Q is for Quality: Reviewing Quality Changes in 2019
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Q is for Quality: Reviewing Quality Changes in 2019 January 17, 2019 | 2:30-4:00 ET
Transcript of Q is for Quality: Reviewing Quality Changes in 2019
Q is for Quality: Reviewing Quality Changes in 2019
January 17, 2019 | 2:30-4:00 ET
Welcome
Justin ChuSenior Program Associate, Field EngagementProsperity Now
▪This webinar is being recorded
and will be shared within one week
▪All webinar attendees are muted to ensure sound quality
▪Ask a question any time by typing the question into the text box of the GoToWebinar Control Panel
▪ If you experience any technical issues, email [email protected]
Housekeeping
Prosperity Now’s
mission is to
ensure everyone
in our country has
a clear path to
financial stability,
wealth and
prosperity.
▪ Join from a quiet space
▪ Grab a coffee or snack and settle in
▪ Engage! Send us your questions and comments as you listen
▪ Reflect on ways to apply what you learn today to your own work
Getting the Most Out of Today’s Call
To connect, strengthen and inspirecommunity tax programs so that they can …
✓ More effectively & efficiently deliver critical tax assistance
✓ Couple that assistance with other financial capability services
✓ Advocate for fairer tax policy
▪Participate in learning and advocacy opportunities
▪Learn about the latest developments in the field
▪Access valuable resources for volunteers, program managers and site coordinators
▪Get discounts to Prosperity Now and Taxpayer Opportunity Network events
Taxpayer Opportunity Network Members…
To join or learn more, go to:prosperitynow.org/get-involved/taxpayer-opportunity-network
▪Welcome from TON
▪Quality Assurance Working Group Introduction
▪TaxSlayer Quick Tutorial: Print Sets
▪Big Quality Topics
▪Q&A and Close
What’s in store for today?
Today’s Speakers
Rebecca
ThompsonProgram Director
Taxpayer Opportunity
Network
Desmond LeongDirector
Metro-St. Louis
Community Tax Coalition
Barbara DelBeneConsultant
Taxpayer Opportunity
Network
Today’s Speakers
Kim ManuelDirector of VITA/TCE
Relations
TaxSlayer
Welcome from TON
Rebecca ThompsonProject Director, Taxpayer Opportunity
Network
Prosperity Now
▪ It’s required
▪ The value of an accurate return
▪QSS Reviews▪ Accuracy Rates
▪ Congressional Interest
▪Quality Assurance
▪ “TON” of resources
Why Quality Review?
Quality Assurance Working Group
Desmond LeongDirector
Metro-St. Louis Community Tax Coalition
▪Who makes up the group?
▪How often does the group meet?
▪What does the group do?
Quality Assurance Working Group
Keep an eye out to join the group via the end of
year survey!
TaxSlayer Quick Tutorial: Print Sets
Kim ManuelDirector of VITA/TCE Relations
TaxSlayer
TaxSlayer Assigned Print Sets
• PY = Prior Year to maintain the integrity of the classic 1040 form
• 2018 Paper = 1040 and new Schedules print on individual pages
• 2018 TP Copy = 1040 and new schedules are stacked and stripped
• Quality review = Suitable for all years
Creating your own print sets
• What do I add to make the new 1040 and Schedules print stacked and with the Do not Mail strip?
• Why is the 1040 printing on two pages and also stacked on one page?• To allow the print set to be used across multiple years like
the Quality Review print set• If you are only using for 2018, then you can change the
1040 count to zero
What do I add to a print set so the 1040 and Schedules print individually
Where can I learn more about creating print sets?
• Login go the Practice Lab
• Download the Configuring Printing PDF located under Section 2: Configuring TaxSlayer Pro Online
• Download the Pro Online UserGuide located on the VITA/TCE Springboard
Big Quality Topics for 2019
Barbara DelBeneConsultant
Taxpayer Opportunity Network
▪100% Quality Review
o Preparer Training
o Build a Culture of Quality
▪Process Variations
o Reviewing with the Preparer or Separate Review
o Basics Don’t Change
▪Resources
o VITA Train – Module 1 http://prosperitynow.isebox.net/vita-training-platform
o IRS Publication 5310, VITA/TCE Tax Return Quality Review Job Aid
▪Analysis
o Error Trends
o Training Needs
o Preparer Suitability
oTrouble
Quality Review - Overview
1. Look over Form 13614-C and taxpayer’s documents.
2. Ask any clarifying questions.
3. Make sure that the return reflects the correct filing status, dependents, and qualifying children.
4. Make sure that all names and social security numbers are entered exactly as they appear on social security cards.
5. Ensure that all income was correctly reported.
6. Review any adjustments and deductions claimed.
7. Determine that all proper credits are correctly claimed.
8. Review refund direct deposit information and any balance due payment methods.
9. Carefully and kindly explain any errors and make sure that the correction is made.
10.Give it all a final once-over and answer any preparer or taxpayer questions.
Quality Review: 10-Point Inspection (from VITA Train – module 1d)
Quality Review 2019: Those New Forms
YELLOW – Schedule 1Additional Income and Adjustments to Income
PINK – Schedule 6Foreign Address, Third Party Designee, and Other Information
Quality Review 2019: Those New Forms
GREEN – Schedule 2
Tax
BLUE Schedule 3
Nonrefundable Credits
ORANGE Schedule 4
Other Taxes
PURPLE Schedule 5
Other Payments and Refundable Credits
PINK Schedule 6
Foreign Address, Third Party Designee, and Other Information
Quality Review 2019: Those New Forms
Quality Review 2019: Those New Forms
Reviewers should be ready to explain changes to the taxpayers, particularly:
➢Someone who has always itemized and now is better with the standard deduction
➢Self-employed folks expecting to pay a lot less tax due to QBID
➢Taxpayers with young children with ITINs
➢Individual Shared Responsibility Payments
➢Comparing 2019 to 2018
Quality Review: Explaining Things
Question & Answer
Discussion
What questions do you have?
Share them in the Questions box!
Final ThoughtsKey points and next Steps before we go
Thank you!Please complete our survey!
