are sending another final reminder regarding tonight’s filing deadline – please refer to our previous partner communication
URGENT! Transmit Returns & Extensions PRIOR TO Midnight Deadline & Check Rejected Returns
Posted on April 17, 2023
With the arrival of tomorrow’s filing deadline, don’t forget! Returns and any Extensions – Form 4868 must reach IRS before Midnight on the Tuesday, A
Extended Support Hours for Tues, April 18 and (Repeat) Important Filing Deadline Reminders
Posted on April 17, 2023
With the Federal 1040 filing deadline on Tuesday, April 18th, Partner Support is reminding our partners that we will have extended support hours tomor
IRS Releases Filing Season Statistics for Week Ending 4/7/2023
Posted on April 14, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending April 7, 2023. Weekly filing season statistics show cumulative and compa
Important IRS Reminder! Estimated Tax Payment Deadline is Tuesday, April 18
Posted on April 14, 2023
Partner Support is sharing a recent, important reminder from the IRS that Estimated Tax Payments are due Tuesday, April 18. Please refer to the IRS Ne
1040 Filing Deadline is Tues, April 18th! How to File Extensions, Payment Options, Extended Deadlines and More Important Reminders
Posted on April 14, 2023
With the upcoming, Tuesday, April 18 Individual 1040 Filing Deadline fast approaching, Partner Support is sharing important reminders, instructions an
Tennessee: IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas
Posted on April 10, 2023
IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas in Tennessee (Plus Repeat: Alabama, Arkansas, California, Georgia. Missi
IRS Releases Filing Season Statistics for Week Ending 3/31/2023
Posted on April 7, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending March 31, 2023. Weekly filing season statistics show cumulative and comp
FINAL Update: IRS Wraps up 2023 Dirty Dozen List & Reminds Taxpayers and Tax Pros to be Wary of Scams and Schemes, Even After Tax Season
Posted on April 5, 2023
As a follow-up to our previous “Dirty Dozen” communications, today we are sharing the final “wrap-up” news release from the IRS regarding their 2023 D
Arkansas: IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas
Posted on April 5, 2023
Partner Support is sharing a recent IRS News Release announcing that taxpayers in designated disaster areas of Arkansas now have until July 31, 2023 t
IRS Shares More Alerts from the 2023 “Dirty Dozen” List of 12 Scams & Schemes Putting Preparers and Taxpayers at Risk
Posted on March 31, 2023
As a follow-up to our earlier communication on March 21, announcing the IRS release of the initial (2) alerts from their 2023 Dirty Dozen List, Partne
CORRECTED: IRS Releases Filing Season Statistics for Week Ending 3/24/2023
Posted on March 31, 2023
Correction: The previous communication sent this am had an incorrect report image (for week ending 3/17). It has been replaced with correct image for
Mississippi: IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas
Posted on March 28, 2023
IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas in Mississippi (Plus Repeat for Alabama, California, Georgia & New York)
IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas in NY
Posted on March 24, 2023
IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas in New York (Plus Repeat for Alabama, California and Georgia) To Our V
IRS Releases Filing Season Statistics for Week Ending 3/17/2023
Posted on March 24, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending March 17, 2023. Weekly filing season statistics show cumulative and comp
IRS Shares (first 2) from the 2023 “Dirty Dozen” List of 12 Scams & Schemes Putting Preparers and Taxpayers at Risk
Posted on March 21, 2023
Partner Support is sharing this important industry news from the IRS and encourage you to take time to read this information so that you are aware of
IRS Releases Filing Season Statistics for Week Ending 3/10/2023
Posted on March 17, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending March 10, 2023. Weekly filing season statistics show cumulative and comp
Important Reminder! Business Return Extension Deadline is Tomorrow, March 15
Posted on March 14, 2023
Business Return Extension Deadline is Tomorrow, March 15 To Our Valued Partners, Partner Support is sharing an important reminder that the deadli
IRS Releases Filing Season Statistics for Week Ending 3/3/2023
Posted on March 10, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending March 3, 2023. Weekly filing season statistics show cumulative and compa
IRS Issues Renewed Warning on Employee Retention Credit Claims & New Form W-2 Scams
Posted on March 10, 2023
Due to the importance, Partner Support encourages you to read two recent IRS News Releases regarding warnings for ineligible Employee Retention Credit
Important Reminder! IRS Offers Several Payment Options for Balance Due Returns
Posted on March 7, 2023
At this time of the tax season each year and even more so for 2023 per recent IRS reporting, tax returns with a balance due vs a refund are increasing
IRS Releases Filing Season Statistics for Week Ending 2/24/2023
Posted on March 3, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending February 24, 2023. Weekly filing season statistics show cumulative and c
Important Reminder! More Approved Form Watermarks Removed – Keep Federal, Business and State Software Programs Updated!
