Taxhawk, Inc - Approved Vendor - Historical

2020 

Products Form Series 100 Tax Credit Codes

Limitations -
Do Not Support

Supports State Only Return
Taxhawk 500 101 – 122, 124 – 126, 128-133, 135-147

1-Other GA Withholding (G2-LP, G2-RP and G2-FL)                    
2-Form 500 UET                                                                          
3-Only support valid FEINs on Income Statements, don't support SSNs
4-Maximize the credit amounts taken in current year for IND-CRs and Schedule 2 credits before applying to the next year
5-Don't support lump sump distributions on Schedule 1
6-Only support apartment numbers on line 2 of the address
7-Support PTINs for paid preparers and not SSNs or SIDNs
8-Don't support "sibling" as a dependent relationship descriptor
9-Schedule 2 only supports FEINs for the credits and not SSNs
10-Schedules 2 and 2B requires the percentage of credit to be provided for each credit amount generated

Yes
  500X 101 – 122, 124 – 126, 128-133, 135-147

1-Other GA Withholding (G2-LP, G2-RP and G2-FL)                  
2-Form 500 UET                                                                            
3-Only support valid FEINs on Income Statements, don't support SSNs
4-Maximize the credit amounts taken in current year for IND-CRs and Schedule 2 credits before applying to the next year
5-Don't support lump sump distributions on Schedule 1
6-Only support apartment numbers on line 2 of the address.
7-Don't support e-filing with a foreign country address.
8-Only support PTINs for paid preparers and not SSNs or SIDNs
9-Don't support "sibling" as a dependent relationship descriptor
10-Schedule 2 only supports FEINs for the credits and not SSNs
11-Schedules 2 and 2B requires the percentage of credit to be provided for each credit amount generated
12-Don't support 500X, line 33: crediting overpayment as an estimated payment for amended returns

Yes

2019

Products Form Series 100 Tax Credit Codes

Limitations -
Do Not Support

Supports State Only Return
Taxhawk 500 101-122 and 124-146

Other GA Withholding (G2-LP, G2-RP and G2-FL)
Form 500 UET 
Time Ratio
Foreign addresses
1-Only support valid FEINs on Income Statements, don't support SSNs
2-We maximize the credit amounts taken in current year for IND-CR and Sch 2 credits before applying to the next year
3-We don't support lump sump distributions on Schedule1
4-We only support apartment numbers on line 2 of the address.
5-We don't support e-filing with a foreign country address.
6-We only support PTINs for paid preparers and not SSNs or SIDNs
7-We don't support "sibling" as a dependent relationship descriptor
8-On Schedule 2, we only support the FEIN element for the credits, and not the SSN element
9-On Schedules 2 and 2B, we require the percentage of credit to be provided for each credit amount generated

Yes
  500X 101-122 and 124-146

Other GA Withholding (G2-LP, G2-RP and G2-FL)
Time Ratio
Form 500 UET
1-Only supports valid FEINs on Income Statements, don't support SSNs
2-We maximize the credit amounts taken in current year for IND-CR and Sch 2 credits before applying to the next year
3-We don't support lump sump distributions on Schedule1
4-We only support apartment numbers on line 2 of the address.
5-We don't support e-filing with a foreign country address.
6-We only support PTINs for paid preparers and not SSNs or SIDNs
7-We don't support "sibling" as a dependent relationship descriptor
8-On Schedule 2, we only support the FEIN element for the credits, and not the SSN element
9-On Schedules 2 and 2B, we require the percentage of credit to be provided for each credit amount generated
10-We don't support 500X, line 33: crediting overpayment as an estimated payment for amended returns

Yes

2018

Products Form Series 100 Tax Credit Codes

Limitations -
Do Not Support

Taxhawk 500 101-122 and 124-144

Other GA Withholding (G2-LP, G2-RP and G2-FL)
Form 500 UET 
Foreign addresses
Income Statements Withholding Forms with SSN for the employer/payer Federal ID Number
Preparer's Information with SSN or SIDN 
Credit overpayment to future estimated tax years
Schedule 1, Line 2:  Lump Sum Distribution
 

  500X 101-122 and 124-144

Other GA Withholding (G2-LP, G2-RP and G2-FL)
Foreign addresses
Income Statements Withholding Forms with SSN for the employer/payer Federal ID Number
Preparer's Information with SSN or SIDN
Form 500 UET
Credit overpayment to future estimated tax years
Schedule 1, Line 2; Lump Sum Distribution

2017

Products Form Series 100 Tax Credit Codes

Limitations -
Do Not Support

Taxhawk 500 101-137 Other GA Withholding (G2-LP, G2-RP and G2-FL)
Form 500 UET 
Form IT-CONSV