NTTC Training 2009 Quality Review Betty Shaw Michigan Training Specialist Dallas, TX July 1009.

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Presentation transcript:

NTTC Training 2009 Quality Review Betty Shaw Michigan Training Specialist Dallas, TX July 1009

NTTC Training 2009 Why? It has been shown that Quality Reviews, when done correctly, greatly improve the rate of accuracy at a given site, especially when used with the Interview/Intake Sheet

NTTC Training 2009 Why Else? Because it is required by both IRS and AARP Tax-Aide

NTTC Training 2009 Why not use the Tax-Wise Main Information Sheet It is not designed to capture the information needed for a good Quality Review – maybe it will in the future

NTTC Training 2009 Using the correct Quality Review Form AARP Tax-Aide officially uses the IRS Quality Review Sheet – now combined with the Intake/Interview Sheet to form the new for 1009: Intake/Interview & Quality Review Sheet (13614-C)

NTTC Training 2009 What should the QR check? Check: All Employer Identification Numbers All addresses on W-2’s, 1099’s, etc. All Federal Withholding, including on SS Whether form is for taxpayer or spouse

NTTC Training 2009 What else should the QR check? Check the: Filing Status by talking to clients Dependents – who can claim each one? Possible CDC, Child Credit, EITC

NTTC Training 2009 For E-File Returns Check the: Document Control Number (DCN) Electric Filing Identification Number (EFIN) Site Identification Number (SIDN) Number of W-s’s, 1099’s, etc. to be sure the number of forms matches the number listed on the tree.

NTTC Training 2009 Finishing the Return Check the Direct Deposit Information carefully – deposits to the wrong account can be expensive in time taken to trace the error. Count the digits, as well as check for accuracy – one unfortunate zero can be a real problem later

NTTC Training 2009 For E-Filing Check C-EZ to be sure expenses are less than $5000 Check Dividend and Interest Worksheets for red blocks Check the Tree for red marks

NTTC Training 2009 For Paper Returns Check for W-2’s and 1099’s attached to form Site Identification Number (SIDN)

NTTC Training 2009 For All Returns Check for signatures on appropriate documents

NTTC Training 2009 For Closure Leave the client with a smile and an indication of when e-filing will take place Ask if there are any questions that have not been answered Give the client appropriate paperwork, Interview and Intake Sheet.

NTTC Training 2009 Closing Are there any questions? Remember Ronald Reagan's statement: TRUST, BUT VERIFY!