LETS
When we help a Tax Professional find resources in Amp, we can direct them to TSC record type articles. Which section of the TSC article is the Tax Professional able to see?
All
T1
T2
None of them, they're not virtual preparers
All
Match the following definition to the correct tax term: All tax owed by a taxpayer for the year, after credits and deductions.
Taxable Income
AGI
Credits
Total Tax
Total Tax
While assisting a contact with a diagnostic message, what link takes them directly to the form, and sometimes the field, generating a diagnostic?
Go
Which of the tax forms (or tax returns) is supported in BlockWorks Online?
1040 or individual
What Tax forms are supported in GoSystems
1040
920
1120
1065
1120
Which client tax form is used to dictate withholding from each of the client's jobs?
W-2
4868
W-4
1040
W-4
Deone filed a return for his client but it was rejected by the IRS. He is not sure why it was rejected. Which agent tool would you use to view the reason why the return was rejected?
eFile Ops Tool
Myblock
OLAT
WEBCDB
Which BlockWorks diagnostic type requires a PDF to be attached to the return?
MeF
QPR
FYI
Critical
MEF
Match the following definition to the correct tax term: The amount of income the taxpayer will pay tax on.
Taxable Income.
You receive a call where the contact is receiving this issue: You cannot access this return right now, because Tax Pro XXXXXX in office YYYYYY has it open for processing payment. Please try again in 5 minutes. Which resolution flow (also known as contact type) Would you use?
Tax Return Software Issue
Webapps
General Knowledge Search
BWO Microcase app whatever the f-
Tax Return Software Issue
When troubleshooting Tax Return Diagnostics issues in BlockWorks, the first thing you must ensure after remoting in to the contact's workstation is:
Read the diagnostic
Delete the form that caused the diagnostic
Click go
Locate the form causing the diagnostic
Go full scorched earth and delete the full return
Read the diagnostic
When completing the flow for a BWO call, what additional piece of information must be gathered to obtain PII for the client's return?
Known Issues
Tax Year
Gather and Document the Tax Return GUID
Verify That The Blockworks Version is Up To Date
Gather and Document the Tax Return GUID
Jenna's client filed his return early, and it was accepted by the IRS. He just recently received a Form 1099 for a gig he had forgotten about, and he needs to add this Form 1099 to his return. What type of tax return would Jenna file to add this new Form 1099
Business
Extension
Amended
Just file the form 1099 nerd
Amended
Which BlockWorks diagnostic type must be resolved before the Earned Income Credit (EIC will calculate in the return)?
Due Diligence
Which of the following statements is NOT TRUE about BlockWorks Online?
Always up to date
Installed Locally to the Server
Cloud Based software
Only accessible from workcenter
Installed Locally to the server
Which of the following is true about BlockWorks Online - Proforma: Prior Year Return? (Lowkey I'm not reading all of these the answer is in your notes)
BWO Proforma is a one time thing for Blockworks Online. If the Proforma Fails and you have created the return Proforma can not be ran again any missing info and assets must be manually rekeyed at this time.
Before the client receives their virtual return to approve, the Tax Professional has to complete the return in BlockWorks Online and upload it to the client for review and approval. What tool facilitates this virtual return approval process between the client and tax professional
Blockpay
DDO
Approve Online
TPR
Which status ID code in OLAT means the Tax Pro Review (TPR) tax return has been submitted for client review but has NOT been approved by the client?
3
Which client tax form is used to report government payments that may be taxable?
1099-G
Malik calls about an issue where Tax Pros are not getting Work Center notifications when digital drop-off clients upload documents in MyBlock. Your supervisor mentions to you that this is a known issue. In which Known Issues table will you find the known issue documented
Approve online
BWO
Work Center
Myblock
Workcenter
Which of these Diagnostics has to be resolved before Claire can e-File her client's return?
Standard
FYI
Due Diligence
QPR
QPR
When the Tax Professional is doing a Tax Pro Review virtual return, how do they get the DIY return into BlockWorks Online?
They download it into workcenter
Dennis, a Tax pro, calls in because his BWO return shows a watermark stating "Unapproved Form - Do Not File" on one of the forms. What article would you use to troubleshoot this issue?
Article 25704
Which client tax form must sent by the lender when the client pays $600 or more in mortgage interest during the year?
1098
What is the client facing tool the client uses to communicate messages with their Tax Professional when they decide to do a virtual return?
Approve Online
H&R Block Online Program
MyBlock
WorkCenter
MyBlock
What client tax form is used to figure education credits for qualified tuition and related expenses paid during the tax year?
1098-T
This IRS tax form is completed when the client would like 6 more months to file their tax return with the IRS and the State Department of Revenue (DOR), if applicable.
4868
Which IRS tax form would an H&R Block Tax Professional or Advisor use to help a client file a partnership return?
Form 1065
Your contact states that they are trying to open BlockWorks Online (BWO) but it keeps freezing. Which Salesforce Knowledge Article would you start with to assist the contact?
23332
Which is NOT part of your role when assisting a Tax Pro with Diagnostics in BlockWorks?
Decide what credits or deductions the client qualifies for
Help the contact understand the diagnostic messages
Partner with the contact to locate the source of the diagnostic
Determine if the issue needs to be escalated to another tier
Decide what credits or deductions the client qualifies for