Nexus United ITO Intake Form

Independent Tax Office (NU EFIN)

Nexus United

Commission Tiers (non-retroactive) Funded Returns:

Owner Operator

Job Purpose: Preparation of basic tax returns for the specialist’s clients only. All walk-in clients are considered Branch Office property and will not be credited to preparer’s commission tier unless authorized by Branch Manager and or Nexus United Supervisor.

Qualifications:, completion of personnel Intake Forms and NCND Agreements must be completed and signed by all parties. PTIN required.

Policies:

  • Tax Specialist is authorized to use Nexus United property ONLY when a client appointment exists in Nexus MOM (Multi Office Management!.
  • Commissions will be distributed only after a file is complete per the following:
    • 1. All pertinent Nexus United Filing Forms are signed by Client.
    • 2. All EPS and Nexus Compliance Forms are signed by Client.
    • 3. Client File in Nexus United MOM is Complete, including the following:
      • A. Permanent Docs are uploaded (ID(s) with exp. Date, SS Cards, Dep. Birth Certs…etc.)
      • B. Account Docs are uploaded (Office File, Tax Return, Required Signature Docs, Supporting Docs…etc.)
      • C. Transaction Information is accurate and Client Balance is $0.

Duties:

  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses
  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances
  • Review income statements and documentation of expenditures in order to determine forms needed to prepare tax returns
  • Furnish taxpayers with sufficient information and advice in order to ensure correct tax form completion
  • Calculate form preparation fees according to Nexus Guidelines and Audit Protection policies.
  • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures

Additional Notes: There will be a 10% surcharge for Nexus United Corporate corrections to returns originally submitted by tax specialist.

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