Show:
APPLICATION
LICENSE
ENTITY
VERSA
MISCELLANEOUS
100
How long is the timeframe for a prepare to receive a letter, after being sent by an agent?
What is 7-10 business days?
100
Entity is the only tab where you can search by what?
What is Date of Birth?
100
How many attempts can a preparer use before they are locked out of their Versa account?
What is 3 attempts
100
The IRS has contracted with whom to administer RTRP testing?
What is Prometric?
200
If at the end of the application a preparer answers no to the the jurat statement what happens?
What is they will not be able to proceed with the application?
200
What is PTINS used for?
What is preparers with no SSN?
200
The Entity Comprehensive View is divided into what 3 areas?
What is Header Pane, Navigation Pane, and List Pane?
200
If a preparer cannot access their account, what are the 3 self help tools available to them on the Versa website?
What is Forgot Password, Forgot Userid, and Cannot access their email account?
200
From which screen are several self-help functions available?
What is IRS Home Page?
300
The IRS can do what to a PTIN for preparers with felonies?
What is right to revoke?
300
A license can be granted to who?
What is an individual or an organization?
300
In order to search by name what button must be checked?
What is the individual button?
300
What is a quick and easy way for the preparers to see their basic account details?
What is My PTIN Information Box?
300
How many days is it before the token expires?
What is 75 days?
400
What field on the application is not required, but strongly recommended when adding credentials?
What is the expiration date?
400
What 5 things can be used to search for a license?
What is License #, Fed Tax # or SSN, address, and PTIN status?
400
What is it called when a user performs a search using the % sign?
What is Wild Card Search?
400
What are the 5 functions that a preparer can complete by themselves via manage My PTIN Account drop down menu?
What is Schedule a Competency Test, Reschedule/ Cancel A Competency Test, Manage PTIN/ Account Information, Temporarily Inactivate PTIN, Upload a Requested Document?
400
What number does the preparer need to cancel/reschedule an appointment?
What is Confirmation/ Tracking Number?
500
If a preparer owns a business what are the 3 numbers they must include on their application?
What is EIN, CAF, and EFIN numbers?
500
While Under Maintain Online Association if there is no asscoiated email on the account, what does this mean?
What is the preparer applied by Form-W12?
500
What is the name of the tab that displays all the names that a preparer may have linked to their account?
What is List of Names tab?
500
From where in Versa Office can a preparer check their messages, view account details, edit login information, and manage their account?
What is the Main Menu?
500
What is the address that we give when preparers need to send in documents for name change?
What is IRS Tax Proffessonal PTIN Processing Center 104 Brookeridge Drive #5000 Waterloo, IA 50702