Tax Preparer'S Guide For Income Tax Returns - 2015 Page 17
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45•
Provide instruction to taxpayers for filing the return and paying any tax due,
including providing the correct TRD payment voucher if taxpayers do not
choose direct debit.
Retain records of returns for three years.
•
•
Identify the paid preparer in the appropriate fields of the paper or electronic
return.
Furnish the taxpayer with copies of the signed Form PIT-8453, Forms W-2 and
•
1099, and any other documents the taxpayer included with the return as
supporting material for the taxpayer’s records.
•
Monitor electronic filing at branch offices of the ERO’s firm to ensure compliance
with all New Mexico TRD requirements.
Stress to taxpayers the importance of supplying correct information.
•
Ensure the security of all returns and documents related to the taxpayer’s
•
return.
ABOUT PAPER RETURNS
This section gives information about reproduction and substitute forms, quality
standards required for forms, and barcodes.
NOTE: When you submit a paper income tax return, you must also attach your W-
2s and other supporting documentation required by instruction.
Reproduction of New Mexico State Tax Forms
Any person who wants to create a New Mexico TRD state tax form for their own use
or for use by others must receive approval to generate a substitute form. A
substitute form is any form produced and made available for use by any person or
business other than TRD. A substitute form must meet TRD requirements and must
be approved by TRD prior to use. TRD reserves the right to reject substitute forms
that do not meet TRD requirements.
For more information on specifications and approval procedures, go to the TRD
Click Tax Professionals to find the
website at
publication, General Specifications for the Reproduction of New Mexico State Tax
Forms. Click on Software Developers to find the list of form vendors and software
developers approved to reproduce New Mexico state income tax forms.
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