A little advance preparation can pay off big in reduced stress and increased efficiency this tax season. With that in mind, we’ve put together a list of common tax season questions that may make life easier in your office during tax season:
How do I know whether I have the latest version of CSA?
You can get notification of available updates from the CS Professional Suite Accounting products home page. The CSA home page also features a variety of other useful tax season features, including the ability to view real-time electronic filing transmission status.
You can also choose to receive email notifications of update releases – you’ll find the setting in your web account preferences.
Does CSA support electronic filing?
Yes. If you file electronically, you’ll need to register with the appropriate agency.
For W-2s: Register with the Social Security Administration’s Business Services Online.
For 1099s: Register with the IRS FIRE system and complete Form 4419. An article that details the registration process is available here.
State e-file information: State-specific electronic W-2s are offered for AL, AR, AZ, CO, CT, DC, DE, GA, HI, ID, IL, IN, KS, KY, LA, MD, MA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, OH, OR, PA, RI, SC, UT, VA, VT, WI, and WV.
To verify the file structure for W-2 forms, download the 2013 version of AccuWage.
- Use EFW2 (formerly MMREF-1) to check W-2 submissions.
- Use EFW2C (formerly MMREF-2) for corrected W-2c submissions.
How do I order paper form stock?
If you file on paper, you can order form stock from Forms CS. While your W-2 forms and all other 1099 copies can be printed on blank paper, all 1099 Copy A versions and 1096 forms must be printed on pre-printed red scannable forms. CSA offers a tool that can help you order the right number of forms – choose Utilities > W-2 Form Processing > Global W-2/1099 Ordering Worksheet.
Where can I find the Payroll Year-End Processing Checklist?
The Payroll Year-End Processing Checklist is available in our Help & How-To Center.
Should I take a year-end training class?
Our Year-end Update and Productivity Training classes for CS Professional Suite Accounting Products and UltraTax CS offer valuable tips for making tax season more efficient and profitable. Learn more and register here.