1. 1 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Running Diagnostics Within TaxWise Online Objectives –In this chapter you will learn how to: Run Diagnostics Correct E-File Errors Verify Social Security Numbers Understand Warnings Find Overridden Entries Find Estimated Entries How and when to Re-run Diagnostics

2. 2 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Running Diagnostics Run Diagnostics on both: –Paper Return or –E- File

3. 3 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Diagnostics for Paper Return Federal and state returns are reviewed by Diagnostics for: –Tax inconsistencies –Omissions –Overridden entries –Estimated entries –Social Security inconsistencies

4. 4 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Diagnostics for E-Filed Return Federal and state returns are reviewed by Diagnostics for: –Electronic Filing Errors –Tax Inconsistencies –Omissions –Overridden Entries –Estimated Entries –Social Security inconsistencies

5. 5 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Running Diagnostics Run and review a Diagnostics Report –Click Run Diagnostics on the toolbar –Scroll through the report and review all information

6. 6 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Running Diagnostics Divided into seven sections –Electronic Filing Errors (if E-File is chosen) –SSN Warnings –Warnings –Overridden Entries –Estimated Entries

7. 7 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Correcting Filing Errors Electronic filing errors –In red text on the Report –Red text with red line underneath is a link to the form and entry –Correct each error –Re-run Diagnostics Correct all errors

8. 8 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. SSN Diagnostics Verifying Social Security Numbers –Verifies SSN against information supplied by the Social Security Administration

9. 9 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. SSN Diagnostics Social Security Number Inconsistencies –Helps to identify suspicious Social Security Numbers –Verify with Social Security Card

10. 10 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. SSN Diagnostics Recently issued Social Security Number Child was born during the tax year –SSN may not be in the database Inconsistencies will not prevent the creation of an electronic file or transmitting the e-file

11. 11 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Diagnostic Warnings Warnings –Identifies problems –Inconsistencies –Suspicious information

12. 12 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Diagnostic Warnings May Include: –Missing data that may not be required –Data that does not appear consistent with other data in the return –Suspicious ratios

13. 13 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Diagnostic Warnings Warnings –Verify all information is correct –Warnings do not disqualify from electronic filing

14. 14 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Overridden Entries All overridden entries identified –All entries listed as links –The text is a link to the form and entry

15. 15 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Overridden Entries Make sure entries are necessary –Can cause calculation errors Do not disqualify a return for electronic filing

16. 16 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Estimated Entries All incomplete and estimated entries identified –The text is a link to the form and entry May result in missed reporting information –Do not disqualify a return from electronic filing

17. 17 /17 Running Diagnostics Within TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Re-running Diagnostics Run diagnostics after correcting all errors Check Mark as Ready to E-File box Close return