TAX-AIDE Important Questions Presentation to CO1 State Management Team September 15, 2014 Important Questions: Ron Craig Presentation to CO1 SMT September 15,

TAX-AIDE What are the major steps in the preparation of a TP’s tax return? ● Sign-in & Intake Sheet preparation by TP. CF can help TP & counselors by making sure TP has all data needed to prepare the return. Nothing is out of scope. ● Review of the Intake Sheet with the TP & preparation of the return. The counselor must get into a dialog with the TP. Don’t just take their word. ● Quality Review (QR) QR means doing the return again by reviewing the Intake Sheet with the TP, not just checking inputs. ● Reviewing the return with the TP. An important step so that the TP can sign the Do with TP’s copy of the return to insure another TP’s pages aren’t mixed in with TP’s return. Important Questions: Ron Craig Presentation to CO1 SMT September 15,

TAX-AIDE What is the highest priority of the AARP Tax-Aide program? ● There are actually two priorities: Accuracy Security of TP’s Data Important Questions: Ron Craig Presentation to CO1 SMT September 15,

TAX-AIDE Who was responsible for these violations, errors, and mistakes found during IRS audits & Tax-Aide visits? a. No photo idea was asked for. b. D143 poster not displayed. c. ERO took TP data home when e-filing. d. Site was not open on days & hours advertised. e. QR not performed. f. Only basic returns prepared. TPs with Sch. Cs or Ds were turned away. g. Passwords were on sticky notes on the laptops. h. Pages of the return of one TP were given to another. (Although there was more than one volunteer responsible for many of the violations, the LC is ultimately responsible for all of them) Important Questions: Ron Craig Presentation to CO1 SMT September 15,

TAX-AIDE Who is responsible for teaching Site Requirements and Policies & Procedures? The Local Coordinator is responsible for teaching these items to the Counselors, EROs, Shift Coordinators and Client Facilitators. (Reference: LC Digest) Important Questions: Ron Craig Presentation to CO1 SMT September 15,

TAX-AIDE Additional Information for Tax-Aide Volunteers All Tax-Aide volunteers should read the document titled Key Problem Areas Noted on IRS Reviews ― TS13 March 12, Document can be found on OneSupport at: OneSupport > Leadership Training > Click on Documents and select Key Problem Areas Noted on IRS Returns Important Questions: Ron Craig Presentation to CO1 SMT September 15,