Practice Engine
When you are assigned a return via email by the reviewer, what should you do before the end of the day?
1) Reply to the email from the reviewer
2) Assign it to yourself in PE
If you don't have work, what is something you can do for business returns you know you're going to be working on again this year?
Rollforward the CaseWare file; after next week, rollforward wps into DocuWare
What type of diagnostic should you absolutely clear prior to sending the return for review?
E-file diagnostics
What does "OCR" do in SurePrep?
Reads standard tax docs (some non-standard) and exports them to the tax software.
What is the minimum chargeable hours you should target for each week?
55
How do you see what jobs you are currently assigned to?
My Desk
How do you indicate you looked at a placeholder and determined it was not needed for this year?
add "N/A - 2024" at the end of the name and sign off
What should you do with previous drafts when printing a new updated draft? What should you NOT do?
Build off of previous draft's name, do NOT delete previous drafts.
What is the first thing you should do in a SurePrep Binder after it has exported to the tax return?
Clear the thumbnail
What day(s) of the weekends should you be online, available, and reachable?
1) Saturdays
2) Sundays (as long as you communicate your schedule to Sharon and anyone you have work for)
When should you use the "Awaiting Information" status for a job assigned to you?
If work has come in but you are waiting for information from the client.
CaseWare: Should Adjusting Entries be annotated? (linked to wp)
Yes, within reason
Client email you a question, when should you email the client back?
Within 24 Hours (the sooner the better)
(if email is from a reviewer, reply by end of the day)
How should you add documents to the SurePrep binder to be sent for OCR?
"Add Documents" button
1) In-House if in a time crunch
2) At SurePrep if you have a few days
What are the core office hours?
9AM - 5PM
(these are expectations for when everyone will be online at the same time, but you will need to work additional hours before or after to make up your goal of 10 chargeable a day)
What should you check in a PE job prior to forwarding/routing to the reviewer?
1) Check the notes
2) Check the jurisdictions (and update if needed)
3) Review the questionnaire
All - including PBC docs, TB/AJE, and Significant Events Memo
Use PY to see what was signed off on by PY preparer
BUT - do not just sign off without opening/completing action needed
Which is the correct format for printing business return drafts:
123456_CLIENT NAME_2024_DRAFT1
What level do you sign off on within SP as Preparer?
If you are not missing anything for the return, how many pages can you leave not signed off at that level?
Level 2
Zero
What is something you should do if you run out of work?
1) Check the Prep Pool
2) Ask your career advisor
3) Contact Anne-Marie or Matt
4) Email Gabi
Should you rely on the "Budget Hours" noted in the job?
No - these are pulled from PY entries, so may not be realistic. Always check with the reviewer if you're new to the job and don't know how long it should take you.
What is the difference between CaseWare Cloud and CaseWare Desktop?
CaseWare Cloud is cloud-based and holds all business returns - as well as any PCS returns that have been approved. You can easily share with the India BINDZ team via Cloud
CaseWare Desktop - currently holds all PY 1040/1041 files as well as 2022 and prior Business files
Where will information for 1040s/1041s be stored this busy season?
DocuWare, unless there is a TB (using the CaseWare TB function), but drafts will still be printed to DocuWare
What tax return types should be sent to SurePrep?
1040s & 1041s (regardless of if there is a caseware or not, all standard/non-standard docs go into SurePrep)
What should you do if you wake up sick?
Be mindful of where we are in the busy season, have the "finals week" mindset for approaching deadlines.
1) Email/Teams/Call Sharon and let her know you're taking a sick day.
2) Email/Teams/Call anyone you have outstanding work for and explain the situation and offer solutions.