TRX December 2nd, 2009
This test covers the information covered on day one of the TRX Pro-TW training.
- 1.What utility is used to move, copy, and rename returns?
- A.
Taxwise Explorer
- B.
Client Profile
- C.
Communications
- D.
Client Organizer
- 2.In ADMIN, you have the ability to do all of the following except
- A.
Transfer Files from one user to another
- B.
Open client returns
- C.
Create new users
- D.
Set form defaults
- 3.Where are the Taxwise files stored on the computer in a typical standalone install?
- A.
Taxwise08 Folder
- B.
Tax Returns 2008 Folder
- C.
UTS08 Folder
- D.
CCH08 Folder
- 4.You can only add a form to a return through the Add Form/Display Form List.
- A.
TRUE
- B.
FALSE
- 5.If a form in the Forms Tree has a red exclamation point beside it, what does that mean?
- A.
It is ready to be sent immediately
- B.
The due date for it to be filed has passed
- C.
The calculations are wrong
- D.
At least one required field is empty
- 6.Back-up, Restore, and Carry Forward are all found under which menu?
- A.
Tools
- B.
Communications
- C.
File
- D.
Edit
- 7.What menu would you find the option of Search/Query for Taxpayer?
- A.
Communications
- B.
File
- C.
Reports
- D.
Help
- 8.In the Taxwise Utilities/Setup Options, where do you go to change your company information?
- A.
Communication
- B.
File
- C.
Setup
- D.
Tools
- 9.After installing the program, where are the two places you have to type in your EFIN?
- A.
System Snapshot and View Authorization
- B.
Reindex Database and Install Federal Updates
- C.
Taxwise Help and About Taxwise
- D.
Set up Options and Register Software
- 10.You can only download conversions from support.taxwise.com
- A.
TRUE
- B.
FALSE
- 11.If you need to create a new 1040 return, but every time you click New Return it asks for an EIN, where should you go to enable creating a new return with a SSN?
- A.
Change Tax Package
- B.
Change User
- C.
Client Profile
- D.
Report Center
- 12.It’s best to log in as ADMIN and fill out a client's entire return in Edit Tax Form Defaults before you start your returns from the GUEST account.
- A.
TRUE
- B.
FALSE
- 13.When logged in as ADMIN, where do you go to create new users?
- A.
Edit Tax Form Defaults
- B.
File menu
- C.
Taxwise Utilities/Setup Options
- D.
Edit Menu
- 14.You can adjust the form size when editing a return.
- A.
TRUE
- B.
FALSE
- 15.When running a conversion to TW, you must run the conversion from ___ to ___.
- A.
Prior software 08, Taxwise 09
- B.
Prior software 09, Taxwise 09
- C.
Taxwise 08, Taxwise 09
- D.
Prior software 08, Taxwise 08
- 16.After installing the conversion, what is the path to access it?
- A.
Start > All programs > TaxWise 2009 > Conversion
- B.
Taxwise > File > Conversion
- C.
My Computer > Local Disk > Conversion
- D.
Start > Control Panel > Conversion
- 17.After installing Taxwise and launching the program for the first time, what will be the first thing you must do?
- A.
Restart your computer
- B.
Input your company information
- C.
Install the shortcuts
- D.
Reindex your database
- 18.By default, what is the password set to when you login to Taxwise for the first time?
- A.
Your user name
- B.
Your EFIN
- C.
Your Client ID
- D.
There is no password
- 19.You only need to download one conversion to convert both individual and business returns, if needed, from your previous software to your Taxwise software.
- A.
TRUE
- B.
FALSE
- 20.You can fill out your invoice settings when logged in as ADMIN under Edit Tax Form Defaults.
- A.
TRUE
- B.
FALSE
- 21.What is the keyboard shortcut for Search/Query for Taxpayer?
- A.
Shift + F5
- B.
Shift + F8
- C.
Ctrl + Q
- D.
Ctrl + S
- 22.What is the Keyboard Shortcut for printing the return you are currently viewing?
- A.
Alt + F9
- B.
Alt + F1
- C.
Ctrl + Y
- D.
Ctrl + P
- 23.What is the Keyboard Shortcut for displaying the Help window?
- A.
F1
- B.
F2
- C.
F3
- D.
F4
- 24.What is the Keyboard Shortcut for saving a return?
- A.
F1
- B.
F2
- C.
F3
- D.
F4
- 25.What is the Keyboard Shortcut for going to the nest required entry on a tax form?
- A.
Ctrl + F10
- B.
Ctrl + N
- C.
Ctrl + L
- D.
Ctrl + E
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