Objectives

At the end of this lesson, using your resource materials, you will be able to:

• Assemble the taxpayer's copy of the tax return
• Identify the records the site maintains
• Explain which records the taxpayer should maintain
• Use the e-file Refund Cycle Chart to identify when refunds may be paid to the taxpayer
• Explain what taxpayers should do when they owe money
• Explain how to adjust withholding
• Explain how and when a taxpayer can make estimated payments
• End the interview

Estimated time to complete: 15 minutes