Signer Revisions
These two signer revisions always require a second review regardless of amount.
What are Inaccurate Tax Concepts and More Information Required?
The number of chapters in the Quality Review Playbook.
What is 6?
Prior year return is required when these are present.
What is Sch C or Sch E?
Signer revision is not required for this type of error check.
What is an e-file not available error?
The number of children Bai has.
What is 8?
The form required if the taxpayer did not depreciate an asset for multiple prior years.
What is Form 3115?
The first step prior to starting a review.
What is Run Error Check?
What is Form 1098-C?
This credit can be claimed even if you were a dependent last year, if you are no longer a dependent in the current year.
What is Recovery Rebate Credit?
The number of children Paige has.
What is 2?
Revision when the TE only enters one Form 1099 even though the PDF file has two Forms 1099.
What is Clerical Error?
The steps needed to be done in the order listed.
What is the Quality Review Team Checklist?
Examples: W2, Forms 1099, 6475, 6419, etc
What are required documents?
Document or rule that prohibits taxpayers from option out of taking credits.
What is Intuit Preparation Standards?
What is "take all allowable deductions and credits"?
The newest member of our team.
Who is Niki?
Signer revision when return is subject to a service exclusion and the TE should disengage.
What is Process Deviation?
The color in IEP that means the data was transferred from a prior year return.
What is Aquamarine?
Client estimates are not accepted for these types of items.
What are required documents & forms 1099s?
How a zero AGI filed can e-file a federal return.
What is enter $1 as taxable interest?
The Playbook Princess (self-proclaimed)
Who is Dena Skelly?