Create those E-files early!

Feb 28 2008 Why creating those E-files early will simply life for you!


Creating the e-file before printing out the 8879s is helpful because that way the DCNs will appear on the 8879 rather than you filling it in by hand later in the tiny space available for it. However, you will need to assure your volunteers that it would not be the end of the world if the taxpayer changes his or her mind about e-filing with you. This fear of accidentally sending the e-file to the IRS seems to have its origin in the TaxWise training with undue emphasis on the importance of filling accurate e-files. Volunteers need to be given the confidence and the requirement to create an e-file even if it has to be changed later, so that you as the transmitter can be sure that at some point the return was ready for filing, and it will also help the volunteer get rid of some of those errors. The reality is that e-files need to be proactively sent rather than be sent automatically. The ironic part is that the login requirements for transmitting and accepting acknowledgements is much less stringent than for logging in to the TaxWise support website or TaxWise University.