1NTTC/NTC ERO Training Chicago 2008

ERO TRAINING

SECURITYSET UPFILE TRANSMISSIONSRECORD KEEPING

2NTTC/NTC ERO Training Chicago 2008

ERO TRNG. ENVIRONMENT

THIS TRAINING MODULE DESIGNED TO BE USED IN CONJUNCTION WITH;

TAXWISE RUNNING IN BACKGROUND

PUB 3189 AVAILABLE FOR REFERENCE

3NTTC/NTC ERO Training Chicago 2008

ERO RESPONSIBILITIES

SECURITY OF TAXPAYER DATA

PRE-SEASON SET-UP

E-FILE RETURNS TO CCH/IRS

COMMUNICATION

4NTTC/NTC ERO Training Chicago 2008

ERO RESPONSIBILITIES

PROCESS ACKNOWLEDGEMENTS PROCESS REJECTED RETURNS

UPDATE TAXWISE SYSTEMS RECORD KEEPING

END OF SEASON CLOSEOUT

5NTTC/NTC ERO Training Chicago 2008

TAXPAYER DATA SECURITYPUB 3189, PP 25, 60

6NTTC/NTC ERO Training Chicago 2008

PUB 3189, PG 25

7NTTC/NTC ERO Training Chicago 2008

TAXPAYER DATA SECURITYPUB 3189, PP 25, 60

TAXPAYER DATA ENCRYPTED COMPUTERS KEPT SECURE OS AND TW PASSWORD

PROTECTED PROTECT TAXPAYER DOCUMENTS DELETE RETURNS FROM NON-

TRANSMITTING COMPUTERS

8NTTC/NTC ERO Training Chicago 2008

PRESEASON SETUP PUB 3189, PG 41

ASSIST TC TO INSTALL TAXWISE SET EFIN

STARTING DCN (JUST A COUNTER) DIFFERENT EACH COMPUTER DISTINCT FROM SITE TO SITE DO NOT CHANGE DURING SEASON

REGISTER SOFTWARE

9NTTC/NTC ERO Training Chicago 2008

PUB 3189, PG 50

10NTTC/NTC ERO Training Chicago 2008

PRESEASON SETUP PUB 3189, PG 41

UPON RECEIPT OF SOFTWARE SET SIDN & SITE NAME SET OTHER DEFAULTS

MID-JANUARY LOAD 2007 CLIENTS TO 2007 TW CARRY FORWARD TO 2008

11NTTC/NTC ERO Training Chicago 2008

VALID E-FILE

CREATE E-FILE DO NOT OPEN RETURN AGAIN

INVALIDATES E-FILE

ERO MUST RECREATE TO TRANSMIT NOT OBVIOUS UNTIL “SEND”

PRINT RETURN FROM “FILE” MENU

12NTTC/NTC ERO Training Chicago 2008

E-FILE RETURNS PUB 3189, PG 71

BACKUP RETURNS

RESTORE RETURNS TO TRANSMITTING PC

COMPLETE 8879?

QUALITY REVIEW COMPLETED?

“SEND” RETURNS

13NTTC/NTC ERO Training Chicago 2008

E-FILE RETURNS PUB 3189, PG 71

CREATE DECLARATION CONTROL REPORT (DCR)

FIX ANY ERRORS

PRINT DCR

TRANSMIT RETURNS

14NTTC/NTC ERO Training Chicago 2008

ACKNOWLEDGEMENTSPUB 3189, PG 77 – Exhibit 13

15NTTC/NTC ERO Training Chicago 2008

PUB 3189

16NTTC/NTC ERO Training Chicago 2008

ACKNOWLEDGEMENTSPUB 3189, PG 77 – Exhibit 13

“MAIL TOSSED” or GET ACKNOWLEDGEMENTS

FEDERAL ACKS STATE ACKS TAXWISE E-MAILS

PRINT ACKNOWLEDGEMENT REPORT LOOK FOR REJECTS MATCH TO DCR

17NTTC/NTC ERO Training Chicago 2008

ACKNOWLEDGEMENTS

NO ACKNOWLEDGEMENT FROM CCH

AFTER 7 DAYS, CONTACT CCH AND INVESTIGATE

ENSURE PROBLEM IS CORRECTED

18NTTC/NTC ERO Training Chicago 2008

REJECT HANDLING PUB 3189, PG 78

LOOK FOR REJECT CODE TAXWISE SHOWS ERROR IN

RETURN CORRECT ERROR

IF POSSIBLE, RETRANSMIT IF NOT POSSIBLE, CONVERT TO

PAPER PROVIDE FEEDBACK TO COUNSELOR

AND QUALITY REVIEWER

19NTTC/NTC ERO Training Chicago 2008

ERO TRANSMITTAL LOG

INSURE ALL RETURNS COMPLETED ARE TRANSMITTED

MATCH SITE SIGN-IN SHEET TO DCR ENTRY IN COMMENTS FIELD

USE MODIFIED SIGN-IN SHEET RECORD EVENTS HERE

TRANSMITTED RETURNS TRACKED IN TW

20NTTC/NTC ERO Training Chicago 2008

21NTTC/NTC ERO Training Chicago 2008

RECORD KEEPING

COMPLETED 8879s DCRs ACKNOWLEDGEMENT REPORTS TAXWISE REPORTS, AS

APPROPRIATE SEND 8879s TO IRS SPEC

PERIODICALLY

22NTTC/NTC ERO Training Chicago 2008

END-OF-SEASON CLOSEOUT PUB 3189, PG 83

BACKUP ALL RETURNS CREATE ANY FINAL REPORTS BACK UP FILES FOR

IRS SPEC AARP DATA RETENTION

DELETE RETURNS TPCLEAR - AARP WIPE DISK - IRS

23NTTC/NTC ERO Training Chicago 2008

COMMUNICATIONS

ERO MUST COMMUNICATE WITH: COUNSELORS COORDINATORS OTHER EROs QR VOLUNTEERS LOCAL TCs IRS SPEC

24NTTC/NTC ERO Training Chicago 2008

ERO TRAINING

QUESTIONS?

COMMENTS?