| A - To start a return:
A1) Start by going to http://www.taxsoftware.com
A2) Click on “Click here to start your Tax return;”
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| A3) Click on ACCEPT ;
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| A4) This is the
START page.
Click on NEW at the top of the page;
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| A5) Fill in the name and address web page; |
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| A6) Select Excise Tax and the correct tax year;
Click on NEXT;
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| A7) Select Form 2290; For Simplified version please also check the "Simplified Version" check box.
Click on NEXT; |
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| A8) On this next
page please make sure to complete all the mandatory
information such as Officer's name, title, phone number and
e-mail address. Click
on NEXT; |
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| A9) Select the
appropriate boxes on this page and click on NEXT. |
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Please note that
the boxes for "Address Change", "Final Return", and "VIN
Correction" are used only for printing purposes, they cannot
be e-filed. |
| A10) To enter
Taxable VINs on Schedule 1, please check the box that says
"If you are filing any tax vehicles check here."
Make sure to enter the date the
vehicles are being placed in service.
Then click on
NEXT.
To see how to enter VINs on
Schedule 1 please see
Section B.
To create a spreadsheet
please see Section C.
Click on NEXT to get out of
this page. Click on the
BATCH PRINT button to print all the entries at once.
Please click here for
instructions on
Batch Printing. |
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| A11) To enter
suspended VINs on Schedule 1, please check the box that says
"If you are filing any suspended vehicles check here."
Click on NEXT until the Taxable
VIN page shows up.
Click on NEXT to get out of
this page. Click on the
BATCH PRINT button to print all the entries at once. |
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| A12) This page
will show you the totals for all the taxable and suspended
vehicles, sorted by category.
Click on NEXT. |
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| A13) To claim
credits please check the box that says "If you are taking
any credits for.........check here.
Click on NEXT until you get to
the Credits Schedule page.
The reasons for taking credits
can be:
used less than 5,000 miles last tax year,
sold,
put out of service, filed with the
wrong weight and paid less taxes, made a
typo on the VIN, or filed for the
wrong tax year.
Click on the BATCH PRINT button
to print all the entries at once.
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| A14) If you need
to amend a return to change the form of payment of your
taxes due, please check the Amended Return box and click on
NEXT.
Then click on
NEXT and enter your previous transmission ID and the month
of acceptance and in the example below.
The acceptance ID will be on the e-mail that was sent to you
at the same time you received your stamped copy of schedule
1. Form more details please see 2290 F&Q.
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| A15) When you
arrive to this page you can see all the totals for the
Schedules that you have completed so far.
If you need need to complete
Form 2290 Part II, please check the box at the bottom of the
page.
Click on NEXT. |
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| A16) For each
Schedule you need to complete, please check the appropriate
box and click on NEXT.
Please remember that those
Schedules are not mandatory and you may not really need
them. You can click on the HELP button at the top of
the page to make sure the schedule applies to you. |
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| A17) If you
check boxes 8a. and 8b., the Suspended VIN Statement page
will show up when you click on NEXT.
Click on the BATCH PRINT button
to print all the entries at once. |
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| A18) If you
check the box on line 9, the Statement In Support of
Suspension page will show up after clicking on NEXT to get
to that page. Click on
the BATCH PRINT button to print all the entries at once. |
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| A19) If you need
to use the "Beginning of Year Inventory Reasonable Cause
Explanation Statement, please click on the button that says
"New Stmt" next to the title.
Complete the statement and
click on BACK to go back to this page.
Then click on NEXT to move
forward. |
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| A20) You must
complete the signature page, which is Form 8453-EX.
On this page can select the form
of payment you will use to pay the taxes due to the IRS.
Please see
Section D
for your options in more detail.
Click on NEXT.
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| A21) Please make
sure all the information on this is completed. You
should see red frames on the fields when it is missing
information. You can
click on the PRINT button from this page and a PDF form
8453-EX will pop up with your data in it. You need
sign this form, print it, and fax to 301-320-1216 or e-mail
to help@taxsoftware.com
Click on NEXT. |
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| A22) This is the
Review page. It lists all the pages that you
completed on your return. A green line with a check
mark means that all the info looks ok. A black line
means that page is not completed. A red line means there is
an error on the page. To go back to each page, please
click on it. You can
click on the REVIEW button at any time form the other pages
to see how you are doing.
Click on the START button
after here. |
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B- To enter
VINs on Schedule 1:
On this screen please check the box to file taxable
vehicles.
Click on NEXT.
On the next screen
start by entering the first VIN on the screen. Enter also
the weight of the vehicle. When you click on the TAB
button on your keyboard, the VIN will replace the word
"New#1" inside the list box at the top of the page; |
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Click on the “New#2” word and fill out the second VINs
information.
Follow these steps until you entered all the VINs. |
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C- To create a spreadsheet:
IMPORTANT - YOU MUST FOLLOW OUR INSTRUCTIONS TO CREATE A SPREADSHEET. IF YOU MAKE UP YOUR OWN TEMPLATE IT WILL NOT WORK.
