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LESSON 32: QUALITY REVIEW

LESSON 32: QUALITY REVIEW. PUB 4012 TAB 13 Form 13614-C Section C. WHO CONDUCTS THE QUALITY REVIEW?. QR must be conducted by a second counselor (either designated or peer) Designated reviewers are preferred over a peer rotating reviewers, when possible

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LESSON 32: QUALITY REVIEW

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  1. LESSON 32:QUALITY REVIEW PUB 4012 TAB 13 Form 13614-C Section C

  2. WHO CONDUCTS THE QUALITY REVIEW? • QR must be conducted by a second counselor (either designated or peer) • Designated reviewers are preferred over a peer rotating reviewers, when possible • QR review of the return is conducted on the computer (preferred over a review of a printed return)

  3. HOW DO WE CONDUCT A QUALITY REVIEW? • Verify information entered by the counselor on the computer • Verify that the information on the IRS Intake/Interview & Quality Review Sheet (Sections A and B) are properly reported on the return • Use the QR checklist on Section C of the IRS Intake/Interview & Quality Review Sheet – check bottom box when completed • Review supporting documents against the return

  4. HOW DO WE CONDUCT A QUALITY REVIEW? (continued) • Review and remove all “red” marks in forms tree - TaxWise • Verify that counselor has entered their initials in Preparer Field number 13 on Main Information page in TW • QR person enters initials in Preparer Field number 14 on Main Information page in TW • Review the return with the taxpayer • Taxpayer (s) signs the 8879 after QR is completed

  5. PROCESSING OR E-FILING THE RETURNPUB 4012 TAB 13 • Use Practitioner Pin, not Self Select PIN • Verify that initials have been entered for the preparer and the quality reviewer in boxes 13 and 14 – used for statistics • Verify that EFIN number, site number (SIDN) and name appears on Form 8879 • Verify that the correct SIDN is on 1040 Page 2 (from tax form defaults – used for IRS stats) • Verify equivalent information for state returns • Run diagnostics and create e-file, using Tax Wise • Print the return, including Form 8879

  6. What do we verify? • Verify that the IRS Intake/Interview & Quality Review Sheet is complete • Verify the identity of the taxpayer • Verify spelling of names, SSN and DOB for TP and Dependents • Verify Filing Status • Verify income from all source documents is included, including EIN number on W-2 • Ask the question: “Is there any other income?”

  7. What do we verify? (continued) • Verify adjustments • Verify deductions: • Itemized deduction (Schedule A) • Verify credits - including required forms

  8. What do we verify? (continued) • Verify correct entry of withholding and any estimated payments • Verify direct deposit information-review with TP, must agree with TP’s documents: • Bank routing number • Bank account number

  9. Summary • Verify source documents and initials for counselor and QR person entered on Main Information page in TW • Run diagnostics before creating e-file • Assemble the return for the taxpayer • Print two copies of Form 8879 • Forms 8879 must be signed. If joint return, both taxpayers must sign • Review the return with the taxpayer (s) and answer any remaining questions • Electronic return made available for the ERO for transmitting

  10. QUALITY REVIEW QUESTIONS? COMMENTS?

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