Tax Preparer'S Guide For Income Tax Returns - 2015 Page 21
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45TRD continues to offer Refund Express and electronic payment services to
taxpayers and tax professionals who use Fed/State electronic filing and TRD online
filing. Refund Express and electronic payment services allow tax return filers to
electronically deposit refunds into a taxpayer’s checking or savings account, or
make tax payments directly from a taxpayer’s checking account. By using the e-
check option, the taxpayer can choose the payment date.
NOTE: A payment made to TRD through the Fed/State program must come from a
checking account. New Mexico TRD cannot accept a payment for tax due from a
savings account.
Qualifying as an E-File Provider
Before e-filing with the IRS, tax preparation firms must apply for IRS authorization
as an IRS e-file provider. Apply as early as possible to make sure you are approved
in time for January 1, 2016. No additional application form or application process is
necessary for approval to file a New Mexico PIT return through the IRS approved
Fed/State software program.
After receiving acceptance by the IRS, the tax professional, ERO, or transmitter is
automatically accepted to file a New Mexico PIT return through the Fed/State
program. However, you must make sure the software you use is approved for
Fed/State filing by New Mexico.
A list of approved software developers and programs is provided on the TRD
website
Click Tax Professionals, then Software
Developers, and then click Approved Software for Online Filing 2015 New
Mexico Income Tax Forms.
How do you register to become an authorized IRS e-file provider? Register for
e-services and then complete the IRS e-file application available at the IRS website
See e-services on the IRS tax professional’s page.
Supporting Backup Documentation
This section gives information about backup documentation and about e-filing
through a third-party software program or through the TRD website.
E-Filing Through a Third-Party Software Program
When e-filing a New Mexico personal income tax return and its schedules through a
third-party software program, you may be required to provide TRD with additional
documentation to support a claim for a deduction, credit, or rebate. Because New
Mexico personal income tax returns are now supported in the new Fed/State e-file
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