QWIK FILE ELECTRONIC TAX FILING

Prepare your tax return and IRS form 8453

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1) First, obviously, you must prepare your income tax return. Round all entries to whole dollars. Do not make any cents entries. Tax returns with dollars and cents entries cannot be filed electronically. If you have an overpayment of tax you can elect:

• To have the total overpayment refunded to you.
• To apply the overpayment to your next year's estimated tax.
• To apply part of the overpayment to your next year's tax and have the balance refunded.
• To submit the paper form 1040 to the IRS and request a direct deposit. This is not the same as electronic filing. The IRS processing time for a paper filed return is still generally 2-3 weeks longer than an electronically filed return.

Be sure to double check your math and tax calculations. Math and tax errors account for most of the processing failures we experience.
Remember: Qwik File cannot change the information you send to us. If there is an error you will be contacted and given information on what must be corrected. For quicker turnaround in case of an error, please include your telephone number and e-mail address. A revised tax return and form 8453 (explained below) must be sent to us. There is an additional $ 7.50 reprocessing fee. This will result in a delay in receiving your refund, depending on how quickly you correct the problem.

Accuracy !!   Accuracy !!  Accuracy!!

2) Next, you must obtain and complete IRS form 8453, U.S. Individual Declaration for Electronic Filing . This form can be obtained from:

• Most public libraries have reproducible copies of IRS forms. Be sure to copy the instructions also.

• Form 8453 can be downloaded from the  IRS FTP site. This form is in Adobe Portable Document Format. You must have the Adobe Acrobat Reader to view and print the form and instructions. You can get the FREE Adobe Acrobat Reader here:

Print form 8453 and its instructions. Be sure to read the instructions carefully. Prepare and sign the form (if a joint return, both taxpayer and spouse must sign). If you have questions on where to place the required information on the form,  send us an E-mail. Note - we cannot prepare form 8453 for you, however we can explain where to find the information on your tax return.

Part II, item 6a of form 8453 is the optional election to have your refund direct deposited to your account in a financial institution. You do not have to elect direct deposit to have your tax return electronically filed. See the  FAQ page for the anticipated time difference between a direct deposit and paper check refund.

This is a critical item of information.. If you provide us with incorrect direct deposit information your refund may be sent to the wrong financial institution. They'll send it back to the IRS. The IRS will then reprocess the refund as a paper check to you. This can take as long as 6-8 weeks.

To correctly process your return for direct deposit you must provide your financial institution's Routing Transit Number and your account number.

If you are using a check, the routing transit number can be found in the lower left hand corner. It is a 9 digit number, the first two digits of which must be in the series 01 through 12 or 21 through 32. The account number generally follows the routing transit number. Enter the account number without any hyphens or dashes. Be careful not to include the check number which may also appear in the group of numbers on the bottom of a check.

If you are depositing to a savings account call your financial institution to get the proper information. DO NOT use a savings account deposit slip to obtain the routing transit number. Whether you are depositing to a savings or checking account we strongly urge you to contact your financial institution to obtain the proper information.

• Many financial institutions operate on a "payable through" basis, especially credit unions. The routing transit number on your check may not be the proper number for direct deposit.
• Some financial institutions cannot accept direct deposits. Check to be sure.
• Many credit unions require a special code to follow your account number. The code is needed to differentiate between regular shares, share draft and other accounts.
• An error can cause a 6-8 week delay in receiving your refund. Better to be safe than sorry!

REMEMBER - QWIK FILE CANNOT BE HELD RESPONSIBLE FOR A REFUND DELAY CAUSED BY INCORRECT DIRECT DEPOSIT INFORMATION YOU SUBMITTED.

We strongly suggest you include a voided check so we can verify the direct deposit information.

3) If you are also sending us your State of Michigan return you must complete and send form MI-8453. Download this form and instructions from  the Michigan Department of Treasury Forms Page . You can designate your State refund to be direct deposited to the same financial institution as your federal refund.

4) Attach the original Copy B of all W-2 forms to form 8453. Also attach any  forms 1099-R or W-2G that show  federal income tax withheld. For Michigan, send the State copy of your W-2 forms.

5) If your tax return was prepared by a paid preparer they must sign in Part III "Paid Preparer's Use Only". If you cannot obtain the paid preparer's signature you may attach pages 1 & 2 of form 1040 with the paid preparer's signature and identifying information in the appropriate section at the bottom of page 2.

6) Attach any other documents (if needed) that constitute the "non electric" portion of the return. Refer to the form 8453 instructions. This may include:

• Other required signature documents, such as Form 2120, Multiple Support Agreement; a physician's statement supplied to support a Schedule R or Schedule 3 entry; a certification of blindness from a physician or registered optometrist; Form 8332, Exemption for non Custodial Parent; Form 8283, Non cash Charitable Contributions (Appraisal Summary), etc.
• any other documents which are not IRS forms or schedules and are voluntarily supplied by the taxpayer.

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