Where It's At?
Paper Soldiers
The LA Times
General Studies
It Was Written
100

Some like the location, others are just places to get your mail. This dropdown box describes the category of an address.

What is Address Type?

100

Jamie is not a citizen of the United States but she has a job and pays her taxes. In order to file her returns she would need this 9 digit number instead of a Social Security Number.

What is Individual Taxpayer Identification Number (ITIN)?

100

The worse thing about bills is that they come every month without fail. If only there was a way to skip a month or two. This filing frequency is less frequent than monthly and requires a taxpayer to file four times a year.

What is Quarterly?

100

Like the fearless group of Spartan warriors, this customer account ends in 300.

What is Withholding?

100

Everything has its place. This is placed after the work type on CRM notes.

What is Period?

200

They say comparison is the thief of all joy, but the work item insists we compare its address to the address on what?

What is address on file?

200

Red means wrong! Or does it just mean not right yet? Accompanied by an exclaimation mark, this red writing indicates an issue with the return and/or account.

What is Error Indicator? 

200

Every hero has an orgin story, and so does every villian. This date shows when the account began.

What is Commence Date?

200

No one does it alone. Every person has an invisible team behind them that does not recieve enough credit. This option is used to add a return/extension to the account without applying it.

What is Info Only?

200

We are nothing without the ones before us. This is found at the beginning of every CRM note.

What is Tax Type?

300

Everything in life has its limits. This is the maximum number of characters you can use to abbreviate a country.

What is six (6)?

300

She loves me, he loves me not. This option indicates the realtionship condition of filers.

What is Filing Status?

300

If you don't have proof, did you really have a good time?. This return is used by vendors to record merchandise sold at events/shows.

What is Fairs & Festivals?

300

It's so hard to keep up with everything on everyone. Thank goodness for technology! This data store contains information about taxpayers such as DMVInfo and W2Wages.

What is the Warehouse? 

300

Six in on hand, half a dozen in the other. These are the two places you can add a CRM note to a return.

What are text box under reason and notes section on return?

400

The world is a very big place, even mail can get lost. This nine digit postal code is used to update and verify addresses.

What is Zip+4?

400

Sometimes you just need a second opinion. We do this to resend the return through DELTA.

What is Resubmit?

400

Hindsight is always 20/20. This option allows you to open period from the previous start date to the new earlier start date. 

What is Backfill?

400

Never respond out of anger. Sometimes it is hard to take back the things you didn't mean. This option allows you to remove a return/extension/estimate that has been applied to a taxpayer's account. 

What is Reverse?

400

It was always about the location. Adding a CRM note here will display the note on all accounts for the taxpayer.

What is Customer Level?

500

If only we knew what they meant. This rural street name, usually abbreviated CR, creates frequent unnecessary Address Change work items.

What is County Road?

500

There is no need to ring the alarm when there is a small fire, unless you've drank all the water. We select this reason when fixing small problems on returns as to not send letters to taxpayers.

What is Correction Error (Self Assmt)?

500

Nothing worth having will ever be easy. These are the requirements before a Sales account can be changed from monthly to quarterly.

What is have at least 6 returns filed, make less than $500 a month, have a $0 balance?

500

Don't sweat the small stuff. This is a fee/refund of less than or equal to $10 that is automatically waived by DELTA.

What is a Small Balance Adjustment?

500

It's not what you do, but how you do it. This is the correct format for CRM notes.

What is Tax Type, Work Type, Period, Description (What You Did)? 

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