Audit/ Payroll: Accepted Sheet

Run 2 Reports in Software: (Transfer to working Accepted Sheet)
Accepted Summ 1.1-Current Payroll
EFILE Data > Summary> All Reports > 1040 returns – Accepted > 1/1 – Last Day of Current Payroll > Export to working file

Accepted Details Sun – Sat
EFILE Data > Detailed> All Reports > 1040 returns – Accepted >Current Payroll (Sun -Sat in arrears)> Export to working file

1. Pull up Accepted Sheet on Google Shared Drive
2. Click on the “Accepted Details” Tab
3. Add a filter to the row right below “Location Name”
4. Filter column by Contractor name
5. “Select Contractor so that you can only see the clients for that particular contractor.”
6. “Copy and Paste all client’s name onto the contractors taxpayer file spreadsheet.
   -Enter taxpayer first name
   -Check for duplicates
   *Complete this step for each contractor”
7. Once the audit is complete email each contractor to inform them of anything that is missing from their taxpayer files

Taxpayer Files:

Auditing Tips

Print Office Listing with Subpreparers (Print By efin and by name)
Open Screen: Audit File, Client Search & Client Status > Return

NO Handwritten documents
SSC cards can be replaced with a prior year returnor W2

Credits:
EIC up tp 23, NOT 24

Taxpayer

Bank App: Refund Advantage: NO EFILE Income: W2, Schedule C, 1099

Dependent

When auditing files, some dependents may be filed on the tax return as a “Non Qualifying Dependent” Please be sure to check the 1040 for ALL dependents. If a dependent appears in the software but is not on the 1040, that means the dependent is Non Qualifying and the taxpayer is not receiving any credit therefore no documentation is needed for that dependent.

Contact Office (Weekly)

Message Office: Weekly Audit Updated (Through Software) Email Office: Audit Update Add template

Recommended Weekly Schedule

Every office is audited only ONE time per week

Day 1

Add all Taxpayers (ACCEPTED ONLY)

Day 2 – Complete

Audit Current Accepted TP Until New report is available

Once audit is complete email each contractor to inform them of anything that is missing from their taxpayer files