November 5, 2018

Training Online – Module 10

Module 10: Finishing the Return

After completing this module of training videos, you should have a better grasp on how to finish up the tax prep process with a client. The process varies from site to site — you’ll learn about your site’s specific process on your first day of volunteering!

Topics Covered:

  • Direct Deposit, Split Refunds, and Third Party Designee
  • Amount owed, payment options, and an extension to file
  • Revising the W-4
  • 1040-ES
  • Learning from Quality Review

Video 10 – Finishing the Return (10.5 minutes) – 10’s Slide Deck

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