STEPS TO SUCCESS
STEPS TO COMPLETE A TAX RETURN
Taxpayer enters location with necessaryforms and information to file their return
… Income forms (W-2,1099’s etc.)… Social Security numbers…. Dependents information
…Identification
STEPS TO A TAX RETURN
Customer completes interview sheet
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
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:
IRS 8879 SIGNATURE PAGE
E-Collect BANK SIGNATURE PAGE
STEPS TO A TAX RETURN
Taxpayer signs the signature pages BEFORE the return is submitted
You click “Send For Review” The tax return is being finished and
filed by ATS
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!
PROCEDURES
Check the status of each return throughout the day
Check to see if it has been Accepted or Rejected by the IRS
The next page shows a sample of the “Status” screen in the tax program
HOW TO MAKE IT EASIER
ACCEPTED
REJECTED
12
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!
TOP REASONS FOR REJECTIONS
1) Misspelled last names
2) Incorrect year of birth
3) Wrong social security numbers
4) Wrong EIN # on W-2
5) Maiden name / Married name
FIXING A REJECTION
Verify that YOU did not input the wrong information
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
IMPORTANT!
If a return has been accepted by the IRS and you need to make a change
An amendment costs the taxpayer $50, collect the fee UP FRONT
The amendment prints on a 1040X, it will print from the same place as the original tax return
Taxpayer needs to sign and mail in
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
KEEP THESE ON FILE Signature Pages
E-Collect Bank application
IRS Form 8879
Copies of ID and SS cards Copies of W-2 and 1099’s Taxpayer completed Interview Sheets Copy of the customers TAX RETURN
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