It is TaxSimple's policy to charge your credit card one time per accepted return based on Social Security Number. This charge will be made after the initial transmission. If the initial transmission is not accepted by the IRS, your credit card will still be charged, and you will be allowed to re-file your return again after making the appropriate changes needed for no additional charge. If an additional charge is made to your card and you feel this charge is in error, please verify that the second charge relates to the same Primary Social Security Number, and call TaxSimple to report the error. After verification, adjustments will be made, and your card will be credited for the amount in error.

All client files, consisting of amounts and taxpayer information, is stored on our backup servers. You may access this information and update for changes needed to correct a failed return, at any time, 24 Hrs a day, using the TaxSimple web site. Simply enter the correct Social Security Number, E-Mail address, and password of the client, as it was entered when the client was originally created at the beginning of a web session. If you are E-Filing and as long as the return is not Pending and has been Rejected, you may correct the return and retransmit it.

To transmit a federal return, fill in all appropriate information, run the diagnostics to check for most common errors, and Click on Electronics Filling icon to transmit on the Individual Main Form.

To print your return, fill in all appropriate information, and click on the printer icon. This will create a .PDF file that will be emailed to the email address that you registered with. This .PDF file can be viewed and printed with the program Adobe Acrobat Reader which is a free and can be download from the TaxSimple web site. This .PDF can also be printed by entering your Social Security Number on the home page of the TaxSimple web site. Enter the SSN and press the Print/Review button. Print file was password protected and the password is same which used to create tax return.  

The green words you see throughout the TaxSimple forms are notifying you that the field they mark are able to call the form listed in green. The closest field to the green words will allow the form to be called by selecting this field with a double click, or a single click on the ADD button next to the field. This is the way you will navigate to all the forms needed to complete your tax return.

The green words you see throughout the TaxSimple forms are notifying you that the field they mark are able to call the form listed in green. The closest field to the green words will allow the form to be called by selecting this field with a double click, or a single click and a press of the F2 key. This is the way you will navigate to all the forms needed to complete your tax return.

The green words you see throughout the TaxSimple forms are notifying you that the field they mark are able to call the form listed in green. The closest field to the green words will allow the form to be called by selecting this field with a double click or you may single click on the ADD button next to the field. This is the way you will navigate to all the forms needed to complete your tax return. If you not able to find any form then use “List of available forms” and select the form.

No, currently the TaxSimple web site only supports filing for the 2010 taxable year (calendar year 2010).

Go to the main form and follow the directions carefully. Type in information left to right, top to bottom and front to back. When you come to line that require completion of an another form, a ADD (add form) button will appear on the left. Click on the button to call the form. When you are done with the form click on EXIT button.You will return back to the original form. Continue with the original form.When you reach at the end of the Main Form, you have completed your tax return. Click on Print icon to print your tax return or click on E-File button to E-File your tax return.TaxSimple will then check the return for the most common e-file errors and you are required to fix the errors before printing/e-filing the return.

Yes, You always file your state return after you file federal return. Procedure to file your state is as follows: From your federal main form click on “Create State Tax Return” button and click on State name which you want to file. When you reach to that state you can file that state either resident or non-resident tax return.

To override the amount in any field simply type 0.002 into the fields contents. The field will from then on read zero until told otherwise.

TaxSimple supports five digit PIN/Date of Birth and Last year's AGI authentication for your tax return. TaxSimple will prompt/help you with this information. If you supply this information, you do not have to file Form 8453. It replaces the need for a signature. If no PIN Authentication id used, then you must file the 8453 with the appropriate IRS facility named in the 8453 instructions. If you have filled some specific forms like –  Form 8858, Form 8332, Form 3468, Form 3115, Form 5713, Form 1098C, Form 8885, Form 8864, Form 4136, Schedule D-1, Form 2848. Then you have to mail 8453 form and all above forms which you have filled send it to IRS.

TaxSimple is even easier to use after your first year with us because you will be more familiar with the program, but more importantly we hope to use your previous year's return in the future to fill out as much current information as possible, allowing you to focus your time on the pertinent portions of the return, while we take care of the mundane.

NO!!! Please exit orderly out using EXIT button. The server will display a message telling you it is saving your client files on your backup server, and a clock will count down approximately 15 seconds. Saving your client data will allow you to access it again should you need to make a change, or review your return.

Resolve the errors reported on your state return and retransmit your state E-file. If you are not able to find errors go to your state tax return and click on “Check IRS Response” and click on “Click here if your tax return was rejected” and correct the errors.

After a period of 48 hours has passed of E-Filling, you can begin to check for acknowledgements on your return. The preferred method to check the status of your return is to log back into TaxSimple and go to the Individual Main Form (Federal 1040/1040A/1040EZ/1040PR/1040NR/1040NREZ) or State Main Form, and click on Electronic Filing, Review IRS Response. The other method of checking your return status is to go to the Home page of the TaxSimple web site, and enter your Taxpayer's Social Security Number, Zip Code and Refund Amount in the appropriate fields...press the results button for Federal or State. The following page will display your returns status, and any information you may need in case of rejected return.

The SEQ is the field sequence, which uniquely identifies a particular entry on a form. A utility on any form in TaxSimple, is the Goto function, which give you the ability to go to a particular SEQ field sequence number. You can do this by pressing F6 while in a form, selecting the first choice at the top, enter the SEQ into the white text box, and clicking on Find Next. Press Cancel and your cursor will be positioned on that particular data entry that has been involved in the error.