Transcript ERO TRAINING
ERO TRAINING
The ELECTRONIC RETURN ORIGINATOR (ERO) is the Transmitter in Tax-Aide
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NTTC/NTC ERO Training 2010
ERO QUALIFICATIONS
EROs must:
Be certified AARP Tax-Aide volunteers
Be (or become) proficient with IRS supplied tax preparation software. NTTC/NTC ERO Training 2010
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ERO RESPONSIBILITIES
Security of taxpayer data
Transmission of e-file returns
Record keeping
Communications NTTC/NTC ERO Training 2010
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SECURITY OF TAXPAYER DATA
Tax-Aide Policy and IRS Pub 3189 Require all volunteers:
To be vigilant
To physically protect
Printed data Electronic data Equipment
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NTTC/NTC ERO Training 2010
SECURITY OF TAXPAYER DATA
This means:
Computers must be physically secured OS and TW must be password protected Taxpayer documents must be secured When using TaxWise Desktop…
Taxpayer data must be encrypted Returns must be deleted from non transmitting Computers regularly and from all computers at the end of the tax season
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NTTC/NTC ERO Training 2010
TRANSMISSION OF E-FILE RETURNS
Print and review Declaration Control Report (DCR)– verify that Refund/Due matches Form 8879 Transmit returns and get Acknowledgments (ACKs) Update Filing Status reports
See PUB 3189
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NTTC/NTC ERO Training 2010
TRANSMISSION OF E-FILE RETURNS
Restore returns to transmitting computer, if necessary (TaxWise Desktop only)
Check for errors, completed 8879’s, and required attachments
Re-create e-files, if necessary
Tools> Make e-files – for all 8879’s in hand
(TW Desktop only) NTTC/NTC ERO Training 2010
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ACKNOWLEDGEMENTS
Get Acknowledgements
Federal ACKs
State ACKs TaxWise e-mails Print Acknowledgement Report
And/or “export” to Excel or .pdf
Check for rejects NTTC/NTC ERO Training 2010
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ACKNOWLEDGEMENTS
Match to DCR or other tracking document and verify that Refund/Due matches DCR Update Return Stage status (if used) If no acknowledgement from CCH after three (3) days:
Contact CCH and investigate
Ensure problem is corrected Follow-up for State Returns status later NTTC/NTC ERO Training 2010
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NTTC/NTC ERO Training 2010
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HANDLING REJECTS
Look for reject code
(TaxWise usually shows error in return – with RED box) Correct error
If possible, retransmit If not possible, convert to paper Provide feedback to counselor and quality reviewer NTTC/NTC ERO Training 2010
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HANDLING REJECTS CAUTION
A new 8879 needs to be signed, if:
The taxpayer name or SSN changes
The difference in total income or AGI is over $50
The refund or amount owed is over $14
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NTTC/NTC ERO Training 2010
RECORD KEEPING
Ensure all completed returns are transmitted and all transmitted returns are accepted or converted to paper
Match site sign-in sheet to DCR
Record return status on log Make use of sorting options in TWO
There are many methods for tracking
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NTTC/NTC ERO Training 2010
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Returns sent: 1000 1007 1002 1008 1003 1009 1004 1011 1005 Returns Ack’d 1000 1002 1004 Check to see why 1001, 1006 and 1010 haven’t been transmitted.
Check to see why 1003 hasn’t been Ack’d 15
Modified TaxAide Site Sign-In Sheet
NTTC/NTC ERO Training 2010
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RECORD KEEPING
Completed 8879s with required W-2s, 1099Rs, etc….
DCRs (Document Control Reports)
ACKs (Acknowledgement Reports)
TaxWise reports, as requested by DC
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NTTC/NTC ERO Training 2010
RECORD KEEPING
Send 8879s to IRS SPEC periodically, or all at end of season – check with your TCS or SPEC representative Send 8453s, if required, immediately after returns are acknowledged
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NTTC/NTC ERO Training 2010
END-OF-SEASON CLOSEOUT
Both Desktop and TWO
Ensure that all prepared returns have been transmitted and accepted - or converted to paper and taxpayer provided a copy to mail to the IRS Create any reports requested by your local SPEC office for year end submittal
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NTTC/NTC ERO Training 2010
END-OF-SEASON CLOSEOUT
Desktop Version of TaxWise
Backup all returns Create files on removal media for:
IRS SPEC AARP (data retention) Delete returns Clear Taxpayer Data – AARP Wipe Disk - IRS Laptops
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NTTC/NTC ERO Training 2010
END-OF-SEASON CLOSEOUT TWO
Version of TaxWise
Change status of most users to Inactive.
OR To allow access to the training website,
change their role to Return Preparer and move the returns from their
‘account’ to Admin or another user that you want to have access to the returns to review and/or create amended returns during the off-season.
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NTTC/NTC ERO Training 2010
END-OF-SEASON CLOSEOUT
Both Desktop and TWO
IRS Depot Computers
Run Wipe Disk -
If not previously run
Return the computers to the Depot Prepare and store all AARP Equipment for the off-season
See specific recommendations in TMG
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NTTC/NTC ERO Training 2010
COMMUNICATIONS
VERY IMPORTANT!
ERO should be sure to communicate frequently with:
Counselors
Quality Reviewers Other EROs for advice and to share District and Local Coordinators Technology Coordinators and/or TCS NTTC/NTC ERO Training 2010
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ERO TRAINING
QUESTIONS?
COMMENTS?
NTTC/NTC ERO Training 2010
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