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Frequently Asked Questions

Q Does the software license expire?

A No. You are permitted to use the version of the software you purchased for as long as you wish for as many individual and business clients as you wish.


Q How often are new releases of the software issued?

Updates of the software are made by OIC Tax Planner support network as it searches the IRS site to find the latest form updates and alerts you to download them to your system. These updates are made available free of charge to licensors according to the following example schedule: Customers who purchased the software in the first three quarters of 2012 will receive updates through the second quarter of 2013. Customers purchasing in the fourth quarter of 2012 will receive updates through the fourth quarter of 2013 (the renewal period). Customers purchasing in the first quarter of 2013 will receive updates through the first quarter of 2014 (the renewal period), and so on. Updates are made dynamically through the web.


Q Are there discounts for existing customers?
 
A Yes. During the renewal period as described above, a renewal from a current customer will yield a discount. This extends updates through the next renewal period.

 
Q What is the difference between the OIC Tax Planner and the OIC Tax Planner + IRS Collection Suite?

A Both packages contain the complete OIC Tax Planner software, including our exclusive Q-Test module. The IRS Collection Suite adds in the IRS Manual-Interactive DVD which gives the practitioner access to the same research resources that the IRS agents and officers know, use and ask. The Interactive DVD contains a comprehensive collection of federal tax documents, IRS code, regulations, and more, all searchable by content.
 
 
Q  Is the OIC Tax Planner Mac compatable?

The OIC Tax Planner desktop application is a Windows application which is not Mac compatible.  The new OIC Tax Planner Online, however, can be accessed from any computer with a web browser!
 
 
Q I have misplaced my License, how can I retrieve it?

If you have lost your license, please visit the following link in order to retrieve it at your registered email:

    http://www.oictaxplanner.com/license

    or you can contact our customer support at:

    support@oictaxplanner.com

 
Q Which forms are included in the software?

A  The following forms are included.

Personal Forms:

Form 12153 Request for a Collection Due Process or Equivalent Hearing

Form 12507 Innocent Spouse Statement

Form 12509 Statement of Disagreement

Form 13711 Request for Appeal of Offer in Compromise

Form 23 Application for Enrollment to Practice Before the Internal Revenue Services

Form 2848 Power of Attorney and Declaration of Representative

Form 433-A (OIC) Collection Information Statement for Wage Earners

Form 433-A (Reg) Collection Information Statement for Wage Earners

Form 433-D Installment Agreement

Form 433-F Collection Information Statement

Form 4506 Request for Copy of Tax Return

Form 4506-T Request for Transcript of Tax return

Form 656 Offer in Compromise

Form 656-A Income Certification for Offer in Compromise Application Fee and Payment

Form 656-L Offer in Compromise (Doubt as to Liability)

Form 656-PPV Offer in Compromise – Periodic Payment Voucher

Form 8379 Injured Spouse Allocation

Form 843 Claim for Refund and Request for Abatement

Form 8821 Tax Information Authorization

Form 8857 Request for Innocent Spouse Relief

Form 911 Application for Taxpayer Assistance Order

Form 9423 Collection Appeal Request

Form 9465 Installment Agreement Request

Form 9465-FS Installment Agreement Request

Quick Test Form

 

Business Forms:

Form 12153 Request for a Collection Due Process or Equivalent Hearing

Form 2848 Power of Attorney and Declaration of Representative

Form 433-B (OIC) Collection Information Statement for Business

Form 433-B (Reg) Collection Information Statement for Business

Form 433-D Installment Agreement

Form 4506 Request for Copy of Tax Return

Form 4506-T Request for Transcript of Tax return

Form 656 Offer in Compromise

Form 656-L Offer in Compromise (Doubt as to Liability)

Form 656-PPV Offer in Compromise – Periodic Payment Voucher

Form 843 Claim for Refund and Request for Abatement

Form 8821 Tax Information Authorization

Form 911 Application for Taxpayer Assistance Order

Form 9423 Collection Appeal Request

Form 9465-FS Installment Agreement Request

 

Publications:

Form 656 Booklet

Circular 230 Regulations Governing Practice before the IRS

Publication 1 Your Rights as a Taxpayer

Publication 594 The IRS Collection Process

Publication 783 Instructions on how to apply for Certificate of Discharge of Property from Federal Tax Lien

Publication 784 How to Prepare Application for Certificate of Subordination of Federal Tax Lien

Publication 908 Bankruptcy Tax Guide

Publication 971 Innocent Spouse Relief

Publication 1450 Instructions on Requesting a Certificate of Release of Federal Tax Lien

Publication 1660 Collection Appeals Rights

Publication 1854 How to prepare a Collection Information Statement

Publication 3512 How to Request Innocent Spouse Relief

Form 4180 Interview with Relative to Trust Fund Recovery Penalty Person