THE TAX PREPARATION PROCESS

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THE TAX PREPARATION PROCESS
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TAX PREP PROCESS

• CLIENT GREETED BY GREETER
• CLIENT FILLS OUT INTAKE SHEET
• CLIENT ASSIGNED TO TAX PREPARER
• PREPARER REVIEWS INTAKE SHEET
• PREPARER CONDUCTS INTERVIEW

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TAX PREP PROCESS

• PREPARER REVIEWS CLIENTS PAPERWORK/FORMS
• ENTERS DATA INTO TAX WISE
• REVIEWS RETURN WITH CLIENT
• QUALITY REVIEW
• PRINT FORMS
• END OF DAY RETURN SUBMITTED

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TAX PREP PROCESS

• IF ALL OK, RETURN ACCEPTED
• IF NOT OK, RETURN REJECTED
• PREPARER REVIEWS AND CORRECTS
• MAY CONTACT CLIENT
• RETURN RESUBMITTED
• IF ALL OK ACCEPTED

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POSSIBLE ACTION

• CLIENT RETURNS WITH
• ADDITIONAL FORMS
• LETTER FROM IRS
• AMEND RETURN
• PRINT AMENDMENT
• CLIENT MAILS AMENDMENT

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