Archive for April, 2010

Federal Tax Payments and the EFTPS

Tuesday, April 6th, 2010

Virtually all of the Federal and State taxing authorities want to make it just as easy as possible for you to pay your taxes.  You may remember many years ago when there was the multi-use Federal Tax Deposit coupon (Form 8109).  It was about the size of a standard check, could be used for different tax deposits, but the deposit itself had to be made in a Federal depository bank. Over the past 15 years major improvements have been provided to taxpayers everywhere – choose your “weapon”!  You have the option to pay using:

1)  Electronic withdrawal from your bank account

2)  Your telephone

3)  Either your debit or credit card

4)  A personal check and the U.S. Postal System, or

5)  The Electronic Federal Tax Payment System (EFTPS)

This FREE system began in 1996. If you’re not familiar with the EFTPS, you can obtain more information at this website:  http://eftps.gov  There’s information on how to enroll, how to make payments, payment records that are available to both the business owner and to individual taxpayers, and the Frequently Asked Questions (FAQs) via this link:  https://www.eftps.gov/eftps/direct/FAQGeneral.page.  You can even enroll on line!  This is an encrypted, secure website. 

Payments must be scheduled at least one calendar day prior to the tax due date by 8:00 p.m. ET. Your payment instruction will be executed on the date you selected, and your records will be updated at the IRS.  There is an advantage here for improving either your personal or business cash flow.  You retain your cash or working capital until the due date for the deposit or the date that you select for your payment(s).  If you are uncomfortable with the Federal or state government having access to your bank account, open a separate or special account just for your tax payments.  Most banks and financial institutions do not impose additional charges for these accounts.  Here is additional information on this subject: 

(more…)

Federal Income Tax Refunds-Where’s My $$$?

Thursday, April 1st, 2010

If you are reading this article it’s very likely that you have already realized that you need to have your tax refund as quickly as possible.  While the Federal and State taxing authorities have more money than we do, our tax refund is a lot more important to us than it is to them!  Your goal should be to take advantage of every opportunity to accelerate the process and receive your income tax refund as quickly as possible.

Among the options that are available to you are to:

1)  e-file – faster processing of your tax returns and  fewer opportunities for processing errors by the taxing authorities, and

2)  direct deposit – if you look at the Federal e-file refund cycle chart on this website you’ll see that direct deposit refunds are sent electronically about eight days after the end of the cycle period. Checks are mailed seven days later. Add 5-7 days for in transit mail time and you should conclude that you’ll have your tax refund about 12-14 days sooner if you wisely select the e-file/direct deposit alternative. You can also track the status of your refund via the “Where’s My Refund” section of the IRS website or by calling 1-800-829-1954.

Note: While most states offer a similar option their refund cycle period may not be on par with the Internal Revenue Service.

Additonally, if you owe the taxing authority delinquent taxes or are on an installment payment plan, etc you should expect to have your refund applied to that unpaid balance. If there are any remaining funds due you afterwards that amount will be sent to you.

Here is additional information on this subject : (more…)