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United States District Court
Northern District of CaliforniaCMEECF
ELECTRONIC CASE FILINGGuide to Filing
New Civil Cases
Updated for 2018Hon. Phyllis J. Hamilton
Chief Judge
Susan Y. Suing
Clerk of
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How to fill out guide to e-filing
How to Fill Out Guide to E-filing:
01
Gather all necessary information and documents before starting the e-filing process. This may include personal identification, tax forms, financial statements, and other relevant documents.
02
Access the appropriate website or software platform for e-filing. Many government agencies and tax preparation services offer online platforms specifically designed for e-filing. Make sure to choose a reputable and secure platform.
03
Create an account or log in to your existing account on the e-filing platform. Provide the required information, such as your name, contact details, and identification number, to set up your account.
04
Follow the prompts and instructions on the e-filing platform to select the appropriate tax form or document that you need to submit. Depending on your situation and the type of tax return you are filing, you may have different options to choose from.
05
Carefully review all the fields and sections of the tax form. Fill in the required information accurately and completely. Double-check important details such as your name, social security number, and financial figures to ensure accuracy.
06
Attach any supporting documents that may be required or requested during the e-filing process. This could include W-2 forms, receipts, and additional forms related to deductions or credits you may qualify for.
07
Use the e-filing platform's features to check for errors, potential deductions, or credits you may have missed. These platforms often have built-in checks and prompts to help you maximize your tax benefits.
08
Once you are confident that all the information is accurate and complete, submit your e-filed tax return. Follow the necessary steps to officially submit your documents to the appropriate government agency or tax authority.
09
After submission, make sure to keep a copy of your e-filed tax return for your records. Some e-filing platforms provide options to download or print a copy of your filed return for future reference.
Who Needs a Guide to E-filing?
01
Individuals who are required to file their tax returns with government agencies such as the Internal Revenue Service (IRS) in the United States or similar tax authorities around the world.
02
Business owners who need to file various tax forms and documents related to their business, such as income tax returns, payroll tax returns, or sales tax returns.
03
Taxpayers who want to take advantage of the convenience and efficiency of e-filing rather than filing their tax returns manually using paper forms. E-filing can often simplify the process and reduce the risk of errors.
Remember, it's always a good idea to consult with a tax professional or seek additional guidance if you have complex tax situations or are unsure about specific e-filing requirements.
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