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ERO TRAINING

ERO TRAINING . SECURITY SET UP FILE TRANSMISSIONS RECORD KEEPING. ERO TRNG. ENVIRONMENT. THIS TRAINING MODULE DESIGNED TO BE USED IN CONJUNCTION WITH; TAXWISE RUNNING IN BACKGROUND PUB 3189 AVAILABLE FOR REFERENCE. ERO RESPONSIBILITIES. SECURITY OF TAXPAYER DATA PRE-SEASON SET-UP

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ERO TRAINING

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  1. ERO TRAINING SECURITY SET UP FILE TRANSMISSIONS RECORD KEEPING

  2. ERO TRNG. ENVIRONMENT • THIS TRAINING MODULE DESIGNED TO BE USED IN CONJUNCTION WITH; • TAXWISE RUNNING IN BACKGROUND • PUB 3189 AVAILABLE FOR REFERENCE

  3. ERO RESPONSIBILITIES • SECURITY OF TAXPAYER DATA • PRE-SEASON SET-UP • E-FILE RETURNS TO CCH/IRS • COMMUNICATION

  4. ERO RESPONSIBILITIES • PROCESS ACKNOWLEDGEMENTS • PROCESS REJECTED RETURNS • UPDATE TAXWISE SYSTEMS • RECORD KEEPING • END OF SEASON CLOSEOUT

  5. TAXPAYER DATA SECURITYPUB 3189, PP 25, 60

  6. 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

  7. PRESEASON SETUPPUB 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

  8. PRESEASON SETUPPUB 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

  9. 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

  10. E-FILE RETURNSPUB 3189, PG 71 • BACKUP RETURNS • RESTORE RETURNS TO TRANSMITTING PC • COMPLETE 8879? • QUALITY REVIEW COMPLETED? • “SEND” RETURNS

  11. E-FILE RETURNSPUB 3189, PG 71 • CREATE DECLARATION CONTROL REPORT (DCR) • FIX ANY ERRORS • PRINT DCR • TRANSMIT RETURNS

  12. ACKNOWLEDGEMENTSPUB 3189, PG 77 – Exhibit 13

  13. PUB 3189

  14. 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

  15. ACKNOWLEDGEMENTS • NO ACKNOWLEDGEMENT FROM CCH • AFTER 7 DAYS, CONTACT CCH AND INVESTIGATE • ENSURE PROBLEM IS CORRECTED

  16. REJECT HANDLINGPUB 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

  17. 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

  18. RECORD KEEPING • COMPLETED 8879s • DCRs • ACKNOWLEDGEMENT REPORTS • TAXWISE REPORTS, AS APPROPRIATE • SEND 8879s TO IRS SPEC PERIODICALLY

  19. END-OF-SEASON CLOSEOUTPUB 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

  20. COMMUNICATIONS • ERO MUST COMMUNICATE WITH: • COUNSELORS • COORDINATORS • OTHER EROs • QR VOLUNTEERS • LOCAL TCs • IRS SPEC

  21. ERO TRAINING QUESTIONS? COMMENTS?

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