Understanding Delta Navigation Processes

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A taxpayer calls and says they received a 1099-G form, but there is no total listed in the system under "Prior year Tax return - Other." Using the navigation instructions, what should you conclude and how would you verify your reasoning?

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The taxpayer did not receive a 1099-G; verify by checking if any total appears in 1099-G section.

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Steps to confirm if a taxpayer has Power of Attorney (POA) on file?

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Go to Registration > summary and check for POA or review case notes for documentation.

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How would you identify a government worker's account being transferred in the system?

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Look for an account with a lock icon, as this indicates a government worker t2 transfer.

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How to determine if a taxpayer's federal offset is active?

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Go to account level > federal > TOP debts and check if the debt is active for offset; review the TOP bill item and period for offset activity.

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A taxpayer claims they made a payment through LATAP but it is not showing in their account. How would you strategically verify the payment and what steps would you take to resolve the issue? Options: Go to Web > requests to check LATAP payments and confirm with the confirmation number from Web > Request., Go to CRM > Letters to find payment confirmation., Go to Refunds > Transfers to check for payment., Go to Task > Cases to see if payment is pending.

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Go to Web > requests to check LATAP payments and confirm with the confirmation number from Web > Request.

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If you need to compare two tax returns to identify changes, what is the most strategic way to do this using the system, and what evidence would you use to support your findings?

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Select the return in question, go to Alerts & Actions - More, and compare the red highlights on page 1 and the last page for changes.

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How to check the status of submitted documents for a taxpayer?

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Go to Task > Cases and allow 7-10 days for processing, as this is where documents received are tracked.

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What steps would you take and what evidence would you use to verify the Preparer Tax Identification Number (PTIN) for a return?

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Go to Return > Resident > Additional Info > Preparer Info to find the PTIN.

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How would you locate the direct debit date for a taxpayer's payment?

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Go to Registration > Account # > Return > Additional info to find the direct debit date.

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If you need to close an account, what is the strategic process you would follow in the system, and what evidence would you use to confirm the account is closed? Options: Go to Attributes > Cease and verify the account status is updated to closed., Go to CRM > Letters and look for a closure letter., Go to Web > Web logons and check for account deactivation., Go to Task > Cases and look for closure notes.

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Go to Attributes > Cease and verify the account status is updated to closed.