1. Quality Review and Finishing the Return
With TaxSlayer and Taxpayer

2. Finalizing Return
Complete return(s), set up estimated tax payments if applicable
Click e-file in left navigation bar
− Deal with any warnings
− Complete Due Diligence questions
− Select return type and add direct deposit/debit information (if applicable)
− Answer custom questions
NTTC Training – TY2016

3. State Specific e-file Requirements
If applicable
Presenter
:48:55
If the state requires specific information for electronic filing, the program will display that information that needs to be completed. Click Next
NTTC Training – TY2016

4. Quality Review Sites have preferences on how to conduct quality review
We will use quality reviewers at preparer’s work station
Quality reviewers at preparer’s work stations will continue using preparer’s log-in
NTTC Training – TY2016

5. Prepare Return for QR Submission Page
1. Do not select Ready for Review at bottom of page
Presenter
:48:56
The actions that are allowed at the bottom of the Submission page are based on the roles assigned to the preparer.
If you do not want the preparers to mark the return complete and ready to e-file, you can restrict this with a Security Template. You can allow them to Mark the return for Review. Once they do this, they simply Save and Exit the return.
2. Do not select Save and Exit Return
DO NOT click!
NTTC Training – TY2016

6. Quality Review Steps
Counselors have preferences on how to conduct quality review
Two methods outlined below:
− QR Method #1 based on using a print set
− QR Method #2 based on reviewing each entry page
NTTC Training – TY2016

7. Quality Review Method #1
Review Intake/Interview Sheet with Taxpayer
Create Quality Review 2016 pdf of return using one of two following methods
Presenter
:48:56
See Gold Standards for Quality Review on OneSupport 10
NTTC Training – TY2016

8. QR Method #1
Select QUALITY REVIEW 2016 and then Print Return from Submission page
Presenter
:48:56
TaxSlayer Submission page will appear after the e-file page is “saved”. See Gold Standards for Quality Review on OneSupport
NTTC Training – TY2016

9. QR Method #1 -OR- Select QUALITY REVIEW 2016 from Review Returns page
Presenter
:48:56
See Gold Standards for Quality Review on OneSupport
Open the pdf file in a separate tab or window
NTTC Training – TY2016

10. QR Method #1
QUALITY REVIEW 2016 print set currently does not include the taxpayer info page (next slide)
Options:
− Print One Copy – Federal and State pdf from Submission page or select Print Return from Review Returns page
− Print copy of just taxpayer info page from the pdf for taxpayer to review
NTTC Training – TY2016

11. QR Method #1
Confirm personal data for everyone on return using pdf

12. QR Method #1 Confirm EIN is correct on each W-2
Confirm EIN is correct on each R
Review Form 1040 and schedules
NTTC Training – TY2016

13. QR Method #1
If any errors found, leave pdf view open and navigate to appropriate entry page to make correction
Return to pdf view to continue review including state return(s)
NTTC Training – TY2016

14. QR Method #1 Close pdf view
Navigate through Health Information to verify entries
NTTC Training – TY2016

15. Quality Review Method #2
Review Intake/Interview Sheet with taxpayer
Review 1040 view to verify return appears correct and personal information matches Intake Sheet
Navigate to Basic Information page and verify information for everyone on return is correct
Presenter
:48:57
See Gold Standards for Quality Review on OneSupport
NTTC Training – TY2016

16. QR Method #2
Navigate to main Income page and open each income form to verify information
Navigate to forms and schedules on Deductions and other applicable pages including Health Information to verify information
Verify state and any other applicable return(s)
NTTC Training – TY2016

17. QR Methods #1 and #2 Click e-file in left navigation bar
Navigate through Due Diligence questions if presented
Verify return type and direct deposit/debit information (if applicable)
Select name as Quality Reviewer in custom questions
Click Save 20
NTTC Training – TY2016

18. Print Return from Submission Page
1. Select Print Set
Presenter
:48:58
Submission page appears after “save” is clicked in prior slide.
2. Click Print Return
NTTC Training – TY2016

19. Select Save And Exit Return
Completing QR
Select Mark Complete
Presenter
:48:58
Do not click Save and Transmit Return to IRS unless allowed per site policy. If your site uses the Save and Transmit Return to IRS feature you do not need to mark the return complete.
Set Return Tag
Select Save And Exit Return
NTTC Training – TY2016

20. Final Steps
Review return with taxpayer(s) and answer any questions they may have
Make sure taxpayer(s) understand that they are responsible for the accuracy of their federal and state filings
NTTC Training – TY2016

21. Final Steps Once Return is Final
Assemble return(s) for taxpayer in Attachment Sequence order
Obtain taxpayer signature(s)
− Form 8879
− State form if applicable
Explain to taxpayers which records to maintain
NTTC Training – TY2016

22. Final Steps (cont) Explain to taxpayers what else they may need to do:
Mail check
Answer any questions regarding withholding
Estimated payments
Saving Brokerage Statements (if appropriate) for mailing to IRS if they request them
Presenter
:48:58
See Pub 17 page 16 for a description of required taxpayer recordkeeping.
NTTC Training – TY2016

23. Final Steps (cont)
If taxpayer is expecting refund provide instructions on how to check status at irs.gov
If balance due provide information on various payment options
Presenter
:48:58
If return is filed prior to 2/15/17 advise taxpayer that if refund contains EITC or ACTC it will not be processed by the IRS until 2/15/17. Factoring in weekends and the President’s Day holiday, the IRS cautions that many affected taxpayers may not have actual access to their refunds until the week of Feb. 27.
NTTC Training – TY2016

24. Final Steps (cont)
Ensure you have taxpayer contact information in case of problems with efile
Place all documents in AARP Tax Records Envelope and give to taxpayer – note refund/balance due, taxpayer to-do’s and other info on the envelope
NTTC Training – TY2016

25. Final Steps (cont) Remind taxpayer to bring entire envelope next year
− Point out checklist on envelope
− Put next year’s source docs in envelope as received
Ask the taxpayer to tell friends about our free service
Thank taxpayer for coming
NTTC Training – TY2016

26. Final Steps (cont) Complete site log to report your activity
NTTC Training – TY2016

27. QUESTIONS 30
NTTC Training – TY2016