Online
Returns
Returns
Who is resposibile for online intakes?
Poisition 1 (and Position 2 when no mailbox returns)
Where do you write the date & time for mailbox submissions?
Date and Time are to be written in the upper right hand corner of each packet of documents when taken from the mailbox. Write under the word "Envelope" if client used our envelope. Always indicate if it was retrieved in the AM or PM.
What position handles phone intakes?
Position 3
How many returns can we fit in a green folder?
We will put two tax returns in one green folder (one year for a couple or two years for an individual)
What is the primary role of Position 3?
The primary role of this position is to prepare the TaxCycle file; Import CRA documents; Reconcile the tax documents; prepare and organize the file for the tax preparer.
What should the first page be in the combined Adobe file?
The Client Info Sheet
What do we do if the client drops off a sealed envelope addressed to them?
We are not allowed to open the envelope without permission from the client first
What items make the return a "premium return"?
If they request pension splitting; sold a property; have simplified method of T777S or more than 12 slips
When saving an upload docs file and the file name already exists, what do you do?
If you receive a notification that the file already exists, save as clients SIN-uploaddocs-tax year-additional docs.
Give a summary of the intake screens for a basic single return in TaxCycle (Ex. F4> Info is step 1)
<F4> info - Personal Information Screen
<F4> dep - Dependent screen
<F4> ccb - Canada Child Benefit Credit
<F4> gst - GST
<F4> ben - (same person who gets GST gets BEN) Mark yes if they have rent or property tax
<F4> client info - Client information Worksheet
Go To <Data> Click on <Auto Fill My Return> Complete Auto Fill
<F4><CDE> Client Data Information - Print after Auto Fill is completed
<F4><SLIP> Slip Summary - Print after Fill is complete
Who initials the top of the online submission?
Position 1 AND Position 3
If a client submits their taxes in their own envelope without answering our questions how do we proceed?
Answer the questions on the TaxCycle Client Information Worksheet the best that you can. We will then call for a phone intake.
What do we need to ask on the client information sheet if the client has a rental property?
Make sure you note if any part of the property is their personal residence
Confirm if the property is OWNED with spouse or anyone else (they must be on title of the property.
If we are totaling their receipts mark the box to indicate the charge
If they have disposed of the property you will also fill out a Real Estate Property Disposition Worksheet.
Make sure you note if it is Income Only (client is not taking expenses)
If the client is also claiming expenses, make sure that they provided a completed Rental Worksheet or their own Rental spreadsheet
How do you create the office manilla folder when completing returns for an entire family?
Spouses share a manilla fodler. Children or other family members submitted at the same time will have their own manilla folder but should all be elasticized together so they aren’t separated through the process
What do you do with the slips that can't be matched?
If there are slips that you cannot match to the slip summary, put it behind the slip summary for the Tax Preparers to manually enter (do not paper clip it with the slip summary and the matched slips)
What do we do if the client only submits a buisness worksheet?
Set file up in TaxCycle + manilla folder and then complete phone intake + business checklist
If you recieved an enevelope with a clients signed T183 what do you do with it?
Give it to the finance office
If a single parent is claiming a child what do we need to ask?
Child income, Custody (and confirm the other parent will not be claiming) then any child care, medical or support relating to the child
For Position 2, what files do you start with in the morning?
Make sure that we are all caught up on printing out online submissions before starting with mailbox submissions.
What do you do when there are more than 1 of the same type of slip on the slip summary?
If there are more than 1 of the same type of slip (ie 2 or more T4s) please number them on the slips to correspond with the order they are on the slip summary and keep them in that order when attaching them to the slip summary. If a slip is on the slip summary but we did not receive a copy from the client, write NS on top of that slip instead of a checkmark.
What should you do to ensure you aren't missing additional information/emails from the client?
Within the online submission, locate their email address, copy and paste it onto the Admin email search bar
What do we need if someone dropped off on behalf of someone and wants to sign the return for them?
Power of Attorney (check legal docs/memos to see if we got in past)
What do we need if the client answes 'Yes" to having foreign assets over $100,000?
What TYPE of Foreign Asset and does it generate income? Ie. Real Estate; Investments; Bank Accounts. If it is investment, they likely have a Foreign Property Asset List from their investor. If it is Real Estate, did they earn any Rental Income?
The MOST important question: IS IT ONLY FOR PERSONAL USE? Meaning is this a vacation home or secondary personal property.
We need to know the ACB or COST of the Asset.
Where is the property located? We need the COUNTRY
Is the property split with a spouse? (and we need the %) This is important because the total COST could be $200,000 without needing to be reported if it is owned equally by spouses.
What happens when information comes in admin for a file on hold?
When information is in admin for an on hold file, Position 1 will print the information in the email and import it into the client’s DoxCycle file and give it to the Tax Associate Manager/put it in the off hold rack at the manager desk and the information will be verified to see if it is what we were looking for.
When do you attach or dettach dependents from family returns?
If we have already prepared a dependants tax return or the dependant was prepared on their own last year and we are transferring credits to the taxpayer. Then the returns will have to be ATTACHED.
If we are 100% sure that a dependant will NOT be transferring any credits to a parent, the dependants return can be DETACHED.