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Support

Support (10)

2017 ExacTax Workshop Materials

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2017 EXACTAX WORKShOP MATERIAL

 

 

Courier Services

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ExacTax will again offer courier service in several metropolitan areas within California.  The 2017 Courier Service Application is enclosed for accounts that used this service last year. Rates have increased slightly from last year, partly due to the increased service costs. If you are interested in using courier service, complete the enclosed application and return it as soon as possible.

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2017 Shipping Options and Rates (Non-courier)

UPS Ground will remain the standard method of shipping returns back to our non-courier customers. There is a $4.90 per return shipping charge, ($6.40 per-return for delivery points classified by UPS as ‘residential’), added to your normal processing fee for all returns shipped via UPS.  To utilize this method of delivery, your shipping address must be a street address; a P.O. Box address is not acceptable.

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Selecting UPS enhanced shipping or other options will incur the following per-return charges:

 

Shipping Method 2017 Per Return Charge
UPS Next Day – 10:30 AM guarantee $ 42.70
UPS Next Day – 3:00 PM guarantee $ 29.25
UPS Next Day – Saturday delivery $ 57.50
UPS 2nd Day $ 19.20
Regular US mail $ 8.32
Confidential handling $ 3.00
Call when ready $4.00
Special address / Special handling $4.00

 

 

 

 

 

 

 

 

 

 

 

 

 

Note: ExacTax does not give credit for UPS or free shipping when a package is misplaced by UPS.

Undeliverable Packages

The additional charge for an undeliverable UPS package (to any address) is $7.00.

2017 Courier Service Application Southern California

 

2017 Delivery Service Application Northern California and Other Areas

 

 

 

2016 ExacTax Workshop Schedule

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2016 EXACTAX WORKSHOP SCHEDULE

We encourage all of our clients to attend a workshop. The workshop will provide you with a better understanding of our input forms and general procedures. Attending a workshop will result in less time spent per return and an error free tax return.

 

ExacTax is offering one workshop per day: the Individual workshop is scheduled for the first 2 hours. There will be a short break and the Business (Fiduciary, Corporation, S-corporations and Partnership) will be for the remaining time.

 

Workshops are offered between January 11 and January 15, 2016. They do NOT qualify for CPE credit.

 

Workshop Schedule

Registration:    8:30 AM to 9:00 AM

Workshop:       9:00 AM to 1:00 PM (Lunch is not included)

 

The Individual Workshop will consist of a review of input forms for Form 1040. There will be a review of sample input and procedures. There will also be a discussion of batch processing procedures. The Fiduciary/Business Workshop will consist of a review of input forms for Forms 1041, 1065, 1120 and 1120S. There will be a review of sample input and procedures.

RDE Training Workshop

The ExacTax website, www.exactax.com, will be hosting RDE Update video presentations in January. The workshop is recommended for first time users and those who did not attend last year’s workshop. It will cover software changes and features added for 2015 as well as an overview of how to use the UltraTax product. The videos and workshop materials will be available after January 15.

 

Complete a registration form and return it to PO Box 61048 Anaheim, CA 92803-6148 or fax to (714) 254-7210 prior to December 31 to ensure a seat. A confirmation card will be mailed to you.

 

One of the benefits included in your annualrenewal is one FREE admission to the workshop. There is a $60 registration fee for any additional attendees, subject to availability.

 

A check or credit card authorization must accompany your registration form for additional attendees. Workshop fees cannot be billed to your ExacTax account. Your registration fee will be refunded in full provided you cancel your reservation at least 48 hours prior to your scheduled workshop. Registration on the day of the workshop will not be accepted.

 

We at ExacTax are dedicated to providing you, our clients, with the highest product quality and best service in the industry.

 

2016 WoRSHOP sESSIONS

 

2016 WoRSHOP RESERVATION FORM

 

 

 

 

Audit and Correction Policy

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ExacTax Audit and Correction Policy

Our Audit and Efile departments are experiencing very high rates of missing or incomplete input, especially with regard to Form EIC {79} and payer/employer address information on numerous forms. In order to reduce the extra time and effort to call and correct each one of these returns, the Audit and Efile departments have implemented the following policy:

 

If information is required, a call will be placed. Returns still on hold 48 hours after calling will be released. If there is an efile error, efile will be suppressed.

  1. RDE returns with efile errors will have efile suppressed and then processed.
  2. If the street address is left blank, the city name will be inserted. If an address is missing only the zip code, ExacTax will attempt to look it up; procedure charges will apply.
  3. Form EIC {79}: When the Earned Income Credit is applicable all of the required questions must be answered. Any questions left blank will be answered as follows:

Note: The answers for children or Schedule C will only be answered when applicable.

 

Other areas that will speed processing for electronic filing are:

  1. On Form W2 {20} always fill in the Medicare wages. Leaving Medicare wages blank will cause the taxable wages to be used which could cause an incorrect computation of excess Medicare withholding.
  2. Decedent returns: always requires an In Care Of name on Form 1040 {1}, zip 64. When the return has a surviving spouse, enter that name in zip 64.
  3. California decedent returns without a surviving spouse must always have the code for the representative type entered in CAELF {95D or CA33B}, zip 7, even when there is no refund.
  4. California decedent returns without a surviving spouse must always have the executor or guardian name entered on CAGEN {CA1}, zip 9.
  5. Delete education credit lines {60B}, zip 10, with no amounts.
  6. Delete dependent care providers {80A} with no amounts.
  7. Delete any description on Schedule A, {70B} Miscellaneous deductions, that doesn’t have an amount. Also, all miscellaneous deduction amounts must have a description.
  8. Schedules C, F and Rent must have at least one income or expense item or the form and all attachments must be deleted.
  9. Form 1098C {73D}, Donation of Motor Vehicle, Boats and Airplanes, always requires a copy of the contemporaneous acknowledgement form to be sent in with Form 8453. Submit Form 8453 {3C} and put a ‘1’ in zip 1. RDE users can choose to attach a PDF to the efile instead.
  10. California withholding on real estate always requires either Form 592-B {CA43} or Form 593 {CA44} to be completed. Be sure to complete all applicable fields. Note: The Preparer section at the bottom, zips 50-53, refers to the preparer of the Form 593, not the tax preparer. This is usually the escrow officer.
  11. Review all diagnostics at the bottom of Form PI.

 

When there is a rental on a multi-state return be sure to enter the allocation percentages on Rent {31A}, zip 26.

Filing Window Envelopes

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Filing Window Envelopes

ExacTax provides filing window envelopes and estimate/payment voucher envelopes with original returns and when an amended return is added on a rerun. Otherwise, envelopes are not provided on return reruns.

 

If you would like to order the large window filing envelopes go to formscs.com or call 800-909-1850.

 

Order:

 

CENVFC for the regular seal (you lick) or

 

SENVFC for self-seal.

 

RDE users can click on the Forms CS link on the UltraTax home page.           

2017 Cut-Off Dates and Processing Schedule

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To ensure that your returns are delivered to your office or are available for pick-up at the Anaheim center by Monday, April 18, 2017 returns must be in the Anaheim office on or before the dates and times listed below based on your location.

 

Southern California

 

Northern California and All Other Areas

Bulletins

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Output Forms

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2016  extension forms -  business 7004 & individual 4868

 

2016 business Extension - Form 7004

 

2016 business Extension - Form 7004 iNSTRUCTIONS

 

2016 1040 Extension - Form 4868

 

 

 

 

 

 

 

Input Forms

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