Quality Review and Finishing the Return With TaxSlayer and Taxpayer

Finalizing Return Complete return(s), set up estimated tax payments if applicable Click e-file in left navigation bar − Deal with any warnings − Complete Due Diligence questions − Select return type and add direct deposit/debit information (if applicable) − Answer custom questions NTTC Training – TY2016

State Specific e-file Requirements If applicable Presenter 2017-01-25 17:48:55 -------------------------------------------- If the state requires specific information for electronic filing, the program will display that information that needs to be completed. Click Next NTTC Training – TY2016

Quality Review Sites have preferences on how to conduct quality review We will use quality reviewers at preparer’s work station Quality reviewers at preparer’s work stations will continue using preparer’s log-in NTTC Training – TY2016

Prepare Return for QR Submission Page 1. Do not select Ready for Review at bottom of page Presenter 2017-01-25 17:48:56 -------------------------------------------- The actions that are allowed at the bottom of the Submission page are based on the roles assigned to the preparer. If you do not want the preparers to mark the return complete and ready to e-file, you can restrict this with a Security Template. You can allow them to Mark the return for Review. Once they do this, they simply Save and Exit the return. 2. Do not select Save and Exit Return DO NOT click! NTTC Training – TY2016

Quality Review Steps Counselors have preferences on how to conduct quality review Two methods outlined below: − QR Method #1 based on using a print set − QR Method #2 based on reviewing each entry page NTTC Training – TY2016

Quality Review Method #1 Review Intake/Interview Sheet with Taxpayer Create Quality Review 2016 pdf of return using one of two following methods Presenter 2017-01-25 17:48:56 -------------------------------------------- See Gold Standards for Quality Review on OneSupport 10 NTTC Training – TY2016

QR Method #1 Select QUALITY REVIEW 2016 and then Print Return from Submission page Presenter 2017-01-25 17:48:56 -------------------------------------------- TaxSlayer Submission page will appear after the e-file page is “saved”. See Gold Standards for Quality Review on OneSupport NTTC Training – TY2016

QR Method #1 -OR- Select QUALITY REVIEW 2016 from Review Returns page Presenter 2017-01-25 17:48:56 -------------------------------------------- See Gold Standards for Quality Review on OneSupport Open the pdf file in a separate tab or window NTTC Training – TY2016

QR Method #1 QUALITY REVIEW 2016 print set currently does not include the taxpayer info page (next slide) Options: − Print One Copy – Federal and State pdf from Submission page or select Print Return from Review Returns page − Print copy of just taxpayer info page from the pdf for taxpayer to review NTTC Training – TY2016

QR Method #1 Confirm personal data for everyone on return using pdf

QR Method #1 Confirm EIN is correct on each W-2 Confirm EIN is correct on each 1099-R Review Form 1040 and schedules NTTC Training – TY2016

QR Method #1 If any errors found, leave pdf view open and navigate to appropriate entry page to make correction Return to pdf view to continue review including state return(s) NTTC Training – TY2016

QR Method #1 Close pdf view Navigate through Health Information to verify entries NTTC Training – TY2016

Quality Review Method #2 Review Intake/Interview Sheet with taxpayer Review 1040 view to verify return appears correct and personal information matches Intake Sheet Navigate to Basic Information page and verify information for everyone on return is correct Presenter 2017-01-25 17:48:57 -------------------------------------------- See Gold Standards for Quality Review on OneSupport NTTC Training – TY2016

QR Method #2 Navigate to main Income page and open each income form to verify information Navigate to forms and schedules on Deductions and other applicable pages including Health Information to verify information Verify state and any other applicable return(s) NTTC Training – TY2016

QR Methods #1 and #2 Click e-file in left navigation bar Navigate through Due Diligence questions if presented Verify return type and direct deposit/debit information (if applicable) Select name as Quality Reviewer in custom questions Click Save 20 NTTC Training – TY2016

Print Return from Submission Page 1. Select Print Set Presenter 2017-01-25 17:48:58 -------------------------------------------- Submission page appears after “save” is clicked in prior slide. 2. Click Print Return NTTC Training – TY2016

Select Save And Exit Return Completing QR Select Mark Complete Presenter 2017-01-25 17:48:58 -------------------------------------------- Do not click Save and Transmit Return to IRS unless allowed per site policy. If your site uses the Save and Transmit Return to IRS feature you do not need to mark the return complete. Set Return Tag Select Save And Exit Return NTTC Training – TY2016

Final Steps Review return with taxpayer(s) and answer any questions they may have Make sure taxpayer(s) understand that they are responsible for the accuracy of their federal and state filings NTTC Training – TY2016

Final Steps Once Return is Final Assemble return(s) for taxpayer in Attachment Sequence order Obtain taxpayer signature(s) − Form 8879 − State form if applicable Explain to taxpayers which records to maintain NTTC Training – TY2016

Final Steps (cont) Explain to taxpayers what else they may need to do: Mail check Answer any questions regarding withholding Estimated payments Saving Brokerage Statements (if appropriate) for mailing to IRS if they request them Presenter 2017-01-25 17:48:58 -------------------------------------------- See Pub 17 page 16 for a description of required taxpayer recordkeeping. NTTC Training – TY2016

Final Steps (cont) If taxpayer is expecting refund provide instructions on how to check status at irs.gov If balance due provide information on various payment options Presenter 2017-01-25 17:48:58 -------------------------------------------- If return is filed prior to 2/15/17 advise taxpayer that if refund contains EITC or ACTC it will not be processed by the IRS until 2/15/17. Factoring in weekends and the President’s Day holiday, the IRS cautions that many affected taxpayers may not have actual access to their refunds until the week of Feb. 27. NTTC Training – TY2016

Final Steps (cont) Ensure you have taxpayer contact information in case of problems with efile Place all documents in AARP Tax Records Envelope and give to taxpayer – note refund/balance due, taxpayer to-do’s and other info on the envelope NTTC Training – TY2016

Final Steps (cont) Remind taxpayer to bring entire envelope next year − Point out checklist on envelope − Put next year’s source docs in envelope as received Ask the taxpayer to tell friends about our free service Thank taxpayer for coming NTTC Training – TY2016

Final Steps (cont) Complete site log to report your activity NTTC Training – TY2016

QUESTIONS 30 NTTC Training – TY2016