RECAP DAY!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

DAY 1: Intro & PE/Box/XCM

200

which one of these is not a common fund type? 

1.hedge fund 

2.private equity 

3.stock fund 

4.venture capital 

3.stock fund 

400

what do you use box for

1. running k1s 

2.sending an email to a client 

3. efiling the return 

4. uploading the draft return for review 

4. uploading the draft return for review

600

WHERE DO YOU FIND THE CLIENT CODE?

1.XCM 

2.BOX

3.PE

4. ALL ABOVE

4. ALL ABOVE

800

Is it true you can get to box online by going through file explorer

TRUE

10000

WHAT DOES XCM DISPLAY?

 

1.STAFFING 

2.FILING INSTRUCTIONS 

3.DELIVERABLES

DAY 2: Excel

200

CONTROL + Z DOES WHAT???

UNDO

600

" CTRL+C & CTRL+P  "DOES WHAT??

COPY AND PRINT

800

DOES THE XLOOKUP FORMULA LOOKS DATA UP VERTICALLY 

TRUE

DAY 3: WKP

200

Where can you find a wkp template?

FS tax admin folder

400

WHAT TAB IS CORRELATED TO THE EQUITY TAB????

one tab

600

DURING THE TRAININGS, WHAT ALLOCATION WKP WAS DONE FOR THE HEDGE FUND TRAINING _____

MONTHLY

800

WHAT WOULD CAUSE A DECIMAL ERROR IN YOUR WORKPAPER?

YOU DIDNT ROUND YOUR FORMULAS

DAY 4: KIP

200

Who is a part of the KIP Team?

Jake

Rob

Chad

JD

Lindsey

MIKE S

400

WHAT SHOULD YOU DO BEFORE CREATING A NEW FOOTNOTE IN KI1P????

ASK IN CHARGE

800

where does one do testing???

staging

10000

When was KIP Launched??

2023

RANDOM

200

WHOS  THE LEADER OF THE NICHE??

COLLEEN FAY

400

EXTENTSIONS ARE DUE?

1.9/15 

2.1/1 

3.3/15 

4.12/31 

3/15 

600

WHO ARE THE TWINS??

KAELIN

RAHUL

DYLAN

800

NAME ALL THE SENIORS

ANA

JOHN

HANNA

RIP VIV :(

10000

WHO ARE THE SHORTEST AND TALLEST IN THE NICHE?

ANA & HUBERT