Today is Saturday, December 20, 2014
Important Notices!
*****  Administrative Law Division Move Effective October 1st, 2014  *****
The Taxpayer Fairness Act transfers Revenue's Administrative Law Division to the newly-created Alabama Tax Tribunal; their website is now http://taxtribunal.alabama.gov/.
*****  Subchapter-S & Subchapter-K 2013 Income Tax Payment Notification  *****
Income tax payments made through My Alabama Taxes (MAT) by Subchapter-S Corporations and Subchapter-K Entities for the 2013 tax year should be made using the Pass Through Entity (PTE) Tax Type.
*****  File your Individual Income Tax Return for FREE! See how at the Free Filing Startup page!  *****
 

Individual & Corporate Income Tax

Alabama Electronic Filing Program

 

ALABAMA INDIVIDUAL ELECTRONIC FILING

 

What's New For Tax Practitioners

2014 Alabama ERO Handbook for Electronic Filers

2014 Alabama Error Reject Codes

Individual Income Tax Mandatory E-Filing Mandate

2014 ERO Alabama Handbook, the 2014 Alabama Error Reject Codes

 

Alabama Electronic Filing Program

Ask your tax preparer about the Alabama Electronic Filing Program.

 

History of Alabama Electronic Filing Program

In January 1998, the Alabama Department of Revenue began participating with the Internal Revenue Service (IRS) in the Federal/State Electronic Filing Program. Under the program, Alabama individual income tax returns are filed electronically with federal individual income tax returns in the same electronic transmission. 

The 2014 Alabama E-File Program heralded an impressive 1,589,784 e-filed returns. The Department continues to be enthusiastic about the Electronic Filing Program. We wish to thank all Alabama EROs and PC-Online Taxpayers that have participated in the success of the Alabama ELF program. Your efforts and interest have been greatly appreciated.

 

E-File Registration Requirements for Tax Practitioners

Alabama has only two requirements to be accepted as an ERO into the AL E-File Program.

1. You must be accepted with the IRS via the Federal Form 8633. Once you are approved then you are automatically accepted into the AL E-File Program. We do not need a copy of the Federal Form 8633.

2. You must use Software that has been tested and approved by the State of Alabama. You can check the status of Alabama approved Vendors by checking the list as shown below.

Note: It is not necessary for you to mail us the AL8453 Alabama Signature document or W-2’s, etc. Please retain all AL/IRS Forms/Schedules in your files for 3 years.

 

Why should I file electronically?

Your return will be accurate, avoiding the inconvenience and delay of error correction.

Your tax preparer will receive an electronic acknowledgment that the IRS and the Alabama Department of Revenue have received your returns.

 

How can I file my return electronically?

If your tax preparer is an authorized IRS e-file provider, he or she should know all about the program.

Taxpayers can also file their federal and Alabama electronic returns from their home using PC Online Filing - which is an online service offered by several different vendors. 

 

  • Requirements for Mandatory E-File for Paid Preparers Using Packaged Software
    • Paper returns with 2-D barcodes are no longer considered as electronically filed
    • An “opt out” election form (Form EOO) must be attached to any paper return submitted by a preparer subject to the electronic filing requirements of Rule 810-27-.09
    • 2-D barcode is still required on any such paper return.

Individual E-file Mandate

http://revenue.alabama.gov/incometax/elfmandregs.cfm

(1) (a) If an income tax return preparer prepares 11 or more acceptable, original individual income tax returns using tax preparation software in a calendar year, then for that calendar year and for each subsequent calendar year thereafter, all acceptable individual income tax returns prepared by that income tax preparer must be filed using electronic technology, as defined in the “Electronic Tax Return Filing Act,” as codified in Chapter 30 of Title 40, Code of Alabama 1975.

What forms can be filed on the 2014 electronic Alabama return?

Now almost any type of individual income tax return that can be filed with the IRS can also be filed with the Alabama Department of Revenue!  Alabama individual income tax returns (whether a refund, balance due or no tax due) requiring the following forms and schedules can be filed electronically during the coming (Tax Year 2014) filing season:

Form 40 - Alabama Individual Income Tax Return     Alabama Schedule A - Itemized Deductions     Alabama Schedule B - Interest and Dividend Income     Federal Schedule C - Profit or Loss From Business     Federal Schedule C EZ - Net Profit From Business     Alabama Schedule D - Profit from Sale of Real Estate, Stocks, etc.     Alabama Schedule E - Supplemental Income and Loss (Rental Property, Partnerships, S Corporations, Estates and Trusts)        Alabama Schedule NOL-85 - Computation of Net Operating Loss     Alabama Schedule NOL-85A - Net Operating Loss Carryback/Carryforward     Federal Schedule F - Farm Income     Alabama Schedule CR - Credit for Taxes Paid to Other States     Alabama Form 4952A - Investment Interest     Federal Form 2106 - Employee Business Expenses     Federal Form 2106 EZ - Employee Business Expense (Short Form)     Federal Form 3903 - Moving Expenses     Federal Form 4562 - Depreciation and Amortization     Federal Form 4684 - Casualty Losses     Federal From 6252 - Installment Sale Income, and     Federal Form 8283 - Noncash Charitable Contributions     Federal Form 8829 - Expenses for Business Use of Home

Note: This list is not all inclusive!

In addition, if you file electronically, and have a balance due, the amount owed can be charged to your American Express, Visa, Discover/Novus, or MasterCard by using Official Payments Corporation or Link2Gov. You may pay online at http://revenue.alabama.gov under EServices, Payments or by calling 1-800-2PAY-TAX (Official Payments Corporation, Alabama’s Jurisdiction Code is 1100) or 1-866-9PAY-TAX (Link2Gov). There is a convenience fee for this service.  The fee is based on the amount of your tax payment and is paid directly to Official Payments Corporation or Link2Gov.

 

To learn more about the Alabama Electronic Filing Program, please CONTACT US.  

Updated last: November 18, 2014