Core Values
What is our core purpose. Why do we exist?
We help people.
What 2018 IRS form is used for your employee business expenses?
No Form. Employee business expenses have been eliminated as a deduction in 2018.
What is Eric Vanpraag's title with TaxAudit?
Director of Audits.
With regards to POA's, what is being checked by AS for PII concerns, before a POA can go through a final review.
The member(s) Social Security number.
What color represents the "Do it now" model of personality?
The red color.
Business Definition. What do we do?
We protect and defend taxpayers.
What is the standard deduction for MFS.
$12,000
What is Joanne Wiedermann's Title with TaxAudit?
Human Resource Manager
With AMS, what is the proper folder called, where we place the member's best case and worst case Pro Forma
Proformas folder in the case documents tab.
What color represents the "Do it together" model of personality?
The yellow color.
Name all 3 core values. How do we behave?
1. We care for people. 2. We have a positive attitude. 3. We are dedicated to the team.
What is the maximum "taxes paid" deduction you can take if you itemize deductions?
$10,000 ($5,000)if MFS. Any state, local taxes, sales tax and property taxes you paid above this amount cannot be
deducted.
What is the name of the new ventured Tax Company?
The Centenal Tax Group.
What is the most crucial documentation you must have, in order to recreate a CRA return?
A copy of the T1 return.
When preparing to communicate with your colleagues, keep the following in mind:
What color would exemplify listing all the important details, while avoiding emotions?
The Blue color.
Name all 3 Strategic Anchors. How will we Succeed?
1. We care about our customers. 2. We love where we work. 3. We provide high value at a low cost.
If you itemized your deductions. What is the limited amount you can claim for miscellaneous itemized deductions limited by 2% of your AGI?
$0. The previous deduction for job-related expenses or other miscellaneous itemized deductions that exceeded 2 percent of your adjusted gross income is suspended.
What is Zachary VandeKamp's current title?
Chief Executive Officer (CEO) of Centenal.
When providing case monitoring for an out of office AR or ARA, what must be activated by the AR/ARA or Resource manager in order for you to receive their member files for review?
Verify that the AMS “Out of Office” and the Out of Office Reply is ON, that the dates of out of office or correct and that you and your ADA buddy have been listed for monitoring.
Where can every employee list their personality color order?
In the additional information section of your employee profile.
Current Thematic Goal. What is important right now?
This is the year we integrate our organizational clarity into our daily lives.
If you qualify, how much of the Additional Child Tax Credit is now refundable in 2018?
Up to $1,400 of the credit can be refundable for each qualifying child as the additional child tax credit.
Who was the very first tax preparer hired by TaxAudit?
Jane Smith, EA who is now our Chief Experience Officer, (CXO).
To confirm "Valid Proof of Payment," with receipts provided within a doc org, what 4 items should the receipt include?
The vendor's name, products purchased, purchase amount & date.
What is Kyle Hopkin's second strongest personality color?
The color Red listed at 61%
87% Blue - 53% Green - 15% Yellow - 61% Red