FINAL 1
Our software product is available only as a what?
A. CD
B. Digital Download.
C. Email.
D. Friends and Family
B. Digital Download.
When does the client pay for using the online product?
A. At account creation
B. At the end, once the tax return is ready to check for errors.
C. When the preparation is finished and ready to file.
D. When they access the online version they want to use.
C. When the preparation is finished and ready to file.
What is TRUE about the online product?
A. It is a web-based product.
B. The prior year tax interview is available.
C. Only supports the Federal tax return.
D. Clients can only access it from their desktop.
A. It is a web-based product.
Which online product type includes unlimited tax questions, and the client still required to file their own online return?
A. Basic
B. Super Premium.
C. Online Assist/Expert Help Chat
D. Tax Pro Review
C. Online Assist/Expert Help Chat
How long are we able to refund a client's software product in RAP?
A. 30 days
B. 60 days
C. 90 days
D. We can only refund Software subscriptions clients.
B. 60 days
Boby is calling for help with a letter he received from the IRS. What must be true for him to start a calculation claim?
A. Bobby must owe penalties and interest to the IRS.
B. Bobby must use a DIY product that includes a TPR
C. Bobby must be using the Software product.
D. The IRS Letter must tell the client to pay back some of their tax refund received this year.
A. Bobby must owe penalties and interest to the IRS.
What is the first step for starting a co-browse with a software client?
A. Creating a DFID
B. Logging into RAP.
C. Clicking the co-browse button in OLAT.
D. Generating an activation code for the client.
A. Creating a DFID
Carlton owns three rental properties. Which Online product is best for him?
A. Deluxe
B. Free
C. Premium
D. Super Premium
C. Premium
Client can take a picture to import which form?
A. 1099B
B. 1099DIV
C. 1099INT
D. W2
D. W2
Javier isn't sure if his filing status should be Single or Head of household. Which software self-help feature can he use to determine the answer?
A. Explain Amount
B. FAQ
C. Form Central
D. Guide Me
D. Guide Me
Tobias, your software client, asks why some of his forms say "Draft Form Do Not File" on them. What should we guide him to do?
A. Activate
B. Download
C. Install
D. Update
D. Update
Jaron received a 1099-G but he's not sure where it goes in the return. Where can you guide him to enter it in the Online product.
A Federal>Taxes>Add item> Health Insurance section.
B Federal>File.
C Federal>Credits>Add Credits>Employment section
D Federal>Income>Add Income< unemployment section
D Federal>Income>Add Income< unemployment section
Carmen's return has been accepted but she just noticed she left out some income. What should she do to correct the return?
A. Correct the error and resubmit.
B. Call the IRS.
C. Amend her original return.
D. Print and mail corrected return.
C. Amend her original return.
What is true about the Software product?
A. Clients can access both the current year and prior year tax interviews.
B. It's web-based product.
C. They access their account with a username and password.
D. They log in at hrblock.
A. Clients can access both the current year and prior year tax interviews.
What does the "Jump to" feature/link in the Online product do?
A. Jumps to the end of the return from anywhere in the interview.
B. Jumps to the beginning of the return from anywhere in the interview.
C. Takes the client to the section of the interview related to the search topic.
D. Takes the client to the Help Center from an interview topic.
C. Takes the client to the section of the interview related to the search topic.
What of the following options contain ALL information you must check before downgrading the client?
A. All forms the client needs are supported in the version the client wants to downgrade to.
B. client did not e-file yet.
C. The client has not paid for the return yet.
D. Client did not e-file or pay for the return yet, and all forms the client needs are supported in the version the client wants to downgrade to.
D. Client did not e-file or pay for the return yet, and all forms the client needs are supported in the version the client wants to downgrade to.
Where do you find the version number in the software program?
A. Help > About H&R Block
B. Help > Help Center.
C. Tools > Update the Program.
D. Tolls> Version Number
A. Help > About H&R Block
Where do you go in the Software Program to confirm whether the client's program includes a free state?
A. File> Save As.
B. Forms> Open Forms.
C. Help> About H&R Block.
D. Tools> Update the Program.
C. Help> About H&R Block.
Marissa is trying to get into her online account and has a new phone number. She needs to reset her password, but she cannot access the phone number on the account. What article can you use to help Marissa through this situation?
A. Login issues: client can't find account number #1060
B. Login issues: Locked out of the account number #1066
C. Login issues: Security codes number #1065
D. Login issues: Verification number #1068
C. Login issues: Security codes number #1065
Online client Oliver asks, "Why didn't I get EIC this year?" How can you show Oliver why he didn't qualify?
A. Search EIC in the help center. Click on " Go to EIC in your taxes. "An explanation is provided.
B. Inform Oliver we are not tax professionals.
C. Go to the EIC in the Income Summary and choose" What qualifies.
D. Federal>Income>EIC
A. Search EIC in the help center. Click on " Go to EIC in your taxes. "An explanation is provided.