Since you are responsible for the tax returns you generate, verifying the results is an important task. DT Max can be configured to require verification of a client's tax data prior to the client's file moving ahead to the next stage of processing. You can require verification of the information either in the file before the tax return is generated or on screen before the tax return is printed, or both. Having DT Max monitor the process of producing tax returns is very helpful. When verification is required, DT Max will make sure that each tax return is checked by a person who is identified in the security system as having authority to verify tax returns. This way, you can rely on a certain level of quality control. In addition DT Max can be configured to prevent the transmission of any tax returns until efile consent has been provided. For federal purposes consent is deemed to have been given once the T183 - Information Return For Electronic Filing Of An Individual's Income Tax And Benefit Return has been signed. For Quebec residents consent is deemed to have been given once the TP-1000. TE - Online Filing Of The Personal Income Tax Return By An Accredited Person has been signed or once the taxpayer's Quebec access code has been entered within their file. The Quebec access code can be entered through the keyword Que-Access-Code.
Setting a requirement for verificationSet your preferences on the requirement for verification by choosing User's defaults from the Preferences menu, or pressing [Alt+F2]. Select the Miscellaneous tab.
Ensure that the requirement for verification is set to the same value for all users. If the DT Max security system is active, its setup must identify all users who will be authorized to verify returns so that they are able to mark clients as verified. Verifying keyword data
To verify the information entered in a client's tax file, go to the
data entry screen. When you (the verifier) are satisfied that the information
is complete and correct, click the Verify keywords icon
Verifying the tax return
To verify a client's tax return, display the return on the screen. When you
(the verifier) are satisfied that the tax return is correct, click the
Verify return icon If the verification process does not seem to work properly, make sure that the requirement for verification is set correctly and that you have been designated as an authorized verifier in the security system.
Obtaining efile consentOnce efile consent has been obtained the status of the file can be updated to Ready for efile by entering the keyword Progress and selecting the option Efile authorization received - federal (T183) for federal purposes and/or selecting the option Efile authorization received - Quebec (TP-1000.TE) for Quebec purposes. Alternatively, you may also update the status by accessing the Status Information menu and checking the box Efile consent signed. August 14, 2012 |
. Your client's information will then be tagged as
verified, which you can monitor by looking at the client's processing status
.