What's New For Tax Practitioners

2007 Alabama ERO Handbook for Electronic Filers

Individual Income Tax Mandatory E-Filing Mandate

2007 ERO Alabama Handbook, the 2007 Alabama Error Reject Codes and the 2007 Electronic Filing Forms

• 2007 Form AL8453 - Individual Income Tax Declaration for Electronic Filing
  (Final Copy) Posted: 11/29/2007

• 2007 Form AL8453OL - Individual Income Tax Declaration for On-Line Filing
  (Final Copy) Posted: 11/29/2007

• 2007 Alabama ERO Handbook for Electronic Filers
  (Final Copy) Posted: 11/29/2007

• 2007 Alabama Error Reject Codes
  (Final Copy) Posted:11/29/2007

• 2007 Form EOO - Taxpayer E-file Opt Out Election Form
  (Final Copy) Posted:11/29/2007

 

Alabama Electronic Filing Program

Ask your tax preparer about the Alabama Electronic Filing Program.  Most Alabama taxpayers who have filed electronically have received their refund within two weeks of transmitting their returns!

 

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 2005 Alabama E-File Program heralded an impressive 1,000,000 plus 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. 

 

Notable changes for the Year 2006 include:

• Administrative Rulings 810-3-27.09/.10 – Mandatory E-File
  
  
• Frequently Asked Questions – Individual Income Tax Mandate
  

                    

What forms can be filed on the 2006 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 2006) 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.  Credit card payments may be made by telephone by calling 1-800-2PAY-TAX.  (1-800-272-9829), or over the internet by visiting www.officialpayments.com.  A convenience fee will be charged by Official Payments Corporation when paying by credit card.
 

ATTENTION: AUTHORIZED IRS E-FILE PROVIDERS (Eros)!

SOFTWARE COMPANIES INTENDING TO OFFER
ELECTRONIC ALABAMA INDIVIDUAL INCOME TAX RETURNS
2006 TAX YEAR

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

 

Updated last: November 29, 2007