UnPleasant ProConnect Jeopardy

1120

100

How would you help resolve this diagnostic: Enter gross receipts data for the previous 3 tax years in the Base Erosion Tax screen in order to determine whether or not Form 8990 and/or Form 8991 are required to be filed. US - Ref #51160 

Input Return>Taxes>Base Erosion Tax (8991) input screen> make inputs in the row "Gross receipts of the taxpayer" under each column for 1st preceding tax year, 2nd preceding tax year, and third preceding tax year. If the corporation did not have any gross receipts in a given year, enter -1 or the diagnostic will not clear.

200

Customer calls in upset because the 1120-F is generating in their return instead of the regular 1120 and they don't know why. What input is causing their issue?

Input Return>General>Client information>1120-F Filer? checkbox is checked

1041

100

How would I set an entity as a Simple Trust in a 1041 return?

Input Return>General>Client information>Type of Entity> select "2= Simple Trust" in the drop down

990

100

How do you generate a 990-PF?

Input Return>General>Client Information>Type of Return> select "2 = 990-PF" in the drop down

Refunds

100

How does a customer request a refund?

They must submit a refund request form:

accounts.intuit.com>Products & Billing>"Request or track a refund" hyperlink at the very bottom of the screen

OR just send them direct link: https://accounts.intuit.com/app/oirr/directsearch

200

What is the average processing time for a refund request form?

5 to 7 business days

300

How would a customer cancel their preorder?

Submit a refund request form

400

When submitting a Refund type refund request form rather than a Credit type request, what two pieces of information does the customer need to include that aren't required on a credit type request?

Order number and Refund amount before tax

eSignatures

100

Where would you go to send an eSignature Request?

View Return>File Return>eSignature>Client Authorization eSignature

200

I already paid for a tax return credit, do I have to pay separately to send an eSignature request?

Yes, to send an eSignature request, they need to purchase an eSignature credit.

300

The customer sent their client an eSignature request, but misspelled the email address, what do they need to do to update that address so the client can receive the request?

void the original eSignature request, and create a new request, updating the email to make sure it is correct, then send the new request.