What two things should the File Analysis Report be equal to?
The client data file and the DMT processed file
100
Where do you find the monthly checklist?
Sharepoint
100
What returns are due on the 10th?
Puerto Rico
100
Name one type of file
TDFX, SUT, TWE, CI
100
What do the clients know Salesforce as?
TaxWareHouse
200
How long do the clients get to review anything we send to them?
24 hours
200
What do you have to do to a filing calendar report before posting it to the STSHub
Delete the client specific notes from column W on
200
What returns are due on the 15th?
Maine, Wyoming, Alaska Locals, CO Cenntenial
200
How do you know how many files a clients sends?
Look at the previous month to see how many came in
200
Where would you go for questions about what configurations errors mean?
TaxSolver's Help section
300
What step comes after the client approves the File Analysis Report and the import errors are resolved?
Adjust Data
300
What do you have to do if you set up a new return and select electronic payment?
Send and ACH Authorization form
300
What early return do you have to change the due date for?
Wyoming, it is technically due the last day of the month but do get the discount it's due the 15th
300
What are the two things you do when a client file comes in?
Copy the client files into the 'Files from Client' folder and update Salesforce
300
What stage do you set the Data Validation task to after sending the client the File Analysis Report?
File Analysis Ready for Review
400
What happens if you don't fix import errors?
The data that is causing the import error won't flow to a return, which means it won't be reported
400
Where do you edit login credentials?
The filing calendar
400
What are the early prepayment states?
Arkansas, Missouri, Iowa, Illanois
400
How can you tell when DMT has completed processing your file?
The file will be moved to the 'YYYYMM Processed Files' folder, it will show up in the imports manager, There will be a folder for this filing period in the 'Imported' folder for that client.
400
Under what circumstance would you use outlook to contact a client?
Never!
500
What is the difference between additional filing and outlets?
Additional filing sets up new returns for each location whereas outlets list all locations on one return
500
What are the 6 folders in a client's filing folder that you will use most often?
ACH Debit Notices, Efiles, Files from Client, Files from DMT, Returns, Reports
500
If I want to make an IA early prepayment for June what return do I enter it on and how many amounts will be entered?
March Return, 2 payments
500
What is different about a CI file?
It doesn't get processed and the analyst imports it into TaxSolver themselves.
500
What is the first thing you do after having a phone call with a client?