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▷ ▶ Inputting Data into the Tax Software SelectSmart.com free Business flowcharts and decision trees.
A SelectSmart.com Flowchart by NesbittWebbLLC. See NesbittWebbLLC's 4me blog page.
Viewed 323 times. Created January 2016.
This SelectSmart.com Business flowchart, a free online decision tool is a creation of NesbittWebbLLC and for amusement purposes only. The implicit and explicit opinions expressed here are the author's. SelectSmart.com does not necessarily agree.
BusinessInputting Data into the Tax Software
By NesbittWebbLLC
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I am ready to prepare a return, What should I do? Inputting Data into the Tax Software

                 
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?
YES
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.
STOP! Call your AO or Corporate (678-278-9255) to get cc/debit form or Wells Fargo account for Cash/Money Order. NO CHECKS!
 
 

NO



NO





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.
YES
Did the Client agree to Pay the Preparation fees upfront?
 
 
 









Input the Client's information into the Tax Software to begin the quote/preparation.
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
 
 
 









When you enter in TaxPayer/Spouse Info, their "Taxpayer Pin Signature" should be the last 5 digits of social security number.
Careful Data Entry – don’t hold client’s money up being too fast…Protect Your PTIN! 
Always put Apt Numbers because the IRS won’t give client their refund without it.
 
 









Dependents: Confirm you typed in dependents they are claiming, and each Last Name, SSN, DOB & Months lived with Tax Payer.
If a Child was born or has died in the Tax Year-Select 12 months
 
 
 









SEE THE FLOW CHART LABELED "ENTERING FORMS INTO THE TAX SOFTWARE"