Louisiana Department of Revenue Electronic Filing Guidelines
This content provides a comprehensive overview of the electronic filing process for individual income tax returns with the Louisiana Department of Revenue. It covers important details such as filing requirements, third-party filings, ERO application procedures, retention of paper documents, and more. The guidelines stress the importance of electronic filing and the specific requirements for tax returns in Louisiana.
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Louisiana Department of Revenue Electronic Filing
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Individual Income Returns MEF Returns filed by Processing Year 1950000 1900000 1850000 1800000 2012 2013 2014 2015 1750000 1700000 1650000 1600000 1550000 1500000 # of 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- 540B Nonresident Return *IT- 540BNRA Nonresident Athlete *Extensions
Third Party Filings Individual IT- 540B Nonresident Return IT-540 Resident Return *IT-540BNA Nonresident Athlete *Extensions
MyRefund Card The My Refund Card option will not be an option on any electronic returns for the 2015 tax year.
ERO Application Process 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 LA8453 and corresponding W-2forms, 1099s and all supporting documentation must be retained for at least 3 years. (Taxpayer s form LA8453OL) If using PIN (Personal Identification Number) retain Federal E-file signature Authorization Document, IRS Form 8879 The LA8453 will be used as an information document when IRS Form 8879 is used. The LA8453 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 support this option.
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 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 should not have any effect on the what you see as an user. This change should effect all vendors and all product types.
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Corporation Income Returns MEF Returns filed by Processing Year 120000 100000 80000 2012 2013 2014 2015 60000 40000 20000 0 # of Returns
Louisiana geauxBIZ.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 LaTAP LaWage 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
Composite Partnership 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 to: File withholding tax payments electronically. File your quarterly L-1 returns electronically.
ACT 452 January 2014 W W- -2s, they must be filed electronically. January 2014 - - 2s, they must be filed electronically. If an employer has100 or more If an employer has100 or more January 2016 - If an employer has50 or more W-2s, they must be filed electronically.
Withholding Electronic Filing Methods LaWage Bulk W2 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 L1 Quarterly Returns (Payroll Services/ Tax Preparers) Bulk Payments (Payroll Services/ Tax Preparers) LaTap Manual Semi-Monthly, Monthly & Quarterly Payments (Tax Preparers/Businesses) Manual L1 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 information Change compromised passwords immediately. Developing a passphrase is good alternative to a password. WhydidIhave2Children 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 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, 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 can includes changes to the return or calculations that may impact your return.
Reminder Your accounts, devices and client information have great value to cyber attackers. Please protect yourself and your clients. SansInstitute2015
Contact Names and Phone Numbers State Electronic Filing Help Desk For Tax Practitioners and Transmitters Only Telephone: (225) 219 State Electronic Filing Help Desk For Tax Practitioners and Transmitters Only Telephone: (225) 219- -2488 2488 Shanna Kelly Telephone: (225) 219-2490 E-mail addresses: Shanna.Kelly@la.gov Fax Number: (225) 219-2651
