I am ready to prepare a return, What should I do?
Inputting Data into the Tax Software
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CALL THE OFFSET HOTLINE FOR EVERY CLIENT!
When you Called the Off-Set Line to ensure you will get paid (federal off-sets may take client's refund, which means you won't get paid) Was there an offset?
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YES
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STOP!
Inform the client they need to pay for their Tax Preparation fees upfront if, after the off-set is deducted, they don't have enough to cover tax prep & all other fees.
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STOP!
Call your AO or Corporate (678-278-9255) to get cc/debit form or Wells Fargo account for Cash/Money Order.
NO CHECKS!
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NO
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NO
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Have Client Complete In-Take Form (https://form.jotform.com/60196665212152)
or get the information verbally
Ask for the prior year's return to see what was previously charged and compare tax strategy.
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YES
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Did the Client agree to Pay the Preparation fees upfront?
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Input the Client's information into the Tax Software to begin the quote/preparation.
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Go to TaxProDocs, input the New Client, and send a text/email for the client to upload the supporting documents:
Driver's License
Social Security Cards
W2
1099
etc
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When you enter in TaxPayer/Spouse Info, their "Taxpayer Pin Signature" should be the last 5 digits of social security number.
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Careful Data Entry – don’t hold client’s money up being too fast…Protect Your PTIN!
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Always put Apt Numbers because the IRS won’t give client their refund without it.
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Dependents:
Confirm you typed in dependents they are claiming, and each Last Name, SSN, DOB & Months lived
with Tax Payer.
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If a Child was born or has died in the Tax Year-Select 12 months
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SEE THE FLOW CHART LABELED
"ENTERING FORMS INTO THE TAX SOFTWARE"
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Inputting Data into the Tax Software
