Department #'s
Tax Years
Resources
Operating PTO
Morning Tools
100

What is the contact number for ProConnect Tax Online?

What is 1-800-200-7599.
100

According to Form 1040, in TY19, what is the amount of the standard deduction when the taxpayer is single or married filing separately?

What is $12,200 ?

100

Where would you go to find articles related to the client's issue?

What is PCG Help Panel.

100

What is the website to sign into ProConnect Tax Online?

100

What application do you connect to first when starting your computer?

What is Global Protect. (VPN)

200

What is the contact number for Lacerte?

What is 1-800-933-9999.

200

Where in ProConnect Tax Online would you go to change the tax year you are viewing returns for?

What is the top left tax return drop down option.

200

What is the product we are supporting that is great to use as a main resource?

What is ProConnect Tax Online

200

Where would you go to input a W-2?

What is the Input Return Screen<Income<Wages, Tips, & Salaries.

200

What is the main communication board used?

What is Slack.

300

What is the contact number for QBO?

What is 1-800-488-7330

300

What tax years are supported within ProConnect Tax Online?

What is 2017-2024

300

Who would pull you for your phone reviews and assist you throughout the season.

What is a coach.

300

Where in the tax return would you input the tax payers address?

What is Input<General<Client Information<Address.

300

Where would you find the content to work in or review in training?

What is Docebo.

400

What is the contact number for Sales, new customers?

What is 1-844-877-9422.

400

According to Form 1040, in TY21, what is the amount of the standard deduction when the taxpayer is Married Filing jointly or Qualifying widow(er)?

What is $25,100.

400

Who can you utilize for support when taking contacts in proudction?

Who is Tier 2.

400

This tab will allow you to choose the Federal or State returns needed to be e-filed.

What is profile tab.

400

What is the name of the application used to create time punches?

What is Kronos.

500

What is the contact number for Sales Renewals?

What is 844-861-3603.

500

What tax years can be currently e-filed within ProConnect Tax Online?

What is the current year and 2 years prior.

500

Where would you go to find common issue with the product that may not have an article in HelpPanel 

What is the Search bar in Slack.

500

This Alert will let you know if there is an issue that would prevent e-file.

What is critical diagnostics.

500

What application do you load to access Kronos

Chrome 

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