Software
This tax software shares a name with a famous celebrity
What is: Drake
In addition to Audit Defense, Protection Plus also has these two main benefits
What are ID Theft Restoration and 2500 preparer error guarantee.
To get someone registered, we need one of these two types of payment methods on file
What is ACH or Credit/Debit card
CP stands for
Computer paragraph
PTIN stands for
Preparer Tax Identification Number
Name the three Intuit Softwares
What is Lacerte, Proconnect, and Proseries
during the case process, Protection plus will create a PCA for our client. PCA stands for
what is a Professional case assesment
When registering, we need an EFIN on file. This stands for:
What a is electronic filing identification number
an individual tax return can also be referred to by this number
What is 1040
EA and CPA stand for
What are Enrolled Agent and Certified Public Accountant.
This tax software offers the discount legal benefit.
What is TaxSlayer
Protection Plus cover a return for up to this many years.
what are 3 years (or the life of the return)
These three things come in a typical marketing material kit.
Tom worked for doordash this year. Instead of a w2, he will need this form to do his taxes.
What is a 1099
This Bank created its own audit defense service that sucks.
what is Refundo
Thomson Reuters is also known as this tax software
What is UltraTax
These are the three business returns that Protection Plus covers starting in tax year 2023
What are S-corps, C-corps, and Partnership Returns.
The Auto-renew feature allows clients to skip this step the following year
What is register
this will need to be attached to 1040 if the person owns a farm
What is Schedule F
The username and password for our Tax Pro Portal are always these two things.
The OLT in OLT Pro stands for
What is: On-Line Taxes
this is the protection plus mission statement
what is: Protection Plus is a solutions company empowered by caring relationships, ownership of our work, and integrity in our communications and practices.
In the Drake support site, you can register for Protection Plus under this tab located on the home page.
What is the Products Tab
a CP 2000 suggests that this was wrong on a tax return
What is income was under reported
This form can be sent to clients who need to update their payment information
What is Right Signature (or EZ Pay)