quality site requirements qsr n.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
Quality Site Requirements (QSR) PowerPoint Presentation
Download Presentation
Quality Site Requirements (QSR)

Loading in 2 Seconds...

play fullscreen
1 / 10

Quality Site Requirements (QSR) - PowerPoint PPT Presentation


  • 116 Views
  • Uploaded on

Quality Site Requirements (QSR). 10 Elements Graded 10 points on each 6 New for TS 2013 Titled in red in following slides. QSR # 1 - Certification. Process to Insure Appropriate Cert Level for Each Volunteer. State TRS Certified by IRS District Instructors Certified by TRS

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Quality Site Requirements (QSR)' - gil-navarro


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
quality site requirements qsr

Quality Site Requirements (QSR)

10 Elements

Graded 10 points on each

6 New for TS 2013

Titled in red in following slides

qsr 1 certification
QSR # 1 - Certification

Process to Insure Appropriate Cert Level for Each Volunteer

  • State TRS Certified by IRS
  • District Instructors Certified by TRS
  • Volunteers Certified by District Instructors
  • District Notifies State ADS and LCs
  • State ADS Notifies IRS
  • Once – at start of season
  • If questioned, LC is responsible
qsr 2 intake and interview
QSR # 2 – Intake and Interview
  • Mandatory Training Module
  • All Volunteers Train and Take IRS Std of Conduct Test
qrs 3 quality review
QRS # 3 – Quality Review
  • QR Certified at Advanced Level (HSA / CoD)
  • Done in Presence of TaxPayer
  • Do More Than Check Numbers
qsr 4 reference material
QSR # 4 – Reference Material
  • IRS Alerts
  • CyberTax
  • AARP Alerts
  • Pub 4012 / Pub 17
  • Internet Access Adequate
  • TWD / TWO
  • DC / DistAdm notify LCs
qsr 5 volunteer agreement
QSR # 5 – Volunteer Agreement
  • All Must Sign
  • Part of Certification Process (see QSR #1)
  • CE Credits for IRS Enrolled Agents
  • Details TBA
qsar 6 timely e filing
QSAR # 6 – Timely e-Filing
  • Submission – 3 Days
  • Pick up Acks – 2 Days
  • Notify TP of Unresolved Rejects – 24 Hrs
qsr 7 title vi poster
QSR # 7- Title VI Poster
  • Use New AARP Poster
  • DC / LC Order D143 from AARP Procurement
  • Display at First Point of Contact
qsr 8 correct sidn
QSR # 8 – Correct SIDN
  • Confirm on Initial Site Template
  • QSR # 9 – Correct EFIN
  • Confirm on Initial 8879 Setting
qsr 10 security privacy confidenciality
QSR # 10Security / Privacy / Confidenciality
  • Volunteer Identify to Taxpayers
  • Name Tag (First, Last Initial)
  • Obtain from AARP Procurement
  • Taxpayers Identify to Counselor
  • Photo ID
  • Done by CF
  • SSN Verified
  • SSA Cards, Letters, Forms
  • For ALL on 1040