Tax Preparers

Electronic Filing

• E-filing requirement
• E-filing preparers requirement
• File transfer:
  • Form W-RA
  • Form W-2, 1099-R, 1099-MISC and W2-G
• Homestead credit claims
• How to become an ERO:
  • Approved tax preparation software
• Letter to tax preparers

Payment Information

• Credit card payments
• Delinquent tax
• Electronic funds transfer:
  • General information
  • Instructions for financial institutions
• Estimated tax verification

Voluntary Disclosure

• Description
• Common questions

Real Estate Transfer and Merger/Conversion