2017 VOLUNTEER TRAINING GUIDE

Transcription

1 2017 VOLUNTEER TRAINING GUIDE Thank yu fr vlunteering fr the IRS VITA (Vlunteer Incme Tax Assistance prgram. Yu will make a psitive difference in the lives f many f ur regin s hardwrking families. Abut Tax Vlunteering: ALL Vlunteers must cmplete an applicatin and pass 2 tests: 1) Vlunteer Standards f Cnduct Test (10 questins) 2) Intake/Interview and Quality Review Test (10 questins) Tax Preparatin Vlunteers must als: 3) Learn TaxSlayer sftware, which is used fr tax preparatin at tax sites. 4) Pass Basic r Advanced Tax Certificatin Test (Cmplete sample tax returns and answer questins). All tests are taken n the IRS LinkandLearn certificatin website which requires a username and passwrd. This guide prvides step by step instructins n training and certificatin prcess. Summary: Tax Prgram Training Requirements ENROLLMENT: All vlunteers must cmplete nline independently: Cmplete (r update) Applicatin (Vlunteer Infrmatin Center) Vlunteer Standards f Cnduct Test Intake/Interview/Quality Review Test (OPTIONAL fr Tech Vlunteers and Interpreters) First and Secnd Year Vlunteers Class 1: Tax Prep New Vlunteers Part 1 (3 hur class) Class 2: Tax Prep fr New Vlunteers Part 2 (3 hur class) Basic Certificatin Test (3-6 hurs-nline) Returning Vlunteers Class 3: Tax Slayer (2 hurs- class r webinar) Advanced Certificatin Test (2-6 hurs nline) Optinal: Advanced Tax Tpics (2 hur classes) Optinal: HSA, Military, Freign Certificatin etc. (Online tests) Greeters Beginning Greeters (Greeters may cmplete enrllment after class) (2 hur class) Site Crdinatrs Class 3: Tax Slayer (2 hurs class r webinar) Site Crdinatr Meeting (3 hurs meeting) Advanced Certificatin Test (2-6 hurs nline)/ HSA Certificatin Test (1 hur) Site Crdinatr Test (1 hur) Optinal Advanced VITA Tpics (3 hurs)

2 Frt Sill Installatin Tax Assistance Center: VITA TRAINING LINKS AND PASSWORDS Date: 1) IRS' training and certificatin site Username Passwrd clue: VSOC Intake/Interview/Quality Review Basic/Advanced Specialty 2) PracticeLab- linklearncertificatin.cm r - Practice Lab Lgin Access: TRAINPROWEB Username Passwrd clue 3) Vlunteer Center fr Scheduling: Username Passwrd clue 4) Tax Preparatin: TAX SITE Username: Passwrd clue:

3 2017 VOLUNTEER TRAINING GUIDE Step by Step Guide Step 1: Enrllment 1.1 Applicatin: If yu have nt yet cmpleted a vlunteer applicatin fr ur Installain Army Vlunteer Crps, please cmplete ne at "Vlunteer Tls"; [Frt Sill, Organizatin Grup-JAG, Tax Center] 1.2 Testing Platfrm: Visit the IRS training and certificatin site, called Link and Learn at Additinal help n navigating Link and Learn fr study and testing is in the Getting-Started-Tutrial n central panel f the page. Under Certificatin Tests, Create an Accunt with Lgin and Passwrd if yu d nt already have ne. If yu vlunteered last year, yur accunt will still exist and yu can use the same lgin. 1.3 Vlunteer Standards f Cnduct Test: The Vlunteer Standards f Cnduct (VSOC) Exam is a prerequisite t all ther curses. This infrmatin is mandatry fr all VITA vlunteers, and yu may nt prceed t any ther exams until yu pass this ne. The Vlunteer Standards f Cnduct Summary is attached at the end f this bklet. The full dcument is available at the VSOC Training link n the left side f the Link&Learn prtal page. T take the VSOC Test: In the first clumn, under the heading Curse name, click n the link fr Vlunteer Standards f Cnduct Exam. This pens a descriptin dialg bx. Within this windw, click Launch n the upper right t start the exam and cmplete

4 yur Vlunteer Standards f Cnduct (VSOC) Test. NOTE: As f this writing, the tests are nt yet available nline. D nt take the 2016 test!!! 1.4 Intake/Interview and Quality Review Test: Return t the IRS training site VITA/TCE Central the right side, view the pwerpint slideshw fr Intake Interview and Quality Review. T take the test: lg in with yur username and passwrd at VITA/TCE Central In the left hand clumn, select the Intake Interview and Quality Review Launch and take the Intake and Quality Review test. NOTE: As f this writing, the tests are nt yet available. D nt take the 2016 test!!! Fr all tests, the test platfrm lks like this: Yu have cmpleted Step One and enrlled as a Tax Vlunteer! Send us an t let us knw! Then mve n t step 2.

