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Louisiana Department of Revenue Electronic Filing

Louisiana Department of Revenue Electronic Filing

Picture slide Power. Point Ethernet cable template

Picture slide Power. Point Ethernet cable template

Individual Income Returns MEF Returns filed by Processing Year

Individual Income Returns MEF Returns filed by Processing Year

ACT 452 If you file more than 100 tax returns, 90% of those returns

ACT 452 If you file more than 100 tax returns, 90% of those returns must be filed electronically.

Louisiana Department of Revenue’s Website www. revenue. louisiana. gov IT-540 Resident Return IT- 540

Louisiana Department of Revenue’s Website www. revenue. louisiana. gov IT-540 Resident Return IT- 540 B Nonresident Return *IT- 540 BNRA Nonresident Athlete *Extensions

Third Party Filings Individual IT-540 Resident Return IT- 540 B Nonresident Return *IT-540 BNA

Third Party Filings Individual IT-540 Resident Return IT- 540 B Nonresident Return *IT-540 BNA Nonresident Athlete *Extensions

My. Refund Card The My Refund Card option will not be an option on

My. Refund Card The My Refund Card option will not be an option on any electronic returns for the 2015 tax year.

ERO Application Process Remains the Same Electronic Return Originators or ERO’s accepted by the

ERO Application Process Remains the Same Electronic Return Originators or ERO’s accepted by the IRS will automatically be accepted into the state e-file program. Only software developers are required to test with LA returns (ATS- Acceptance Testing System) A list of approved software vendors has been provided on the LDR Website on the Tax Professional page. LDR does not require BOND Insurance.

Paper Documents to be retained by ERO The Forms LA 8453 and corresponding W-2

Paper Documents to be retained by ERO The Forms LA 8453 and corresponding W-2 forms, 1099 s and all supporting documentation must be retained for at least 3 years. (Taxpayer’s form LA 8453 OL) If using PIN (Personal Identification Number) retain Federal E-file signature Authorization Document, IRS Form 8879 The LA 8453 will be used as an information document when IRS Form 8879 is used. The LA 8453 must be signed and retained when a state only return is transmitted.

Paper Documents to be retained by ERO E-Signature Documents are accepted for vendors who

Paper Documents to be retained by ERO E-Signature Documents are accepted for vendors who support this option.

Transmitting Louisiana Electronic Returns When transmitting both returns together, it is important to note

Transmitting Louisiana Electronic Returns When transmitting both returns together, it is important to note that if either return rejects, both returns will reject. If you receive an acceptance from LA and a rejection from IRS, it may be better to send both again if your software allows.

Acknowledgements After Louisiana retrieves the returns from the IRS an electronic acknowledgement is generated

Acknowledgements After Louisiana retrieves the returns from the IRS an electronic acknowledgement is generated for each return and sent to IRS to provide to transmitters Transmitters should verify that the software includes the state acknowledgement retrieval from IRS. Contact our office, Electronic Filing Help Desk at (225)219 -2490 if acknowledgement is not received within 3 business days.

Anti-Fraud Measures Software Vendors will be putting additional anti-fraud fields into the submission. It

Anti-Fraud Measures Software Vendors will be putting additional anti-fraud fields into the submission. It should not have any effect on the what you see as an user. This change should effect all vendors and all product types.

Picture slide Power. Point Ethernet cable template

Picture slide Power. Point Ethernet cable template

Corporation Income Returns MEF Returns filed by Processing Year

Corporation Income Returns MEF Returns filed by Processing Year

 • Louisiana geaux. BIZ. com is your One Stop Location to: • Setup

• Louisiana geaux. BIZ. com is your One Stop Location to: • Setup a New Business in the State of Louisiana • Reserve a business name for a new business • Register your business with Louisiana Secretary of State, Louisiana Department of Revenue, and Louisiana Workforce Commission • https: //geauxbiz. sos. la. gov/

