2007 TAX YEAR ERO TRAINING - MODULE 4 1

ERO (Transmitter) TrainingModule 4

Acknowledgements

2007 TAX YEAR ERO TRAINING - MODULE 4 2

Available acknowledgements (ACK) will automatically download when transmit e-files

Acknowledgements are posted to your CCH Electronic Mailbox

IRS IRS Acknowledgment

ST Fed/State e-file Ack

EMAIL TaxWise Mail

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GETTING ACKNOWLEDGEMENTS LOG IN TO TRANSMITTING USER’S NAME CLICK “GET ACKS, MAIL AND UPDATES” UNDER

COMMUNICATIONS SELECT “GET FED/STATE ACKS, MAIL, UPDATES

FROM ELECTRONIC FILING CENTER” CLICK THE “GET” BUTTON WHEN THE COMMUNICATION SESSION ENDS, CLICK

“OK” SELECT THE FILES TO PROCESS CLICK “OK” CLICK THE “ACKS” BUTTON TO DISPLAY THE FULL

ACKNOWLEDGEMENT CLICK THE “PRINT” BUTTON TO PRINT THE

ACKNOWLEDGEMENT REPORT RETAIN THE ACK REPORT FOR SUBMISSION TO

IRS

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Database acknowledgements will automatically process

Automatically process when the communications window is closed

Receive database updates frequently

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Defaults to Wide Format

Defaults to show only unprocessed acknowledgements

Select the files you want to process

Click OKNote: You should

process and print all acknowledgements and emails.

Select acknowledgement window lists the available acknowledgement files

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Filters out processed acknowledgement by default

Click the Filter button at the bottom of the Select Acknowledgements window

Check the file types you want to see

Clear the check box for the files you do not want to see

Troubleshooting Tip: Change the list of acknowledgements by using filters

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A summary of each acknowledgement file appears on your screen

List a brief summary of what each acknowledgement file contains Total returns in file Total returns accepted Total returns Rejected

Click the Details button to display the full acknowledgement Allows you to print

your acknowledgement

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Click the Printer icon

Click OK to print Click Cancel to quit

the printing process Close the

Acknowledgement window Click the X in the

upper right corner of the window

Print your Acknowledgements and Email

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Save the Acknowledgement report for end of season reporting (can print year end total rpt)

Print all acknowledgements This will print the reject details

Mail Forms 8453 to the appropriate Processing Center as a transmitting document for any forms that are listed on the form. Forms 8453 must be mailed within 3 days of

receiving the acknowledgement Retain Forms 8879 and backup Forms W-2’s and

1099’s for year end submittal to IRS

3189 Guidelines: Acknowledgements

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Detailed reject information contains: TIN (Social Security

Number) DCN Form Reference Copy Number Sequence Number Error Code IRS description from

the 1345A TaxWise Correction

Suggestion

Detailed Reject information prints with the IRS acknowledgement

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MAJOR REASONS FOR REJECTS

INCORRECT SOCIAL SECURITY NUMBERS

MISSPELLED NAMES LAST NAME USED ON RETURN DOES

NOT MATCH SOCIAL SECURITY RECORDS

INCORRECT EINs INCORRECT EMPLOYER OR PAYER

NAMES

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Open the rejected return

Form containing the error will have a red exclamation point (!)

The rejected entry is typically in red Based on the IRS

Sequence Number Sequence number

equals the e-file number in the status bar

Fixing the Rejected Return in TaxWise

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FIXING REJECTS Continued

ERROR CODE INDEX & FIELD NUMBERS FOUND IN PUB 1345A

CONTACT TAXPAYER BY PHONE OR BY LETTER TO GET CORRECT INFORMATION

FIX THE ERROR RUN DIAGNOSTICS AND CREATE AN E-FILE

RETURN IF THE RETURN DOES NOT INVOLVE

MAJOR CHANGES, RETRANSMIT THE RETURN

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REJECTS REQUIRING NEW SIGNATURES &/OR PINS

CHANGES THAT ARE MORE THAN$50 TO “TOTAL INCOME” OR

“AGI”$14 TO “TOTAL TAX,”

“FEDERAL INCOME TAX WITHHELD,” REFUND,” OR “AMOUNT YOU OWE.”

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REJECTS THAT MUST BE PAPER FILED

CHANGE IN NAME CHANGE IN SSN ANOTHER TAXPAYER HAS

CLAIMED THE SAME DEPENDENT CANNOT REACH THE TAXPAYER

BY PHONE ??? How can paper be filed if you

can’t reach the taxpayer???

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Fix the reject Run

Diagnostics Create a new

e-file Transmit the

return

Resend the return after reject

corrections are complete

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Send Extension Returns to… Used to send extension e-files

to CCH Get Acks, Mail and Updates

Get acknowledgements and email without sending e-files

Gets Acks Direct from State Will not use

Send TaxWise Mail Send a mail message to

TaxWise Customer Support Send a tax return to TaxWise

Customer Support

Other items in the Communications menu

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The following should be kept confidential and in a secured location until the end of tax season. One signed Form 8879 for each return

transmitted with one copy of Forms W-2/1099 Master backup disk with all electronically

transmitted returns for IRS SPEC Copy of IRS Acknowledgement Report for

transmitted federal returns Copy of Declaration Control Report (DCR) for

transmitted returns All TW installations must be in an encrypted

drive

IRS Record Keeping Guidelines

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Publication 4299, Privacy and Confidentiality – A Public Trust Use locked storage Keep flashdrives containing

taxpayer data secure Label and account for

flashdrives Use passwords to prevent

unauthorized access to computers

Review the publication for a complete listing

Taxpayer Information must be secure