Open topic with navigation

CCH Axcess Tax

Maryland Electronic Filing Information

Maryland Partnership returns (hereafter referred to as "MD") may be filed electronically by utilizing the Federal/State Electronic Filing Program. This program allows you to file both the federal and Maryland returns in one transmission. The state tax data is subsequently retrieved by the State of Maryland Revenue Administration (hereafter referred to as the "MRAD").

Maryland Electronic Filing Procedural Steps Return Eligibility

The following MD forms are eligible for electronic filing:

• Pass-through Entity Income Tax Return (Form 510)
• Pass-through Entity Income Tax Return Members' Information (Schedule B)
• Application for Extension to File Pass-Through Entity Income Tax Return (Form 510E)
• Underpayment of Estimated Income Tax by Pass-through Entities (Form 500UP)
• Decoupling Modification (Form 500DM)
• Business Income Tax Credits (Form 500CR)
• Sustainable Communities Tax Credit (Form 502S)
• Schedule K-1 from Pass-through, Electronic Filing (Form EF-K-1)

Additional Documents to be provided:

• Signature Document (Form EL101B)
• Payment Voucher for filers with a balance due (Form EL102B)

Exclusions to MD business e-file:

• Pass-through Entity Declaration of Estimated Income Tax (Form 510D)
• Composite Pass-through Entity Income Tax Return (Form 510C)
• Application for Extension to File Composite Return (Form 502E)
• Pass-through Entity Member's Information (Form SCH K-1)

General Information Regarding the MD E-file Program

Electronic filing Mandates

The MRAD does not mandate electronic filing of Partnership returns (except for Form 500CR).

MD Electronic Filing Election

Steps to create an electronic file for a single entity return

1. Set up the E-file information in the federal worksheets. To set up the MD file to be e-filed, go to the federal General category > Electronic Filing worksheet > General Information and Qualifications sectionand mark the federal return for e-filing. You can either mark the field to have all states e-filed in this sectionor you can go to the State Electronic Filing Options section to select electronic filing for Maryland.
2. Clear all diagnostics - it is important to clear all diagnostics, this includes both federal and MD diagnostics without using the override code. This is the only way to ensure that the return will be safely transmitted to MDDOR to be evaluated for acceptance.
3. Export the return - once the return has been qualified for E-filing, go to File, Export, Electronic filing, and click return.

Creating, Releasing and Transmitting the MD Electronic File

Single Entity Return

If the MD return qualifies for electronic filing after completing the calculation, create the electronic file and print the Form EL101B by selecting File/Export/Electronic Filing from the menu in Tax Preparation. The MD electronic file is created, released and transmitted simultaneously with the federal electronic file. An MRAD-formatted file is created and Form EL101B prints. The Form EL101B must be signed by the business taxpayer, ERO, and paid preparer prior to the transmission of the e-file return. This form may retained by the preparer and business taxpayer or scanned and included as a PDF attachment to the e-file return. After exporting, the Upload Returns dialog displays. You will then have the option to Upload and hold the return or Upload and release to a taxing authority. The MD file will be transmitted to the MRAD. Therefore, no additional steps are required during this stage of processing.

Authorizing (Release) Returns to Transmit

Once you determine the return is ready to send to the IRS, you can release the return(s) through Tax Preparation using the Upload and release to tax authority feature or release the return(s) through the Electronic filing Status system. You must log into the Electronic Filing Status system. You can then select the return(s) you want to release, and they will automatically be transmitted to CCH to be released to the MRAD.

MD Acknowledgment

The presence of an electronically filed state return will be indicated by the code "MD" in the state (ST) column of the Electronic Filing Status system. The Electronic Filing Status system can be accessed by in tax prep by clicking on manage on the toolbar and selecting Electronic Filing Status. Once MRAD has retrieved the state tax data, an acknowledgment will be issued indicating an acceptance or rejection. The MD acknowledgment will most likely be processed in less than 2 business days.

Balance Due Returns

MD returns requiring payment will be eligible for e-file. There are 3 payment options:

• Electronic Funds Withdrawal (EFW). Banking information can be included in the return by entering the account number, routing transit number, and date of payment on the Direct Deposit/Electronic Funds Withdrawal Section of the federal General category > Basic Data worksheet.
• Pay by Credit Card using MasterCard, Discover, American Express or Visa is also accepted. Credit card payments are processed by Official Payments Corporation who will charge a convenience fee on the amount of the payment. The State will not receive this fee. For more information on this program, go to www.marylandtaxes.com
• Paper Payment Voucher. The Payment Voucher is Form EL102B and will produce automatically in the return if Electronic Withdrawal banking information is not present on a balance due return. Mail the Payment Voucher to:
  • Comptroller of Maryland
  • Revenue Administration Division
  • PO Box 2601
  • Annapolis, MD 21404-2601

Important Information - Contact Information

CCH Axcess Tax

Electronic Filing Phone Support

Phone: 1-800-739-9998, option #5, option #4

Fax: 1-316-612-3405

Maryland Revenue Administration

e-Programs Customer Service Unit

Available Monday through Friday, between 8 a.m. and 5 p.m. E.S.T

Phone: (410) 260-7753

Fax: (410) 974-2274

Email: efile@comp.state.md.us

Website: www.marylandtaxes.com