Short hand
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Acronym
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Acronym
The acronym EA stands for this.
What is Enrolled Agent?
Day 1 we learned that the IVS allows users 'X' number of chances to pass IVS verification before the RP is locked out.
What is three chances?
Day 1 - Slide #29/42
Login/password issues, upload issues and PTIN status checks are all examples of what?
What are call drivers?
Also acceptable Top call drivers*
Day 2 - Slide #5/25
The benefits of completing AFSP per the training material are this.
What are being in the IRS prepare directory, increased knowledge and limited practice rights for representing your clients before the IRS in certain matters?
Day 5 - Slide #5/28
All RP records lived in Versa at one point in time we now keep RP records in this new system known as.
What is SNOW or Service Now?
Day 7 - Slide#8-9/27
The acronym AFSP stands for this.
What is Annual Filing Season Program?
In the IVS verification process after the third failed attempt, their account is locked for this many hours.
What is 24 hours?
Day 1 - Slide #29/42
CSR support documentations and CPGs are all examples of guides that can be found in this area of our Workspace.
What is the knowledge base?
Day 2 - Slide #7,8/25
AFSP participants continuing educations courses must be completed by this day on the current calendar year.
What is December 31st?
Day 5 - Slide#6/28
According to the day 7 slides the "Current PTIN Status" can additionally be found under this Preparer record area.
What is the PTIN(s)?
Day 7 - Slide#13/27
DAILY DOUBLE! Points x 2
The acronym AFTR stands for this.
What is Annual Federal Tax Refresher?
Preparers who cannot pass IVS or are ineligible to verify their identity via IVS must upload these to verify their identity.
What are notarized supporting documents?
Day 1 - Slide #35/42
DAILY DOUBLE! Points x 2
Assuming your caller is a US born citizen, only these four prompts should be sufficient to meet call verification on your call.
What are complete name, complete date of birth, complete SSN, birth country and complete email.
Day 2 - Slide #11/25
This is considered the start of the peak season.
What is Mid to Late October?
Day 5 - Slide#7/28
Manual ID verification, IVS verification, Name Changes and AFSP Participations are categories of this in a RP record.
What are case types?
Day 7 - Slide#12/27
The acronym ITIN stands for this.
What is Individual Tax Identification Number?
For non-foreign applicants who have a SSN that doing manual verification these two pieces of notarized documents are may be used.
What is are social security card and a government issued photo ID?
Day 1 - Slide #39/42
Regardless of our workload, CSRs are to provide the correct timeframe for processing cases or paper applications the timeframe quoted is always this.
What is 6 weeks?
Day 2 - Slide #24/35
This is the deadline for consent to the Circular 230.
What is April 15th?
Day 5 - Slide#7/28
DAILY DOUBLE! Points x 2
Prepares use this online site to manage their accounts, submit PTIN info and view secure messages.
What is the preparer portal?
Day 7 - Slide#16/27
This short hand version of this word is written as DNRW when fully written out it stands for this.
What is "Did Not Renew"?
A non-ssn holder in India may not use these two pieces of identification for manual ID verification.
What is their Aadhaar Card with their Foreign Driver's license?
Day 1 - Slide #40/42
This one piece of Workspace identification information can be put into Teams chat as it is not PII.
What is Prepare ID or PID?
Was verbally said on Day 2 overview
This is the amount of credit hours a person doing CE will have if they are exempt from AFTR.
What is 15 credit hours?
Day 5 - Slide#13/28
In the RPO workspace CSRs will use this to locate RP records.
What is the Global Search?
Day 7 - Slide#21/27