Final Steps (continued)

Printing the Return

To print the return, click the Print button on the main toolbar in the tax software. Do not use the Print button while in the diagnostics screen; this will print only the diagnostics screen. Now, you are ready to give the return to your designated quality reviewer. If errors are found, correct them in the tax software, rerun diagnostics, and re-create the e-file.

Once the tax return has gone through the site's established quality review process, assemble the return and ensure that all necessary documentation is complete.

If the taxpayer has chosen not to use a Self-Select PIN, print two copies of Form 8879, and obtain the taxpayer's signatures. Make sure both signatures are on joint returns; otherwise the return will not be electronically transmitted.

Review the Volunteer Resource Guide (Tab 12), Check Your Work - The Quality Review, for the final steps in the process.