File Storage
Section in GFR you need to monitor for items that come in that don't have an assigned preparer
WMI - Preparer Pool
This is the excel document that teams use to communicate questions.
Open points. Note: we do NOT use an open points workbook for individual tax returns.
PeopleSoft
This color status in teams displays when people are focusing.
Red with a white minus sign
Desktop app that is commonly used to keep track of to-do lists, meeting notes, and project lists
OneNote
In GFR, this acronym should be included in the name of a draft tax return that you send to your Senior to look at.
RFR (ready for review)
Rolling a workpaper means
Copying it from the prior year and inputting current year information
Frequency with which we are encouraged to enter our time
When a senior asks you to save an email to CaseWare, what file format should the email be saved as?
App that contains helpful information, including standardized workpaper templates
The Tax Portal
This character is a "wild card" that you can use to help you search in GFR
* (asterisk)
Method of showing that you've signed off on an item in a workpaper
Highlighting the cell your designated color
Integer we round to when tracking time
Tenth of an hour
What does BCC stand for?
Blind Carbon Copy
Amount of time you can book out for hoteling
Typical difference that determines whether an engagement utilizes CW rather than only GFR
Size of engagement!
This color should not be used as a sign off color as it indicates an item is open
Yellow
Section where time spent on foosball, ping pong, and happy hours get hit
Nonbillable! These hours don't count within your scheduled 40 hour work weeks
This meeting location should always be included in a meeting invite to accommodate for people working from home.
Teams link
Map My Network Drives
The new software rolling out in 2024 to replace our current systems of file storage
UserVerse
If you need to add explanation to a cell in an excel workpaper, how would you do this?
Add a NOTE
This feature in PeopleSoft helps speed up time entry by listing your frequently used clients
My Favorites
This is used when creating a meeting to see when other people are busy.
Scheduling Assistant
What month was Becca Fourtin born?
April