STEPS TO SUCCESS

STEPS TO COMPLETE A TAX RETURN

Taxpayer enters location with necessaryforms 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

12

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

5) 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