irs
Tax Preparer
Software
Ethics
Double Jeopardy
100

What does the irs stand for?

What is internal revenue service?

100

As a tax preparer at Tax smarter what is our main objective?

What is our clients entire financial blue print?

100

What is the name of the Tax Software used to prepare a tax return?

What is Tax Smarter Genie?

100

How many filing status are there?

What is five?

100

What is the name of the refund bank?

What is Refund advantage?

200

What is the website to get your Ptin?

What is irs.gov/Ptin

200

What is the name of the number a tax preparer must have in order to prepare taxes?

What is a Ptin?

200

What is the name of the software used to store your clients file?

What is Canopy?

200

Social security cards, birth certificates, proof of address, are examples of what?

What is Due diligence documents?

200

CTC stands for?

What is child tax credit?

300

What would be the form file for a person who is self employed?

What is a schedule c?

300

If a tax payer has an traditional job what is the name of the form that they will receive?

What is a W2?

300

What does the initials CRP stand for?

What is Credit restoration program?

300

What is the name of the Tax Smarter website?

300

EIC stands for?

What is earned income credit?

400

How long can you claim the lifetime learning credit?

What is forever?

400

What age does a person stop receiving earned income credit?

What is 19-23?

400

What internet browser must you use in order to access the IRS website?

What is Internet explorer?

400

What is our customer service level expectations?

What is customer service on 10?

400

AOTC stands for?

What is American opportunity tax credit?

500

Whats the number to the irs?

What is 1800-829-1040?

500

What age does a child no longer qualify for the childs tax credit?

What is age 17?

500

what is the name of our communication portal?

What is microsoft teams?

500

What are the three ways a tax client can receive their refund?

What is a check, debit card, or direct deposit?

500
Who should you contact in the event you are having issues with an return?

What is your office management?