Practice Practice Practice
We can solve prior year Project problems by always checking this during Project setup.
What is the Solution?
Remember to check and correct the Task Solutions as well.
This is NOT a taxable entity, but some people might be confused and see it that way.
What is an LLC?
If a change is made to a return use this process to give the client access to the new return.
What is Recall Return?
Recall and Upload Corrected Version
W2-Gs are categorized under this separator sheet.
What is other income?
With client provided QBO information, we do this to business project tasks.
Cancel the data entry task.
Not for football or soccer. They're specific to methods.
What are custom fields?
This non-business entity is due on the same day as the sinking of the Titanic.
What is a 1040?
If you want to help your paperless percentage, be sure to complete this task in SafeSend.
What is archiving?
If there are large numbers of receipts in client documents, always check for this first.
What is a summary?
If a client is unable to pay at the time of tax return pickup, they are directed to this tool for payment deferral.
What is CPAcharge, Pay Later option?
They can not pick up their return without this being setup or complete payment.
Standard and required, we include these two things first in every task note.
What is the date and our name?
What are K-1s?
Not a concert venue, but still a great place to see events.
What is Client Tracking?
Client check copies and vouchers go under this separator sheet...
What is Tax Credits - Payments?
These two items should be selected for notification in SafeSend returns.
What are Signing Events and Payment Activity?
Not Christmas or New Years, the most important date in Practice.
What is the Received Date?
This can be a postcard or a complete return.
What is a 990?
When recalling returns, this option allows the staff member to see events related to the return.
What is Client Tracking?
Be sure to remove or relocate these before scanning or you might be in a sticky situation.
What are post-its or taped-on notes?
When we need to cancel or delete unnecessary projects, we have to change this in the Project Setup.
What is the recurrence?
Another word for confidence, this flow-through entity is not a business.
What is a trust or 1041?
When adding client information to SafeSend a return, leave this space blank to avoid authentication issues unless it is pre-filled.
What is the mobile number?
The Schedule E section of documents is reserved for this kind of expense.
What is rental expense?
To assist a client in signing their digital return you have the ability to do this is in SafeSend.
What is screen share?