Everything You Need to Know About
ELECTRO-Tax®

What is ELECTRO-Tax?

ELECTRO-Tax is an online tax preparation and e-file service powered by PDP Web Services. It is built to be a straight-forward preparation system with plenty of hints and helpful instructions at every step.

ELECTRO-Tax's goal is to make tax preparation as easy as possible while keeping your important personal & financial information yours alone.

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Intuitive design

ELECTRO-Tax was built with you in mind. The tax preparation process is broken down into simple questions grouped into a small number of categories:

  • Personal Information
  • Information about Dependents
  • Income Sources
  • Education Expenses
  • Adjustments to Income
  • Itemized list of possible deductions
  • Other credits, taxes, and payments not covered elsewhere

Simply answer a few questions about your financial status (including any income and expenses) and ELECTRO-Tax will handle the rest!

Hands-free e-filing

Once you are satisfied with your tax return results, simply click E-FILE RETURN, and ELECTRO-Tax will automatically process, package, and send your return directly to the IRS.

Soon after, sign back into your account to see if your tax return was ACCEPTED or REJECTED by the IRS.

Keep in mind you will not receive a refund until the IRS has ACCEPTED your tax return.

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Your information is yours alone

ELECTRO-Tax takes the unconventional approach of putting your information in your hands. We do not keep any of your confidential tax information when you are not actively using our website.

When you sign out, you MUST download your information in order to continue your work next time you sign in to ELECTRO-Tax.

This ensures no personal information is kept on our servers when not in use and no unwelcome guests can run away with your important information.

Review our Privacy Policy for more information.

Upfront pricing

ELECTRO-Tax charges one fee to all filers.

No hidden increases • No "Charge Per Form" fees.

Just one upfront, flat fee for everyone using ELECTRO-Tax to prepare and e-file their tax returns.

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Knowledge Base

ELECTRO-Tax maintains an ever-growing library of articles that will aid you in using our system.

The Knowledge Base also has articles addressing line-specific questions that will clear the all-too-common tax confusion.

Browse the Knowledge Base

Found a problem? Let us know!

ELECTRO-Tax aims to be problem-free. However, no system is perfect.

Use Report a Bug to let us know if you run into an issue while using ELECTRO-Tax.

Our knowledgable support staff will respond promptly to your issue and let you know when the bug has been squashed.

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$14ELECTRO-Tax Processing Fee

ELECTRO-Tax has one upfront fee of $14 to process your tax return. No matter who you are or how complicated your return may be, you pay $14.

However, you can pay as low as $0 by giving your Referral Discount Code to people who have not yet registered with ELECTRO-Tax. You get a 10% discount on your ELECTRO-Tax processing fee each time another person uses your Referral Discount Code to register their new ELECTRO-Tax account.

Can You E-file Your Return?

You will be able to file your tax return using ELECTRO‑Tax if you:

  • Use any of the 5 filing statuses: Single, Married filing jointly, Married filing separate tax returns, Head of household, or Qualifying widow(er)
  • Wish to claim dependents for the following credits:
    • Child Tax Credit and Additional Child Tax Credit
    • Other Dependent Credit
    • Credit for Dependent Care Benefits
  • Wish to claim credits with or without dependents:
    • Earned Income Credit (EIC)
    • American Opportunity Credit or Lifetime Learning Credit (Education credits)
    These credits can lower your tax liability and are potentially refundable—meaning you could get more money back from the IRS when you claim these them!
  • Claim income from the most common sources:
    • Wages & Salaries (Form W-2)
    • Pensions, IRAs, and other retirement plan distributions (Form 1099-R)
    • Gambling winnings (Form W-2G)
    • Unemployment income (Form 1099-G)
    • State & Local tax refunds (Form 1099-G)
    • Interest income (Form 1099-INT)
    • Dividend income (Form 1099-DIV)
    • Social Security Benefits (Form SSA-1099)
    • Alimony income
  • Certain adjustments to your income, including:
    • Contributions made to your Health Savings Account (HSA)
    • Charitable cash donations (up to $300, potentially more if you choose to itemize your deductions)
    • Educator expenses (up to $250 per qualifying taxpayer)
    • Self-employed SEP, SIMPLE, and qualified plans
    • Self-Employed Health Insurance
    • IRA deduction
    • Penalty you may have received on early withdrawal from your savings account
    • Alimony you paid
    • Student Loan Interest deduction
    • Tuition & Fees Deduction
    Each adjustment you legitimately claim will reduce your taxable income and your tax liability, resulting in a lower tax bill and a larger refund!
  • Claim certain itemized deductions, including:
    • Medical expenses
    • State & Local taxes, real estate & personal property taxes
    • Mortgage insurance premiums
    • Cash and non-cash charitable donations
    • Gambling losses & certain other deductions
  • Claim a credit for your retirement plan contributions
  • Claim the Premium Tax Credit—a refundable credit for any overpayments you made for your Marketplace health insurance
  • Need to report the quarterly taxes you paid to the IRS as well as the refund you carried forward from your previously filed tax return to your current tax return.
  • Need to split your refund among multiple bank accounts? No problem! With ELECTRO-Tax, you can deposit your refund directly to up to 3 bank accounts.

Some restrictions apply to what you can include in your tax return. You will not be able to file your tax return using ELECTRO‑Tax if you:

  • Are self-employed or a sole proprietor
  • Received rental income as a landlord
  • Received a Schedule K-1 from a partnership, trust, or S-Corporation
  • Sold stocks, bonds, etc.
  • Wish to claim a variety of lesser-utilized tax credits (Foreign Tax Credit, renewable energy credits, Alternate Minimum Tax Credit, etc.)
  • Are required to file certain additional taxes, including (but not limited to):
    • More or less than 10% additional tax on IRAs, other qualified retirement plans, and other tax-favored accounts
    • Household employment taxes
    • Repayment of your First-Time Homebuyer Credit
    • Alternate Minimum Tax
    • Tax on Investment Income
    • Self-Employment Tax

Click to Browse the Knowledge Base for more information
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