Partner Communications Archive
uTax Will be Closed Monday, July 3 and Tuesday, July 4
Posted on June 30, 2023
Happy 4th of July Holiday Closure at uTax In observance of the upcoming Independence Day Holiday, uTax will be closed on Monday, July 3rd and Tuesda
IRS Issues Statement Regarding California Mailing of Balance Due Notices
Posted on June 14, 2023
IRS Statement Regarding California Mailing of Balance Due Notices To Our Valued uTax Partners, We are sharing an important statement recently issued
IRS Reminder! June 15 Filing Deadline for U.S. Taxpayers Living & Working Abroad
Posted on May 30, 2023
uTax is sharing this news release issued today by the IRS, reminding taxpayers (and tax professionals) that U.S. taxpayers living and working abroad,
uTax Will Be Closed on Monday, May 29 for Memorial Day Holiday
Posted on May 26, 2023
To our Valued uTax Partners: In observance of the upcoming Memorial Day Holiday, uTax will be closed on Monday, May 29, 2023. We will re-open on
Important Industry News! IRS Submits Direct File (Free Direct e-file System) Report to Congress – Pilot Launch January 2024
Posted on May 18, 2023
Many of you may have heard the news and/or read recent articles published by the Washington Post and Accounting Today publications regarding the IRS p
Oklahoma & Florida: IRS Extends Tax Relief & Certain Filing & Tax Payment Deadlines for Certain Designated Disaster Areas
Posted on May 4, 2023
uTax is sharing the 2 latest IRS News Releases issued AFTER the April 18 filing deadline, announcing that taxpayers in designated disaster areas of Ok
uTax Announces the Winner of our April 2023 Early Renewal Trip for Two to Hawaii Contest!!
Posted on May 3, 2023
uTax is excited to announce the winner of our April 2023 Trip for Two to Hawaii early renewal contest and we thank all our valued partners for trustin
Includes 4/18 Filing Deadline Volume: IRS Releases Filing Season Statistics for Week Ending 4/21/2023
Posted on April 28, 2023
This latest report includes return and e-file volume from the April 18 deadline and will be the last 2023 Filing Season Statistics report we share unt
IRS Releases Filing Season Statistics for Week Ending 4/14/2023
Posted on April 24, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending April 14, 2023. Weekly filing season statistics show cumulative and comp
Change to uTax 2023 Partner Support Hours Effective Today – Wednesday, April 19
Posted on April 19, 2023
With the tax season filing deadline behind us, uTax transitions back to our 2023 Partner Support (Non-Filing Season) Regular Schedule. Effective today
Important Reminder! IRS Deadlines for Resubmission of Returns Rejected AFTER Midnight, Tuesday – April 18
Posted on April 19, 2023
The day after the filing deadline is when we typically receive many calls regarding any rejected returns you may have received AFTER Tuesday, April 18
Indiana: IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas
Posted on April 18, 2023
uTax is sharing today’s IRS News Release announcing that taxpayers in designated disaster areas of Indiana now have until July 31, 2023 to file variou
FINAL REMINDER! Transmit Returns & Extensions PRIOR TO Midnight Tonight’s Filing Deadline & Check Rejected Returns
Posted on April 18, 2023
Due to the importance, we are sending another final reminder regarding tonight’s filing deadline – please refer to our previous partner communication
URGENT! Transmit Returns & Extensions PRIOR TO Midnight Deadline & Check Rejected Returns
Posted on April 17, 2023
Returns With the arrival of tomorrow’s April 18 filing deadline, don’t forget! Returns and any Extensions – Form 4868, must reach IRS before Midnight
Extended Support Hours for Tues, April 18 and (Repeat) Important Filing Deadline Reminders
Posted on April 17, 2023
With the Federal 1040 filing deadline on Tuesday, April 18th, uTax is reminding our partners that we will have extended support hours tomorrow from 6:
IRS Releases Filing Season Statistics for Week Ending 4/7/2023
Posted on April 14, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending April 7, 2023. Weekly filing season statistics show cumulative and compa
Important IRS Reminder! Estimated Tax Payment Deadline is Tuesday, April 18
Posted on April 14, 2023
uTax is sharing a recent, important reminder from the IRS that Estimated Tax Payments are due Tuesday, April 18. Please refer to the IRS News Release
