ERO TRAINING
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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
NTTC/NTC ERO Training Chicago 2008
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TAXPAYER DATA SECURITY
PUB 3189, PP 25, 60
NTTC/NTC ERO Training Chicago 2008
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PUB 3189, PG 25
NTTC/NTC ERO Training Chicago 2008
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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
NTTC/NTC ERO Training Chicago 2008
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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
NTTC/NTC ERO Training Chicago 2008
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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:
COUNSELORS
COORDINATORS
OTHER EROs
QR VOLUNTEERS
LOCAL TCs
IRS SPEC
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ERO TRAINING
QUESTIONS?
COMMENTS?
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