Ch 7 - Questions (BlockWorks1)

Question 1

What should you do upon meeting your taxpayer?

Answer 1

Introduce yourself

Take a few minutes to get to know him and give him a chance to get acquainted with you.

Advise the taxpayer that you will be asking various personal questions and will use the information to prepare an accurate return with the highest refund or lowest taxliability to which he is entitled.

Question 2

What should you ask the taxpayer about documents?

Answer 2

What kind of tax documents did you bring in today?

Question 3

What should you have the taxpayer verify up front?

Answer 3

The SSNs on their tax documents. Their names and addresses on their tax documents.

Question 4

What should you ask about phone numbers?

Answer 4

The FCC requires that we receive permission from you to receive calls, specifically automated calls to your preferred phone number. Would that be OK?

Question 5

Things to ask in terms of general taxpayer info?

Answer 5

Phone number(s), email(s), Occupations

Question 6

What info do you need to get about members of the household?

Answer 6

Names, SSNs, DOB, health insurance, dependency information.