Business Filing Options on the LDR website • • • Parish E-file La. TAP

Business Filing Options on the LDR website • • • Parish E-file La. TAP La. Wage Severance Oil and gas Business Tax Credit Card Payments Composite Partnership Extensions and Payments Online Resale Certificates Online Payment Vouchers Business Rebates and Incentives Business Registration

Third Party Filing Corporation Income Paper Substitute Tax Forms Composite Partnership Sales Withholding

Third Party Filing Corporation Income Paper Substitute Tax Forms Composite Partnership Sales Withholding

Third Party Filing – Sales Tax

Third Party Filing – Sales Tax

Composite Partnership Return (6922) will be available through MEF Third Party Vendors. Please contact

Composite Partnership Return (6922) will be available through MEF Third Party Vendors. Please contact your vendor to determine whether they will support this form.

FSET- Withholding L-1 Returns and Payments Third Party Vendor Approved Software FSET allows you

FSET- Withholding L-1 Returns and Payments Third Party Vendor Approved Software FSET allows you to: • File withholding tax payments electronically. • File your quarterly L-1 returns electronically.

ACT 452 January 2014 - If an employer has 100 or more W -2

ACT 452 January 2014 - If an employer has 100 or more W -2 s, they must be filed electronically. January 2016 - If an employer has 50 or more W -2 s, they must be filed electronically.

Withholding Electronic Filing Methods La. Wage Bulk W 2 submissions (Payroll Services/ Tax Preparers)

Withholding Electronic Filing Methods La. Wage Bulk W 2 submissions (Payroll Services/ Tax Preparers) Bulk 1099 submissions (Payroll Services/Tax Preparers) L-3 Annual Transmittal (Payroll Services/Tax Preparers) FSET (Third Party Software) Bulk L 1 Quarterly Returns (Payroll Services/ Tax Preparers) Bulk Payments (Payroll Services/ Tax Preparers) La. Tap Manual Semi-Monthly, Monthly & Quarterly Payments (Tax Preparers/Businesses) Manual L 1 Quarterly Returns (Tax Preparers / Businesses) ACH Credit Semi-Monthly, Monthly & Quarterly Payments (Payroll Services / Tax Preparers / Businesses)

Security Reminders • • Never post your Passwords Don’t let anyone use your login

Security Reminders • • Never post your Passwords Don’t let anyone use your login information Change compromised passwords immediately. Developing a passphrase is good alternative to a password. Whydid. Ihave 2 Children • Password for Work or bank accounts should be different from personal accounts. Notes from LDR Security

Suspicious Emails Do not open or forward any e-mails that may look suspicious. Delete

Suspicious Emails Do not open or forward any e-mails that may look suspicious. Delete the e-mail immediately. Social media e-mails are the easiest type for attacker to copy. Do not open social media e-mails through you work e-mail system. Some e-mails from attackers are bold. Don’t supply information simply because it was asked.

LDR Correspondence • Do not send a taxpayer’s SSN , in e-mail or fax,

LDR Correspondence • Do not send a taxpayer’s SSN , in e-mail or fax, to the Department of Revenue. Only send the last 4 digits and taxpayer’s name in correspondence sent to the Department.

Software Updates Please download all software updates sent by your software vendor. These updates

Software Updates Please download all software updates sent by your software vendor. These updates can includes changes to the return or calculations that may impact your return.

Reminder v. Your accounts, devices and client information have great value to cyber attackers.

Reminder v. Your accounts, devices and client information have great value to cyber attackers. Please protect yourself and your clients. Sans. Institute 2015

Contact Names and Phone Numbers State Electronic Filing Help Desk For Tax Practitioners and

Contact Names and Phone Numbers State Electronic Filing Help Desk For Tax Practitioners and Transmitters Only Telephone: (225) 219 -2488 Shanna Kelly Telephone: (225) 219 -2490 E-mail addresses: Shanna. Kelly@la. gov Fax Number: (225) 219 -2651