Position 1
When do you star the email with the tax submission you are working on?
BEFORE opening the email
Where do you cut our CV Intake Envelopes when doing a mailbox intake?
Right above the logo and writing
Where do you attach the documents that were uploaded to the "Uploaded Client Documents" folder?
DoxCycle
(ONLINE) What happens if the client indicates more or less slips on the info sheet then actually provided?
You must make a note of the number of slips they attached.
Name three different speciality returns we complete
Business, Rental, Final, Bankruptcy
When finished with the file what do you do with it?
Files that are ready for the intake process by the Tax Associate will be placed on the top two shelves marked “Needs Intake”
When scanning the upload doc file for a couple whos SIN number do you save it under?
The SIN of the person whose name is at the top of the submission
What order are the client's slips kept in?
The order they appear on the slip summary
(ONLINE) What do you do with the slips that were not printed?
Highlight them on the info sheet
Name three income slips (ex. T4)
T4 / T4A / T4A(OAS) / T4A(P) / T4E / RC62/T2202A (2019 +) / T4RIF / T4RSP T3 / T5 / T5008
Where do you enter the date and time we recieved the emailed return and where do you find this information?
Record the ARRIVAL date and time the emailed return was received in the top right corner of the client info sheet and on the top right corner of the manilla folder. Please add your initials as well.
What is the primary and secondary resposibility of Position 2?
The primary role for this position is to prepare the Mailbox Drop Offs for the next step of the intake processes. You will also assist with the backlog of the online submissions ensuring that you balance your time adequately between the options to keep them in appropriate timeline.
Name 5 screens within TaxCycle (ex. GST)
Info, Dependent, Canada Child Benefit Credit, GST, BEN, Client Information Worksheet, Business Checklist, Final and Trust Checklist, Client Data Enquiry, Slip Summary
(ONLINE) What are you highlighting on the info sheet?
Highlight any questioned answered and any YES’s ( no need to highlight the NO’s)
Highlight any numbers given.
Highlight and Verify the number of slips the sheet states are to be attached.
What are the six martial statuses in Canada?
Single, Separated, Divorced, Common-law, Married, Widowed
When saving the combined Acrobat file where do you save it and what do you make the file name?
The file will be saved in the “2 Uploaded Client Documents” folder on the P drive and will be saved as Client’s SIN-UploadDocs and the tax year (Ex.456954132-UploadDocs2021).
What is an example of a document you would not scan?
Medical receipts, business receipts, prior tax returns
Name 3 things you check/change on the Info Screen in TaxCycle
Citizenship, Address, Phone #, Marital Status, Email, Mailing Address, Spouse Information
(TaxCycle) If a client sold property what questions do we have to ask?
1) Is it their personal residence?
2) Was it the only property they owned?
If yes to both, then we need to answer questions on client info sheet
Need Total Amount of the Sale, year purchased and FULL address including postal code
If the client answers NO to either of the questions you must fill out the Real Estate Disposition Worksheet <F4> real estate Print and fill out
When do we need an excat amount for spouse income?
If close to or below $20,000
What are three examples of documents that you would not print?
Prior tax returns, NOA's, large financial statements, medical receipts, non legible documents, password protected documents
When do you keep or discard the provided envelope with the submission?
If the client dropped off their documents in their own envelope and there is no information on the envelope, you can discard it. If they wrote any information on the envelope, put inside the manilla folder. (fold if large)
If the client dropped off their documents in our Intake Envelope continue to cut out the front of the envelope so it can be scanned.If there is any information on the remainder of the envelope, put it in the manilla folder, otherwise discard the remainder of the envelope after being scanned.
When do you attach or detach files in TaxCycle?
If two clients that filed with us separately in prior years become married or common-law we have to ATTACH their files together.
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 a couple has separated or divorced in the tax year and we had both of them coupled in one file, you will need to DETACH the files
(TaxCycle) If someone is a truck driver what questions need to be answered?
1) Are you generally away overnight?
2) If no, are you generally away more than 12 hours?
3) Short Haul or Long Haul?
4) Fill out table indciating #days/hours or meals
5) Meal % in Canada and/or USA
What are the two scenarios where people are considered common-law?
A person is common-law when they have been living with someone in a relationship for 12 consecutive months or if they are living together and a child is in the home