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The Drop-Off Option Process for 2021At Drop-Off:Customer will pick up a packet containing Form 13614-C (Intake form), list of required documents, Intake form, and Form 14446 from the bottom of a weather-proof mailbox the door of the site.When customer completes forms, they will leave the packet in the top of the locked drop box at the site. The customer will provide emailed verification of photo ID and Social Security cards or will leave copies in the drop off packet. If direct deposit is needed, a voided blank check will be placed in the envelope. After Drop-Off:Preparer will review documentation in envelope and complete the return. If there are questions or something is missing, customer will be notified and return will be place on hold until matter can be resolved. Customer will be notified via phone that the return is complete and a Quality Review Appointment will be scheduled. Appointments are only available between 2:00 PM and 4:15 PM on Mondays, Wednesdays or Fridays. During the appointment, the Quality Reviewer will verify identity and conduct the review with the customer. The customer will sign Form 8879 and leave with one (1) printed copy of the return and all submitted documents. Return will be marked complete and transmitted at the end of the business day. If the customer cannot attend an in-person appointment, the Quality Reviewer will go over the documents with the customer via a phone or video call to ensure that everything is correct and complete. The customer will be mailed one (1) copy of their return with all of their original documents, Form8879 and a self-addressed-stamped envelope. Customer will be instructed that they must sign and return Form 8879 before return will be transmitted. Upon receipt, return will be marked ready to send and the e-file will be transmitted at the end of the day.Return will not be transmitted until Form 8879 is signed and provided to the site. Failure to do so will result in a delay in filing the return. If the required form is not provided by the specified date, a letter will be sent to the customer notifying them that they will need to obtain an appointment to file in-person or to take their return elsewhere. You must have the following available in order for your tax return to be completed:Proof of identification (photo ID). Leave a copy in the packet or email a photo to tgillespie@. Email is secure and will be deleted after use for verification. Social Security cards for you, your spouse and dependents. Leave a copy in the packet or email a photo to tgillespie@. Email is secure and will be deleted after use for verification.An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number. Leave a copy in the packet or email a photo to tgillespie@. Email is secure and will be deleted after use for verification.Birth dates for you, your spouse and dependents on the tax return.Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all employers.Interest and dividend statements from banks (Forms 1099).All Forms 1095, Health Insurance Statements, especially if you have marketplace insurance.Health Insurance Exemption Certificate, if received.Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number.Proof of bank account routing and account numbers for direct deposit such as a voided check.To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms at the Quality Review Appointment. Failure to provide any of the applicable documents above will delay the completion of your return. You will be contacted concerning missing documents or information. Failure to provide after contact will result in your return not being completed and all of your documents will be returned to you to file elsewhere or you might obtain an in-person appointment. ................
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