1 NTTC/NTC ERO Training 2010 Tax Year 2007 ERO TRAINING The ELECTRONIC RETURN ORIGINATOR (ERO) is...

1NTTC/NTC ERO Training 2010

ERO TRAINING

The ELECTRONIC RETURN

ORIGINATOR (ERO)

is the Transmitter in Tax-Aide


ERO QUALIFICATIONS

EROs must:

Be certified AARP Tax-Aide

volunteers

Be (or become) proficient with

IRS- supplied tax preparation

software.


ERO RESPONSIBILITIES

Security of taxpayer data

Transmission of e-file

returns

Record keeping

Communications


SECURITY OF TAXPAYER DATA

Tax-Aide Policy and IRS Pub 3189 Require all volunteers:

To be vigilant To physically protect

Printed data

Electronic data

Equipment


SECURITY OF TAXPAYER DATA

This means: Computers must be physically secured

OS and TW must be password protected

Taxpayer documents must be secured

When using TaxWise Desktop… Taxpayer data must be encrypted

Returns must be deleted from non-transmitting Computers regularly and from all computers at the end of the tax season


TRANSMISSION OF E-FILE RETURNS

Print and review Declaration Control Report (DCR)– verify that Refund/Due matches Form 8879

Transmit returns and get Acknowledgments (ACKs)

Update Filing Status reports

See PUB 3189


TRANSMISSION OF E-FILE RETURNS

Restore returns to transmitting computer,

if necessary (TaxWise Desktop only)

Check for errors, completed 8879s, and

required attachments

Re-create e-files, if necessary Tools> Make e-files – for all 8879s in hand

(TW Desktop only)


ACKNOWLEDGEMENTS

Get Acknowledgements Federal ACKs

State ACKs

TaxWise e-mails

Print Acknowledgement Report And/or “export” to Excel or .pdf

Check for rejects


ACKNOWLEDGEMENTS

Match to DCR or other tracking document and verify that Refund/Due matches DCR

Update Return Stage status (if used) If no acknowledgement from CCH after three

(3) days: Contact CCH and investigate Ensure problem is corrected

Follow-up for State Returns status later


HANDLING REJECTS

Look for reject code (TaxWise usually shows error in return –

with RED box)

Correct error If possible, retransmit If not possible, convert to paper Provide feedback to counselor and

quality reviewer


HANDLING REJECTSCAUTION

A new 8879 needs to be signed, if any of the following apply:

The taxpayer name or SSN changes

The difference in total income or AGI is over $50

The difference in the refund or amount owed is over $14


RECORD KEEPING

Ensure all completed returns are transmitted and all transmitted returns are accepted or converted to paper

Match site sign-in sheet to DCR

Record return status on log

Make use of sorting options in TWO

There are many methods for tracking


Dave Evans

I personally abhor this method when presented to new ERO's. It makes it look overly complicated in part because it is too, too busy. I suggest you use only Chart 15 to illustrate since it has an ERO log section in it. The important thing, as you know, is to account for each return that is has been prepared regardless of the method.Also delete Chart 14.


Returns sent: Returns Ack’d1000 1007 10001002 1008 10021003 1009 10041004 10111005

Check to see why 1001, 1006 and 1010 haven’t been transmitted.

Check to see why 1003 hasn’t been Ack’d (7 thru 11 transmitted later)


Modified Tax-Aide Site Sign-In Sheet

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Dave Evans

This example still shows a Stimulus return column (8).


RECORD KEEPING

Completed 8879s with required W-

2s, 1099Rs, etc….

DCRs (Document Control Reports)

ACKs (Acknowledgement Reports)

TaxWise reports, as requested by

DC


RECORD KEEPING Send 8879s to IRS SPEC

periodically, or all at end of season – check with your TCS or SPEC representative

Send 8453s, if required, immediately after returns are acknowledged


END-OF-SEASON CLOSEOUT

Both Desktop and TWO

Ensure that all prepared returns have been transmitted and accepted - or converted to paper and taxpayer provided a copy to mail to the IRS

Create any reports requested by your local SPEC office for year-end submittal



Desktop Version of TaxWise

Backup all returns Create files on removal media

for: IRS SPEC AARP (data retention)

Delete returns Clear Taxpayer Data – AARP Wipe Disk - IRS Laptops



TWO Version of TaxWise

Change status of most users to Inactive.

OR To allow access to the training website, change their role to Return Preparer and move the returns from their ‘account’ to Admin or another user that you want to have access to the returns to review and/or create amended returns during the off-season.



Both Desktop and TWO

IRS Depot Computers Run Wipe Disk - If not previously

run

Return the computers to the Depot

Prepare and store all AARP Equipment for the off-season

See specific recommendations in TMG


COMMUNICATIONS

VERY IMPORTANT!ERO should be sure to communicate

frequently with: Counselors Quality Reviewers Other EROs for advice and to share District and Local Coordinators Technology Coordinators and/or TCS


ERO TRAINING

QUESTIONS?

COMMENTS?

1 NTTC/NTC ERO Training 2010 Tax Year 2007 ERO TRAINING The ELECTRONIC RETURN ORIGINATOR (ERO) is...

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