ENVELOPE PROCEDURES

Post date: Jan 18, 2016 9:5:4 AM

ENVELOPE PROCEDURES

The information on the envelope is very important to the Main Office. We are noticing omissions that need to be filled in. It is all about the process.

We need to know:

1. The office the return is coming from.

2. Last Name, First Name, SSN, Phone numbers.

3. TAX YEAR-especially important since we also do prior year returns which can also use the bank product.

4. Click on one:

Financial Product or ERC (If Bank Product)

E-File if paying us upfront

Paper if paying us upfront

Remember we can efile and do bank products for 2013 and 2014.

All the more reason to have accurate information on the envelope.

5. State Filed: Identify the State you are filing and whether we will be e-filing or mailing it.

6. Payments: Choose the method they are using to pay us:

Financial Product

Cash

Check

Credit Card

7. The back of the envelope is for information you want us to know or we want you to know. Make good use of it.

8. Remember to put the appropriate STICKER on the envelope:

Easy Advance

Schedule C

Schedule A

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