How to determine what the issue is and what tools to use.
The customer states that information is not flowing to a Government Form.
Other than the initial questions to start a case Account Number, Contact Information, and Product Type (Prosystems or Axcess) what information will you need to ask the client to determine the next step?
Hint: There are three specific questions we are looking for.
What is the return type? What form and line number do they expect this to flow to?
What is the Interview Form equivalent to Common State/City > State City Common Data?
What is GEN-1?
Why is the Balance Sheet is not printing? How can it be forced to print?
What is, the threshold of EOY Assets $250,000 or more has not been met. It can be forced under Return Options.
Why is my M-1 not adjusting when I enter an adjustment?
What is the M-3 is active, even if only Page 1?
What is Code to Force option?
What software tool will give you the location of where to enter input to flow to the Government Form and Line they want it to show on?
What is Cross-Reference?
What is the Interview Form equivalent to Foreign > 5471?
Hint: Depending on the Category Filer Type there may be two.
What is G-1 or G-2?
Why are the letters are not printing for some of states in the return?
What is...is any part of the return Amended?
If only Page 1 of the M-3 is active, should the input be entered under the M-1 input, M-3 input or both?
What is input should be entered under M-3?
When entering an asset that is being Amortized, there is a specific input when entering Life that is not required for other assets that are not being Amortized, what is this?
What is life need to be entered in months not years?
If you are trying to find a Product Status, what Resource Tool would you use to find it?
What is HCL Notes?
What is the Worksheet path for Interview Form A-5?
What is Income/Deductions > NOL Carryover/Carryback?
Why is my 1120-F not generating? I marked the box on Basic Data, Line 24.
What is additional information was not entered under 1120-F > General > Country of Incorporation.
Client entered Worldwide Income on the M-3 Line 23 worksheet, but it is not flowing to the M-3 page 1, Line 4a......why?
What is verify that the Income Statement Source Type has been entered on M-3 input line 10?
Why are none of my current year assets taking Bonus? I have checked and they are all using Macrs Method.
What is check to see if they have made the Election to not take Bonus? This is found under FE-3.
Client indicates they exported the NY CT-300 and CT-400, but NY has advised the client that they have not received those. What tool would you use to verify the vouchers were exported and released?
What is check in BEST to verify if those indeed were filed and released?
What Federal Interview Form would be used to enter state payments made?
What is STPAY-1?
My 1125-E is not active, why not? Where is the input to force it if possible?
What is Total Receipts are less than $500,000, this can be forced under Return Options, Line 9.
How can the M-3, all three pages be forced to print even if the threshold has not been met?
What is go to the M-3 Worksheets, Line 1 = Mandatory and Line 2 = Do not suppress?
If a client wants to take Section 179 instead of Bonus on a current year asset, what input is needed?
Hint: 2 lines need input under the asset details
What is go into the depreciation detail for that asset, in Line 10 enter 179 amount & Line 42 needs to have a Code of 1 or 18.
Where can you find the Federal /State Reference? Hint: This might be used to see if an 1120 balance due can be Direct Debited.
What is the Support Site?
What two Interview Forms need to have input when creating an 1120-PC?
What is Interview Form 1 and PC-1?
Why is my M-1 not producing? (2 possible answers)
What is the threshold is not met or the M-3 is producing instead.
If a client needs to change the amount on M-3, Page 1 Line 4a. Where do they do this in the worksheets, and what two lines need input?
What is go the M-3 worksheets, Section 1, Line 10 and Line 23?
Should both asset detail and totals be used within a return?
NO
While the software will allow the input, the calculation will not be correct?
Rule of thumb one or the other can be used but not both.