Posted on March 1, 2023
Important Reminder Due to the calls we are receiving regarding the removal of watermarks from certain approved forms to allow paper-file when needed,
IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas (in AL, CA, GA)
Posted on February 24, 2023
Partner Support is sharing today’s IRS News Release announcing that taxpayers in most of California and parts of Alabama and Georgia now have until Oc
IRS Releases Filing Season Statistics for Week Ending 2/17/2023
Posted on February 24, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending February 17, 2023. Weekly filing season statistics show cumulative and c
Important Notification! PATH Funding Expectations for EITC/CTC Refunds
Posted on February 23, 2023
As a reminder, the PATH Act mandates that the IRS not issue a refund on tax returns containing any portion of a Earned Income and/or Child Tax credit
UPDATE! Now Available for Prior Year TY2021! New IRS Direct Deposit Feature for 1040-X Amended Returns
Posted on February 22, 2023
On February 15, we shared (see Repeat below) that the IRS had recently announced a new feature available for TY2022 e-Filed 1040-X Amended Returns tha
IRS Releases Filing Season Statistics for Week Ending 2/10/2023
Posted on February 17, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending February 10, 2023. Weekly filing season statistics show cumulative and c
IRS Announces New Online Option to Upload Docs in Response to (9) Notices, Including EITC
Posted on February 16, 2023
Today, the IRS announced the initial rollout of an important new feature that will enable taxpayers and tax professionals to securely submit requested
New IRS Feature for TY2022 – Direct Deposit Now Available for 1040-X Amended Returns
Posted on February 15, 2023
The IRS recently announced a new feature available for TY2022 e-Filed 1040-X Amended Returns that now allows you to choose direct deposit to speed up
UPDATE! IRS Issues Guidance — Taxability of State Payments
Posted on February 13, 2023
This is an important follow-up to our previous communication we sent on Feb 9, 2023, containing the initial IRS Statement – Taxability of State Paymen
IRS Releases Filing Season Statistics for Week Ending 2/3/2023
Posted on February 13, 2023
The IRS has officially announced the initial 2023 Filing Season Statistics for week ending February 3, 2023. Weekly filing season statistics show cumu
Important IRS Statement — Taxability of State Payments
Posted on February 9, 2023
The IRS recently issued a preliminary statement to address questions being asked about the TY2022 taxability of various state payments that we encoura
Important Reminder! Federal 1040 is at Version .015 – Keep Your Software Programs Updated
Posted on February 7, 2023
Important Reminder Another important reminder that throughout the tax season, it is extremely important to maintain your desktop software program(s) a
Change to Filing Season Partner Support Hours – Effective Monday, Feb 6
Posted on February 3, 2023
With the initial 2 weeks of peak activity associated with the opening of 1040 e-File behind us, Partner Support will transition to Phase 3 of our 2023
Repeat – Please Read! “Why Are So Many TY2022 Refunds Lower Than TY2021?”?”
Posted on February 2, 2023
With the recent IRS January 31 deadline for employers to file TY2022 Form W-2 and other wage statements, there’s an increase in client traffic and we
Please Read! “Why Are So Many TY2022 Refunds Lower Than TY2021?”?”