1040 Filing Deadline is Tues, April 18th! How to File Extensions, Payment Options, Extended Deadlines and More Important Reminders
Posted on April 14, 2023
With the upcoming, Tuesday, April 18 Individual 1040 Filing Deadline fast approaching, uTax is sharing important reminders, instructions and additiona
Tennessee: IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas
Posted on April 10, 2023
IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas in Tennessee (Plus Repeat: Alabama, Arkansas, California, Georgia. Missi
IRS Releases Filing Season Statistics for Week Ending 3/31/2023
Posted on April 7, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending March 31, 2023. Weekly filing season statistics show cumulative and comp
FINAL Update: IRS Wraps up 2023 Dirty Dozen List & Reminds Taxpayers and Tax Pros to be Wary of Scams and Schemes, Even After Tax Season
Posted on April 5, 2023
As a follow-up to our previous “Dirty Dozen” communications, today we are sharing the final “wrap-up” news release from the IRS regarding their 2023 D
Arkansas: IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas
Posted on April 5, 2023
uTax is sharing a recent IRS News Release announcing that taxpayers in designated disaster areas of Arkansas now have until July 31, 2023 to file vari
IRS Shares More Alerts from the 2023 “Dirty Dozen” List of 12 Scams & Schemes Putting Preparers and Taxpayers at Risk
Posted on March 31, 2023
As a follow-up to our earlier communication on March 21, announcing the IRS release of the initial (2) alerts from their 2023 Dirty Dozen List, uTax i
IRS Releases Filing Season Statistics for Week Ending 3/24/2023
Posted on March 31, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending March 24, 2023. Weekly filing season statistics show cumulative and comp
Mississippi: IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas
Posted on March 28, 2023
IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas in Mississippi (Plus Repeat for Alabama, California, Georgia & New York)
IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas in NY
Posted on March 24, 2023
IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas in New York (Plus Repeat for Alabama, California and Georgia) To Our V
IRS Releases Filing Season Statistics for Week Ending 3/17/2023
Posted on March 24, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending March 17, 2023. Weekly filing season statistics show cumulative and comp
IRS Shares (first 2) from the 2023 “Dirty Dozen” List of 12 Scams & Schemes Putting Preparers and Taxpayers at Risk
Posted on March 21, 2023
uTax is sharing this important industry news from the IRS and encourage you to take time to read this information so that you are aware of the tactics
IRS Releases Filing Season Statistics for Week Ending 3/10/2023
Posted on March 17, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending March 10, 2023. Weekly filing season statistics show cumulative and comp
Important Reminder! Business Return Extension Deadline is Tomorrow, March 15
Posted on March 14, 2023
Business Return Extension Deadline is Tomorrow, March 15 To Our Valued uTax Partners, uTax is sharing an important reminder that the deadline to
IRS Releases Filing Season Statistics for Week Ending 3/3/2023
Posted on March 10, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending March 3, 2023. Weekly filing season statistics show cumulative and compa
IRS Issues Renewed Warning on Employee Retention Credit Claims & New Form W-2 Scams
Posted on March 10, 2023
Due to the importance, uTax encourages our partners to read two recent IRS News Releases regarding warnings for ineligible Employee Retention Credit (
Important Reminder! IRS Offers Several Payment Options for Balance Due Returns
Posted on March 7, 2023
At this time of the tax season each year and even more so for 2023 per recent IRS reporting, tax returns with a balance due vs a refund are increasing
IRS Releases Filing Season Statistics for Week Ending 2/24/2023
Posted on March 3, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending February 24, 2023. Weekly filing season statistics show cumulative and c
Important Reminder! More Approved Form Watermarks Removed – Keep Federal, Business and State Software Programs Updated!
