A diagnostic that you should read and discuss with your client but may not require any fix.
What is a green?
100
How many ways are there find and retrieve a return on hold?
What is three?
Enter on Home Screen - the client bar
Open Clients Tab at upper left hand corner - the ribbon
Access return from the "returns on hold tab" - the client panel
100
Space Bar performs this operation
What is checks or unchecks a box
100
What symbol will show in blockworks when an entry is required?
What is asterick?
100
The first thing you have to do to access blockworks
What is login?
200
A diagnostic that will STOP you from finishing the return and efiling it.
What is red?
200
The number of tabs on the Add Forms & Schedules Screen
What is 8?
Common
Info Docs
Income
Adj & Ded
Pmts & Taxes
Credits
Misc
Planning Tools
200
This hot key allows you enter todays date
What is "T"?
200
The symbol that means an additional space, form or worksheet will be added
What is "Add new" box?
200
Home Screen, Welcome to H&R Block, Tax Info, Tax History Questionnaire, Personal Info
What is the order the screens appear for input?
300
The color of a EIC diagnostic
What is purple?
EIC diagnostics are not severe but may indicate that the EIC is not calculating properly so the goal is to address each of them and get rid of them
300
# of screens needed for 1099-G, refund of state income taxes
What is 3?
Answer the question yes on the "Common" Tab
Enter the form 1099-G
Access Refund Worksheet - to determine if its taxable or not.... System assumes yes.
300
This hot key allows you to print
What is F8?
F7 allows you to preview
300
The blockworks symbol that takes you to asset manager
What is >>?
Asset manager is where you enter all assets eligible for Section 179, depreciation and vehicles.
400
This is the color of the standard diagnostic.
What is black?
You should review these and see if they need fixed or not.
Click on the blue button to resolve the diagnostic
400
Number of screens needed to access for dependent care credit
What is 2?
400
These hot keys move you to the next field or next form
What are F12 and TAB?
400
This symbol allows you to delete a form from the workflow
What is "x"?
400
1, 2, Y or No
What are blockworks shortcuts?
Can only be used if you TAB into the field, if you use the enter key, shortcuts don't work
500
The difference between the diagnostics in TPS and in Blockworks
What is real time?
The diagnostics in blockworks are real time, as data is entered they change. Diagnostics are shown at the bottom of the screen.
500
The number of sections on the Blockworks Home Page
What is 5?
The Ribbon
The Client Bar
E-file Center Dashboard
Tools
The Client Panel
500
This hot key allows you to put detail into blockworks by proving a detail statement
What is F6?
500
What is the color of the words if you can click directly on the word and it will take you directly to the link