App 1 / App 5
App1 / App 5
Procedural
Knowledge Check
Knowledge Check
100

When staffing the phone as a default screener, the taxpayer wants to know where they should report interest income on their Form 1040. What “application name” would you transfer the caller to?

What is Income 

100

Which Command Code will indicate the return was rejected

What is TRDBV

100

If the caller indicates that they do not have access to the internet or requests that you order the form(s)/publication(s) for them, input the request using _____.

What is ELITE

100

These keys, on the keyboard, bring up the print screen

What is Ctrl + P

100

displays a list of all tax modules and/or tax periods currently active on the Taxpayer Information File (TIF).

What is CC SUMRY
200

What is the name of the application where you would transfer a person calling in with math error notice, CP 12?

What is IMF Refund 

200

When staffing the default screener application, the assistor would _____________ to properly direct the call to the correct application using the TTG.

What is Identify the issue 

200

Where on irs.gov would you do direct a taxpayer to obtain Publication 17?

What is Forms and Instructions tab 

200
These keys on the keyboard will display "find"

Ctrl + F

200

The IMFOLI screen shows active tax modules present on which system?

What is Master File
300

This Command Code shows recent changes if they are still pending

What is ENMOD

300

When researching both paper and electronic returns received, which Command Code should be used

What is TRDBV
300

How many current year forms (for information returns) can a taxpayer receive when placing an order through a CSR?

What is 100

300

What is the time entry app called in which you enter your weekly time

What is SETR

300

What is the definition of the transaction code TC 670

What is a subsequent payment
400

This Command Code will provide the receipt and processing status of a return that has not posted to the taxpayer’s account

What is FFINQ

400

To determine the topic of the call, it may be necessary to ____________ the caller by asking questions.

What is probe

400

CC IMFOL with definer __ displays posted entity information

What is E

400

What is another Third-Party Authorization Form one can use besides Form 2848 and Form 8821?

What is Form 706

400

To update a control on TXMOD, overlay TXMOD with _____.

What is ACTON
500

What is the minimum number of days needed to cancel a payment made through Direct Pay.  

What is 2 business days 

500

What extension do you transfer a caller to when they are requesting a non-filing letter?

What is 1045 

500

When ordering publications and instructions for a taxpayer, what is the limit of copies you can send?

What is 5 

500

Transaction Code (TC) 150 is used to indicate 

What is total tax due

500

What does control base status M mean on TXMODA in the control base history area?

What is Monitor