Step 10 Prepare for e-file Intake Sheet Left Menu TS Clear up any diagnostic messages (if any) – – G Note 5 TS: Select Federal Return – Type “E:file: Mail Payment” Next TS: No entries in Fees section except for Client email address TS Pin numbers for e-file are automatically selected – Next TS: Select State Refund Type “E:file: Mail Payment” Next TS: Skip Third Party Designee Info Next TS: Consent to Disclose Tax Return Information Check DENY and enter 5 – digit pin ( any 5 digit number) and date for TP and SP Next TS Questions Answer questions from Intake sheet Part VII, lines 5.6 and 7 – – Next TS: Skip TP ID Information Screen Save You are Done They want to handle any state refund / amount due like their federal refund / amount due Federal AGI: 76,268 Federal Refund: -92 NJ Refund Amount: 0
Step 10 Prepare for e-file Intake Sheet G Note 5 Left Menu – – TS – Clear up any diagnostic messages (if any) TS: Select Federal Return Type “E:file: Mail Payment” Next TS: No entries in Fees section except for Client email address TS – Pin numbers for e-file are automatically selected Next TS: Select State Refund Type “E:file: Mail Payment” Next TS: Skip Third Party Designee Info Next TS: Consent to Disclose Tax Return Information – Check DENY and enter 5 digit pin ( any 5 digit number) and date for TP and SP Next TS – Questions – Answer questions from Intake sheet Part VII, lines 5.6 and 7 Next TS: Skip TP ID Information Screen Save You are Done They want to handle any state refund / amount due like their federal refund / amount due Federal AGI: 76,268 Federal Refund: -92 NJ Refund Amount: 0
FAM-04%20McCook%20Scenario%20TY2017%20v0.9.docx