Electronic Filing - Ohio Department Of Taxation

Electronic Filing - Ohio Department Of Taxation - 2011 Page 19

2011 ELECTRONIC FILING--MODERNIZED E-FILE

Modernized e-File Highlights

In taxable year 2009, the Federal/State e-File program began the phase in of modernized e-File (MeF). Unlike

legacy e-File, the MeF system uses XML as its programming base, supports web-based filing and offers a plat-

form for many improvements to the current legacy e-File system. The table below identifies many of the differ-

ences between the legacy and modernized e-File system.

NOTE: A return that has been accepted by the department will go through an additional series of internal business

rules. A return that fails any of the internal business rules will suspend for additional review. This may cause de-

lays in processing the taxpayer’s return. The department will notify the taxpayer if they need additional informa-

tion to verify a line item adjustment or to verify taxes withheld. This process may delay a taxpayer’s refund, in-

crease a taxpayer’s refund/balance due, or reduce a taxpayer’s refund/balance due.

Differences Between Legacy e-File and Modernized e-File

Legacy e-File

Modernized e-File

Accepts only one resident, nonresident or part-year

Accepts unlimited resident, nonresident and part-

resident school district income tax return

year resident school district income tax returns

Receives only 1 school district acknowledgement

Receives an acknowledgement for each e-Filed

school district income tax return

Accepts every return

Rejects returns with errors

Agent calls practitioner or sends letters to the taxpay-

PDF files can be attached and submitted to the

er requesting copies of certificates, W2s, K-1s, other

state return electronically.

state‟s returns, etc.

If your software does not support PDF files, Ohio

will accept the return and send an alert message

with the acknowledgement asking the practitioner

to fax the requested information.

No PDF attachments

PDF files may be attached and submitted to the

state return electronically.

If your software does not support PDF files Ohio

will accept the return and send a message with

the acknowledgement asking the practitioner to

fax the requested information.

Must submit the IT 1040 and SD 100 in one transmis-

May submit the SD 100 in a separate transmis-

sion

sion from the IT 1040

Electronic Filing - Ohio Department Of Taxation - 2011 Page 19