SurePrep Basics
This is the easiest way to open up a SP binder.
What is opening it up in the GFR workflow?
The 2 page tax form that computes total tax liability for an individual.
What is a 1040?
This is the easiest way to get into GoSystems.
What is the BDO Apps page?
A person that has passed a 4-part certification exam and met both a credit and hours requirement.
What is a CPA?
Where is New York?
You push this button to start preparing a return in GoSystems after you've finished signing off on all the documents in SurePrep.
What is export to tax software?
You take these when you have more than the standard amount.
What are itemized deductions?
The first thing you should do once you get into a locator?
What is turn on auto compute?
As you make more money, you'll enter into a higher one of these, which means you'll pay more taxes on the next dollar earned. (Think March Madness)
What is a tax bracket?
The CEO of BDO.
Who is Wayne Berson?
What are the leads sheets?
This was created to prevent wealthy taxpayers from using deductions and credits to avoid paying any federal tax.
What is alternative minimum tax?
These won't let us electronically file the tax return with the IRS and should be cleared before sending a return off for review.
What are diagnostics/e-file validation errors?
This is the term for the amount of money you'll have recorded on your return after taking into account adjustments as well as dividends, cap gains, business income, etc.
What is adjusted gross income (AGI)?
The D in BDO.
Who is Dijker?
You hold down this button to OCR multiple things at a time in a SP binder.
What is Alt?
The form that calculates the amount of capital gains. Both short and long term from various sources.
What is Schedule D?
This is the screen that shows you the tax return, but you should never type here unless your senior or manager permits you to.
What is tax forms view? (also accepted: yellow screens)
The form provided to an individual from a flow through entity such as a Partnership or an S corp.
What is a K-1?
BDO is this kind of a tax entity.
What is a Limited Liability Partnership (LLP)