Final Assessment Review

25 Questions | Total Attempts: 48

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Final Assessment Quizzes & Trivia

This is a review for the upcoming final assessment. Good Luck!


Questions and Answers
  • 1. 
    E-filing fees may also be subject to sales tax.
    • A. 

      False

    • B. 

      True

  • 2. 
    Your customer was charged for a TurboTax Deluxe CD through TurboTax Advantage in November. He wants to cancel his subscription and calls in to get a refund. What will you do?
    • A. 

      Inform him that since it’s a CD he has to send it to our “Returns Department” within 60 days of his purchase to get a refund.

    • B. 

      Request him to provide with the Order number to cancel and process a refund. Inform him that we cannot process refund as he should have cancelled his subscription before October when we sent him reminder Emails.

    • C. 

      Neither of these answers

  • 3. 
    If I am using TurboTax Online do I have to pay extra to do a second return for my son?
    • A. 

      No, you may do as many returns online as you can complete with the desktop version.

    • B. 

      Yes, with TurboTax online you pay per return so there would be a separate charge for your son.

  • 4. 
    How long will it take for a customer to receive a check for a Product Refund?
    • A. 

      6 to 8 Weeks

    • B. 

      2 Weeks

    • C. 

      4 to 7 Business Days

    • D. 

      4 to 5 Weeks

  • 5. 
    Your customer calls to find out how many returns they can e-file with the desktop product? What is the correct answer?
    • A. 

      5 Returns

    • B. 

      10 Returns

    • C. 

      1 Return

    • D. 

      3 Returns

  • 6. 
    Your customer was double charged for Pro Review. What will you do?
    • A. 

      Request that they contact Tax Resources Inc. to get a refund and provide the direct number.

    • B. 

      Process a refund and provide an order confirmation

    • C. 

      Transfer the call to Pro Review Department.

  • 7. 
    When would be the final updates available?
    • A. 

      Middle of January

    • B. 

      Middle of March

    • C. 

      End of February

    • D. 

      Middle of April

  • 8. 
    Can we process refund for Audit Defense charges?
    • A. 

      No

    • B. 

      Yes

  • 9. 
    Mark calls you and says that he is getting audited for his 2005 taxes and he did not purchase Audit Defense. So he wants to know how he can get the service now. Which of the following is the best response?
    • A. 

      Inform him that you will help him purchasing the software.

    • B. 

      Inform that he cannot purchase Audit defense for prior year taxes.

    • C. 

      Inform that Audit Defense is available for 2005 but he cannot purchase it after getting an Audit Notice from IRS.

    • D. 

      Provide him with the contact number of Audit Defense for assistance.

  • 10. 
    The charge for live community is
    • A. 

      There is no charge

    • B. 

      $19.95

    • C. 

      $29.95

    • D. 

      $25.95

  • 11. 
    Is it possible for the online customer to download “Audit Support Center”?
    • A. 

      Yes

    • B. 

      No

  • 12. 
    Within how many days should a customer submit his claim to Accuracy Guarantee from the day of receiving a penalty notice from the Government?
    • A. 

      21 Days

    • B. 

      60 Days

    • C. 

      25 Days

    • D. 

      20 Days

  • 13. 
    What is the E-mail address to check the status of Accuracy Guarantee Claim?
  • 14. 
    How will an order number start when the order is placed in Mosaic?
    • A. 

      SBL

    • B. 

      SPOTE

    • C. 

      TTD

    • D. 

      TTW

  • 15. 
    Your customer says I receive Schedule K-1s and do freelancing work. I have bought a new home and want to claim mileage on my returns. Can I use TurboTax Deluxe?
    • A. 

      Yes, TurboTax Deluxe will support all of your tax situations. If you find you need more help in the home business or investment sections you can upgrade within the program.

    • B. 

      No, I would suggest TurboTax Home and Business because it has specific interview questions which were designed to help you with investment and home business situations.

  • 16. 
     TurboTax Business product is available for download onto a Mac Computer.
    • A. 

      False

    • B. 

      True

  • 17. 
    If your customer forgets their password what Knowledgebase article would you refer them to?
    • A. 

      KBID 355

    • B. 

      KBID 463

    • C. 

      KBID 989

    • D. 

      KBID 973

  • 18. 
    Where is the first place you should ask your customer to go to determine their available hard drive space?
    • A. 

      My Documents

    • B. 

      My Network Places

    • C. 

      My Computer

    • D. 

      All the answers are correct

  • 19. 
    What Article ID# describes the TurboTax Satisfaction Guarantee?
    • A. 

      KBID 335

    • B. 

      KBID 533

    • C. 

      KBID 196

    • D. 

      KBID 170

  • 20. 
    Michael wants to prepare and e-file 55 tax returns as he is a CPA. What would you suggest him?
    • A. 

      Purchase TurboTax Home and Business

    • B. 

      Purchase Pro Series

    • C. 

      Purchase Personal Pro

    • D. 

      Inform INTUIT does not have software which help him to prepare and E-file 55 tax returns

  • 21. 
    Your customer, Jan Romany, has purchased the TurboTax Deluxe product from turbotax.com. She is contacting you to ask...What if I uninstall TurboTax, but then need to download the program again?  What answer might you provide to Jan?
    • A. 

      No problem Jan, you can download the program again by accessing the My Downloads page. TurboTax is available for you to download as many times as you need for up to three years after the release date of the product.

    • B. 

      Jan downloading your TurboTax product a second time can be difficult. What I might suggest is when you download it the first time, save it to a CD and then you will have the program any time you need it.

    • C. 

      This is not an issue at all Jan. All you would need to do is contact us and we can send you a CD whenever you like at no charge.

  • 22. 
    TurboTax supports Nonresident form for state taxes.
    • A. 

      True

    • B. 

      False

  • 23. 
     Mr. Peters contacts you and asks…Can I transfer two returns from last year into my current year TurboTax program? My new wife and I both used TurboTax last year and now we are married filing jointly?
    • A. 

      No, Mr. Peters, unfortunately you will only be able to transfer one return. TurboTax cannot merge data from two prior year returns.

    • B. 

      Yes, Mr. Peters, you certainly may transfer two prior year returns into your current year tax return.

  • 24. 
    Customers should _____, then _____.
  • 25. 
    Is it possible to transfer prior year data from TurboTax 2008 desktop product to a current year 2009 TurboTax online tax return?
    • A. 

      Yes, it is possible

    • B. 

      No, it is not currently possible.