5 Step 2a: Tax Preparatin Training fr First and Secnd Year Vlunteers If yu have limited prir expertise with taxes, fllw this Standard curriculum. If yu have vlunteered befre r are an accunting student r financial prfessinal, fllw the Returning Vlunteer curriculum belw. 2a.1 Attend tw Tax Preparatin classes. The first class prepares yu t file a simple federal tax return using the TaxSlayer sftware. The secnd class prvides state tax infrmatin and additinal cmmn tax issues. Yu will als receive reference bks and test materials in class. Each class is 3 hurs lng. The classes are ffered n 2 successive weeknights, 2 Friday mrnings, r back t back n Saturdays. A training calendar is available nline at Please rsvp nline r by fr the class f yur chice. 2a.2 Practice: Use TaxSlayer Practice Lab t practice the sftware and t cmplete tax returns fr yur test. The Access Cde t Lg in is TRAINPROWEB. This takes yu t a page where yu set up a username and passwrd fr the practice lab. There are lts f helpful vides and resurces at this site. 2a.3 Get ready t test: Practice yur tax knwledge by cmpleting the Basic Tax Certificatin test in the test bklet (Pub 6744) and the TaxSlayer practice lab. This helps yu identify tpics where yu need additinal training. The test scenaris are designed t test yur ability t apply tax law; they are ften mre challenging than returns yu ll see a tax site. When yu identify truble tpics: Use yur reference materials! The IRS Pub 4012, handed ut at training class, is yur best resurce. Study that particular tpic using the nline vide training library ffered by the GPTC r AARP prvides narrated tutrials fr each type f tax.

6 infrmatin. Each vide segment is apprximately 15 minutes. Printable pwerpint versins are als available. Alternately, study using IRS Link and Learn training site fr individual interactive lessns n tax tpics. (Yu d nt need a passwrd fr these lessns.) The lessns will refer frequently t a written curriculum, Publicatin 4491, which is available in pdf frm nline; in each lessn there will be a link n the right f the screen which links t the apprpriate pages in Publicatin Cntact VITA Crdinatr(s); we can answer easy questins and/r set yu up with a training buddy t wrk thrugh deeper prblems. Attend an pen practice sessin (schedule lcated n Memrandum Fr Recrd, Incme Tax Assistance Center Special Duty Sldier Infrmatin). 2a.4 Cmplete the alternate Basic Tax Certificatin Test in the test bklet. Are yu ready? If nt, repeat step 2a.3. Yu have cmpleted Step Tw; yu are ready t take the Basic Certificatin Test! Send us an t let us knw! Then mve n t step 3.

7 Step 2b: Advanced Training fr Returning Vlunteers Experienced vlunteers need t refresh their tax knwledge, pass the Advanced certificatin, and learn the tax sftware. We have NEW SOFTWARE since 2016!!! While there still might be a learning curve, we are excited abut this mre up-t-date and user-friendly sftware, called TaxSlayer. Nte: advanced certificatin is required fr CPAs, CFAs and attrneys wh want t receive prfessinal cntinuing educatin credits (FS 2017 Cntinuing Educatin Credit Fact Sheet) 2b.1 Learn Taxslayer: Taxslayer Class: Classrm training will be ffered in weekdays. This is als yur pprtunity t pick up reference materials such as the 4012 and the test bklet. A training calendar is available thrugh , please cntact Sheila.s.lsen.civ@mail.mil fr yur cpy. Please RSVP by fr the class r t be included n test days since seating might be limited, as well as availability f resurces. 2b.2 Practice: Use TaxSlayer Practice Lab t practice the sftware and t cmplete tax returns fr yur test. The Access Cde t Lg in is TRAINPROWEB. This takes yu t a page where yu set up a username and passwrd fr the practice lab. There are lts f helpful vides and resurces at this site. 2b.3 Reference Materials: Pick up yur reference materials at a class r thrugh the VITA Crdinatr lcated at Frt SIll ITAC, 4700 Mw Way Rd, Suite 400. (Call first): Frt Sill Installatin Tax Assistance Center, 4700 Mw-Way Rd, Suite 400, Frt Sill, OK (580) sheila.s.lsen.civ@mail.mil Yu can als dwnlad 4 publicatins nline: Publicatin 4491: Student Training Guide; Publicatin 4491-W: Cmprehensive Prblems and Exercises Wrkbk; Publicatin 4012: Vlunteer Resurce Guide; and Publicatin 17: Yur Federal Incme Tax Return

