2021 Guide for Filling out IRS Form 941
3 min read
Looking for more time to file your W2, 1099, or other information returns? You'll want to file IRS Form 8809. In this video, we explore whether you should file it online or through the mail.
1 min read
We've put together another IRS Forms video, this one for IRS Form 8809, Application for Extension of Time to File Information Returns. This is a pretty simple form, but figuring out whether to file it online or through the mail can be a pain. We make it easy for you in the video below:
Transcript
Hi welcome to an IRS Forms quick-tips video. Today we’re covering IRS form 8809, Application for Extension of Time To File Information Returns. As the name suggests, this form is used to request a 30 day extension for filing information returns such as Form W-2, Form 1099, and Form 5498. Let’s take a look a quick tip that will make filling out the 8809 even easier.
The 8809 is one of the few forms the IRS lets you submit electronically through their FIRE system, so why do they still sometimes require that you submit a paper version?
There are only three cases when you are required to submit a paper version of the 8809.
For all other information returns, the IRS encourages you to request an automatic 30 day extension through the FIRE system (link in the description below). Filing IRS Form 8809 electronically allows for fast and efficient processing for both you and the IRS. For any clients with more than 250 information returns to submit, the IRS requires that you submit all forms through the FIRE system.
Thanks for watching this IRS quick tips video. If you have any topics you’d like to see us cover in one of our quick tips videos, let us know in the comments below. And, as always, be sure to like and subscribe. We’ll see you next time.
Explore more of our recent Articles, User Stories, and Ebooks.
3 min read
3 min read
Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
Submit this form, and we will be in touch soon to give you a custom demo.
Set a time for one of our product specialists to give you a guided tour practice.
Leave a comment!