Posted on January 24, 2023
Our Partner Support Team is receiving many requests for assistance regarding “why are so many TY2022 refunds lower than TY2021?”. While we cannot prov
Final Reminder! Pre-Acks End Sunday, Jan 22 at Midnight
Posted on January 21, 2023
With the official opening of 1040 e-File on Monday, January 23, and along with messaging you received from your selected banking partner, Partner Supp
Open Sunday, Jan 22 and Extended Filing Season Partner Support Hours – Effective Monday, Jan 23
Posted on January 19, 2023
With the official opening of 1040 e-File on Monday, January 23, Partner Support will transition to Phase 2 of our 2023 Filing Season Support Hours sch
Action Required! Schedule 8812 Rejects – Download & Apply Software Update .010 Now
Posted on January 19, 2023
The IRS recently identified an issue with TY2022 1040 tax returns containing Schedule 8812 – Credits for Qualifying Children and Other Dependents that
Important Notification! Avoid IRS Identity Protection PIN Rejects
Posted on January 18, 2023
The Partner Support Team is notifying our partners regarding a high number of Individual 1040 tax returns for TY2022 that are and/or will be rejected
Important Reminder! Verify Your Fees BEFORE Transmitting Returns
Posted on January 17, 2023
As many of you are currently offering Pre-ACK Advance Products to your clients and as we fast approach the IRS official opening of e-file on Monday, J
Important Reminder! Are Your Tax Software Programs at the Latest Version?
Posted on January 16, 2023
Important Reminder Another reminder that throughout the tax season, and especially before the official opening of 1040 e-File by the IRS on January 23
IRS Announcement: Tax Season Officially Opens on Monday, Jan 23
Posted on January 12, 2023
The IRS has just announced that Monday, January 23 is the official start date for the 2023 Tax Season with the opening of e-File for Federal 1040 Indi
IRS Announcement: Business MeF is Now Open for e-File (Federal Corp Returns Only)
Posted on January 12, 2023
Important Note! The IRS MeF System for Individual 1040 Returns remains closed and an open date has not yet been officially announced by the IRS. We wi
IRS Announces Business MeF (e-File) Opens on Jan 12, 2023 (Federal Corp Returns Only)
Posted on January 3, 2023
Important Note! The IRS MeF System for Individual 1040 Returns remains closed and an open date has not yet been announced by the IRS. We will share th
IRS Announces Delay for Implementation of $600 Reporting Threshold for 3rd Party Payment Platforms – Issues Updated FAQs
Posted on January 2, 2023
The IRS recently announced a delay in implementing the new reporting requirements for third-party settlement organizations (TPSOs). Examples of TPSOs
Final Reminder! December 31 Deadline to Renew PTIN – IRS Shares Easy Steps with Tax Pros
Posted on December 29, 2022
Due to the importance, Partner Support is once again sending this final reminder to be sure and renew your PTIN for the upcoming tax season by the Dec
Partner Support Announces 2023 Filing Season Support Hours – Effective Monday, Jan 2
Posted on December 28, 2022
Important Industry News With the start-up of Pre-Ack Advance processing approaching next week, Partner Support will transition to our 2023 Filing Seas
Action Required! Steps to Complete PRIOR to Submitting Pre-Ack Advance Products
Posted on December 28, 2022
In preparation for the upcoming opening of Pre-ACK Advance Products on Monday, January 2, Partner Support is providing schedule information and import
Partner Support Extended Holiday Closure – Friday, Dec 23 AND Monday, Dec 26
Posted on December 21, 2022
Extended Holiday Closure Notification In observance of the upcoming Christmas Holiday, Partner Support will be closed: Friday, December 23 and Monda
FINAL IRS Reminder! Annual Business e-File Shutdown Begins Monday, December 26
Posted on December 20, 2022
