A Comprehensive Solution to Manage 8038-CP Filings and Claim Credit Payments for Tax Exempt Bonds

  • Easy and secure filing process
  • Built-in error checks and instant status updates
  • Automated claim reminders
Manage 8038-CP Filings and Claim Credit Payments

Clients We Serve

A Reliable Solution Across Industries

Financial Institutions

Financial Institutions

Organizations such as banks, credit unions, and investment firms that manage financial transactions, and monetary services.

Educational Institutions

Educational Institutions

Institutions such as schools and state universities whose primary objective is providing formal education and training activities.

Government Entity

Government Entity

State or local governmental entities such as Cities, counties, states, municipalities, and other political subdivisions.

Nonprofit Organizations

Nonprofit Organizations

Entities that are organized and operated to further social, charitable or other exempt purposes without seeking profit.

Qualified Tax Exempt Bonds for Credit Claims

BABBuild America Bonds
RZEDBRecovery Zone Economic Development Bonds
QECBQualified Energy Conservation Bonds
QZABQualified Zone Academy Bonds
NCREBNew Clean Renewable Energy Bonds
QSCBQualified School Construction Bonds

Services We Offer

An Intuitive Cloud-Based Software to Meet Your 8038-CP Filing Needs

TaxExemptBonds Manager

TaxExemptBonds Manager

Easily manage 8038-CP filings for tax-exempt bonds across multiple entities in one place. Enter bond details once, then auto-generate 8038-CP forms for future claims with just a few clicks.

Automated Reminders

Automated Reminders

Specify the interest payment frequency for each bond and our system will send you automated reminders when your 8038-CP is due for each interest payment.

Quick E-file Form 8038-CP

Quick E-file Form 8038-CP

We offer a ‘Quick File’ option that allows you to directly fill out Form 8038-CP, review the details, and transmit it to the IRS. 

Flexible Contract Pricing Options

Annual Pricing Options

Lock in our services and this year’s pricing with the annual contract option, ensuring a seamless filing process.

Our Process

Experience Seamless 8038-CP Filing With TaxExemptBonds

Prepare 8038-CP

Prepare

  • Easily add your bonds and input all necessary details for your 8038-CP.
  • Ensure all required information is entered accurately with built-in validations, reducing the risk of rejections.
IRS and claim your credit payment on time

E-File

  • Submit your 8038-CP electronically to the IRS and claim your credit payment on time. 
  • Our streamlined e-filing process minimizes errors and ensures compliance, making the submission process quick and efficient.
manage your 8038-CP returns securely

Manage

  • Effortlessly track and manage your 8038-CP returns securely.
  • Monitor statuses, get reminders for due dates, and ensure everything is up-to-date in one centralized space.

Our Pricing

Simple & Transparent Pricing for Your 8038-CP Filing Needs

  • Include 8038-CP Schedule A at no additional cost
  • Ensure accuracy with built-in validations
  • Retransmit your rejected 8038-CP return for free

$79.90/form

Ready to file your 8038-CP?

Our Pricing

Simple & Transparent Pricing for Your 8038-CP Filing Needs

  • Include 8038-CP Schedule A at no additional cost
  • Ensure accuracy with built-in validations
  • Retransmit your rejected 8038-CP return for free

$79.90/form

Ready to file your 8038-CP?

Our Features

Managing Bonds and E-filing 8038-CP Has Never Been This Simple!

Intuitive, Secure & Accurate

  • User-Friendly Interface - Our software offers an intuitive experience, enabling easy navigation and simplifying the e-filing of your 8038-CP returns.
  • Internal Audit Check - Our internal system automatically validates your 8038-CP for accuracy based on IRS Business Rules.
  • Sandbox Environment - We offer a secure sandbox environment that you can use to test our application.
Intuitive, Secure & Accurate
Secure Portal Access for Employees to Manage Investments

Flexible Options to Meet E-filing Needs

  • 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 previously filed 8038-CP (final return), you can file an amendment.
  • Free Retransmission - If your 8038-CP is rejected by the IRS, you can fix the errors and retransmit it at no extra cost.

Modernized Tools for Seamless Collaboration

  • Reviewers and Approvers - Provide a secure portal for your clients or your organization’s higher authorities to review and approve your 8038-CP Forms.
  • Team Management - Invite your team members, assign them roles, and let them manage your bonds and the associated 8038-CP filings.
  • Reports - Use our system-generated reports to get detailed insights on your filings and make informed decisions.
Modernized Tools for Seamless Collaboration

Data Security is Our Top Priority!

Data Security is Our Top Priority!

  • We are SOC-2 certified and have all the necessary security protocols in place.
  • All sensitive information is safeguarded by TaxExemptBonds, ensuring a secure filing process.

Testimonials

Learn Why Our Clients Trust TaxExemptBonds

FAQs

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 2017

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 BondsVariable 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.

Ready to Kick-Start Your Journey with TaxExemptBonds?

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Need Assistance?

Our team of experts is here for you!

Live chat Support

Live chat Support

Live chat support is available from 8:30am - 5:30pm EST Monday through Friday. We offer extended live support hours during peak filing times.

Email

Email

Email support is available from 8:30am - 5:30pm EST Monday through Friday. We offer extended email support hours during peak filing times. support@taxexemptbonds.org

Call Us

Call Us

Live support is available from 8:30am - 5:30pm EST EST Monday through Friday. We offer extended live support hours during peak filing times. 704.912.5340

8038-cp Support

Ready to Kick-Start Your Journey with TaxExemptBonds?

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