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ExacTax participates in the IRS electronic filing programs for Individual (1040), Fiduciary (1041), Partnerships (1065) and Corporations (1120 & 1120S). ExacTax will begin transmitting eligible Individual, Partnerships (1065) and Corporations (1120 & 1120S) returns January 18, 2010. ExacTax will begin transmitting eligible Fiduciary (1041) returns on January 25th, 2010.

Prior to submitting any returns for electronic filing you must have completed Federal Form 8633 and been granted approval to file Individual and/or business returns with the IRS. In addition you must receive state e-file approval where required.

ExacTax also participates in the electronic filing of most state individual tax returns. ExacTax does not transmit any state business returns.

A return is designated as an e-file return based on applicable information entered on Input Form ELF. For NEW returns only, you may request to have all new individual returns e-filed by marking Box 109 on your Automatic Feature Settings.

EXACTAX E-FILE AUTHORIZATION:

After you have reviewed the return for accuracy and ExacTax determines the return meets all the e-filing criteria qualifying for Electronic filing the preparer must submit authorization to ExacTax to e-file the return to the various taxing authorities using one of the following:

Batch Returns:

• Fax:
  Sign and date the e-file authorization form to ExacTax at (714) 254-7213
• Phone:
  The e-file authorization at (714) 254-7228
• Mail:
  ExacTax,
  2301 West Lincoln Avenue Suite 100
  Anaheim, CA 92801
  (Attention: E-file Department)

Remote Data Entry:

Use RDE communications software to transmit the files authorizing ExacTax to e-file