Where It's At?
Some like the location, others are just places to get your mail. This dropdown box describes the category of an address.
What is Address Type?
Jamie is not a citizen of the United States but she has a job and pays her taxes. In order to file her returns she would need this 9 digit number instead of a Social Security Number.
What is Individual Taxpayer Identification Number (ITIN)?
The worse thing about bills is that they come every month without fail. If only there was a way to skip a month or two. This filing frequency is less frequent than monthly and requires a taxpayer to file four times a year.
What is Quarterly?
Like the fearless group of Spartan warriors, this customer account ends in 300.
What is Withholding?
Everything has its place. This is placed after the work type on CRM notes.
What is Period?
They say comparison is the thief of all joy, but the work item insists we compare its address to the address on what?
What is address on file?
Red means wrong! Or does it just mean not right yet? Accompanied by an exclaimation mark, this red writing indicates an issue with the return and/or account.
What is Error Indicator?
Every hero has an orgin story, and so does every villian. This date shows when the account began.
What is Commence Date?
No one does it alone. Every person has an invisible team behind them that does not recieve enough credit. This option is used to add a return/extension to the account without applying it.
What is Info Only?
We are nothing without the ones before us. This is found at the beginning of every CRM note.
What is Tax Type?
Everything in life has its limits. This is the maximum number of characters you can use to abbreviate a country.
What is six (6)?
She loves me, he loves me not. This option indicates the realtionship condition of filers.
What is Filing Status?
If you don't have proof, did you really have a good time?. This return is used by vendors to record merchandise sold at events/shows.
What is Fairs & Festivals?
It's so hard to keep up with everything on everyone. Thank goodness for technology! This data store contains information about taxpayers such as DMVInfo and W2Wages.
What is the Warehouse?
Six in on hand, half a dozen in the other. These are the two places you can add a CRM note to a return.
What are text box under reason and notes section on return?
The world is a very big place, even mail can get lost. This nine digit postal code is used to update and verify addresses.
What is Zip+4?
Sometimes you just need a second opinion. We do this to resend the return through DELTA.
What is Resubmit?
Hindsight is always 20/20. This option allows you to open period from the previous start date to the new earlier start date.
What is Backfill?
Never respond out of anger. Sometimes it is hard to take back the things you didn't mean. This option allows you to remove a return/extension/estimate that has been applied to a taxpayer's account.
What is Reverse?
It was always about the location. Adding a CRM note here will display the note on all accounts for the taxpayer.
What is Customer Level?
If only we knew what they meant. This rural street name, usually abbreviated CR, creates frequent unnecessary Address Change work items.
What is County Road?
There is no need to ring the alarm when there is a small fire, unless you've drank all the water. We select this reason when fixing small problems on returns as to not send letters to taxpayers.
What is Correction Error (Self Assmt)?
Nothing worth having will ever be easy. These are the requirements before a Sales account can be changed from monthly to quarterly.
What is have at least 6 returns filed, make less than $500 a month, have a $0 balance?
Don't sweat the small stuff. This is a fee/refund of less than or equal to $10 that is automatically waived by DELTA.
What is a Small Balance Adjustment?
It's not what you do, but how you do it. This is the correct format for CRM notes.
What is Tax Type, Work Type, Period, Description (What You Did)?