Electronic Filing

IRS e-file is a fast, accurate, safe and paperless way to file a federal income tax return. Enjoy the simplicity of not mailing your return to the IRS and getting a confirmation of your timely filed return. Get your refund in half the time, even faster when you select direct deposit to your savings or checking account. If you owe tax, you can e-file and electronically pay in a single step.

Do I have to e-file my return?

As of January 1, 2012, any tax return preparer who anticipates preparing and filing 11 or more Forms 1040, 1040A, 1040EZ and 1041 during a calendar year must use IRS e-file (unless the preparer or a particular return is administratively exempt from the e-file requirement or the return is filed by a preparer with an approved hardship waiver).

We e-file all returns unless they do not qualify for electronic filing or contain forms that require paper filing. Of course, as the client, you can opt out and choose to mail your return to the Internal Revenue Service yourself. If you elect to waive the electronic filing, we are not permitted to physically file the return on your behalf. You must mail your tax return.

What if I don’t want to e-file?

The IRS will allow a taxpayer to file a paper return if they choose not to participate in the e-file program. The election to file a paper return requires that the taxpayer sign and date an e-filing waiver, which we are required to maintain on file at our office. If you elect to waive the electronic filing, we are not permitted to physically file the return on your behalf. You must mail your tax return.

E-Filing Waiver

Four Good Reasons to E-file Your Tax Return

  1. Accurate and complete. E-file is the best way to file an accurate and complete tax return. Tax returns that are incomplete or include errors take longer to process.
  2. Safe and secure. Tax preparers and software companies who e-file must meet strict guidelines and provide the best in encryption technology. You receive an acknowledgement within 48 hours that the IRS received your tax return. If the IRS does not accept your tax return, you will receive notification and can quickly correct your return and resubmit it.
  3. Faster refunds. An e-filed tax return usually means a faster refund compared to a paper return. The IRS issues most refunds in less than 21 days. If you choose direct deposit, your refund goes directly into your bank account. Combining e-file with direct deposit is the fastest way to get your refund.
  4. Payment options. If you owe tax, you can e-file early and set an automatic payment date anytime on or before the April 15 due date. You can pay by check or money order, by debit or credit card, or by transferring funds electronically from your bank account.

Most Tax Return Preparers Must Use IRS e-file.