STEPS TO SUCCESS

STEPS TO COMPLETE A TAX RETURN Taxpayer enters location with necessary forms and information to file their return … Income forms (W-2,1099’s etc.) … Social Security numbers …. Dependents information …Identification

STEPS TO A TAX RETURN Customer completes interview sheet YOU input that information into the program Customer chooses how to receive refund You quote the taxpayer their refund AFTER FEES including their State refund

STEPS TO A TAX RETURN You print out two signature pages: IRS Form 8879 E-Collect Bank Application HAVE THEM SIGNED THEY LOOK LIKE THIS:

IRS 8879 SIGNATURE PAGE

E-Collect BANK SIGNATURE PAGE

STEPS TO A TAX RETURN Taxpayer signs the signature pages BEFORE the return is submitted You click “Send For Review” The tax return is being finished and filed by ATS

STEPS TO A TAX RETURN After IRS approval: Customer receives their refund and a copy of their tax return!! Now you have a happy customer!

PROCEDURES

 Check the status of each return throughout the day  Check to see if it has been Accepted or Rejected by the IRS  The next page shows a sample of the “Status” screen in the tax program HOW TO MAKE IT EASIER

ACCEPTED REJECTED

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WHAT IS A REJECTION ?  A REJECTION is a return that has been “rejected” by the IRS due to incorrect information  YOU NEED TO FOLLOW UP AND FIX! Gather the correct information and resubmit the return  The clock starts over!

TOP REASONS FOR REJECTIONS 1)Misspelled last names 2)Incorrect year of birth 3)Wrong social security numbers 4)Wrong EIN # on W-2 1)Maiden name / Married name

FIXING A REJECTION  Verify that YOU did not input the wrong information  Call the taxpayer. Verify the information they gave you. If nothing new is found, the customer needs to call the Social Security Administration  Once you obtain the correct information, simply open the return, make the changes and re-send to ATS

IMPORTANT!

 If a return has been accepted by the IRS and you need to make a change  An amendment costs the taxpayer $50, collect the fee UP FRONT  The amendment prints on a 1040X, it will print from the same place as the original tax return  Taxpayer needs to sign and mail in

REASONS FOR AN AMENDMENT  Claiming additional dependents  Removing dependents  Reporting your proper filing status  Reporting additional income or withholding from a W-2 or 1099

KEEP THESE ON FILE  Signature Pages E-Collect Bank application IRS Form 8879  Copies of ID and SS cards  Copies of W-2 and 1099’s  Taxpayer completed Interview Sheets  Copy of the customers TAX RETURN