1. STEPS TO SUCCESS

2. STEPS TO COMPLETE A TAX RETURN
Taxpayer enters Sun Loan with necessary
forms and information to file their return
… Income forms (W-2,1099’s etc.)
… Social Security numbers
…. Dependents information
… Identification

3. STEPS TO A TAX RETURN
Customer completes interview sheets (more on this later)
YOU input that information into the program
Customer chooses how to receive refund
You quote the taxpayer their refund AFTER FEES including their State refund

4. You print out two signature pages: E-Collect Bank Application
STEPS TO A TAX RETURN
You print out two signature pages:
IRS Form 8879
E-Collect Bank Application
HAVE THEM SIGNED
THEY LOOK LIKE THIS:

5. IRS 8879 SIGNATURE PAGE
Show where they as well as taxpayer sign. They have this in there handout also.

6. E-Advance BANK SIGNATURE PAGE
Go over where client signs. After this slide, show software. Go over Portal, links, and go through a few simple returns.

7. Taxpayer signs the signature pages BEFORE the return is submitted
STEPS TO A TAX RETURN
Taxpayer signs the signature pages BEFORE the return is submitted
You click “Send For Review”
and the tax return is being reviewed, completed and filed by Accurate Tax Solutions

8. Customer receives their refund and a copy of their tax return!!
STEPS TO A TAX RETURN
After IRS approval:
Customer receives their refund
and a copy of their tax return!!
Now you have a happy customer!

9. PROCEDURES

10. HOW TO MAKE IT EASIER
Check the status of each return throughout the day
Check to see if the return has been Accepted or Rejected by the IRS
The next page shows a sample of the “Status” screen in the tax program

11. Accepted or Rejected status for Federal
and State returns
will appear here

12. Filter all your returns under Reports – Client Status

14. WHAT IS A REJECTION ?
A REJECTION is a return that has been “rejected” by the IRS due to incorrect information
YOU NEED TO FOLLOW UP AND FIX! Gather the correct information and resubmit the return
The clock starts over!
First rejection is $15
Explain how to prevent rejections by getting correct info up front, also explain how this year simply click on rejected returns to see rejected returns, no acks to process.

15. TOP REASONS FOR REJECTIONS
Misspelled last names
Incorrect year of birth
Wrong social security numbers
Wrong EIN # on W-2
Maiden name / Married name

16. FIXING A REJECTION
Verify that YOU did not input the wrong information (No Charge)
Call the taxpayer. Verify the information they gave you. If nothing new is found, the customer needs to call the Social Security Administration
Once you obtain the correct information, simply open the return, make the changes and re-send to ATS

17. IMPORTANT!

18. If a return has been Accepted by the IRS and you need to make a change
AMENDMENTS
If a return has been Accepted by the IRS and you need to make a change
An amendment costs the taxpayer $100, collect the fee UP FRONT ($200 for a return we didn’t create)
The amendment prints on a 1040X, it will print from the same place as the original tax return
Taxpayer needs to sign and mail to the IRS

19. REASONS FOR AN AMENDMENT
Claiming additional dependents
Removing dependents
Reporting your proper filing status
Reporting additional income or withholding from a W-2 or 1099

20. KEEP THESE ON FILE Signature Pages E-Advance Bank application
IRS Form 8879
Copies of ID and SS cards (Not required)
Copies of W-2 and 1099’s
Taxpayer Interview Sheets
Copy of the customers TAX RETURN
If your not sure, make a copy!

21. ACCURATE TAX SOLUTIONS You will find your answers
ALL YOUR QUESTIONS
ACCURATE TAX SOLUTIONS
is here for you!
With LIVE HELP
You will find your answers