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2007 TAX YEARERO TRAINING - MODULE 43 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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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
2007 TAX YEAR ERO TRAINING - MODULE 4 3
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
2007 TAX YEAR ERO TRAINING - MODULE 4 4
Database acknowledgements will automatically process
Automatically process when the communications window is closed
Receive database updates frequently
2007 TAX YEAR ERO TRAINING - MODULE 4 5
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
2007 TAX YEAR ERO TRAINING - MODULE 4 6
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
2007 TAX YEAR ERO TRAINING - MODULE 4 7
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
2007 TAX YEAR ERO TRAINING - MODULE 4 8
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
2007 TAX YEAR ERO TRAINING - MODULE 4 9
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
2007 TAX YEAR ERO TRAINING - MODULE 4 10
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
2007 TAX YEAR ERO TRAINING - MODULE 4 11
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
2007 TAX YEAR ERO TRAINING - MODULE 4 12
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
2007 TAX YEAR ERO TRAINING - MODULE 4 13
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
2007 TAX YEAR ERO TRAINING - MODULE 4 14
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.”
2007 TAX YEAR ERO TRAINING - MODULE 4 15
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???
2007 TAX YEAR ERO TRAINING - MODULE 4 16
Fix the reject Run
Diagnostics Create a new
e-file Transmit the
return
Resend the return after reject
corrections are complete
2007 TAX YEAR ERO TRAINING - MODULE 4 17
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
2007 TAX YEAR ERO TRAINING - MODULE 4 18
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
2007 TAX YEAR ERO TRAINING - MODULE 4 19
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