Individual

Does Expert Tax have the senior form for those over 65 years old?

No, this form is filled out directly from the SURI portal, so it is not included in the program.

According to Internal Revenue Circular Letter No. 20-32, it is required that Form 481.1 be filed electronically only through the Unified Internal Revenue System (“SURI”).

Where do I mark on the 482 that I am opting for the optional computation (Schedule CO)?

To opt for the optional computation, you must select the option in question H Personal Status at the end of the Tax Year in the questionnaire on the Basic Info page, checking the box Select if you are opting for the optional computation and proceed to Schedule CO Individual.

How do I access Detail 4?

Detail 4 can be accessed through the following lines:

- Schedule IE Part 1; Line 9, Line 10, Line 11, Line 14
- Part 2; Line 36, Line 37
- Schedule J, Part VI, Line 16
- Schedule L, Part VI, Line 16
- Schedule O, Part 1, Line 12

If you see a validation message and believe it does not apply, check that there is no description without an amount in any of these lines as information may have transferred during the conversion of the return from one year to the next.

Where is Detail 6 located that is requested when amending the 482?

Detail 6 is found on the Basic Info page in the Other Information section.

By answering yes to the Amended Return question, you will see the option Submit Detail, which is Detail 6.

Why is there a message saying the taxpayer's information does not match Hacienda's records when filing?

If when filing an individual return, a message appears saying the information does not match Hacienda's records, it is likely that the taxpayer's data in SURI is registered differently than what is being submitted in the return. If updating the information in the program does not resolve the message, contact SURI.

To correct or update the information in SURI, you must send a message through the platform so they can update the relevant information.

How do I know if the 1040, 1040SS was filed?

Expert Tax provides the option to check the status in real time, so upon filing your return, you will receive a message indicating whether it was accepted or rejected. Additionally, when printing the return, the status will be shown in the header. It is very important to verify the filing status and ensure that the return was accepted by the IRS.

Can I see the history of a return after I amend it in the program?

You can see the return's history in the client's profile by clicking the arrow that will appear to the left of the amended return, where you can print the original return or previous versions.

Can I submit evidence directly from Expert Tax?

No, evidence must be submitted directly from the user's account in SURI. The SURI system will enable an option to attach the required evidence.

How to make partial payments of the returns?

• Hacienda 482: Payments will be made in two (2) installments.
  • The first installment will be 51% or more and must be made on or before the due date.
    • The second installment will be the remaining amount owed and must be made on or before the sixth month from the due date through SURI.
• IRS: Partial payments are not allowed.