Software
Name the Intuit Software that includes Per-Return and the $2500 Guarantee
What is Intuit ProSeries?
Name the three benefits we offer at TPP
What is $1 million tax protection, ID theft, $2500 Guarantee?
How much would it be for 200 individuals and 3 business returns?
What is $2,225?
Who can open a case?
What is an ERO or taxpayer?
Name the 3 insurance options that we offer. You get an extra 100 points if you know all 4 options
What is Cyber, Errors and omissions (E&O), Business Owners Policy, Workers Comp?
Name the benefits and program(s) that OLT Pro offers
What is Per-Return, Firm Level Program. And all 3 benefits?
Name 2 benefits of the discount legal services
Traffic ticket
Simple divorce
Name change
Simple will
Name a way a client can review their production numbers with TPP
ProPortal
Name the two documents we need to start a case
What is Tax Return in question and Notice that was received?
Name our company motto
What is Think Beyond the Return?
Which software and/or program does NOT get the $2500 benefit
Intuit firm level
Calculate the invoice amount for an office that produced 150 1040s and 0 business returns
What is $1,500?
Name 3 ways a client can start a case
What is calling our General line, Box and the Portal?
What is a common rejection code that we see regularly? Hint: It’s becoming a larger problem every day
What is IND-456 Identity Theft?
Name the software TaxWise is under
What is Wolters Kluwer?
Name the documents we need to create a preparer error guarantee case.
What is the Original Return, Preparer Letter?
Bonus Points: Amended Return and Notice
How do we bill for paper filed returns?
Manual enrollment
Name our file sharing platform that we can
What is Box?
Tax Protection Plus CEO’s Name
Who is Matt Lievens?
Another name for Thomson Reuters
What is UltraTax?
Name the Software offers discount legal services
What is Taxslayer?
Name a way an ERO can compare their invoice and ensure it matches how many returns they filed
What is reviewing their invoice with TPP and their client reporting data in their software?
What is a new document that we will be requiring for federal cases?
What is a POA? 2848
How do we validate that a taxpayer/ tax return would qualify for our assistance?
What is reviewing the preparer name and date on the tax return and 8879?