Information about the NATC and what it can do for you. Links to useful Federal and State tax forms/publications Information about seminars and classes for taxpayers and tax professionals alike A compilation of additional resources useful at tax time A password-protected area for resources available only for members. A password-protected area of resources and tools for the NATC staff.

Additional Resources

Members

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Good to Know

IRS warns of rise in Scammers Using e-Mail and Fax to Pose as IRS read more...

Online Scams that Impersonate the IRS read more...

Do your homework before you donate read more...

Treas. Dept. Aid for ID Theft Prevention read more...

Tax Professionals: Practitioner Education Phone Forums read more...


General

  • Attention Quickfinder Users   For QuickFinders users, use THIS LINK to get updates and corrections. Bookmark the location – you will want to recheck it periodically.
  • You have a unique opportunity to influence how the Internal Revenue Service (IRS) delivers services to the public. The Taxpayer Advocacy Panel or TAP is a group of volunteers dedicated to helping the IRS identify ways to improve customer service and satisfaction. The panel is a Federal Advisory committee established under the authority of the Department of the Treasury.
  • Before you donate to that charity, do your homework!   There is too much real need in the world for you to allow your generosity to be diverted for anyone's personal gain. At a minimum, remember:
    1. Know exactly who you're giving to. Many fake charities masquerade under names deceptively similar to legitimate charities.
    2. Check their record. Sites like www.give.org (The Better Business Bureau), www.charitynavigator.org, and www.guidestar.org can provide a good feel for what your donation will actually be used for. Tip: Ratings for NATIONAL vs. LOCAL chapters of an organization can vary drastically.
    3. Protect your personal information. It is safest not to respond to e-mail solicitations, nor to give out credit card or other financial information over the telephone.

Federal Government   

          Internal Revenue Service (IRS)

  • Taxpayers can now go online and check the status of their individual federal income tax refunds using Where’s My Refund? , the first IRS web-based service giving taxpayers direct access to their personal tax account information. Spanish-speaking taxpayers may prefer ¿Dónde Está mi Reembolso?
  • The IRS-issued 2010 Refund Cycle Chart (in English and Spanish)
  • Pub. 590 Tax Calendars for 2010
  • Site map (index) of the Internal Revenue Service Web site
  • Internal Revenue Service E-file Services
  • The Internal Revenue Service provides free Spanish-language products and services – CLICK HERE for a listing of what's available for Small Businesses, and CLICK HERE to visit the El IRS en Español webpage, which contains forms, notices, business resource links, online tools, and publications for both individual and business taxpayers.
  • IRS warns of bogus refund emails and Web sites! Email, appearing to come from "tax-refunds@irs.gov", tells the recipient that he or she is eligible to receive a tax refund for a given amount. It states that to access a form for the tax refund, the recipient must use a link contained in the e-mail. The link leads the recipient to a form which asks for the personal and financial information. The information fraudulently obtained is then used to steal the taxpayer’s identity and financial assets. The IRS never asks for personal identifying or financial information via unsolicited e-mail. To learn more about this scam and what to do if you suspect that you have received one, do NOT open it – CLICK HERE to read the advise of the IRS.
  • The Internal Revenue Service is providing an online tool, the AMT Assistant, which helps taxpayers determine whether or not they may be subject to the AMT by automating the AMT Worksheet of the 1040 Instructions, called the "Worksheet to See if You Should Fill in Form 6251 - Line 45." The IRS estimates most taxpayers can make entries and get an answer in five to 10 minutes using the new application. Read more about the Alternative Minimum Tax (AMT) Assistant for Individuals...
  • Retirement Plan Information – find tips on how to find, fix, and avoid common mistakes in: SEP, SIMPLE IRA Plan, and 401(k) Fix-It Guides are available in .pdf format.

  • A complete course on Disaster Assistance Self-Study and Kits can be found on the IRS web site. Read more on this topic...
  • The IRS.GOV One Click is a MS Word hypertext index of the most frequently used links on the IRS Web site. It has been thoughtfully provided by the Stakeholder Liaison team, who encourage you to download it and place it on your desktop for easy access.
  • Hear it directly from the source – sign up for an IRS e-mailing list that targets your area of concern.
  • The IRS has a new interactive tool, the "EITC Assistant" (English and Spanish), to help tax practitioners determine whether their clients are eligible for the earned income tax credit (EITC). The EITC Assistant will help determine eligibility, filing status, and if the children are qualifying children for EITC purposes. The tool will also calculate the amount of the expected credit.
  • The National Taxpayer Advocate Service (TAS) is an independent organization within the IRS, created to help taxpayers resolve problems with the IRS and to recommend changes that will prevent the problems. If you have an ongoing issue with the IRS that has not been resolved through normal processes, or you have suffered, or are about to suffer a significant hardship/economic burden as a result of the administration of the tax laws, contact the Taxpayer Advocate Service.

