Massachusetts Update – Week 10

And that should be a wrap for us.

Thanks to everyone for all the hard work this season.  I certainly appreciate it and, more importantly, I know the taxpayers do.

I hope to have our final production numbers for our state wrap up meeting in early May.

A few reminders before everyone takes off for the summer (or spring if it ever gets here):

  • If you have any IRS laptops, please send them back to the IRS depot as soon as possible.
  • If you want continuing education credits, submit your paperwork to the IRS by 30 Apr 2018.  Remember, you have to have certified online to do so.
  • All EROs/administrators should “inactivate” all preparers except those who will be responding to off season taxpayer issues.  And remember not to inactivate yourself!
  • LCs/EROs should update the portal with the program metrics for your site (e.g., number of paper returns, amendments, Q&As, etc).
  • Volunteers who are requesting reimbursements should do so as soon as possible.
  • All hot spots should be return to Dean at the state wrap up meeting on 3 May 2018.
  • All LCs/EROs should doublecheck to make sure all returns (federal AND state) have been efiled and acknowledged. The simplest way I’ve found is to look at Reports, Management Reports, Site Production Detail Report – Electronic — sort by federal and state acceptance dates and scan for missing dates.
  • For those who added a custom question to identify which site a return was prepared at, you can check Reports, Question Statistics, to see how many were prepared at each site sharing the EFIN.
  • You can see the number and amount of Circuit Breaker returns by checking Reports, Custom Credit Reports.

Please remember that while TaxSlayer does provide many valuable reports, these CANNOT be shared with your sites or individuals outside the Tax-Aide program. Aggregate numbers such as total number of returns filed, total amount of Circuit Breaker credits allowed (assuming multiple people are eligible and individual amounts cannot be deduced) are acceptable.

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