1. Louisiana Department of Revenue Electronic Filing

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3. Individual Income Returns MEF Returns filed by Processing Year

4. If you file more than 100 tax returns, 90% of those returns must be filed electronically. ACT 452

5. Louisiana Department of Revenue’s Website www.revenue.louisiana.gov IT-540 Resident Return IT- 540B Nonresident Return *IT- 540BNRA Nonresident Athlete *Extensions

6. Third Party Filings Individual IT-540 Resident Return IT- 540B Nonresident Return *IT-540BNA Nonresident Athlete *Extensions

7. The My Refund Card option will not be an option on any electronic returns for the 2015 tax year. MyRefund Card

8. Electronic Return Originators or ERO’s accepted by the IRS will automatically be accepted into the state e-file program. Only software developers are required to test with LA returns (ATS- Acceptance Testing System) A list of approved software vendors has been provided on the LDR Website on the Tax Professional page. LDR does not require BOND Insurance. ERO Application Process Process Remains the Same

9. The Forms LA8453 and corresponding W-2forms, 1099s and all supporting documentation must be retained for at least 3 years. (Taxpayer’s form LA8453OL) If using PIN (Personal Identification Number) retain Federal E-file signature Authorization Document, IRS Form 8879 The LA8453 will be used as an information document when IRS Form 8879 is used. The LA8453 must be signed and retained when a state only return is transmitted. Paper Documents to be retained by ERO

10. E-Signature Documents are accepted for vendors who support this option. Paper Documents to be retained by ERO

11. When transmitting both returns together, it is important to note that if either return rejects, both returns will reject. If you receive an acceptance from LA and a rejection from IRS, it may be better to send both again if your software allows. Transmitting Louisiana Electronic Returns

12. After Louisiana retrieves the returns from the IRS an electronic acknowledgement is generated for each return and sent to IRS to provide to transmitters Transmitters should verify that the software includes the state acknowledgement retrieval from IRS. Contact our office, Electronic Filing Help Desk at (225)- 219-2490 if acknowledgement is not received within 3 business days. Acknowledgements

13. Software Vendors will be putting additional anti-fraud fields into the submission. It should not have any effect on the what you see as an user. This change should effect all vendors and all product types. Anti-Fraud Measures

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15. Corporation Income Returns MEF Returns filed by Processing Year

16. Louisiana geauxBIZ.com is your One Stop Location to: Setup a New Business in the State of Louisiana Reserve a business name for a new business Register your business with Louisiana Secretary of State, Louisiana Department of Revenue, and Louisiana Workforce Commission https://geauxbiz.sos.la.gov/

17. Business Filing Options on the LDR website Parish E-file LaTAP LaWage Severance Oil and gas Business Tax Credit Card Payments Composite Partnership Extensions and Payments Online Resale Certificates Online Payment Vouchers Business Rebates and Incentives Business Registration

18. Third Party Filing Corporation IncomePaper Substitute Tax FormsComposite PartnershipSalesWithholding

19. Third Party Filing – Sales Tax

20. Composite Partnership Return (6922) will be available through MEF Third Party Vendors. Please contact your vendor to determine whether they will support this form. Composite Partnership

21. Third Party Vendor Approved Software FSET allows you to: File withholding tax payments electronically. File your quarterly L-1 returns electronically. FSET- Withholding L-1 Returns and Payments

22. January 2014 - If an employer has100 or more W-2s, they must be filed electronically. January 2016 - If an employer has50 or more W-2s, they must be filed electronically. ACT 452

23. LaWage Bulk W2 submissions (Payroll Services/ Tax Preparers) Bulk 1099 submissions (Payroll Services/Tax Preparers) L-3 Annual Transmittal (Payroll Services/Tax Preparers) FSET (Third Party Software) Bulk L1 Quarterly Returns (Payroll Services/ Tax Preparers) Bulk Payments (Payroll Services/ Tax Preparers) LaTap Manual Semi-Monthly, Monthly & Quarterly Payments (Tax Preparers/Businesses) Manual L1 Quarterly Returns (Tax Preparers / Businesses) ACH Credit Semi-Monthly, Monthly & Quarterly Payments (Payroll Services / Tax Preparers / Businesses) Withholding Electronic Filing Methods

25. Security Reminders Never post your Passwords Don’t let anyone use your login information Change compromised passwords immediately. Developing a passphrase is good alternative to a password. WhydidIhave2Children Password for Work or bank accounts should be different from personal accounts. Notes from LDR Security

26. Do not open or forward any e-mails that may look suspicious. Delete the e-mail immediately. Social media e-mails are the easiest type for attacker to copy. Do not open social media e-mails through you work e-mail system. Some e-mails from attackers are bold. Don’t supply information simply because it was asked. Suspicious Emails

27. LDR Correspondence Do not send a taxpayer’s SSN,in e-mail or fax, to the Department of Revenue. Only send the last 4 digits and taxpayer’s name in correspondence sent to the Department.

28. Please download all software updates sent by your software vendor. These updates can includes changes to the return or calculations that may impact your return. Software Updates

29. Reminder  Your accounts, devices and client information have great value to cyber attackers. Please protect yourself and your clients. SansInstitute2015

30. State Electronic Filing Help Desk For Tax Practitioners and Transmitters Only Telephone: (225) 219-2488 Shanna Kelly Telephone: (225) 219-2490 E-mail addresses: Shanna.Kelly@la.gov Fax Number: (225) 219-2651 Contact Names and Phone Numbers