Amelio
This is the place you go in Amelio to see the returns assigned to you.
All my Assigned tasks
In this place you are able to see all notes that are left in the binder.
Where is the notes summary tab?
This task should be done throughout the day and at least at the end of the day.
What is time entry?
This is the software 1040 Work papers are prepared in
What is sureprep?
In order to send a return to review, you must do this proccess in Amelio.
What is answering all questions and sign offs?
In this place you are able to see all work paper sign offs.
What is the sign off summary view?
This tab allows you to move 8 hour blocks at a time on your star schedule.
What is planner wallchart?
This software is where all tax returns are created
What is GoSystem?
This where you make changes to any Amelio engagement.
What is the parent engagement?
In what alphabetical section can you find the Tax 630 Work paper?
What is the M section?
If a return can not be pulled to your schedule in STAR or you are unable to locate it, this is the person you reach out to.
Who is the In - charge?
This person has been in the Dallas office tax department the longest.
Who is Kim Grieves?
This should be in the description of each deliverable in Amelio for all efiled returns.
This is the proccess of replacing an existing work paper while be able to keep the existing notes.
What is overriding?
After pulling a return from the queue in Amelio, this is always the next step.
What is adding the return to your schedule?
These 2 snacks are always in the breakroom
What is Cheez its and vanilla wafers?
The number of the building we are located in
What is building 3?