| |
IRS Accountants
Hotline
Professionals support line and website |
866-860-4259
is available for practitioners only
http://www.irs.gov/taxpros/index.html.
To request a
tax preparer tax identification number PTIN (instead of
using your social security number). From this website, complete
personal info with AGI from last filed tax return, the second window
will be the application for a PTIN or complete form
W-7P and fax into the IRS at 631-687-3850 |
|
Basic Tools for Tax Professionals |
Information You Need
to File Returns For Your Clients; Your Responsibilities As A Tax
Professional; Reference Materials; Representing Your Client Before
the IRS After Returns Have Been Filed; IRS Collection Tools and Your
Clients Rights; Requesting Transcripts And Other IRS Information On
Clients; IRS Hotlines and Toll Free Numbers |
| Taxpayer Advocate
Hotline |
877-777-4778
Taxpayer advocate website
http://www.irs.gov/advocate/ |
| IRS Assistance for the
taxpayer |
800-829-1040 |
| Tax Codes and official
Guidance |
http://www.irs.gov/taxpros/article/0,,id=98137,00.html |
| Federal regulations
|
http://ecfr.gpoaccess.gov/cgi/t/text/text-idx?c=ecfr&tpl=%2Findex.tpl
Title 25 is internal revenue |
| Small Business &
Specialty Tax Line |
800-829-4933 |
| Starting a business? |
Entity choices
Starting a new business |
| Internal Revenue
Service |
http://www.irs.ustreas.gov |
| Local Phone numbers
for the IRS |
http://www.irs.gov/localcontacts/index.html |
Refund Hotline
How much $ received for child care credit |
800-829-1954 for an
automated status or
800-829-0582 x 462 to speak with a representative
http://www.irs.gov/individuals/index.html
Need SSN, filing status & refund amount
Look up on the web how much of refund check was
received for the 2003 prepayment against the child care credit -
Need SSN filing status and number of exemptions (not dependents) for
2002
http://www.irs.gov/individuals/article/0,,id=111546,00.html |
| Forms and Publications |
800-829-3676
http://www.irs.ustreas.gov.
Uncle Feds tax board has the IRS publications
in HTML, rather than .pdf format - much easier to copy and paste
just what you need into your files. |
| Where to file |
Individual forms filed by individuals
http://www.irs.gov/file/content/0,,id=105693,00.html
(2003)
1040 forms prepared by tax preparers year 2004
Form 941 by location |
| File an Extension to
file 1040 file by phone and pay balance due electronically |
To file by phone call
888-796-1074 complete form
4868 before calling, have banking information
available if you are authorizing a bank electronic payment with the
telephone call. |
| IRS Site Map |
Find It |
(EFTPS) Electronic Federal Tax Pay Hotline
Enroll in EFTPS
Electronic IRS e-Help desk |
800-555-4477 or 800-945-8400
https://www.eftpssouth.com/Eftps/
(866) -255-0654 supports
e-file, the (EFTPS system), & TeleFile
EFTPS Payment instruction booklet
|
| Tax-Exempt Filing
Help |
877-829-5500 For
Nonprofits who have questions about tax exempt status and for
employer pension plans required to file 5500 |
| Estate and Gift Tax
Return Status Form 706 |
866-699-4083 |
| Help completing Form
5500 and all retirement plan questions |
877-829-5500 IRS
http://www.irs.gov/retirement/article/0,,id=96919,00.html
IRS website for retirement plans:
http://www.irs.gov/retirement/topic/index.html
IRS brochure on correcting a pension plan |
Employer
Identification Numbers (EIN)
EIN online application |
(800)
829-4933,
fax numbers
https://sa2.www4.irs.gov/sa_vign/newFormSS4.do |
Social Security
Administration
To verify W-4/W-8 information |
800-772-6270 |
| File W-2s
electronically with SSA |
http://www.ssa.gov/employer/erii2b.htm
Plus file
Corrected W2s and W3s online- the downside is you must
register and acquire a pin before these services can be used |
| W-2 and 1099 tax law
help |
866-455-7438 |
| Federal Status of
Sub-Chapter S |
859-669-5476 |
| For a list of local
offices, addresses, hours and telephone numbers |
http://www.irs.gov/localcontacts |
| Tax Law Information |
http://www.findlaw.com |
| IRS Revenue Rulings |
http://www.taxlinks.com |
| Bond Information
Calculator |
http://www.publicdebt.treas.gov/bpd/bpdhome.htm |
| Valuation Guide for
Donated Items |
http://www.funwithtaxes.com/ValuationTable.htm |
| IRS Statistics |
http://www.irs.gov/taxstats/index.html |
| IRS Fact sheets and
news releases, research |
List latest releases see
IRS newsroom, list of
historical releases, for
list of e-mail newsletters from IRS ,
sign up for
IRS newsletters.
Information letters that provides general statements
of well-defined law.
Uncle Fed's tax board has most of the same content , but
is easier to scan. |
| 2004/5 Federal and
states rates & limits |
Corporate tax rate
2004 and 2005 Wage & Rate limits
including mileage rate, pension limits, minimum wage rates, and
more
2003
IRS final regulations on special depreciation |
| Name or address change |
Individual name change
Business name change - Letter describing that the nature
of the business is remaining the same. Mail to Service center where
return is filed Attn: Entity; include Corporation Article of
amendment for corps, State Approval for LLC, nothing necessary
to include for Partnerships.
Individual address change Form 8822 Part 1
Business address change Form 8822 Part 2 |
| Request Copy of Tax
Return |
Download Form 4506 |
| Need a new birth
certificate? |
http://www.vitalchek.com |
| Free transcripts of
clients tax return |
866-860-4259 Must have 2848 power of
attorney form on file. Or Mail a client signed and dated Form 4506.
|
| Federal Tax Treaties |
http://www.unclefed.com/ForTaxProfs/Treaties/index.html |
| Excise Taxes |
Download PDF - Publication 510 Excise Taxes
|
| Procedures to close a
business |
http://www.irs.gov/businesses/small/article/0,,id=98703,00.html |
Considering Outsourcing
tax preparation and
bookkeeping tasks to companies located outside the USA? |
Are you an accounting firm looking to find a
solution to staff shortage and lowering costs during tax season?
Here are the
outsourcing ethics rulings published by the
American Institute of Certified Public Accountants (AICPA)
discussing what must be disclosed to the client. |
