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Tax Return Estimate and eFile Steps


Once you have gathered all your 2020 Tax Documents, Receipts, and Formsdetailed form list here—we suggest you take these tax estimation and return preparation steps so you maximize your tax refund, reduce your tax liability, and balance your tax return. The steps below will help you optimize your tax return(s) so you get to keep more of your hard earned money.

Follow the eFile.com TickIT outline throughout the year as Fail to Plan might result in Plan to Fail. Give your paycheck(s) a Taxercise with the eFile.com Taxometer to optimize your W-4 based tax withholding. Do not underestimate the importance of your W-4. Use the eFile.com Paycheck Calculator when you complete your W-4 in 2021. Do not hand over too much in tax withholding per paycheck to the IRS only to get it back sometimes over a year later as your tax refund. This is your money so let us help you plan wisely during 2021 and beyond. 

Got all your Tax Prep Documents? Now is time to Taxstimate your tax refund or taxes due.
Estimate now before you eFile.
Find out what your tax refund date will be based on your tax refund deposit method.
Bank direct deposit is the fastest method to get your tax refund money from the IRS.
Make sure you know which federal or state tax deadlines apply to you.
Did you know that the penalties for not filing on time are bigger than not paying on time? Top Tip: efile a return or extension by the deadline.
Most states in the US do require an income tax return. Find out which once do and which once do not.
You can only efile a state tax return with a federal return, anywhere. You can prepare and print a return on efile.com.
Estimate your potential IRS penalties if you do not file on time or pay on time.
As stated above: the penalties for not filing on time are more expansive than not paying on time.
Know the expenses you can and cannot deduct on your tax return. 
Find out if you actually have to file an income tax return.
Should you file yourself or as someone's dependent on your tax return?
Find out if you qualify as a dependent on someone's return.
Are you a single parent with a child or dependent? Filing as Single might not be the best for you.
See if you qualify for the Head of Household filing status.
Even you don't HAVE TO file a return, you still might WANT TO file one for other reasons.
Review efile.com and IRS tax payments options on how to pay you taxes.
After you have efiled your return, monitor your emails, check your efile.com account, and/or your tax refund status.
Make sure your tax refund will be directly deposited into your account or mailed to the address on your tax return.
Download your completed tax return from your efile.com account (under My Account) and keep it for your records. If you did not file your return on efile.com (or even if you did), you may obtain a free transcript of your return from the IRS.
Click here if you prepared and eFiled via efile.com.
Get an IRS tax return transcript regardless where you prepared and filed.
Need to make a change to an eFiled or filed return? You will need to complete and file an amended tax return.
Know what to do in case you get audited.

All of this can be overwhelming, but easily create a free account on efile.com and start the tax interview process by answering a few simple questions. We make it easy for you so you don't have to worry about too many of the sometimes complicated tax law details. You can monitor your preliminary federal or IRS and state tax return as you go through the process. Before you efile your tax return, make sure to check for errors and overall results or contact one of our Taxperts if you have questions.