California Society of Tax Consultants

San Diego Chapter
Established 1975

FEDERAL 

2008 Stimulus Payment?

Find the amount of the Rebate / Stimulus was paid to a Taxpayer in 2008. The information is needed to prepare the client's 2009 tax return. 
IRS can tell you the amount online.

Mandatory E-Pay for individuals 
if they make an estimated tax or extension payment over $20,000 for a tax year beginning on or after January 1, 2009.

Third Party Designee now allowed for California Returns

Quickfinder & The Tax Book 
- Order Deadline 12/1/009
- Order form.

RIA Master Tax Guides - 
 - Details to be announced

- Professional Organizing Tips  

- Member Survey Replies 

- Privacy Notice - Required of Tax Professionals

Guide to Extensions for Common Tax Returns

     Contributed by Val Daigle

E-FILE REFUND DATE CYCLE CHART 

A chart of the 2009 dates of IRS refunds for e-filed returns based on date the return is accepted by IRS for Direct Deposit & Paper Check Refunds.

English Version   
English & Spanish Versions  

State Controller Announces Delay For Tax Refunds  1/16/09
Sample of California IOU  1/24/09

Postage Rates

-  Effective 5/11/09

-  Effective Jan. 18, 2009

-  Effective May 5, 2008  

 - Effective May 14, 2007

13-Ounce Mail Rule  
  - Effective July 30, 2007

Priority Rate Flat Rate Boxes

How to Read Military Leave and Earnings Statements (LES)

    Contributed by Val Daigle

- Active Duty Navy

- Marine Corps

- Reserve & National Guard

IRS Hotlines & Toll-Free Phone Numbers 
as of January 2009 
        See the January 2009 Newsletter,  page 7

CTEC Registration Required For Data Entry Individuals

The 2008 California  law states "tax preparation" includes data entry.
Individuals who input tax-related data into a computer must now register with CTEC. 
See More Information  (Updated 9/19/08)    California Law 

See the January 2009 Newsletter, page 5

Adobe Reader Software (Updated 7/4/08)

The latest version 9 of Adobe Reader to read PDF
 documents is available for download

This is the software needed to view Adobe Portable
 Document Format (PDF).files.

The file is HUGH (32 meg).
Be sure to read what you are selecting to download.
Depending upon the speed of your Internet connection and
computer system's speed
it WILL take time to download and install version 9.