Electronic Filing - Ohio Department Of Taxation

2011 ELECTRONIC FILING--INTRODUCTION

In conjunction with the Internal Revenue Service (IRS), the Ohio Department of Taxation (the department) pro-

vides taxpayers the option of filing their Ohio individual and school district income tax returns electronically via the

Federal/State (Fed/State) e-File program through their tax preparer or qualified software transmitters as part of an

effort to provide "one stop shopping" for tax preparation and filing. Ohio will accept electronically transmitted indi-

vidual and school district income tax returns from all electronic return originators (EROs), preparers and transmit-

ters

who qualify.

EROs, preparers, transmitters and software developers must follow the policies, procedures, standards and re-

quirements outlined in the following booklets when filing an Ohio individual or school district income tax return via

the Fed/State e-File program; Ohio Practitioner‟s Electronic Filing Booklet, Ohio Electronic Return File Specifica-

tions and Record Layout, and the related IRS Publications 1345, Handbook for Authorized IRS e-File Providers of

Individual Income Tax Returns and 1346, Electronic Return File Specifications for Individual Income Tax Returns .

Developers must also adhere to the Ohio 2011 MeF schema and error codes, when supporting the MeF platform.

Ohio’s Electronic Filing Options

In addition to the Fed/State e-File program, you may file your client‟s individual and school district income tax re-

turns through Ohio I-File. TeleFile is limited and may only be used to file the individual income tax return.

Below is a description of Ohio‟s electronic filing options. These options are free, secure, calculate the return and

provide a confirmation number as proof that you filed the return. Taxpayers may deposit their Ohio refund into

three different accounts using any combination of the following four account types; Checking, Savings, IRA or a

529 CollegeAdvantage account administered by the Ohio Tuition Trust Authority (529 CollegeAdvantage ac-

counts).

Ohio

I-File

is an on-line wizard program. It will ask you a series of questions and complete the return for you.

You will receive a confirmation number after you successfully submit the return electronically.

o You may file an Ohio individual and school district income tax return using Ohio I-File.

Note: Your client must register once each calendar year to use Ohio‟s on-line applications, including the ePay-

ment application. They will be asked to provide their SSN, mother‟s maiden name, last name and date of birth to

create a password. The mother‟s maiden name is a security question and will be used for a password reset, if

necessary.

Ohio

TeleFile

is an electronic option for taxpayers who want to use the telephone to file their Ohio income tax

return. Before calling the toll free number to file your client‟s income tax return, please complete the TeleFile

worksheet found in the

Ohio TeleFile

Booklet. You will receive a confirmation number after you successfully

answer the TeleFile prompts.

Note: Taxpayers will no longer receive the TeleFile booklet in the mail and therefore will not receive a PIN to log

on and sign their return. However, taxpayers who want to TeleFile their return may call 800-697-0440 to log on

the TeleFile system with their SSN, birth date, and zip code.

Ohio‟s

ePayment

system allows your client to pay balances due electronically. They may make the following

types of payments through the ePayment system; estimated and extension payments, tax due, assessments and

balances due from billing notices.

EROs, preparers, transmitters and software developers are defined in IRS Publication 1345.

Electronic Filing - Ohio Department Of Taxation - 2011 Page 3

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