'Taxpayer data' presentation slideshows

Domain 1: Preliminary Work and Collection of Taxpayer Data

Domain 1: Preliminary Work and Collection of Taxpayer Data. This domain covers the items that a preparer must consider during the first steps of the return preparation process: taxpayer data, filing status, individual tax forms, and filing requirements. Table of Contents.

4.61k views • 450 slides

Domain 1: Preliminary Work and Collection of Taxpayer Data

Domain 1: Preliminary Work and Collection of Taxpayer Data. This domain covers the items that a preparer must consider during the first steps of the return preparation process: taxpayer data, filing status, individual tax forms, and filing requirements. Table of Contents.

4.68k views • 450 slides

Cybersecurity for Tax Professionals

407 views • 40 slides

ERO TRAINING

ERO TRAINING. ELECTRONIC RETURN ORIGINATOR (ERO) (Transmitter in Tax-Wise). ERO QUALIFICATIONS. EROs must: Be certified AARP Tax-Aide volunteers Be (or become) proficient with IRS- supplied tax preparation software. ERO RESPONSIBILITIES. Security of taxpayer data

363 views • 36 slides

ERO TRAINING

ERO TRAINING . SECURITY SET UP FILE TRANSMISSIONS RECORD KEEPING. ERO TRNG. ENVIRONMENT. THIS TRAINING MODULE DESIGNED TO BE USED IN CONJUNCTION WITH; TAXWISE RUNNING IN BACKGROUND PUB 3189 AVAILABLE FOR REFERENCE. ERO RESPONSIBILITIES. SECURITY OF TAXPAYER DATA PRE-SEASON SET-UP

474 views • 24 slides

Technology Specialist

400 views • 24 slides

ERO TRAINING

ERO TRAINING. The ELECTRONIC RETURN ORIGINATOR (ERO) is the Transmitter in Tax-Aide. ERO QUALIFICATIONS. EROs must: Be certified AARP Tax-Aide volunteers Be (or become) proficient with IRS- supplied tax preparation software. ERO RESPONSIBILITIES. Security of taxpayer data

331 views • 24 slides