8 2b.4 Refresh yur tax knwledge fr certificatin. Study using Pub 4491, IRS LinkandLearn, YuTube Vides, all available nline. Yu may als pt t take the Standard Training Class fr beginning vlunteers (see step 1 abve). 2b.5 Attend ptinal Advanced Tpics Classes t deepen yur knwledge (see training calendar fr dates) Affrdable Care Act State and Multistate Returns Advanced Incme Tpics (includes Military, Self-emplyed [Uber, Avn etc.], and Debt tpics). 2b.6 Get ready t test: Practice yur tax knwledge by cmpleting the AdvancedTax Certificatin test in the test bklet (Pub 6744) and the TaxSlayer practice lab. This helps yu identify tpics where yu need additinal training. The test scenaris are designed t test yur ability t apply tax law; they are ften mre challenging than returns yu ll see a tax site. When yu identify truble tpics: Use yur reference materials! The IRS Pub 4012, handed ut at training class, is yur best resurce. Study that particular tpic using the nline vide ffered by the IRS n YuTube prvides narrated tutrials fr each type f tax infrmatin. Each vide segment is apprximately 15 minutes. Printable pwerpint versins are als available. Alternately, study using IRS Link and Learn training site fr individual interactive lessns n tax tpics. (Yu d nt need a passwrd fr these lessns.) The lessns will refer frequently t a written curriculum, Publicatin 4491, which is available in pdf frm nline; in each lessn there will be a link n the right f the screen which links t the apprpriate pages in Publicatin Cntact VITA Crdinatr(s); we can answer easy questins and/r set yu up with a training buddy t wrk thrugh deeper prblems. Attend an pen practice sessin (schedule TBA- cntact us fr dates). 2b.7 Cmplete the alternate Advanced Tax Certificatin Test in the test bklet. Are yu ready? If nt, repeat step 2b.6. Yu have cmpleted Step Tw; yu are ready t take the Advanced Certificatin Test! Send us an t let us knw! Then mve n t step 3.

9 Step 2c: Training fr Specialty Vlunteers Fr specialty vlunteers, scheduling is dne separately please cntact VITA Crdinatr fr details. Greeters: shuld cmplete the Enrllment Sectin (step 1) abve t have an understanding f the tax site prcess. Fr first and secnd year trainers, a tw hur Greeter class is ffered in persn. Yu d nt need t study and certify in tax law, (Step 2) but it is very helpful if yu d. Interpreters: shuld cmplete the Enrllment Sectin (step 1) abve t have an understanding f the tax site prcess. Thank yu fr becming a Tax Vlunteer! Celebrate, tell yur friends, pst it n facebk, and send us an t let us knw! Step 2d: Site Crdinatrs Site Crdinatrs shuld fllw the returning vlunteer prcess abve. Yu must certify at Advanced Level, and shuld pass the HSA Certificatin as well. Yu are als required t pass the Site Crdinatr Certificatin thrugh IRS. The Advanced VITA Tpics Classes are als designed t supprt yu. A Site Crdinatr Training ffered by IRS as Webinar will be ffered. Site Crdinatr meetings will be held in January t g thrugh all administrative and supprt functins. Dcuments and frms fr Site Crdinatrs frm IRS are at

