1 nttc/ntc ero training dallas 2009 hmr modified for ny3 ero training 2009 nttc/ntc – dallas...
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1NTTC/NTC ERO Training Dallas 2009 HMR modified for NY3
ERO TRAINING 2009
NTTC/NTC – DallasFriday, July 24
Updated for NY3 TrainingNovember 2009
2NTTC/NTC ERO Training Dallas 2009 HMR modified for NY3
ERO TRAININGENVIRONMENT
This training module is designed to be used in conjunction with:
TaxWisePub 3189
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ERO QUALIFICATIONS
The ELECTRONIC RETURN ORIGINATOR (ERO) is the Transmitter in Tax-Aide. EROs must:
Have a working knowledge of personal computers, software and electronic communication systems
Be certified Tax-Aide volunteers Be (or become) proficient with IRS-
supplied tax preparation software
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ERO RESPONSIBILITIES
Security of taxpayer dataTransmission of e-file returnsRecord keepingCommunications
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SECURITY OF TAXPAYER DATA
Observe all security requirements contained in the Policy Manual
Be vigilant, especially at site Physically protect
Printed data Electronic data EquipmentAlso see IRS Pub 4299 for further
recommendations
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SECURITY OF TAXPAYER DATA
This means: Taxpayer data must be encrypted Computers must be physically secured OS and TaxWise must be password
protected Taxpayer documents must be secured Returns must be deleted from non-
transmitting computers
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PRESEASON SETUP
INSTALL TAXWISE SET EFIN
STARTING DCN (JUST A COUNTER) DIFFERENT ON EACH COMPUTER DISTINCT FROM SITE TO SITE DO NOT CHANGE DURING SEASON
REGISTER SOFTWARE
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PUB 3189, PG 50===
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PRESEASON SETUP
UPON INSTALLING SOFTWARE SET SIDN & SITE NAME SET OTHER DEFAULTS SET UP USER GROUP AND USERS REGISTER EFIN TRANSMIT CODES?
MID-JANUARY – DESKTOP ONLY LOAD 2008 CLIENTS TO 2008 TW CARRY FORWARD TO 2009
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TRANSMISSION OF E-FILE RETURNS
Restore returns to transmitting computer, if necessary, and re-create e-files, if necessary.
Opening a return invalidates the e-file. Print and review Declaration Control Report
(DCR). Verify that DCNs are not duplicated. Transmit returns and get Acknowledgments Check for errors, completed 8879s and required
attachments. Update Filing Status reports (Sign-in Sheet).
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ACKNOWLEDGEMENTS
Get Acknowledgements Federal and applicable State ACKs TaxWise e-mails (may include TW
major updates) “Mail Tossed” or “No Mail to Toss”
Print Acknowledgement Report Match to DCR and Check for rejects Update Return Status report (Sign-in
Sheet).
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ACKNOWLEDGEMENTS
If no Acknowledgement from CCH after 7 days:
Log into support/Return Query to enter each SSN and update database to get a new acknowledgement
Contact CCH and investigate Ensure problem is corrected
If transmitting is done daily, wait no more than 3 days
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RETURN QUERY .
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HANDLING REJECTS
TaxWise shows errors on Reject form. Correct error
If possible, retransmit. If not possible, convert to paper.
Print any state “paper only” forms and return W-2s and 1099s to TP.
Provide feedback to counselor and QR(Pub 3189 ‘Filing Season’ Section)
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RECORD KEEPING
Insure all completed returns are transmitted and all transmitted returns are accepted or converted to paper
Match site sign-in sheet to DCR or other recording log
Record transmission dates, IRS acknowledgement dates, and State acknowldgement dates on the Site sign-in sheets or other log.
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RECORD KEEPING
Completed 8879s w/attachments DCRs ACKs TaxWise reports, as required Send 8879s to IRS SPEC periodically,
sorted by DCN Send 8453s, when applicable, to IRS
(not SPEC) within 3 days after ACK'd
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END-OF-SEASON CLOSEOUT
Backup ALL returns regularly Create any final reports Create files for
IRS SPEC and AARP – all returns Client approval is no longer required.
Delete returns TPClear on AARP and loaned PCs Wipe Disk on IRS computers(Pub 3189 –’Post Filing Season’ Section)
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END-OF-SEASON CLOSEOUT
WARNING!!
TP Clear deletes the tax returns, but it does not delete reports that you may have created and saved, for example, as .pdf Adobe Acrobat files.
Did you save DCRs and/or Acks?
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COMMUNICATIONS
IMPORTANT!!!EROs should communicate with:
Counselors Quality Reviewers Other EROs Local Coordinators Technology Coordinators
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* = EFC and Paper Return Filing Counselor are not official AARP Tax-Aidepositions or titles. The official position title for them is Counselor
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ERO TRAINING
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