Discussion:E-Services
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| Revision as of 20:24, 22 December 2005 Tdoyle (Talk | contribs) (Talk:E-Services moved to Discussion:E-Services) ← Previous diff |
Current revision Anuenue (Talk | contribs) (E-Services) |
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| + | {{ForumReplyPost|UserID=Anuenue|Date=22 December 2005|Text=Gbroiles | ||
| + | Thanks for the 2848 vs 8821 info...I don't see why either when all we want to do as EA is obtain info and not represent. | ||
| + | I agree that the program is time-effective, especially when doing returns for non-compliant clients that require prior years done. I have one client that always forgets to provide a 1099 or some other form of income and this program allows me to verify what the IRS has on file. | ||
| + | Anuenue}} | ||
Current revision
Discussion Forum Index --> Tax Questions --> E-Services
| 18 May 2005 | |
| What are practitioners' experiences with e-Services - NOT e-file? --LHHessCPA 14:37, 18 May 2005 (CDT) | |
| 23 May 2005 | |
| I did not bother with e-services this tax season. I tried to use it last season, but there sign up & log-in programs were not working properly. Did anyone else have the same type of problem? debco3363@aol.com | |
| 25 May 2005 | |
| This is the first year that I have done e-filing. The only problems that I had were in obtaining signatures. In the case of a single filer, I had to complete the preparation of the return so that he could sign the 8879; in the case of a joint filer where only one of the couple appeared, I had to present that T/P with a 8879 to take home to have the spouse sign and then mail back to me. This was a bit of a pain.
On the positive side, I'm sure I saved a tree when considering how much paper I saved. Pjnbarb pjnbarb@yahoo.com | |
| 25 May 2005 | |
| I have been doing e-filing for the past 2 years exclusively and find that it saves me tremendous amount of time. I am in CA and instead of printing the Fed return and then the CA return with Fed attachment and then the client's copy of both returns and then my accountant's copy, I only need to print the copy for the client (and my copy as the accountant)and the e-file signature pages and that's it. I also control the filing as I am doing the e-filing so I know the return has been filed and not lost in the mail. Plus I get ack from IRS and CA that they have received the return so the client does not have to go to the post office and mail certified mail and then wait for the IRS or CA to process. Plus the clients who are getting refunds are actually getting the refunds in their bank accounts within 2 weeks. It will save you time and trouble and is a very positive service for the client. This is the wave of the future so I strongly suggest you start doing it now.
Tom Price CPA | |
Jerrykenefick (talk|edits) said: | 25 May 2005 |
| Our firm has e-filed everyone who is elegible for the last five or six years. We do not charge extra for the service and our clients like it. It takes a little extra work to set up a new client but is worth the trouble. And I think you will not have an option with the IRS much longer. Be sure to tell your clients the advantages (less chance of error at the IRS, immediate audit of some key info by the IRS which reduces letters from the IRS to the clients, faster refunds, and more.
Jerry Kenefick | |
JohnG E.A. (talk|edits) said: | 25 May 2005 |
| It appears that the question is not about e-filing; but e-services as explained at http://www.irs.gov/taxpros/article/0,,id=109646,00.html as "web-based products that will allow tax professionals and payers to do business with the IRS electronically." I do not have any experience as of yet; since we are now in the porcess of signing up for e-services. John Gordos E.A. | |
| 26 May 2005 | |
| I started using the e-Services this year. I did find it useful the limited amount I used it. I was able to record Power of Attorney for some clients. I was also able to get transcripts on some clients to see what had been filed, reported and paid. I have not used the resolution part of the service.
Mark Wilkinson CPA | |
| 27 May 2005 | |
| Well, I notice that you specified "e-services" and not e-filing. Of course e-filing is the only way to go. I signed up for e-services but haven't used it for anything as yet. Went there a couple of times but, apparently, have not had any reasons for using it. In the past, if I wanted to talk with IRS about a clients return, I would have the cliet present and give IRS permission to discuss the return with me right then. Now, of course, with the 3rd party option available on tax returns and the practicioner hot line, don't even have to do that anymore. Maybe that is why I haven't had much opportunity to use e-services. | |
| 16 June 2005 | |
I have been favorably impressed with E-services - I like being able to pull return & income transcripts without having to wait to talk to someone on the hotline, and am able to do so at night/on weekends and otherwise at my convenience. I have noticed one quirk and discussed it with IRS personnel at a seminar - apparently, as a Circular 230 practitioner (I am an attorney and an EA) I *must* use a 2848 to pull taxpayer info from E-services; in two cases, I have tried to enter an 8821 to get information on a taxpayer (with their permission, of course) where I have not yet agreed to represent the taxpayer. I haven't been able to get it to work - and the IRS person confirmed that I should not be using an 8821 for that, but must use a 2848. I don't see why that's a good policy - I think it's helpful to be able to get information without agreeing to representation - but apparently that's how it works.
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| 22 December 2005 | |
| Gbroiles
Thanks for the 2848 vs 8821 info...I don't see why either when all we want to do as EA is obtain info and not represent. I agree that the program is time-effective, especially when doing returns for non-compliant clients that require prior years done. I have one client that always forgets to provide a 1099 or some other form of income and this program allows me to verify what the IRS has on file. Anuenue | |
