WEBSITES AND PAGES
BUSINESS TYPES & FILERS
TAX & PAYROLL DOCS
WHERE DO I LOOK
PPP LOAN CALCULATOR
100

This website allows testers to see the folders that contain their assigned samples.

What is the SharePoint Homepage

100

These are the only filers that can have an N/A marked for Question 2

What are 1040 Filers without employees

100

The name and _____ on all tax documents must match the SharePoint data to be acceptable

TIN (Tax ID number or SSN)

100

This resource is used to verify that a client has an active checking account, when they do not provide a 1099-misc, invoice or book of record.

What is Interact

100

This document is ABSOLUTELY needed to fill in the 2nd and 3rd lines of the calculator

What is the PPP Addendum

200

This page contains the test script and other necessary resources

What is the PPP FAQ (Frequently asked questions)

200

Clients should indicate they have this kind of business, and will typically provide partial 2019 payroll (February 15, 2019 – September 15, 2019)

What are seasonal businesses

200

This is a two page document that all clients must provide

What is the PPP addendum

200

This is located within the test script and has detailed examples of acceptable documents and how to navigate interact.

What is the Appendix

200

You must select this tab to input additional values when more payroll calculations are needed.

What is the Income scenario's tab

300

The shield on the google chrome toolbar represents this page.

What is Intralinks

300

This type of business will typically not have a full 12 months of payroll, and may be identified by reading SharePoint data

What is a new business (or business opened after February 15, 2019)

300

This is the most common tax document used to prove payroll in Quarter 1 of 2020

What is tax form 941

300

This 4 letter acronym is the database that populates this section of our SharePoint data.

ICDP section

300

The maximum number of K1's allowed to be captured on the Income Scenario calculator is ___

What is 10

400

This tool is used to input data from documents, to see if the clients loan amount request is reasonable

What is the PPP Loan Calculator

400

These type of filers may have several partnerships, each with a different percentage stake in the business.

What are 1065 Schedule K Filers

400

This tax form is required if you are a 1040 Schedule F filer with no employees

What is the Schedule 1 tax form

400

If a client is a 1040 Schedule C filer without employees, line ___ cannot be zero or negative, otherwise this is a fail for question 3.

Line 31

400

Your calculated annual payroll on the Income Scenario calculator cannot be exceed this dollar amount.

What is $100,000

500

This the name Marisela gave our team, on the second week of us working together

What is the BAU team

500

These types of businesses may have a form 990 for 2019.

What are non-profit businesses

500

DAILY DOUBLE!! (worth 1000 points)


Businesses that are agricultural will have this document for 2019

What is tax form 943

500

When using form 944, you are to obtain the annual payroll amount from box ___

What is Box 1

500

What are the 3 different sections on the main page of the PPP calculator?

What is General Information, Borrower Loan Template Information, and Final Decision.