Posted on March 1, 2023
Important Reminder Due to the calls we are receiving regarding the removal of watermarks from certain approved forms to allow paper-file when needed,
IRS Extends April 18th Filing Deadline for Certain Designated Disaster Areas (in AL, CA, GA)
Posted on February 24, 2023
uTax is sharing today’s IRS News Release announcing that taxpayers in most of California and parts of Alabama and Georgia now have until Oct. 16, 2023
IRS Releases Filing Season Statistics for Week Ending 2/17/2023
Posted on February 24, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending February 17, 2023. Weekly filing season statistics show cumulative and c
Important Notification! PATH Funding Expectations for EITC/CTC Refunds
Posted on February 23, 2023
As a reminder, the PATH Act mandates that the IRS not issue a refund on tax returns containing any portion of a Earned Income and/or Child Tax credit
UPDATE! Now Available for Prior Year TY2021! New IRS Direct Deposit Feature for 1040-X Amended Returns
Posted on February 22, 2023
On February 15, we shared (see Repeat below) that the IRS had recently announced a new feature available for TY2022 e-Filed 1040-X Amended Returns tha
IRS Releases Filing Season Statistics for Week Ending 2/10/2023
Posted on February 17, 2023
The IRS has released the 2023 Filing Season Statistics report for week ending February 10, 2023. Weekly filing season statistics show cumulative and c
IRS Announces New Online Option to Upload Docs in Response to (9) Notices, Including EITC
Posted on February 16, 2023
Today, the IRS announced the initial rollout of an important new feature that will enable taxpayers and tax professionals to securely submit requested
New IRS Feature for TY2022 – Direct Deposit Now Available for 1040-X Amended Returns
Posted on February 15, 2023
The IRS recently announced a new feature available for TY2022 e-Filed 1040-X Amended Returns that now allows you to choose direct deposit to speed up
UPDATE! IRS Issues Guidance — Taxability of State Payments
Posted on February 13, 2023
This is an important follow-up to our previous communication we sent on Feb 9, 2023, containing the initial IRS Statement – Taxability of State Paymen
IRS Releases Filing Season Statistics for Week Ending 2/3/2023
Posted on February 13, 2023
The IRS has officially announced the initial 2023 Filing Season Statistics for week ending February 3, 2023. Weekly filing season statistics show cumu
Important IRS Statement — Taxability of State Payments
Posted on February 9, 2023
The IRS recently issued a preliminary statement to address questions being asked about the TY2022 taxability of various state payments that we encoura
Important Reminder! Federal 1040 is at Version .015 – Keep Your Software Programs Updated
Posted on February 7, 2023
Important Reminder Another important reminder that throughout the tax season, it is extremely important to maintain your desktop software program(s) a
Change to Filing Season Partner Support Hours – Effective Monday, Feb 6
Posted on February 3, 2023
With the initial 2 weeks of peak activity associated with the opening of 1040 e-File behind us, uTax Partner Support will transition to Phase 3 of our
Repeat – Please Read! “Why Are So Many TY2022 Refunds Lower Than TY2021?”
Posted on February 2, 2023
With the recent IRS January 31 deadline for employers to file TY2022 Form W-2 and other wage statements, there’s an increase in client traffic and we
Please Read! “Why Are So Many TY2022 Refunds Lower Than TY2021?”
Posted on January 24, 2023
Our Partner Support Team is receiving many requests for assistance regarding “why are so many TY2022 refunds lower than TY2021?”. While uTax cannot pr
Final Reminder! Pre-Acks End Sunday, Jan 22 at Midnight
Posted on January 21, 2023
With the official opening of 1040 e-File on Monday, January 23, and along with messaging you received from your selected banking partner, uTax is shar
Open Sunday, Jan 22 and Extended Filing Season Partner Support Hours – Effective Monday, Jan 23
Posted on January 19, 2023
With the official opening of 1040 e-File on Monday, January 23, uTax Partner Support will transition to Phase 2 of our 2023 Filing Season Support Hour
Action Required! Schedule 8812 Rejects – Download & Apply Software Update .010 Now
Posted on January 19, 2023
The IRS recently identified an issue with TY2022 1040 tax returns containing Schedule 8812 – Credits for Qualifying Children and Other Dependents that
Important Notification! Avoid IRS Identity Protection PIN Rejects
Posted on January 18, 2023
The uTax Team is notifying our partners regarding a high number of Individual 1040 tax returns for TY2022 that are and/or will be rejected by the IRS
Important Reminder! Verify Your Fees BEFORE Transmitting Returns
Posted on January 17, 2023
As many of you are currently offering Pre-ACK Advance Products to your clients and as we fast approach the IRS official opening of e-file on Monday, J
Important Reminder! Are Your uTax Software Programs at the Latest Version?
