What's New For Tax Practitioners
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.
Individual E-file Mandate
(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