Transcript ERO TRAINING

ERO TRAINING
SECURITY
SET UP
FILE TRANSMISSIONS
RECORD KEEPING
NTTC/NTC ERO Training Chicago 2008
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ERO TRNG. ENVIRONMENT
 THIS TRAINING MODULE
DESIGNED TO BE USED IN
CONJUNCTION WITH;
 TAXWISE RUNNING IN
BACKGROUND
 PUB 3189 AVAILABLE FOR
REFERENCE
NTTC/NTC ERO Training Chicago 2008
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ERO RESPONSIBILITIES
 SECURITY OF TAXPAYER DATA
 PRE-SEASON SET-UP
 E-FILE RETURNS TO CCH/IRS
 COMMUNICATION
NTTC/NTC ERO Training Chicago 2008
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ERO RESPONSIBILITIES
 PROCESS ACKNOWLEDGEMENTS
 PROCESS REJECTED RETURNS
 UPDATE TAXWISE SYSTEMS
 RECORD KEEPING
 END OF SEASON CLOSEOUT
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TAXPAYER DATA SECURITY
PUB 3189, PP 25, 60
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PUB 3189, PG 25
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TAXPAYER DATA SECURITY
PUB 3189, PP 25, 60
 TAXPAYER DATA ENCRYPTED
 COMPUTERS KEPT SECURE
 OS AND TW PASSWORD
PROTECTED
 PROTECT TAXPAYER DOCUMENTS
 DELETE RETURNS FROM NONTRANSMITTING COMPUTERS
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PRESEASON SETUP
PUB 3189, PG 41
 ASSIST TC TO INSTALL TAXWISE
 SET EFIN
 STARTING DCN (JUST A COUNTER)
 DIFFERENT EACH COMPUTER
 DISTINCT FROM SITE TO SITE
 DO NOT CHANGE DURING SEASON
 REGISTER SOFTWARE
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PUB 3189, PG 50
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PRESEASON SETUP
PUB 3189, PG 41
 UPON RECEIPT OF SOFTWARE
 SET SIDN & SITE NAME
 SET OTHER DEFAULTS
 MID-JANUARY
 LOAD 2007 CLIENTS TO 2007 TW
 CARRY FORWARD TO 2008
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VALID E-FILE
 CREATE E-FILE
 DO NOT OPEN RETURN AGAIN
 INVALIDATES E-FILE
 ERO MUST RECREATE TO TRANSMIT
 NOT OBVIOUS UNTIL “SEND”
 PRINT RETURN FROM “FILE” MENU
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E-FILE RETURNS
PUB 3189, PG 71
 BACKUP RETURNS
 RESTORE RETURNS TO TRANSMITTING
PC
 COMPLETE 8879?
 QUALITY REVIEW COMPLETED?
 “SEND” RETURNS
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E-FILE RETURNS
PUB 3189, PG 71
 CREATE DECLARATION CONTROL
REPORT (DCR)
 FIX ANY ERRORS
 PRINT DCR
 TRANSMIT RETURNS
NTTC/NTC ERO Training Chicago 2008
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ACKNOWLEDGEMENTS
PUB 3189, PG 77 – Exhibit 13
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PUB 3189
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ACKNOWLEDGEMENTS
PUB 3189, PG 77 – Exhibit 13
 “MAIL TOSSED” or
 GET ACKNOWLEDGEMENTS
 FEDERAL ACKS
 STATE ACKS
 TAXWISE E-MAILS
 PRINT ACKNOWLEDGEMENT REPORT
 LOOK FOR REJECTS
 MATCH TO DCR
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ACKNOWLEDGEMENTS
 NO ACKNOWLEDGEMENT FROM
CCH
 AFTER 7 DAYS, CONTACT CCH
AND INVESTIGATE
 ENSURE PROBLEM IS CORRECTED
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REJECT HANDLING
PUB 3189, PG 78
 LOOK FOR REJECT CODE
 TAXWISE SHOWS ERROR IN
RETURN
 CORRECT ERROR
 IF POSSIBLE, RETRANSMIT
 IF NOT POSSIBLE, CONVERT TO
PAPER
 PROVIDE FEEDBACK TO COUNSELOR
AND QUALITY REVIEWER
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ERO TRANSMITTAL LOG
 INSURE ALL RETURNS COMPLETED ARE
TRANSMITTED
 MATCH SITE SIGN-IN SHEET TO DCR
 ENTRY IN COMMENTS FIELD
 USE MODIFIED SIGN-IN SHEET
 RECORD EVENTS HERE
 TRANSMITTED RETURNS TRACKED IN TW
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RECORD KEEPING
COMPLETED 8879s
DCRs
ACKNOWLEDGEMENT REPORTS
TAXWISE REPORTS, AS
APPROPRIATE
 SEND 8879s TO IRS SPEC
PERIODICALLY
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END-OF-SEASON CLOSEOUT
PUB 3189, PG 83
 BACKUP ALL RETURNS
 CREATE ANY FINAL REPORTS
 BACK UP FILES FOR
 IRS SPEC
 AARP DATA RETENTION
 DELETE RETURNS
 TPCLEAR - AARP
 WIPE DISK - IRS
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COMMUNICATIONS
 ERO MUST COMMUNICATE WITH:
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COUNSELORS
COORDINATORS
OTHER EROs
QR VOLUNTEERS
LOCAL TCs
IRS SPEC
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ERO TRAINING
QUESTIONS?
COMMENTS?
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