Posted on January 16, 2023
Important Reminder Another reminder that throughout the tax season, and especially before the official opening of 1040 e-File by the IRS on January 23
IRS Announcement: Tax Season Officially Opens on Monday, Jan 23
Posted on January 12, 2023
The IRS has just announced that Monday, January 23 is the official start date for the 2023 Tax Season with the opening of e-File for Federal 1040 Indi
IRS Announcement: Business MeF is Now Open for e-File (Federal Corp Returns Only)
Posted on January 12, 2023
Important Note! The IRS MeF System for Individual 1040 Returns remains closed and an open date has not yet been officially announced by the IRS. We wi
Last Chance to Register! Our Final 1040 Walk-Through Live Webinar is Tomorrow – Saturday, Jan 7 at 10:00 AM PT
Posted on January 6, 2023
Just a friendly reminder that our final live webinar scheduled before the 2023 tax season officially begins, takes place tomorrow – Saturday, January
IRS Announces Delay for Implementation of $600 Reporting Threshold for 3rd Party Payment Platforms – Issues Updated FAQs
Posted on January 2, 2023
The IRS recently announced a delay in implementing the new reporting requirements for third-party settlement organizations (TPSOs). Examples of TPSOs
IRS Announces Business MeF (e-File) Opens on Jan 12, 2023 (Federal Corp Returns Only)
Posted on January 2, 2023
Important Note! The IRS MeF System for Individual 1040 Returns remains closed and an open date has not yet been announced by the IRS. We will share th
Final Reminder! December 31 Deadline to Renew PTIN – IRS Shares Easy Steps with Tax Pros
Posted on December 29, 2022
Due to the importance, uTax is once again sending this final reminder our partners to be sure and renew your PTIN for the upcoming tax season by the D
uTax Announces 2023 Filing Season Partner Support Hours – Effective Monday, Jan 2
Posted on December 28, 2022
Important Industry News With the start-up of Pre-Ack Advance processing approaching next week, uTax Partner Support will transition to our 2023 Filing
Action Required! Steps to Complete PRIOR to Submitting Pre-Ack Advance Products
Posted on December 28, 2022
In preparation for the upcoming opening of Pre-ACK Advance Products on Monday, January 2, uTax is providing schedule information and important reminde
uTax Extended Holiday Closure – Friday, Dec 23 AND Monday, Dec 26
Posted on December 21, 2022
Extended Holiday Closure Notification In observance of the upcoming Christmas Holiday, uTax will be closed:
Friday, December 23 and Monday, December 2
FINAL IRS Reminder! Business e-File Shutdown Begins Monday, December 26
Posted on December 20, 2022
In addition to our previous communications, uTax is sharing a final reminder that in preparation for the upcoming 2023 Filing Season, the Business Mod
Última Oportunidad! Regístrese hoy Depth Program Features Webinar Vivo en Español – Wednesday, Dec 21
Posted on December 20, 2022
Just a friendly reminder that our final In-Depth Program Features live webinar (in Español) for 2022 takes place tomorrow, December 21! Don’t miss out
Last Chance to Register! Live Webinar on Monday, 9:00 AM PT – Learn More About This Revenue Opportunity by Offering Your Clients Audit Protection from Protection Plus
Posted on December 16, 2022
Just a final registration reminder! Our friends at Protection Plus, an industry leader in audit protection services and long standing Affiliate Partn
Register Now! Learn More About This Revenue Opportunity by Offering Audit Protection & More from Protection Plus
Posted on December 15, 2022
uTax is pleased to announce that our friends at Protection Plus, an industry leader in audit protection services and long standing Affiliate Partner o
Important IRS Reminders! Renew PTIN & Annual Business e-File Shutdown Begins Monday, December 26
Posted on December 14, 2022
Important Industry News In addition to the IRS Announcement we shared with you on December 1, uTax is sharing another important reminder that in prepa
Last Chance to Register! TY2022 Tax Law Update & Affiliate Partner Program Overview Live Webinars This Week
Posted on December 13, 2022
