Tax Return Delivery & NetClient CS Learning Objectives Reinforce the Rootworks recommended tax return delivery process (including invoice and communications)

Tax Return Delivery & NetClient CS

RootWorks Recommended Method

• RootWorks sends returns and all other document from FileCabinet to the portal

– Creates one process no matter what is being posted to the portal

– Eliminates the random issues with new portals creating, or documents not posting to the correct portals

RootWorks Recommended Method

• The Print Collation creates the Action Required PDF

– We have our collations setup for the 1040 and states to do this. The option “print on paper when storing in FileCabinet” is the function that creates them

– Requirement is having a printer that is either Adobe PDF or another PDF Print Driver

Common Questions on the Process

• The return that prints to FileCabinet is the preparer copy

– Correct – However, the settings in FC allow you to remove items such as Diagnostics, Depreciation reports, etc.

• But we don’t want to give the client all the extra pages

– We have to remember we are trying to create a process, why worry about a page or 2 that you normally wouldn’t give the client, they pose no harm

Common Questions on the Process

• How do you notify the client about the return?

– We email the invoice from Practice CS, and attach an email template (saved as an Outlook Signature) that explains the process of reviewing and paying for the return

• Are the steps documented?

– In the resource center there is a document labeled “The Complete Paperless 1040 Process”… this covers the entire process.

Typical Troubleshooting on Portals

• The Client cannot print their documents

– Check which browser they are using. Some browsers open the PDF as a tab in the browser, if that is the case, have them use IE.

• Client is getting “Server Error”

– Typically they are in an browser that is unsupported or need to clean out their temporary internet files

Typical Troubleshooting on Portals

• The documents aren’t showing on the portals

– Verify you have actually sent them (don’t laugh, it happens)

– Make sure the portal does not have selected folders showing on the portal

• The client is locked out of the portal

– This is an automatic 30 minute time period that even if reset, they cannot login

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