10 Step 3: Testing and Certificatin 3.1. IRS Vlunteer Certificatin uses the Link and Learn Central Testing Site Vlunteers in their first and secnd year shuld take the Basic Test. Experienced vlunteers, tax prfessinals, CFAs and ther seeking CEUs, and ambitius 2nd year preparers shuld take the Advanced Test. Each certificatin test requires the vlunteer t cmplete a tax return and answer questins based n the results. The test is pen bk and is nt timed. The tests are split up by level- Basic and Advanced. The test scenaris are designed t test yur ability t apply tax law; they are ften mre challenging than returns yu ll see a tax site. Test tips: Take yur time and use yur reference materials. This test is nt abut memrizatin but abut yur ability t research and apply infrmatin. If yu have cmpleted the test in the test bklet in steps 2 r 3 abve, will be entering the answers int the test sftware. Yu can take the practice test as ften as yu like, but it is nt an applicable test fr certificatin. Additinal infrmatin abut mving thrugh the test screens nline is available in the Getting Started Tutrial listed in the bttm center panel f the link and learn site. Each test can be taken up t tw times. If yu fail the test the first time, lk ver the test summary, which will tell yu the areas yu answered incrrectly. Yu can study these in Link and Learn befre taking the test again. If yu fail a secnd time, switch frm the advanced t the basic test r frm basic t advanced Take the test: Sign n t the test at the Link and Learn Testing site. Select the apprpriate exam in the first clumn f the screen; a new bx will pen up. Then click Launch. Enter the answers t the test questins using the returns yu have cmpleted. Be sure t read the test n the screen- smetimes questin and answer rder can differ frm the infrmatin in the test bklet. After clicking Submit, the Certificatin Test Results screen will be displayed. On this screen, yu can view: Yur ttal scre fr the exam (at the bttm f the screen). The passing scre is 80%. The result fr each questin. Feedback fr incrrect questins, alng with links t the Link & Learn Taxes lessn with the infrmatin needed t answer the test questin. This is yur persnalized review lessn; use these links t study specific cntent as needed.

11 After yu cmplete yur tests, yur certificatin screen will update t shw that yu are certified as a tax preparer. Yu can return t this screen at any time t pull up dcumentatin n which tests yu have taken. 3.3 Cmplete the Frm 13615, Vlunteer Agreement, shws that yu have passed all tests and agree t the rules f the prgram. On the left side f the certificatin page, click the check-bx next t the statement, Yu may sign yur Vlunteer Agreement electrnically by checking this bx. Nw pen and print the vlunteer agreement frm. This frm dcuments each test that yu have passed; yu shuld bring it with yu t the tax site each time yu vlunteer. Yu are a certified tax preparer! Celebrate, tell yur friends, pst it n facebk, and send us an t let us knw!

12 Step 4: Schedule Please submit dates and times available t the VITA Site Crdinatr ASAP t ensure a wrkstatin and apprpriate duties are available. On tax day: Please arrive 20 minutes prir t the start f the tax sessin. Bring: Pht ID must be n yur persn at all times t include name badge fr ITAC. Yur wrkbks and handuts frm training sessins. Frm (vlunteer agreement and certificatin) that yu printed ut frm Link and Learn after certificatin. Bad weather: If heavy snwstrms are expected, dial t find ut if yur tax site will be pen. Cancellatin: If yu are scheduled and must cancel, please cntact the site crdinatr.

