FAM-01 Anderson Refund Monitor

Filing Status: Single

10-11-2013 TY2012 v1.0-1

 

Process

Step

TP Form/
Note(s)

TW Form

Payee/Name

AGI

Refund

NJ
38

NJ
56/66

Notes

Main Info &
Prep Use

1

Intake etc.
Note 1

Main Info
Prep Use

 

 

 

 

 

Hint: Enter the information found on the top of page 3 of the intake sheet in Prep Use fields 11 & 12. Put your initials in Prep Use field 13.  Leave Prep Use field 14 empty and red for QR initials. 

Documents

2

W-2

W-2

Billings Market

26,298

556

 

 

 Hint: If the name and address of the employer come up after inputting the employer Identification Number, check that the information is correct and take the red out of the fields (Ctrl-Space or F3 key))

Remove Red
(Fed only)

3

Note 2

1040 Pg 1

 

26,298

556

 

 

Hint: Red Prep Use OK if only waiting for QR

Run Diagnostics

4

 

Diagnostics

 

26,298

556

 

 

Errors: None

NJ 1040

5

Note 5

NJ 1040 Pg1

 

26,298

556

25,298

29

 

6

Note 4

NJ 1040 Pg 2

 

26,298

556

25,298

29

 

7

Note 3
Note 6

NJ 1040 Pg 3

 

26,298

556

25,298

79

 Hint: Use Ctrl-Space or F3 key to remove red from box on line 45

Remove Red

8

Intake
Page 3

NJ DD Wkt

 

 

 

 

 

 

Run Diagnostics

9

 

Diagnostics

 

26,298

556

25,298

79

Errors: None

Create E-File

10

 

Diagnostics

 

26,298

556

25298

79

A second diagnostic is run when creating an e-file.

Errors: None

Quality Review

11

 

 

 

 

 

 

 

Ask your coach to do QR

Values with pink background – value changed from previous row of Refund Monitor

Click on links in TW Form column to see screen shot of completed TWO form (you may need to click on the picture to enlarge it)

Printed return – click here

 

Scenario Writeup – click here