Non-Filer Cases

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This is the Tax Rep template for a non-filer case

Work type: Tax

Location: United States

Client industry: Generic

Version: 2 (Latest)

This template includes

	Team Tasks
	Client Consultation	Admin
	Send pay link for consult fee	Admin
	Send link to SmartVault to upload any documents	Admin
	Obtain signed 2848 from client	Admin
	Submit 2848 to IRS CAF Unit	Admin
	Pull Account Transcripts and Wage & Income Reports from the IRS	Admin
	Identify Unfiled Tax Returns within last 6 years	Preparer
	Identify Any Substitute for returns Filed by the IRS	Preparer
	Confirm if Client has Criminal Exposure and should consider Voluntary Disclosure with the IRS (If Yes Open an IRS Voluntary Disclosure Matter)	Reviewer
	Identify Returns Needed for Voluntary Disclosure for the State	Reviewer
	Obtain Client Documents for Tax Return Preparation	Preparer
	Prepare Missing Tax Returns	Preparer
	Request Voluntary Disclosure for State	Preparer
	File State Returns/Information	Preparer
	File Federal Returns	Preparer
	When Balance Due Notices arrive, start IRS /State Collection Matter	Preparer