Team 701
She is the Outbound Queen of the Group
Kennia Garcia
What documentation must a person provide if they worked for themselves?
Profit & Loss Statement
Who do we notify to re-send out E-links
TPF
Name the team members with family members here at Optima.
Kathy, Abby, Vero
No
If an E-File is rejected, what is the other method used?
Wet Signature
He is the youngest of Team 701
Blake
Married Filed Single, what information do we still have to collect from the spouse for this filing?
Full name, DOB and SSN
The quality team's review of accuracy of return is called what stage ?
Return Review
The Bugs Bunny meme used in our chat is famously used by whom
Jackie
What were the stimulus amounts that were paid out?
1200, 600, 1400
The client's spouse is deceased, how should the returns be signed?
Surviving spouse must sign in both sig boxes, and must write "surviving spouse" on the deceased spouse sig box
This team member was the last to be added to our team
Kathy
This documentation is needed for state preparation
W2
What department reviews tax return signatures?
TPF