DAY 1: Intro & PE/Box/XCM
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
CONTROL + Z DOES WHAT???
UNDO
Where can you find a wkp template?
Who is a part of the KIP Team?
*** THREE PEOPLE MINIMUM
Jake
Rob
Chad
Joe Dente
Lindsey
Mike S
WHOS THE LEADER OF THE NICHE??
COLLEEN FAY
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
IF FORMULA IS WHAT???
WHAT TAB IS CORRELATED TO THE EQUITY TAB????
one tab
WHAT IS THE UNIQUE ID SEQUENCE FOR INVESTORS IN A FUND???
WSBXXXXXXXXXXX
EXTENTSIONS ARE DUE?
1.9/15
2.1/1
3.3/15
4.12/31
3/15
" CTRL+C & CTRL+P "DOES WHAT??
COPY AND PRINT
DURING THE TRAININGS, WHAT TYPE OF ALLOCATION WKP WAS DONE FOR THE HEDGE FUND TRAINING _____
MONTHLY
where does one do testing???
staging
WHEN SHOULD YOU ENTER TIME???
DAILY
Is it true you can get to box online by going through file explorer
TRUE
DOES THE RANGE OF XLOOKUP FORMULA LOOKS DATA UP VERTICALLY
TRUE
WHAT WOULD CAUSE A DECIMAL ERROR IN YOUR WORKPAPER?
YOU DIDNT ROUND YOUR FORMULAS
WHAT ARE THE 3 STEPS TO UPDATE PRE-EXISTING PARTNER DEMOS???????
1. EXPORT DEMO TEMPLATE FROM KIP
2. UPDATE INFO IN FILE
3. REIMPORT INTO KIP
WHEN ARE 1065'S DUE??
***with extension
9/15
WHAT DOES XCM DISPLAY?
1.STAFFING
2.FILING INSTRUCTIONS
3.DELIVERABLES
WHAT IS THE KEYBOARD SHORTCUT FOR PASTE SPECIAL?????????
WHAT IS THE MACRO YOU SHOULD RUN BEFORE RUNNING ANOTHER MACRO????????????
REFRESH MACROOOOOOO
When was KIP Launched??
2023
WHAT SHOULD YOU DO BEFORE SENDING YOUR RETURN FOR REVIEW????
1. SELF REVIEW
2. QUALIFY
3. NUH TING <3
4. EFILE
SELF REVIEW
QUALIFY