13 VITA/TCE Vlunteer Standards f Cnduct SUMMARY Fr detailed infrmatin and examples, please see IRS Pub 4961 As a vlunteer in the Vlunteer Incme Tax Assistance (VITA) Prgram, yu must: 1. Fllw the 10 Quality Site Requirements (QSR). QSR #1. Certificatin All VITA vlunteers must pass the Vlunteer Standards f Cnduct test. Vlunteers wh answer tax law questins, prepare r crrect tax returns, cnduct quality reviews and/r instruct tax law classes, must pass Intake/Interview & Quality Review test and Basic Certificatin r Advanced Certificatin r equivalent Circular 230 test. QSR #2. Intake and Interview/Quality Review Prcess Sites must use the Frm C, Intake/Interview & Quality Review Sheet and must cmplete an interview with the taxpayer fr every return prepared. All returns must be quality reviewed and discussed with the taxpayer by a designated reviewer r by peer-t-peer review. QSR #3. Cnfirm Pht Identificatin and Taxpayer Identificatin Numbers. Validate identities using pht identificatin fr primary and secndary taxpayers and scial security numbers r individual taxpayer identificatin numbers fr everyne listed n the tax return. Married filing jintly taxpayers must bth be present at the site unless there is a valid pwer f attrney. QSR #4. Reference Materials Sites must have reference materials Pub 4012; Pub17 available nline r in print. QSR #5. Vlunteer Agreement: All vlunteers must agree t Vlunteer Standards f Cnduct, certified annually by signing and dating Frm prir t wrking at a site. QSR #6. Timely Filing: Sites must ensure that returns are electrnically filed r delivered t the taxpayer in a timely manner. QSR #7. Civil Rights: Civil Rights Act f 1964 Title VI infrmatin must be displayed r prvided t taxpayers. Treat all taxpayers with equal respect and care withut discriminatin n the basis f race, clr, natinal rigin, limited English prficiency, disability, sex, age, etc. QSR #8. Site Identificatin Number (SIDN) and QSR #9. Electrnic Filing Identificatin Number (EFIN): The crrect SIDN and EFIN must be reprted n all returns prepared at yur site. QSR #10. Security, Privacy and Cnfidentiality: Prtect the physical and electrnic data. Keep all taxpayer and tax return infrmatin cnfidential. Yu may discuss infrmatin with ther vlunteers at the site, but nly fr purpses f preparing the return, and nt within hearing f ther taxpayers. Prtect client identificatin numbers, user names, and passwrds used at the site. See Publicatin 4299, Privacy, Cnfidentiality and Civil Rights: A public trust fr additinal details. 2. D nt accept payment, tips, gifts, slicit dnatins, r accept refund payments fr tax return preparatin. We d nt accept cmpensatin fr ur services. VITA sites shuld nly request direct depsit f a taxpayer s refund int accunts bearing the taxpayer s name. 3. D nt use taxpayer infrmatin fr yur persnal r business use. D nt slicit business frm taxpayers yu assist. D nt use the knwledge yu learn abut them fr any direct r indirect persnal benefit fr yu r any ther individual. 4. D nt knwingly prepare false returns. Ask yurself if infrmatin is unusual r questinable. Crrectly apply tax law t the taxpayer s situatin. While yu may feel uncmfrtable questining the taxpayer, r may be tempted t bend the law t help a taxpayer, underreprting incme r claiming ineligible expenses, dependents r credits will cause serius prblems fr the taxpayer and fr VITA. Be cautius t prtect against identity theft by cnfirming identities and securing data. 5. D nt engage in criminal, dishnest, ntriusly disgraceful cnduct, r cnduct deemed t have a negative effect n the VITA prgram. 6. Treat all taxpayers in a prfessinal, curteus, and respectful manner. Vlunteers take pride in assisting the peple wh cme t us fr return preparatin. Taxpayers are ften under stress and may wait extended perids fr assistance. Vlunteers als experience stress due t the vlume f taxpayers needing service. It is imprtant t remain calm and create a peaceful and friendly atmsphere. Prvide accmmdatin fr disabilities and language s that everyne can take advantage f the prgram.

14 Vlunteer Standards f Cnduct Summary (Cntinued) Exercise Due Diligence. When preparing r reviewing a tax return, d yur part t ensure the infrmatin n the return is crrect and cmplete. Exercise reasnable care t cnfirm a taxpayer s identity. Prvide tp-quality service by helping taxpayers understand and meet their tax respnsibilities. Generally, IRS vlunteers may rely in gd faith n infrmatin frm a taxpayer withut requiring additinal dcumentatin as verificatin. Hwever, due diligence requires that yu ask yurself whether the infrmatin is unusual r questinable, and ask a taxpayer t clarify infrmatin that appears t be incnsistent r incmplete. Vlunteers must remind taxpayers that when they sign the return r authrize e-file, they are stating under penalty f perjury that the return is accurate t the best f their knwledge. Make an effrt t find the answer. When in dubt, dn t guess: Check yur reference publicatins (i.e. Publicatin 17, Publicatin 4012, Publicatin 596, etc.) Research fr the answer Research the Interactive Tax Assistance (ITA) t address tax law qualificatins Seek assistance frm a tax preparer with mre experience Seek assistance frm the Site Crdinatr Cntact the VITA Htline at Reschedule/suggest the taxpayer cme back when a mre experienced tax preparer is available Advise the taxpayer t seek assistance frm a prfessinal tax preparer. If at any time yu becme uncmfrtable with the infrmatin and/r dcumentatin prvided by a taxpayer, whether because yu suspect the infrmatin is untrue r because it is beynd yur knwledge and training, yu shuld nt prepare the tax return. This is yur right and yur respnsibility. Nn-Cmpliance A vlunteer wh vilates these standards will be placed n a registry that bars the persn frm participatin in VITA/TCE prgrams. A persn wh willfully aids r assists in, prcures, cunsels r advises the preparatin r presentatin f a materially false r fraudulent return can be subject t criminal punishment. What if I suspect an unethical situatin at a tax site? Reprt any vilatins that raise substantial questins abut the site r a vlunteer s hnesty, trustwrthiness, r fitness as a tax preparer. Start with the Site Crdinatr. If yu feel they are a part f the prblem, reprt t the reginal crdinatr. Vlunteer Prtectin Act The Vlunteer Prtectin Act f 1997 which prtects vlunteers frm liability fr acts they perfrm within the scpe f their respnsibilities. If yu are wrking within yur training and certificatin and adhering t these Vlunteer Standards f Cnduct, yu are acting under the Vlunteer Prtectin Act. THANK YOU FOR VOLUNTEERING! page 14 f 16