Just a friendly reminder of our two most popular, live webinars taking place this week. If you are interested in attending and haven’t had a chance to
Última Oportunidad! Regístrese hoy – 1040 Walk-Through Webinar Vivo en Español – Saturday, Dec 10
Posted on December 8, 2022
Just a friendly reminder that our final 1040 Walk-Through live webinar (in Español) for 2022 takes place this Saturday, December 10! Don’t miss out on
Last Chance to Register! Our Final “In-Depth Program Features” Live Webinar is Tomorrow, Wednesday – Dec 7 at 12:00 Noon
Posted on December 6, 2022
Just a friendly reminder that our final In-Depth Program Features live webinar (in English) for 2022 takes place tomorrow. If you are interested in a
Important IRS Announcement! Annual Business e-File Shutdown Begins Monday, December 26
Posted on December 1, 2022
Important Industry News Yesterday, the IRS announced via Quick Alerts, that in preparation for the upcoming 2023 Filing Season, the Business Modernize
Register Now! TY2022 Tax Law Update & Affiliate Partner Program Overview Live Webinars
Posted on December 1, 2022
We are pleased to announce 2 new live webinar presentations that have been added to our December 2022 schedule. Space is limited so be sure to REGISTE
Don’t Delay! uTax & Banking Partners Reminder to Complete Enrollment and Compliance Testing Now!
Posted on November 30, 2022
Important Industry News Thank you to our many partners who have already completed their office setup-up and enrollment at our Enterprise Management Po
Last Chance! uTax Final (5) Live 1040 Program Webinars – Saturday Dates Also Available
Posted on November 29, 2022
Only 5 dates remain! With the 2023 tax season fast approaching, we are nearing the end of our live 1040 Walk-Through & In-Depth Program Features webin
uTax Extended Holiday Closure This Week on Nov 24-25
Posted on November 22, 2022
In observance of the upcoming Thanksgiving Day Holiday, uTax will be closed on:
Thursday, November 24 and Friday, November 25
We will re-open for bus
FINAL Reminder! IRS Annual 1040 MeF (e-File) Shutdown Begins Saturday, Nov 26
Posted on November 21, 2022
Due to the importance and with the the upcoming Thanksgiving holiday, uTax is providing another repeat and FINAL reminder regarding the upcoming IRS M
December 31 Deadline! IRS Shares Easy Steps with Tax Pros for PTIN Renewal or Application
Posted on November 18, 2022
Due to the importance, uTax is once again reminding all partners to be sure and renew your PTIN for the upcoming tax season by the December 31 deadlin
(Repeat) Important Reminder! IRS Annual 1040 MeF Shutdown Begins Saturday, Nov 26
Posted on November 14, 2022
IRS Annual 1040 Modernized e-File Production Shutdown
Saturday, November 26 To our Valued uTax Partners, As a follow-up to our previous reminders a
uTax Gives Thanks to Our Veterans and Families
Posted on November 11, 2022
In observance of today’s Veterans Day National Holiday, the entire uTax Team acknowledges and extends a special thank you for the service, courage,
Important IRS Reminders! Renew Your PTIN by Dec 31 & Check EFIN Status Now for the Upcoming Tax Season
Posted on November 10, 2022
Don’t Forget to Renew Your PTIN & Check Your EFIN Status for the Upcoming Tax Season To our Valued uTax Partners:
Due to the importance, we are again
Important Reminder! IRS Annual 1040 MeF Shutdown Begins Saturday, Nov 26
Posted on November 1, 2022
Due to the importance and questions our Support Team is receiving, uTax is providing another reminder regarding the upcoming IRS Modernized e-File Shu
Important IRS Reminders! Renew Your PTIN by Dec 31 & Check EFIN Status Now for the Upcoming Tax Season
Posted on October 27, 2022
Preparer tax identification number (PTIN) applications and renewals for 2023 are now being processed at IRS.gov. All current PTINs will expire Decembe
Important IRS Announcement! Annual 1040 MeF Shutdown Begins Saturday, Nov 26
Posted on October 25, 2022
Yesterday via Quick Alerts, the IRS announced that in preparation for the upcoming Tax Year 2022 Filing Season, the Modernized e-File (MeF) Production
Final Reminder! IRS Monday, Oct. 17 Filing Deadline – Who is Exempt?
