Cross refrence
How do you use Cross Reference?
Right click on input.
What are the Hot Keys for Quick Zoom?
CTRL + Q
Name 2 methods to access the Help Panel.
1. Within the case, select the "More" tab, then "Help Panel"
2. Select the down arrow next to "Home" and select "PCG Help Panel"
3. Use the external link for a pop-out version of the PCG Help Panel
What formset is used for an individual return?
1040 Formset.
How do you contact Tier 2
By clicking the Tier 2 tab in case located in salesforce.
When would you need to use Cross Reference on a call?
To locate the source input in question.
True or False: Cross-reference and Quick Zoom Do the same thing
True, use one when the other isn't available.
True or False: You can send any article to a customer
False (Bonus points if you can explain how to check if it is an article you can send)
What Sch is the 8829 used for?
Sch C (allowable expenses for business use of a home.)
What are the Channels used to contact Tier 2?
PS Customer Service T2: PCG-PS_CS_T2_CHAT
PS Systems T2: PCG-PS_SYS_T2_CHAT
PS Tax T2: PCG-PS_TAX_T2_CHAT
Can you cross reference green texts in a return?
No
Quick Zoom is used to do what?
Locate the line the input is flowing to/from OR Jump to a section of a Form/Sch.
You search the help panel but keep seeing only Lacerte info what needs to be done to see Proseries articles?
The filter for products at the left-or-right of the search bar.
Self Employed income is reported on what form
Sch C
True or False: You have to be given permission to contact tier 2.
True must have permission from a sme in the PS2 room.
What other 2 tools are available when cross reference is greyed out?
Quick Zoom and About Line/Form.
True or false Quick Zooms are available on Form 1040.
False. (Bonus points-Location of the Quick Zooms for the 1040)
How do you bookmark an article to revisit inside the help panel?
By clicking the bookmark tab in any article (bonus points, how do you view the articles you've previously bookmarked)
Your customer calls with a question about the Child Tax Credit. What form is the customer referencing?
Form 8812
What is the first step to contacting Tax Tier 2?
Getting a sanitized copy of the return.
Where is Cross-reference info presented if it's sourcing from multiple lines?
The help center window that pops out
Where does the input on a Sch 1 line 10 Flow to?
On-Line 8 on the 1040 Worksheet.
A Community Article is used for what purpose?
For Preparers to ask other preparers questions regarding the product or returns in the product.
What form would you use to report a 1099-DIV?
Schedule B
What needs verified before contacting CS T2
Billing Address and last 4 of a Card on File (Bonus points if you can tell me where the card info is located)