You can always click on the EXPORT button and create a
spreadsheet if you have a very large number of vehicles. A
spreadsheet that will pop up. You can type the data on the
proper columns. |
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Here is the
explanation of the codes on the top of the template:
Please do not
remove or add any other columns to the template.
The Key column
starts at zero and end on the last VIN.
You can only
add data as shown.
(a)
(a) Vehicle Identification Number.
That goes
under column with code 500.(b)
Taxable gross weight (in pounds).
That goes
under column with code 520.
The software
will figure out the correct category based on the weight of
the vehicle.
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When you finish entering the data on the template, it will
look like this. Save your spreadsheet in your computer as a
CSV file. |
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Go back to the web site and click on the IMPORT button. A
Window should open. Select your file and click on OPEN.
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All the data on the spreadsheet will import to the screen
and populate like this. |
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If you would
like to download the template please click here.
http://www.taxsoftware.com/taxablevintemplate.csv
There is not limit on how many vehicles you can add to the
spreadsheet and import to the web site. |
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D- To pay
your taxes due to the IRS.
D1) To pay your taxes through a bank account:
Please make the selections as
shown in the screen below. You must check box boxes under
Bank Account Direct Deposit.
Click on NEXT and enter your
bank account on the screen shown below.
Then click on NEXT.
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| D3) To pay
your taxes using EFTPS
Please check the EFTPS box.
You need to go directly to
https://www.eftps.gov/eftps and make your own payment on
the same day your return is accepted. |
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D3) To pay
your taxes by check
Please select the "Check or
Money order" option. When mailing a check you are required
to fax a letter to us that will be attached to your file
when it goes to the IRS. You must scan the letter and e-mail to help@taxsoftware.com along with your signed form 8453-EX. Please do not fax or the letter will not be processed. When you are paying taxes by check the signed form 8453-EX is mandatory, a PIN will not be enough for the IRS.
Please see a sample letter on
the right.
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Internal Revenue Service Ref.: EIN (number) Dear Sir or madam: This letter is to inform that we will be paying our excise tax due by check (check number) in the amount of $(amount). Sincerely, Person signing and Company name |
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E- To pay for Taxsoftware.com's e-filing services:
Select your file and click on the PAY button at the top of your web pages.
Enter your credit card information on the screen shown below and click on SUBMIT FORM.
Please remember that if you
have more than 100 VINs there
will be an extra charge. |
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F- To Edit:
From the same computer where you entered your data click on the bar that says “Click here to do your tax return;”
Go back to the START page.
Click on the file inside the gray box, and then click on the EDIT icon at the top.
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E4) You can edit your return as many times as you want, until you are sure it is correct. Make sure you print and check it before you e-file. There is no limit of time for you to have access to you return, but make sure you follow the IRS deadlines.
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G- To print:
From the same computer where you entered your data go to the page shown above "Taxsoftware.com Start Web Page".
Click on the PRINT ALL button to print you entire tax return, or click on EDIT and select the specific page that you wish to print and click on PRINT to print just the form on that page.
You can print your return as many times as you want, until you are sure it is correct. Make sure you print and check it before you e-file. There is no limit of time for you to have access to you return, but make sure you follow the IRS deadlines. |
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When you are
using ACROBAT, make sure the ANNOTATIONS or COMMENTS box is
checked on the print dialog screen. Depending on the version
you have, it could say “Print documents and annotations,” or
similar language. Make sure you are using Acrobat 5.05
or later. Earlier versions of Acrobat may not print
correctly. If you have a color printer, make sure you have
blue color, or set it to print blank only. For more
information please see: http://www.taxsoft.com/adobeprinterdialog.html
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| H- To e-file:
H1) From the same computer where you entered your data go to the page shown above "Taxsoftware.com Start Web Page".
Please remember to print, sign, and fax Form 8453-EX to 301-320-1216,
or e-mail to help@taxsoftware.com.
Click on the file, then press the E-FILE button. The return is not e-filed until you press the E-FILE button. |
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| H2) Then you
must press the CONFIRM button. If the CONFIRM button does
not show up you can manually launch the web page from
Internet Explorer with the Browse button to find the file
c:\btax\senddata.html If there is a balance due press the
"Click to Pay". You will receive an email within minutes indicating your forms have been ACCEPTED. Your stamped Schedule 1 copy will be sent by e-mail at the same time of your acceptance
If you do not receive this email, your forms have NOT been E-Filed. The E-Mail will contain and acknowledgement file #. You will need this number for proof of your E-File if you need to later contact the IRS. |
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If there is any problem with your return or the IRS requires additional information you will receive an email indicating the file was REJECTED.
Then you need to return to the web site and fix any errors. You can see your IRS errors on the REVIEW screen by pressing the ERRORS button. |
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