Tax Return Information

Use this procedure to record Tax Return Information details for each member of the household.

Process Steps:

The Tax Return - Details page displays.

1. • See scenario 1 for directions on completing page for:

   • •  single tax filers (or taxpayer)

     • married joint tax filers in the same home

   • See scenario 2 for directions on completing page for tax filers who file jointly with someone outside the home.

   • See scenario 3 for directions on completing page for tax dependents that live inside the home.

   • See scenario 4 for directions on completing page for tax dependents that live outside of home.

Scenario 1 (single tax filers and married joint filers in the same home)

If a couple in the home is married, neither can have a joint filer outside of the home.

In the Client Information section:

1. If the tax filer is in the household, select the name of the tax filer from the Name dropdown menu in the Client Information section. If no other details are needed, click Save + Continue.

2. If there is a joint filer situation with a married couple in the household, one person must be identified as a taxpayer and one must be identified as a joint filer on the Client Demographics page.

1. • In the Tax Dependents Outside of Home [For Tax Filer] section, enter the names of any tax dependents that live outside the home, if applicable.

   • If no other details are needed, click Save + Continue.

Scenario 2 (tax filers who file jointly with someone outside the home):

Please note, in this scenario, there is no spousal relationship identified between the tax filers in the home.

Customer identifies as tax payer and files jointly with someone who lives outside the home:

1. • On the Client Demographics page customer must be identified as a Taxpayer.

   • In the Client Information section, select the name of the tax filer in the home (who files with someone outside the home) from the Name dropdown menu.

   • In the Joint Filer Information [For Tax Filer] section, enter the name of the joint filer who lives outside the home.

   • In the Tax Dependents Outside of Home [For Tax Filer] section, enter the names of any tax dependents that live outside the home, if applicable.

   • If no other details are needed, click Save + Continue.

Scenario 3 (tax dependents inside of home)

• • Select the name of the tax dependent from the Name dropdown menu in the Client Information section.

  • If the tax filer is in the home, select the name of the tax filer who claims the dependent from the Tax Filer dropdown menu in the Tax Filer Information [For Tax Dependent] section. If no other details are needed, click Save + Continue.

  • If the tax filer lives outside the home, enter their first and last name in the Tax Filer Information [For Tax Dependent] section, and select the relationship to the dependent from the Relationship dropdown menu. Add other details as necessary, click Save + Continue.

Scenario 4 (tax dependents outside of home):

In the Tax Dependents Outside of Home section:

• If tax dependents live outside the home, select the name of the customer who claims the dependent(s) from the Name dropdown menu in the Client Information section.

• Enter the tax dependent's first and last name in the Tax Dependents Outside of Home [For Tax Filer] section.

• Add other details as necessary. If no other details needed, click Save + Continue.

Results of the Procedure:

Tax Return Information details of the household are recorded.

Updated 03/29/015