Software
Which Intuit software(s) do not offer the Per-Return Level Program?
What is Intuit PTO and Lacerte?
A tax preparer was not up to date on new tax laws implemented the month before tax season began. Would this be eligible for reimbursement?
No, this is a disregard for tax laws.
How do we update a new payment method for an ERO?
What is Digital Billing slip
What are the 4 main stages of a case?
What is Intake, PCA, Portfolio & Service Provided
What are the 3 main updates to the User Agreement for TY25?
Clarified that state business return support is provided in the definitions section
Clarified the few states that are excluded from the guarantee benefit (change was added NY to excluded states)
Clarified content around the guarantee benefit throughout the user agreement
Which 2004 teen comedy starred Lindsay Lohan and featured the iconic line, “On Wednesdays we wear pink”?
What is Mean Girls.
Which softwares must do a software set up to enroll in Protection Plus’ Firm Level Program?
What is Drake and Utratax Validation?
A tax preparer used a clients W2 and 1099 from 2022 to prepare their 2024 taxes. Would this be eligible for reimbursement?
Yes
What is the minimum dollar amount per payment in a payment plan?
What is $200
What does abbreviation CX stand for?
What is Taxpayer.
When should you set tasks for case admins?
Case closed, Case comped & Executive review
Which actor voiced Shrek in the original 2001 animated movie?
Who is Mike Myers
Who built the Liberty Tax software?
Drake
When a TP opens an ID case, what is the discounted hourly rate that they receive legal representation for?
What is $125.00 per hour
How would you run a Reconciliation Report if asked from ERO?
Under Reports (TY24 Rec. Report) current season
Is the 30-day extension guaranteed? Bonus: Does it avoid interest charges?
Not guaranteed.
*Bonus* Does not stop any accruement of interest.
Which software's do not allow for in-house registrations?
MTPO, OLT, TaxSlayer, PTP, Crosslink & Drake per-return
Which AI-powered chatbot has recently become the most downloaded app?
What is ChatGpt?
How would a Taxslayer FLP renewal office from TY24 renew their registration for the FLP for TY25?
What is they would be auto renewed to the program on opportunity and they can contact taxslayer to confirm their program/ registration?
For discount legal, what is the name of the nationwide network of attorneys used?
What is Legal Club of America
When is the last chance we can update an ACH during a billing week before its processed? Bonus: Last chance we can update for CC?
End of Day Wednesday (ACH) & End of Day Thursday (CC)
Why/how do you create a flow on the case page?
Receive email with documents that need to be uploaded to Box. When someone from TPP uploads to Box, case team not notified. Flows-received incoming docs-how- when-comments- next
Which software's require software setup on per-return? Bonus: on firm?
Drake, ATX, Crosslink, MTPO, TaxAct, TaxSlayer, TaxWise
*Bonus * Drake, UltraTax
What is the Grinch’s dogs name?
Who is Max.
Name 3 major Service Bureaus that we partner with? *Hint: Think back to the Service Bureau Outline Sheet*
Who is Sigma Pro, Refunds Today, Service Bureau Accelerator, Ultimate Tax, TaxProLink?
Name 3 tasks our ID restoration team will assist a TP with.
What is: Investigating fraudulent activity, prepare dispute letters, issue fraud alerts and victim statements, submit ID theft affidavit, escalate issues with creditors, financial institutions, assist with notifying law enforcement, provide a case completion kit, provide daily identity monitoring
When should a payment plan be completed by?
Beginning of November
What is an IRS IP PIN?
6-digit number that prevents someone else from filing a tax return using your SSN or ITIN.
What is Everlance/what does TPP offer for Everlance users?
Everlance is a company that offers an app that tracks miles automatically and logs expenses. We only offer our audit defense services to Premium package users ($99.99). Our service is only available for those users who received a letter or notice for the active tax year and two years prior.
How many states does the Appalachian Trail cross?
14 (Georgia, North Carolina, Tennessee, Virginia, West Virginia, Maryland, Pennsylvania, New Jersey, New York, Connecticut, Massachusetts, Vermont, New Hampshire, and Maine.)