DAY 1: Intro & PE/Box/XCM
which one of these is not a common fund type?
1.hedge fund
2.private equity
3.stock fund
4.venture capital
3.stock fund
CONTROL + Z DOES WHAT???
UNDO
Where can you find a wkp template?
Who is a part of the KIP Team?
Jake
Rob
Chad
JD
Lindsey
MIKE S
WHOS THE LEADER OF THE NICHE??
COLLEEN FAY
what do you use box for
1. running k1s
2.sending an email to a client
3. efiling the return
4. uploading the draft return for review
4. uploading the draft return for review
WHAT TAB IS CORRELATED TO THE EQUITY TAB????
one tab
WHAT SHOULD YOU DO BEFORE CREATING A NEW FOOTNOTE IN KI1P????
ASK IN CHARGE
EXTENTSIONS ARE DUE?
1.9/15
2.1/1
3.3/15
4.12/31
3/15
" CTRL+C & CTRL+P "DOES WHAT??
COPY AND PRINT
DURING THE TRAININGS, WHAT ALLOCATION WKP WAS DONE FOR THE HEDGE FUND TRAINING _____
MONTHLY
WHO ARE THE TWINS??
KAELIN
RAHUL
DYLAN
Is it true you can get to box online by going through file explorer
TRUE
DOES THE XLOOKUP FORMULA LOOKS DATA UP VERTICALLY
TRUE
WHAT WOULD CAUSE A DECIMAL ERROR IN YOUR WORKPAPER?
YOU DIDNT ROUND YOUR FORMULAS
where does one do testing???
staging
NAME ALL THE SENIORS
ANA
JOHN
HANNA
RIP VIV :(
WHAT DOES XCM DISPLAY?
1.STAFFING
2.FILING INSTRUCTIONS
3.DELIVERABLES
When was KIP Launched??
2023
WHO ARE THE SHORTEST AND TALLEST IN THE NICHE?
ANA & HUBERT