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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 - PowerPoint PPT Presentation
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1NTTC/NTC ERO Training 2010
ERO TRAINING
The ELECTRONIC RETURN
ORIGINATOR (ERO)
is the Transmitter in Tax-Aide
2NTTC/NTC ERO Training 2010
ERO QUALIFICATIONS
EROs must:
Be certified AARP Tax-Aide
volunteers
Be (or become) proficient with
IRS- supplied tax preparation
software.
3NTTC/NTC ERO Training 2010
ERO RESPONSIBILITIES
Security of taxpayer data
Transmission of e-file returns
Record keeping
Communications
4NTTC/NTC ERO Training 2010
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
5NTTC/NTC ERO Training 2010
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
6NTTC/NTC ERO Training 2010
TRANSMISSION OF E-FILE RETURNS
Print and review Declaration Control Report (DCR)– verify that Refund/Due matches Form 8879 – to ensure return wasn’t changed after printing
Transmit returns and get Acknowledgments (ACKs)
Update Filing Status reports
See PUB 3189
7NTTC/NTC ERO Training 2010
TRANSMISSION OF E-FILE RETURNS
Restore returns to transmitting computer, if necessary (TaxWise Desktop only)
Check for errors, completed 8879’s, and required attachments
Re-create e-files, if necessary Tools> Make e-files – for all 8879’s in hand
(TW Desktop only)
8NTTC/NTC ERO Training 2010
ACKNOWLEDGEMENTS
Get Acknowledgements Federal ACKs – can print automatically State ACKs – can print automatically TaxWise e-mails – must print
separately
Print Acknowledgement Reportand/or “export” to Excel or .pdf – Exported files must be put on an encrypted drive.
Check for rejects
9NTTC/NTC ERO Training 2010
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: Log into support/Return Query, enter each
SSN; “update database”, will create ack. Contact CCH and investigate Ensure problem is corrected
Follow-up for State Returns status later
10NTTC/NTC ERO Training 2010
RETURN QUERY .
11NTTC/NTC ERO Training 2010
12NTTC/NTC ERO Training 2010
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 – print paper only forms, return W2s and 1099s
Provide feedback to counselor and quality reviewer
13NTTC/NTC ERO Training 2010
HANDLING REJECTSCAUTION
A new 8879 needs to be signed, if:
The taxpayer name or SSN changes or
The difference in total income or AGI is over $50 or
The refund or amount owed is changed by over $14
14NTTC/NTC ERO Training 2010
RECORD KEEPING A site sign-in sheet with client name and
record of services provided is required for developing input to the Activity Reports
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 if used Make use of sorting options in TWO
There may be many methods for tracking, however, the modified Site Sign-in sheet is recommended
15NTTC/NTC ERO Training 2010
16NTTC/NTC ERO Training 2010
17NTTC/NTC ERO Training 2010
RECORD KEEPING Completed 8879s with required W-2s,
1099Rs, etc….
DCRs (Document Control Reports)
ACKs (Acknowledgement Reports)
TaxWise reports, as requested by DC
Sign-in sheets – used for activity reports and to show that every return was transmitted and acknowledged or issued in paper
18NTTC/NTC ERO Training 2010
RECORD KEEPING Send 8879s to IRS SPEC
periodically, or all at end of season – check with your SPEC representative
Send 8453s, if required, immediately after returns are acknowledged
19NTTC/NTC ERO Training 2010
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
20NTTC/NTC ERO Training 2010
END-OF-SEASON CLOSEOUT
Desktop Version of TaxWise
Backup all returns Create files on removable media
for: IRS SPEC AARP SC (data retention)
Delete returns Clear Taxpayer Data – AARP Delete any exported reports – AARP Wipe Disk – IRS Laptops
21NTTC/NTC ERO Training 2010
END-OF-SEASON CLOSEOUT
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.
22NTTC/NTC ERO Training 2010
END-OF-SEASON CLOSEOUT
Both Desktop and TWO
IRS Depot Computers Run Wipe Disk - If not previously run
Return the computers to the Depot with a listing of shipping information to IRS SPEC
Prepare and store all AARP Equipment for the off-season
See specific recommendations in TMG
23NTTC/NTC ERO Training 2010
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
24NTTC/NTC ERO Training 2010
ERO TRAINING
QUESTIONS?
COMMENTS?