Loggin' 101
What should the subject field be for a 1040 New York return?
Individual
What does "HOH" abbreviate?
Head of Household
What is a "Support MOD"?
These are members of the support team who have been cross-trained in a specific subject or skill set
Red Messages prevent you from E-filing
(T/F)
True
Under what tab would you locate the Protection Plus Audit Assistance?
Products > Audit Assistance
What is the first thing to appear in the "issue" box
Customer Name
What is the acronym for "Multi Form Code"
MFC
In what Mod would require you to enter the customer telephone number?
Support Mod
ETD Messages have to be cleared in order to file the regular return.
(T/F)
You can reset passwords on the support website.
(T/F)
False
What category would you use for a customer looking to purchase Drake Software?
Websites
What does "CG" abbreviate?
Capital Gains
What is a "Programming MOD"?
These are members of the programming team who are tasked with making the program itself and ensuring that it works correctly.
ETD Messages have to be cleared in order to file the Extension.
(T/F)
True
Under what tab would you locate the Conversions Program?
Downloads > Conversions
What are the hot keys to close log
CTRL+J
What is the acronym for "Individual Retirement Account"
IRA
What goes in the subject when emailing the Support Mod?
(MOD abbreviation) A_XXXXXX - SMALL Summary of Issue.
How do you clear message 5227?
Input w-2 wages in box 1
What tab would you locate Drake account number
Account > E-File Password
From the call log screen is there a link to direct you back to the customer "Account Info"?
Yes (Account Info)
What is the acronym for "Firewall/Antivirus"
FW/AV
In the scenario for which you may need to email a Mod what portal will cause you to reach out to either the:
DH MOD
SFP MOD
DAS MOD
Drake Hosted, Drake Accounting, and SecureFilePro (portals) respectively.
How would you clear message 0006?
Enter the amount of economic stimulus payment on the RRC screen
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