Organizer
If i want to send an E-organizer for the 2019 tax year what program would i send it from?
2018 (always from the prior year program)
What do tax preparers use to log in to Intuit Link?
They use the same username and login they use for Lacerte.
what does QEF stand for
Quick Employer Forms
How does someone install DMS?
what years can we convert and what year do they convert to ?
2 options
prior to prior year
prior to current year
Can my taxpayer access the E-organizer from their Apple Computer?
No it is a windows exe so has to be ran on windows
What should taxpayers use as their login ID for Intuit Link?
They should use the email address that the invite was sent to.
What are the two ways to access QEF
1. from the proconenct.intuit website
2. in the program tools--print and e-file w-2s and 1099s
what are the 5 options given when importing clients
1. current year lacerte tax clients
2. prior year lacerte tax clients
3. current proseries clients
4. prior year proseries clients
5 data from another dms database
When doing a data conversion will it convert state info?
No state data is not supported in the data conversion
Which one has more customization the paper or E-organizer?
Paper orgnaizer
True or False Link will import the information directly into Lacerte.
False it does not import into Lacerte
If we have a firm with 3 people, Bob, Fred, and Joe. Can bob see the w2s and 1099s that Fred and Joe create? why?
No. QEF is tied to the user login and not the realm so it is unique to each user and they can only see the ones created under their login.
Allows you to remove data from a dms database without losing access to that data.
What is archiving?
Compleate the scenario below.
"i used crosslink last year and now i want to use lacerte. I got my data migrated over but for some reason its only downloading my individual files and none of my business files. Why is it not working correctly?"
data conversion only supports individual crosslink files it cannot covert business files.
Complete the Scenario Below
A customer calls in and says " I am trying to send an organizer to my client but it says its not available yet how is it not available its already January?"
Cx is trying to access the organizer from the current program not the prior and needed to update the prior year to get the update that includes the organizer
If a tax preparer invited a client to Intuit Link for the prior tax year do they need to invite again in the current year?
No there is no need for another invite the tax payer can just login to the same account they used in the prior years.
Compleate the scenario below.
A customer calls in. "I have used quick employer forms in the past and need to locate a w-2 I did last year is there a way i can do that?"
Yes you can there should be a previous year button, it will only allow access to one prior year.
function that will crosscheck, repair, compress, and reindex the dms database.
What is the DBRepair
what program do we support converting a 1041?
Prosystem FX
Complete the scenario below
"A customer calls in and says when i try to print an organizer its saying its suppressed why is your program suppressing my organizer? I want this fixed now!"
the client had it checked to suppress next years organizer on screen 3
Complete the scenario below.
A customer calls in, " I use intuit link and have a few clients that have went to a new preparer is there a way to remove them from link?"
There is not a way to remove them compleately but we can mark them inactive
TRUE OR FALSE:
it is okay to e-file on QEF as long as you are in the training server.
FALSE: there is o training server for QEF and it is very important we NEVER efile ANYTHING
Compleate the scenario below.
A customer calls in, " I am trying to scan a 1099 into dms but when i click on the scan button it wont open my scan window."
what can we do to resolve?
Compleate the scenario below.
A customer calls in, " I am trying to submit my data conversion but it says it cannot find any valid files inside the conversiondata folder I put the backup in."
issue is the back up was not done properly on the other preparers side they will need the other person to backup the data according to the backup instructions in the data conversion wizard or kb article.