tax-exempt-bonds

Tailored E-filing Services for Your Unique Needs

We offer two different services to help you manage Tax Exempt Bonds and e-file 8038-CP returns efficiently.

Tax Exempt Bonds Manager

Tax Exempt Bonds Manager

  • Add and maintain Tax Exempt Bonds for multiple entities conveniently in one place.
  • Get reminders on interest payment dates. Also, just add the data once and let our system auto-generate 8038-CP for subsequent claims.

Quick E-file Form 8038-CP

  • If you prefer to e-file 8038-CP directly, you can choose Quick E-file to prepare, review, and transmit the 8038-CP for your bond.
  • Get instant IRS updates on the IRS status of your 8038-CP via email and text notifications.
Quick E-file Form 8038-CP

Our Exclusive Features - Managing Bonds and E-filing 8038-CP
Made Effortless!

Intuitive, Secure & Accurate

  • User-Friendly Interface - Our software is easy to use, enabling easy navigation and e-filing of your 8038-CP returns.
  • Internal Audit Check - Let our internal audit system validate your 8038-CP based on the IRS business rules
    for accuracy.
  • Advanced Security - We are SOC-2 certified and have all the necessary security protocols
    in place.
  • Sandbox Environment - We offer a secure sandbox environment that you can use to test our application.
Intuitive, Secure & Accurate
Flexible Options to Ensure Compliance

Flexible Options to Ensure Compliance

  • Free Schedule A - Get your Schedule A included for free based on the data you entered on Form 8038-CP.
  • E-Signing Options - Paid Preparers and EROs can easily e-sign 8038-CP forms using 8453-TE & 8879-TE respectively.
  • Amendments - If you need to make changes to the 8038-CP you filed, you can file an amendment.
  • Free Retransmission - In case, your 8038-CP is rejected, you can fix the errors and retransmit it at no extra cost.

Streamlined Management Tools

  • Client Management - Provide a secure portal for your clients to review and approve 8038-CP Forms.
  • Staff Management - Invite your staff and let them manage your bonds and the associated 8038-CP filings.
  • Reports - Invite your staff and let them manage your bonds and the associated 8038-CP filings.
Streamlined Management Tools

Frequently Asked Questions

What Tax Exempt Bonds are eligible for credit payments?

  • Build America Bonds (BAB)
  • Recovery Zone Economic Development Bonds (RZEDB)
  • New Clean Renewable Energy Bonds (NCREB)
  • Qualified Energy Conservation Bonds (QECB)
  • Qualified Zone Academy Bonds (QZAB)
  • Qualified School Construction Bonds (QSCB)

Note: Credit payments can be claimed only for bonds issued between 2009 and 2011.

Who are the qualified issuers of Tax Exempt Bonds?

  • State or Local Governmental Entities

    Cities, counties, states, municipalities, and other political subdivisions.

  • Issuers Authorized by Governmental Entities

    Entities that obtained authorization from the state or local government to issue bonds.

  • Certain Nonprofit Organizations

    A few nonprofits may also be eligible to issue direct pay Tax Exempt Bonds.

  • Other Qualifying Entities

    Certain other entities may also be qualified to issue Tax Exempt Bonds.

When is the due date for claiming tax credit using Form 8038-CP?

Typically, the deadline to file Form 8038-CP varies based on the interest type of the bond.

Fixed Rate Bonds

Variable Rate Bonds
  • For these types of bonds, Form 8038-CP should be filed between 45 days and 90 days before the date when the relevant interest was paid.
  • If the issuer knows the interest payment amount 45 days - Form 8038-CP must be filed between 45 days and 90 days before the date when the relevant interest was paid.
  • If the issuer doesn’t know - Form 8038-CP must be filed within 45 days from the last interest payment date of
    the quarter.

Use our due date finder to file Form 8038-CP and claim credit payment on time.