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!
- Direct Deposit, Split Refunds, and Third Party Designee
- Amount owed, payment options, and an extension to file
- Revising the W-4
- Learning from Quality Review
Video 10 – Finishing the Return (10.5 minutes) – 10’s Slide Deck