ALERT

ProSeries Live Communities

• Your Peers Recommend: You can ask questions and get answers about products, services and solutions recommended by your peers. Also share your ideas and best practices - anything that makes you work more efficiently! Learn More
• Most Popular Topic: One of this week's most popular items was about taxpayer PIN vs. preparer generated PIN. Read More
• Oldest Unanswered Question: Do you know the answer to one of this week's oldest unanswered posts about changing inventory methods? Read More

TIP: While in the ProSeries program if you can't find the answer to your question in the Live Community or Help Center, click Search Online Help in the Live Community panel to quickly go to the ProSeries Support Web site.

ProSeries and ProSeries Basic Edition

• Delivery of ProSeries 2008 CDs
  To be more environmentally-friendly, we are limiting the delivery of 2008 ProSeries CDs to the first release only. All subsequent updates are available through a convenient in-product download. If your practice has limited Internet access, you may purchase additional CDs. View KB Article

• Signing up for Merchant Account Services
  The ProSeries Merchant Account Services program works with any Internet connection and Web browser. If you use merchant account services, your clients can pay for your services by credit card or eCheck. View KB Article

To view more General topics visit Online Support.

• Taxpayer and Spouse Names Do Not Print on the Client Letter, Invoice or Slip Sheets
  This situation was corrected in a recent update. If you have not already done so, download and install the latest update. View KB Article
  

• How Much Was My 2008 Stimulus Payment Home
  Your clients can use this secure online tool to find the amount of their Economic Stimulus Payment from last year. IRS Web Site
  

To view more Federal Tax topics visit Online Support.

• IRS QuickAlert: Individual Filers - Error Reject Code 0448
  On January 19, 2009, the IRS issued the following QuickAlert: "We are experiencing a problem with Error Reject Code 0448 rejecting returns in error. The problem is being researched. When the problem has been corrected, we will issue another Quick Alert..." View KB Article

• Form 4868 Rejected with REJ002
  The electronically filed extension has been rejected due to an issue impacting the electronically converted Form 4868. An update will be required to successfully file the Form 4868 electronically. View KB Article

• Transmitting Federal/State Returns
  If you transmit a combined federal/state return and the federal return is rejected, correct the reject in the federal return and save it. Then open and save the state return. Run the final review on both returns and reconvert and transmit both returns. You may also want to send the state return by itself.

Santa Barbara Bank & Trust (SBBT) Users

• Santa Barbara Bank and Trust Notices for Tax Year 2008
  Santa Barbara Bank and Trust (SBBT) notices for Tax Year 2008 are now available on our EF Atlas.

To view more Federal E-File and Bank Products Software topics visit Online Support or EF Atlas.

California State Tax Refund Delay
Due to the state's persistent cash and budget problems, the State Controller announced on Friday, January 16, 2009 that he will have to delay refunds for 30 days starting February 1, 2009 for Personal Income Tax and Business Entity taxpayers. FTB Web Site

New York Forms CT-8 and CT-9 Are Obsolete
Effective January 1, 2009, and applicable to all open tax periods, the Tax Department has made obsolete Form CT-8 and Form CT- 9. Taxpayers are no longer required to complete these forms to request a refund or credit of tax. Taxpayers must continue to file Form CT-3360 to request a refund based on a change in federal taxable income. New York Web Site

• What is State Only electronic filing?
• How to Electronically File an Individual State Return by Itself (State-Only)

To view more State Tax and State E-File topics visit Online Support or EF Atlas.