IRS+ walks you through claiming a State and Local Tax Credit refund in eight steps, from estimating your credit to uploading tax returns and ID. Accountants review your return in 24-48 hours, and you typically get your check within 9 weeks. You choose between a 25% fee paid after approval or 20% upfront with PayPal plans.
Welcome to IRS+, and congratulations on taking the initiative to claim your SCTC refund. We're going to show you just how easy it is to apply. I'll be here guiding you every step of the way, and whenever you need help, feel free to call or email your agent with questions. Their contact information is next to your account profile. You can also click on the Refer and Earn button to refer family and friends and earn $50 for each successful submission. First, let's discuss your payment options. When you created your client account, you were asked to between two payment methods: pay after or pay upfront. If you selected the pay after option, your fees are set at 25%. Conversely, if you opted for the pay upfront option, you enjoy a discounted rate of 20% on your fees and flexible PayPal pay later options. If you wish to change your payment preference, simply navigate to the homepage of your client portal where you can update your choice. Now we can begin with your easy 6-step submission process. You'll notice you have to complete the first step in order to have access to the next one. It's imperative that these steps are done consecutively. We also recommend that you watch the video provided for each step of the process with tips and details that will keep you well informed. In step 1, we will identify your estimated SETC amount by using our SETC calculator. Steps 2 to 5 are the most important steps of this process and are required for our accountants to review, prepare, and file your SETC application. In step 2, you'll be prompted to fill out the SETC questionnaire. Fill out the questionnaire accurately. This step helps qualify you in as many ways as possible to maximize your incentive. More days selected will mean a higher amount on your SETC check. Step 3 will require you to sign our agreement, which highlights our errors and omissions insurance coverage from Berkshire Hathaway Direct Insurance Company, the audit defense protection, the SETC comprehensive report, and your selected fee option and refund guarantee. Step 4 is where you will upload your picture ID for identity verification purposes. The fifth step is where you will upload your 2020 and 2021 tax returns. At IRS+, we are constantly perfecting our process with our clients in mind. Once you sign your agreement and then upload your ID—this is an IRS mandatory step for all tax professionals—we can now electronically retrieve your 2021 tax return from the IRS. This takes 7 to 10 days or less. You can still upload your 2021 tax return in step 5 if you would like to save the 7 to 10 days. Either way, we'll keep the process moving forward to keep things simple for you. The good news is that our clients are receiving their SETC checks now in 9 weeks or less. Once you've submitted the first 5 steps in sequence, our accountants will review and amend your returns within 24 to 48 hours so they are ready to file. Once all the calculations are done, you will find your exact calculated SETC amount listed on step 6. Step 7 is where you can download the watermarked filed copy of your SETC application and your SETC comprehensive report. And finally, your invoice will be located on step 8. If you selected the pay after option, you will come back to this step within 10 days of receiving your SETC checks. If you've chosen to pay upfront, this is where you will be prompted to pay by credit card, or you can choose a flexible payment plan option through PayPal. Once we mail your application, the IRS will then process your application and mail your checks within 8 to 12 weeks. Meanwhile, we'll guide you on how to track your SETC refund status in real time. And that's all you need to get Refund checks. Thank you for entrusting IRSPlus to file your SETC application, and don't forget to contact your agent whenever you need help during the application process. They'll be happy to assist you, and I'll always be here, super excited to guide you through the steps. Happy filing!
