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This deduction is an above the line deduction up to $2,000 beginning in 2026 but only for cash.
What is charitable contribution?
This SF "report" is your first stop for finding, updating, and completing work.
This process converts client source documents into an organized PDF and automatically inputs tax form data into the tax software.
What is AutoFlow?
During this step, source documents are organized into a single, usable format for the preparer.
What is scan assembly?
This popular Italian liqueur is flavored with almonds or apricot pits and is often used in cocktails like the Amaretto Sour.
What is Amaretto?
This newly implemented floor limitation percentage for this deduction begins in 2026 and will affect many CP clients.
What is .5% AGI floor on itemized Charitable Contributions?
This newly implemented field in 2025 is used when you have completed 25%-30% or greater of the preparation work for another preparer.
What is "assisted with prep"?
This Salesforce status tells the admin team that enough client information has been received and scan assembly can begin.
What is Ready for Scan Assembly?
This role is primarily responsible for entering or AutoFlowing tax data and verifying accuracy.
Who is the preparer?
Made primarily from blue agave, this distilled spirit must come from specific regions of Mexico to legally use its name.
What is Tequila?
This exemption amount for seniors 65 and older is applicable from 2025-2028, with phase out limitations.
What is $6,000?
This two fields in SF are the first two fields to read when taking a return for preparation or review.
What are Tax Notes and Permanent Tax Notes?
This item in a scan packet contains a unique barcode that identifies the client’s return during the AutoFlow process.
What is the cover sheet?
This authorization must be received before a return can be electronically filed with taxing authorities.
What is Form 8879?
This fortified wine from Portugal comes in styles including Ruby, Tawny, and Vintage.
What is Port?
This itemized deduction limit received a temporary increase from 2025-2029, but with thresholds and phaseouts needing consideration.
What is SALT deduction?
What is "View All for Tax"?
This upload option places a return into the e-file system but prevents transmission until a signed 8879 is received.
What is Upload & Hold?
Only after all filings are accepted and confirmations are verified can a return reach this final status.
What is completion of the tax return?
This anise-flavored spirit, traditionally associated with France, was once banned due to concerns over the compound thujone.
What is Absinthe?
This section has received a $400 minimum deduction amount for taxpayers with at least $1,000 of qualified income.
What is QBID (199A)?
This SF feature allows for you to see all client communication with anyone at CP.
What is email?
Accessed through Utilities in CCH, this system allows users to release returns, monitor acceptances or rejections, and filter by return type.
What is the E-File Status System?
These predominately e-filed forms are generally uploaded and released by the return signer and not the admin.
What are extension forms?
This Japanese spirit is distilled from rice and koji mold and is often mistakenly referred to as “rice wine,” though it’s actually closer to beer in production.
What is Sake?