15 2017 VITA CLASSES CLASS 1 Tax Prep Part 1 fr New Vlunteers Preparing a basic Federal return using Taxslayer TEST OUT: Certify Basic using Taxslayer t Class 2 cmplete 2 returns. Tax Prep Part 2 fr New Vlunteers State and Applied Tax Preparatin Scheduling and wrking a tax site Using reference materials Interviewing taxpayers/intake Frm Cmplete a basic federal 1040 in Taxslayer: IRS Rules n names Filing Status All thse relatives (dependents and credits) W2 and SSA1099 Incme Standard Deductin Earned Incme Credit Affrdable Care Act (1095B&C)-full year cverage Cmplete state returns in Taxslayer Oklahma Active Duty, Retiree, and MSRRA Multiple State due t difference f Residence between spuses. Retirement Incme 1099R PRE-REQUISITE: Class 1 TEST OUT: Certify Basic using Taxslayer t cmplete returns including state filings. Taxslayer Class 3 : TaxSlayer TaxSlayer Sftware Fr experienced preparers. Sftware nly- des nt teach tax law. Bring yur 4012! TEST OUT: Certify Advanced using taxslayer Including state filings Advanced VITA TOPICS Class 4: Affrdable Care Act in Depth Class 5: Multistate tax returns Class 6: Special Tpics 1099Misc/Cntract Emplyees- Simple schedule C Gambling, Unemplyment, Interest and Dividends Cancellatin f Debt- Credit Card Schedule A Deductins Affrdable Care Act Exemptins Efile Prep fr Quality Review (Cnsents/Bank inf) Certificatin test taking tips/reference materials Navigatin, Military (Active Duty, Reserve, Natinal Guard) Starting and returning t a return Persnal inf, status, dependents Incme, adjustment, deductins, credits Affrdable Care Act Cmpleting a State Return Efile Prep fr Quality Review Quality Review in Taxslayer Prir Year and Amended Returns These are 2 hur tpic meetings Exemptins and Tax Credit Recnciliatins Nn-Resident Returns Self-emplyed Uber and ther issues Vlunteer Training Guide fr /1/2017 page 15 f 16

16 Additinal and Specialty Curses Type Inf Sessin (1 hur) N Pre-Requisites Optinal; Audience: Prspects AT least 6 times (December) Beginner Greeter Training (2 hurs) N Pre-Requisites State Intensive (6 hurs) Pre-Requisite: Certificatin 1x Curriculum Includes Why VITA What happens at a tax site/rles Skills needed cming in Times and Places Cllect Materials, lgin, passwrd Training Prtcl Vlunteer Standards f Cnduct Using a check in sheet Intake/Interview Reviewing Paperwrk Accepted Dcuments (SS, ID Card) Scpe/Basic/Advanced Managing the waiting/appintment list Referring t ther sites (Out f Scpe) Frequently asked questins State details fr advanced and site crdinatrs Oklahma and Mixed State Site Crdinatrs Meeting (3 hurs) Prerequisite: Tax Law Certificatin Site Crdinatr Certificatin 1x Quality Reviewer (4 hurs) Practice Sessins TaxSlayer Prfiles TaxSlayer Tags, Flags, Status TaxSlayer Cnsents TaxSlayer Rejects and Acknwledgements Special state issues in TaxSlayer Using vlunteer sftware Using intake survey Referring t ther tax sites Prper Identificatin, Pwer f Attrney Names, SSns, ITINs, and EINs were verified Filing Status Verified, Persnal and Dependency Exemptins entered crrectly, All incme have surce dcuments, All credits prperly reprted, Direct depsit.debuit infrmatin is crrect. Taxpayer advised they are respnsible fr the infrmatin n their return. Taxslayer practice sessins Certificatin Test Study sessins Vlunteer Training Guide fr /1/2017 page 16 f 16