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News and Updates
PDI strives to be a leader in the tax industry. Our users look to us as source of information for all things related to this industry. We have created this page to keep you updated on the latest news in Federal and State Tax Filing, as well as up to date information on the PDI family of software.
Starting the first quarter of 2013 PDI has added Unemployment Insurance Compliance Forms for Connecticut, Kentucky, and Colorado. Efiling is included, as is our specialized importing. We currently are able to import multiple formats including csv, excel, mmref and xml. If your write up software exports a different format let us know and we'll work to add it!
We continue to add more forms and states as requested. Let us know which forms you need in your business.
Direct Electronic Filers Only:
Once you have purchased and set up this certificate, you may purchase the efile Interchange software and begin testing. If your office requires any assistance setting up the SSL certificate once it is purchased please give us a call and we will be happy to assist.
Additional Information For Direct Filers:
Please Click Here to update your indirect efile Interchange Software.
Please Click Here to update your SAXTAX Software.
PDI is excited to introduce the launch of www.SAXTAX-online.com ! SAXTAX-Online currently offers the Florida Tangible (DR-405), Sales Tax (DR-15), and Unemployment (UCT-6) Forms. Visit SAXTAX-Online today and see how you can quickly and easily access all your information online.
Software Release Dates
SAXTAX Payroll Software is released. This edition will include all 2013 payroll forms: FL UCT-6, GA DOL-4, 941.
Expected Release Date: March 31st, 2013
Remember to enter your new tax rate once you have installed this update!
SAXTAX Software is set to be released. This edition will include all programs (except the 2013 payroll forms)
Please note: The 2013 Payroll forms are released much later by the IRS and the states. Therefore, these forms are released at the very beginning of the 2013 first quarter filing.
The 2013 SAXTAX Early Edition Software has been released on December 7th, 2012. This early edition will give you the ability to print organizers for your Florida and Georgia Tangible and 1040 clients and start to input any new assets into the Florida Tangible Program. All other programs (excluding 2013 payroll) will be released early January 2013.
The IRS has announced changes to efiling requirements starting from the 2011 tax year. Any preparer who files more than 10 returns total will be required to apply for an EFIN. Please Click Here to read the IRS article.
New IRS regulations require all paid tax return preparers to obtain a PTIN. The PTIN is required to be renewed annually for a cost of $64.25. Please Click Here for details.
EFILING BEGINS JANUARY 21st, 2013!!!!!!
IRS Drain Times
1120, 1120S, 1065
The Florida Department of Revenue has made changes for the Florida Corporate Income Tax returns. The FL DOR has increased the exemption for the F-1120 to $25,000 starting for 2012. Click Here for more information.
We work with several banks to offer bank product options to your client. If you are interested in learning more visit the websites below:To stay up to date with new state new please visit their websites below:Refund Advantage
River City Bank
Enrollment generally closes prior to the startup of the tax season. If you are interested in providing bank products, sign up as soon as possible to ensure a spot with your desired bank
It is always suggested to submit your return at least one day prior to the due date to ensure the file is received and accepted by the IRS or DOR.
Individual Tax Returns:
The due date is April 15th.
FL Sales Tax (DR-15):
FL Unemployment Tax (UCT-6):
For FL Sales & Unemployment Tax: If the due date falls on a weekend or holiday, the returns will be due the following business day.
FL Tangible Tax (DR-405)
FL Corporate Tax (F-1120):
Please see the link below for the deadline dates for all Florida return types: