Fill Out a Valid Alabama Eoo Template Access Editor Now

Fill Out a Valid Alabama Eoo Template

The Alabama Eoo form is a document that allows taxpayers to opt out of electronic filing for their individual income tax returns. If your tax preparer is required to file electronically but you prefer to submit a paper return, this form is essential. Completing the Eoo form ensures that your choice to file by paper is officially recognized and processed accordingly.

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The Alabama EOO form serves as a critical tool for taxpayers who wish to opt out of electronic filing when their tax preparer is mandated to file returns electronically. Under Alabama law, specifically Alabama Rule 810-3-27-.09, tax preparers who file 50 or more individual income tax returns in a calendar year must submit these returns electronically. This requirement, effective since 2011, means that traditional paper returns using 2D barcode technology are no longer permissible for compliance. However, taxpayers who prefer not to file electronically have the option to complete the EOO form, which must be attached to their original paper return. This process ensures that the taxpayer's choice is formally recognized, allowing them to submit a paper return while still adhering to state regulations. The form requires signatures from both the taxpayer and their spouse, if applicable, along with pertinent identification details. While electronic submissions are known for their speed, accuracy, and cost-effectiveness, the EOO form provides a pathway for those who wish to maintain a traditional filing method.

Document Sample

FORM

ALABAMA DEPARTMENT OF REVENUE

2011

EOO

INDIVIDUAL & CORPORATE TAX DIVISION

 

 

Taxpayer E-file Opt Out Election Form

General Information

Tax preparers who prepare 50 or more individual income tax returns in any calendar year, are required by Alabama Rule 810-3-27-.09, in that calendar year and for each subsequent year thereafter, to file all acceptable Alabama individual income tax returns using electronic medium. Filing paper returns with 2D barcode technology will no longer be allowed in meeting this requirement as of 2011.

As a taxpayer receiving services from a tax preparer who is required by Alabama law to file all acceptable Alabama indi- vidual income tax returns using electronic medium you may elect to “Opt Out.” That is, you may elect to not file your return using an electronic medium. Returns submitted electronically are processed faster, more accurately, and at a lower cost to the Department. If you elect to “Opt Out,” you are required to complete this form, which must be attached to your original paper individual income tax return. The paper return must have a 2D barcode on it when submitted to the Department with this form.

By signing this form, you have elected to:

NOT file your return electronically.

Reason for election:

TAXPAYER’S SIGNATURE

DATE

SPOUSE’S SIGNATURE (IF FILING JOINT RETURN)

DATE

TAXPAYER NAME(S) (PLEASE PRINT)

PRIMARY SSN

PREPARER’S OR FIRM’S NAME

SPOUSE’S SSN (IF FILING JOINT RETURN)

PREPARER’S FEIN / PTIN / SSN

DATE

 

 

Instructions for Paid Tax Preparers

If you are complying with Alabama Rule 810-3-27-.10 by offering electronic filing, you must file all acceptable Alabama indi- vidual income tax returns electronically. If the taxpayer elects not to file electronically, then the taxpayer must complete this form. Attach this form to the taxpayer’s Alabama individual income tax return.

If you are complying with Alabama Rule 810-3-27-.10 and the taxpayer elects not to file electronically, you must submit the taxpayer’s Alabama individual income tax return with the 2D barcode printed on the return.

ADOR

Form Information

Fact Name Description
Governing Law The Alabama EOO form is governed by Alabama Rule 810-3-27-.09.
Purpose This form allows taxpayers to opt out of electronic filing for their individual income tax returns.
Eligibility Tax preparers who file 50 or more individual income tax returns in a year must file electronically.
Filing Requirement Taxpayers opting out must attach the EOO form to their original paper return.
2D Barcode The paper return must include a 2D barcode when submitted with the EOO form.
Processing Benefits Electronic submissions are processed faster, more accurately, and at a lower cost.
Signature Requirement Taxpayer and spouse (if filing jointly) must sign the form to validate the opt-out election.
Tax Preparer Instructions Paid tax preparers must comply with Alabama Rule 810-3-27-.10 when offering electronic filing.
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