Each Service Bureau establishes specific requirements that must be met for your return to successfully pass review and be transmitted to the IRS. Please follow the outlined steps to help ensure an efficient and compliant process.
1. Merge all filing documents from the client using our PDF merge tool then upload it to the client tax file. (ID, SS cards, w2, health insurance, supporting docs)
2. Enter client information into software (Name, Address, phone).
3. Enter Income information (w2, 1099, Sch C).
4. Enter deductions (medical, donations, mortgage, mileage) 5. Enter health insurance coverage.
6. Add state return.
7. Complete due diligence page (include a note for documentation) .
8. Select any add on services that the customer wants (Pro Credit, Pro Car, Audit Pro) .
9. Select bank product option (Direct Deposit).
10. Give client refund amount after fees (add fed + state).
11. Have client sign return (on screen, email or app).
12. Verify that all supporting documents are uploaded.
13. If the client has a business be sure to include a SCH C declaration.
14. Email tax return to client.
15. Check Mark submit for review (very important).
16. Ask client for 5 referrals of family and friends.