Posted on October 14, 2022
As a follow-up to our previous communication, we are sending a final reminder issued today by the IRS regarding the upcoming Monday, October 17 filing
IRS Sending Letters to Over 9M Families Who May be Eligible for TY2021 Credits, Payments & Other Benefits
Posted on October 13, 2022
uTax is sharing a news release issued today by the IRS that may result in individuals reaching out to tax professionals for assistance in filing the r
Now Available! Online Seminars from the 2022 IRS Nationwide Tax Forum
Posted on October 11, 2022
uTax is sharing a news release issued today by the IRS regarding the opportunity to now access the seminars that were held earlier this summer during
Last Chance to Register! In-Depth Program Features Live Webinar Tomorrow – Weds., Oct 12
Posted on October 11, 2022
uTax is sharing a final registration reminder for tomorrow’s presentation of our In-Depth Program Features live webinar. Don’t miss out – register TOD
Don’t Miss This Important Monday, Oct. 17 Deadline – Who is Exempt?
Posted on October 7, 2022
uTax is sharing an important reminder issued by the IRS this morning regarding the upcoming Monday, October 17 filing deadline. This news release cont
uTax Live Webinar Registration Reminder! Weds, Oct 12 Depth Program Features
Posted on October 6, 2022
uTax is sharing a registration reminder that we will be presenting our In-Depth Program Features live webinar next Wednesday, October 12. Don’t miss
IRS Update #3 – Areas in NC and SC Added to the List: IRS Extends October 17 Filing Deadline & Provides Other Tax Relief for Certain Designated Disaster Areas
Posted on October 6, 2022
This is an additional update to our communication sent September 30, sharing the latest news release from the IRS regarding the disaster designation g
IRS Reports Significant Increase in Texting Scams – Warns Taxpayers (and Tax Pros) to Remain Vigilant
Posted on October 3, 2022
uTax is sharing an important Text Scam warning from the IRS. We encourage you to take time to read the news release below so that you can advise your
Update #2 – Florida Added to List: IRS Extends October 17 Filing Deadline & Provides Other Tax Relief for Certain Designated Disaster Areas
Posted on September 30, 2022
This is an additional update to our communication sent September 28 (refer to copy below), sharing the latest news release from the IRS regarding the
Important Update! IRS Extends October 15 Filing Deadline & Provides Other Tax Relief for Certain Designated Disaster Areas
Posted on September 28, 2022
Important Update! IRS Extends October 15 Filing Deadline & Provides Other Tax Relief for Certain Designated Disaster Areas To Our Valued uTax Part
UPDATE! IRS Activates New Electronic Fingerprint Process for EFIN Applications
Posted on September 27, 2022
uTax is sharing an important update from the IRS to our communications (Aug 15 Deadline – IRS Announces New Electronic Fingerprint Process for e-File
Last Chance to Register! Weds, Sept 21 – 1040 Walk-Though Live Webinar
Posted on September 20, 2022
uTax is sharing a final reminder that we will be presenting our 1040 Walk-Through live webinar tomorrow, Wednesday, Sept 21. Don’t miss out – register
IRS Announces WISP Template Now Available! Tax Pros Required to Have Written Taxpayer Data Security Plan
Posted on September 15, 2022
Security Summit Releases New Data Security Plan to Help Tax Professionals – New Written Information Security Plan (WISP) Simplifies Complex Area To Ou