In addition to our previous communications, Partner Support is sharing a final reminder that in preparation for the upcoming 2023 Filing Season, the B
Important IRS Reminders! Renew PTIN & Annual Business e-File Shutdown Begins Monday, December 26
Posted on December 14, 2022
Important Industry News In addition to IRS Announcement we shared with you on December 1, Partner Support is sharing another important reminder that i
Important IRS Announcement! Annual Business e-File Shutdown Begins Monday, December 26
Posted on December 1, 2022
Important Industry News Yesterday, the IRS announced via Quick Alerts, that in preparation for the upcoming 2023 Filing Season, the Business Modernize
Partner Support Extended Holiday Closure This Week on Nov 24-25
Posted on November 22, 2022
In observance of the upcoming Thanksgiving Day Holiday, Partner Support will be closed on:
Thursday, November 24 and Friday, November 25
We will re-o
FINAL Reminder! IRS Annual 1040 MeF (e-File) Shutdown Begins Saturday, Nov 26
Posted on November 21, 2022
Due to the importance and with the the upcoming Thanksgiving holiday, Partner Support is providing another repeat and FINAL reminder regarding the upc
December 31 Deadline! IRS Shares Easy Steps with Tax Pros for PTIN Renewal or Application
Posted on November 18, 2022
Due to the importance, your Partner Support Team is once again reminding you to be sure and renew your PTIN for the upcoming tax season by the Decembe
(Repeat) Important Reminder! IRS Annual 1040 MeF Shutdown Begins Saturday, Nov 26
Posted on November 14, 2022
IRS Annual 1040 Modernized e-File Production Shutdown
Saturday, November 26 To our Valued Partners, As a follow-up to our previous reminders and que
Your Partner Support Team Gives Thanks to Our Veterans and Families
Posted on November 11, 2022
In observance of today’s Veterans Day National Holiday, your entire Partner Support Team acknowledges and extends a special thank you for the service,
Important IRS Reminders! Renew Your PTIN by Dec 31 & Check EFIN Status Now for the Upcoming Tax Season
Posted on November 10, 2022
Don’t Forget to Renew Your PTIN & Check Your EFIN Status for the Upcoming Tax Season To our Valued Partners:
Due to the importance, we are again remin
Important Reminder! IRS Annual 1040 MeF Shutdown Begins Saturday, Nov 26
Posted on November 1, 2022
Due to the importance and questions we are receiving, your Partner Support Team is providing another reminder regarding the upcoming IRS Modernized e-
Important IRS Reminders! Renew Your PTIN by Dec 31 & Check EFIN Status Now for the Upcoming Tax Season
Posted on October 27, 2022
Preparer tax identification number (PTIN) applications and renewals for 2023 are now being processed. All current PTINs will expire December 31, 2022.
Important IRS Announcement! Annual 1040 MeF Shutdown Begins Saturday, Nov 26
Posted on October 25, 2022
Yesterday via Quick Alerts, the IRS announced that in preparation for the upcoming Tax Year 2022 Filing Season, the Modernized e-File (MeF) Production
Final Reminder! IRS Monday, Oct. 17 Filing Deadline – Who is Exempt?
Posted on October 14, 2022
As a follow-up to our previous communication, we are sending a final reminder issued today by the IRS regarding the upcoming Monday, October 17 filing
IRS Sending Letters to Over 9M Families Who May be Eligible for TY2021 Credits, Payments & Other Benefits
Posted on October 13, 2022
Partner Support is sharing a news release issued today by the IRS that may result in individuals reaching out to tax professionals for assistance in f
Now Available! Online Seminars from the 2022 IRS Nationwide Tax Forum
Posted on October 11, 2022
Partner Support is sharing a news release issued today by the IRS regarding the opportunity to now access the seminars that were held earlier this sum
Don’t Miss This Important Monday, Oct. 17 Deadline – Who is Exempt?
