FAM-03 Gallo Refund Monitor
Filing Status: Single
10-26-2013 TY2012 v1.0-2
|
Process |
Step |
TP Form/ |
TW Form |
Payee/Name |
AGI |
Refund |
NJ |
NJ |
Notes |
|
Main Info & |
1 |
Intake etc. |
|
|
|
|
|
Hint: Don’t forget to check the box for 6 a) “you can be claimed…” 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 |
The Kansas City Steak House |
4,312 |
104 |
|
|
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 |
3 |
Note 4 |
|
4,312 |
104 |
|
|
|
|
|
Run Diagnostics |
4 |
|
|
4,312 |
104 |
|
|
Errors: None |
|
|
NJ 1040 |
5 |
Note 7 |
|
4,312 |
104 |
3,312 |
19 |
|
|
|
6 |
Intake |
|
4,312 |
104 |
3,312 |
19 |
|
||
|
7 |
Note 8 |
|
4,312 |
104 |
3,312 |
19 |
Hint: Use Ctrl-Space or F3 key to remove red from box on line 45 |
||
|
Remove Red |
8 |
Intake Page 3 |
|
4,312 |
104 |
3,312 |
19 |
|
|
|
Run Diagnostics |
9 |
|
|
4,312 |
104 |
3,312 |
19 |
Errors: None |
|
|
Create E-File |
10 |
|
|
4,312 |
104 |
3,312 |
19 |
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)