           Small Businesses

  • New Web site: Business.gov provides one-stop information for small businesses. The site helps small businesses find compliance information and services by searching multiple government web sites and by organizing the information into industry and topic categories. Managed by the U.S. Small Business Administration in a partnership with 21 federal agencies, Business.gov provides quick and focused compliance search results, a comprehensive catalog of federal government forms, a directory of knowledgeable government contacts, links to key industry resources and “how to” information for starting, growing and managing a business.
  • The Internal Revenue Service is offers a range of tax-related resources for Small Businesses, including electronic "workshops" on-line, or on CD/DVD. Most are free for up to five copies. Check what they have to offer...

          Identity Theft

  • IdentityTheft.gov has a wealth of information on preventing and dealing with issues of identity theft, both in English and Spanish.

          Tax-Exempt Organizations

  • Expanded Resources for Exempt Organizations

The EO Update reports that the portion of the IRS Web site dedicated to exempt organizations has been expanded to include links to state government Web sites with information for nonprofits.

IRS Exempt Organization has developed a series of video mini-courses on topics important to exempt organizations. You can stop the presentation at any time, come back, and resume where you left off. This is a very useful IRS web site for Tax Exempt and Government Entities: http://www.stayexempt.org/

You will find that you need to stay on your toes to participate in the popular Phone Forums, however. The IRS Web site suggests that you bookmark the Exempt Organizations Calendar of Events page in your Browser so that you can easily check for forums and events pertaining to exempt organizations.

          Social Security

  • Online retirement estimator (English)
  • New: Social Security has released its Open Government plan.  The plan, available at www.socialsecurity.gov/open, reflects the agency’s commitment to increase transparency, expand opportunities for citizen participation and collaboration, and make open government sustainable at Social Security.  Three flagship initiatives are highlighted in the plan -- the Spanish-Language editions of the existing Retirement Estimator, Online Service Enhancement, and an Online Life-Expectancy Calculator. 
  • Social Security Administration
  • Federal Bureau of Investigation

State/Local Government

 

Alabama


Alaska

Arizona

Oregon

  • Check the status of your refund with Oregon DOR's online service Where's My Oregon Refund?
  • Oregon Withholding Tax Tables are now ONLINE ONLY, so that they may be maintained more efficiently.
  • DOR circular 2-d Bar Code Filing for Oregon (2-d bar codes are now required)
  • A complete list of PO Boxes for Returns, Forms and Correspondence and their priorities, in the form of an .xls spreadsheet provided by the Oregon Department of Revenue (DOR).
  • The Oregon representative for the Taxpayer Advocacy Panel (TAP) can be reached at milissa@uci.net, and I can be reached through the TAP contact number of 888-912-1227.
  • If you're an Oregon Tax Professional you should seriously consider subscribing to the Revenews mailing list established by the Oregon Department of Revenue (DOR), Personal Income Tax Division, to disseminate Oregon tax information to tax practitioners. Practitioners can easily self - subscribe to the list by visiting http://www.oregon.gov/DOR/TAXPRO/revenews.shtml.
  • The Oregon Department of Revenue (DOR) has created a new email listserv called Payrolltax-news designed to provide the most current payroll tax information to its subscribers. Employers and other interested individuals can easily subscribe to Payrolltax-news by going to: http://www.oregon.gov/DOR/BUS/payrolltaxnews.shtml. If you have additional questions, please feel free to contact them at payroll.help.dor@state.or.us .
  • The Oregon State Board of Tax Practitioners describes Proper Disposal of Confidential Client Records.
  • A two-hour Tax Practitioner Liason (TPL) meeting worth 2 hours of CPE credit takes place one Friday each month at the Oregon Department of Revenue Building in Salem, Oregon. An excellent opportunity to gather timely resource materials prepared by the DOR and for face-to-face communication. CLICK HERE to learn more.
  • Oregon E-Government - Online Services: Taxes. File income taxes, make a payment on Payroll, Estimated Corporate Excise and Income Taxes, or pay Motor Carrier Highway Use Tax.
  • Detailed requirements to be an Oregon State Tax Consultant
  • Detailed requirements to be an Oregon State Tax Preparer
  • Oregon State Board of Tax Practitioners.
  • PortlandMaps.com, a joint project of Corporate GIS (CGIS), and the Bureau of Information Technology (BIT) at The City of Portland. This site offers a new way of accessing public data: you simply enter an address or intersection and click Search. The returned data includes not only Assessor/Tax Lot information, but a mind-boggling array of clear, concise information about the site and the area around it.

Washington

Affiliated State Organizations

  • Alaska Association of Tax Consultants (AATC)

Professional Organizations: National

Professional Organizations: State


Alaska

Oregon

Washington

Tax Research Sites

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