Posted on October 7, 2022
Partner Support is sharing an important reminder issued by the IRS this morning regarding the upcoming Monday, October 17 filing deadline. This news r
IRS Update #3 – Areas in NC and SC Added to the List: IRS Extends October 17 Filing Deadline & Provides Other Tax Relief for Certain Designated Disaster Areas
Posted on October 6, 2022
This is an additional update to our communication update sent September 30, sharing the latest news release from the IRS regarding the disaster design
IRS Reports Significant Increase in Texting Scams – Warns Taxpayers (and Tax Pros) to Remain Vigilant
Posted on October 3, 2022
Partner Support is sharing an important Text Scam warning from the IRS. We encourage you to take time to read the news release below so that you can a
Update #2 – Florida Added to List: IRS Extends October 17 Filing Deadline & Provides Other Tax Relief for Certain Designated Disaster Areas
Posted on September 30, 2022
This is an additional update to our communication sent on September 28 (refer to copy below), sharing the latest news release from the IRS regarding t
Important Update! IRS Extends October 15 Filing Deadline & Provides Other Tax Relief for Certain Designated Disaster Areas
Posted on September 28, 2022
Partner Support is sharing instructions on how to access important updates from the IRS regarding extensions to the upcoming October 15 filing deadlin
UPDATE! IRS Activates New Electronic Fingerprint Process for EFIN Applications
Posted on September 27, 2022
UPDATE! IRS Activates New Electronic Fingerprinting Process for Practitioners’ EFIN Applications To Our Valued Partners,
Partner Support is sharing
IRS Announces WISP Template Now Available! Tax Pros Required to Have Written Taxpayer Data Security Plan
Posted on September 15, 2022
Security Summit Releases New Data Security Plan to Help Tax Professionals – New Written Information Security Plan (WISP) Simplifies Complex Area Over
Partner Support Closed on Labor Day – Monday, Sept 5th
Posted on September 2, 2022
In observance of the upcoming Labor Day Holiday, Partner Support will be closed on
Monday, September 5. We will re-open for business on Tuesday, Septe
IRS Announces Penalty Relief for Certain TY2019 & TY2020 Returns
Posted on August 24, 2022
Partner Support is sharing an important news release issued today by the IRS regarding penalty relief for certain TY2019 and TY2020 tax returns. For t
Final Reminder! Aug 15 Deadline – IRS Announces New Electronic Fingerprint Process for e-File Applications
Posted on August 11, 2022
We are sending our partners a final reminder regarding the upcoming August 15 postmark deadline for the submission of fingerprint cards to the IRS whe
Important Alert! IRS Announces New Electronic Fingerprint Process for e-File Applications & New e-Services Sign-in System
Posted on July 27, 2022
Partner Support is sharing two important IRS process changes that impact tax professionals. We encourage you to carefully read the highlights below an
Register Today! IRS / FTC Free Tax Scams, ID Theft and PIN Webinar with Q&A on July 20
Posted on July 18, 2022
Free IRS/FTC Webinar to Focus on Scams, ID Theft and IP PINs Wednesday, July 20 at 2:00 PM ET Partner Support is sharing two recent announcements wit
Partner Support Will be Closed Monday, July 4 and Tuesday, July 5
Posted on June 30, 2022
In observance of the upcoming holiday, Partner Support will be closed on
Monday, July 4th and Tuesday, July 5th. We will re-open for business on Wedne
Review of 2022 Tax Season & Recommendations for 2023 – National Taxpayer Advocate Releases Mid-Year Report to Congress
Posted on June 22, 2022
Partner Support is sharing the latest news release issued today by the IRS in response to the release of the mandated mid-year National Taxpayer Servi
IRS Releases Important Update on Tax Return Processing Backlog
Posted on June 21, 2022
Partner Support is sharing the latest news release issued today by the IRS regarding their progress on the processing backlog for a key group of indiv
New TY2021 Child Tax Rebate Announced for Eligible CT Residents – Deadline to Apply
Posted on June 8, 2022
Partner Support is sharing recent industry news announced by the Connecticut Department of Revenue Services with our partners located in CT (and the 3
IRS Reminder: Upcoming June 15 Filing Deadline for Americans Living or Working Abroad
Posted on June 2, 2022
For those of you who may be serving tax clients living and/or working abroad, Partner Support is sharing the latest news release issued yesterday by t
IRS Releases Filing Season Statistics for Week Ending 5/20/2022
Posted on June 1, 2022
Last Friday, the IRS released the 2022 Filing Season Statistics report for week ending May 20, 2022. While the IRS may post additional Filing Season
Partner Support Will Be Closed on Monday, May 30 for the Memorial Day Holiday
Posted on May 27, 2022
To our Valued Partners:
In observance of the upcoming Memorial Day Holiday, Partner Support will be closed on Monday, May 30, 2022. We will re-open on
IRS Announces Enhancements to Where’s My Refund Online Tool
Posted on May 26, 2022
We are sharing the latest news release issued yesterday by the IRS regarding useful enhancements to the Where’s My Refund online tool, now searchable
IRS Releases Filing Season Statistics for Week Ending 5/13/2022
Posted on May 25, 2022
Today, the IRS released the 2022 Filing Season Statistics report for week ending May 13, 2022. We will continue to share this IRS weekly report up un