TRX December 2nd, 2009

30 Questions | Attempts: 76
Share
Please wait...
Question 1 / 30
0 %
0/100
Score 0/100
1. If a form in the Forms Tree has a red exclamation point beside it, what does that mean?
Submit
Please wait...
About This Quiz
TRX December 2nd, 2009 - Quiz

This test covers the information covered on day one of the TRX Pro-TW training.

Personalize your quiz and earn a certificate with your name on it!
2. What is the Keyboard Shortcut for printing the return you are currently viewing?
Submit
3. What is the Keyboard Shortcut for displaying the Help window?
Submit
4. After installing the program, where are the two places you have to type in your EFIN?
Submit
5. What is the keyboard shortcut for Search/Query for Taxpayer?
Submit
6. What is the Keyboard Shortcut for saving a return?
Submit
7. What is the Keyboard Shortcut for going to the nest required entry on a tax form?
Submit
8. What is the Keyboard Shortcut for running diagnostics?
Submit
9. What is the Keyboard Shortcut for starting a new return?
Submit
10. You can only add a form to a return through the Add Form/Display Form List.

Explanation

You can use the Form List, Link by right clicking and choosing the form, or clicking the link button beside the input box.

Submit
11. You can adjust the form size when editing a return.
Submit
12. What is the Keyboard Shortcut for getting acknowledgements?
Submit
13. 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.

Explanation

Only fill-out data you want to carry to every single return in the Edit Tax Form Defaults because it will appear on all subsequent returns.

Submit
14. In ADMIN, you have the ability to do all of the following except
Submit
15. After installing Taxwise and launching the program for the first time, what will be the first thing you must do?
Submit
16. When logged in as ADMIN, where do you go to create new users?
Submit
17. You can fill out your invoice settings when logged in as ADMIN under Edit Tax Form Defaults.

Explanation

You will add the Price Form and set your prices, which will carry to all subsequent returns.

Submit
18. Where are the Taxwise files stored on the computer in a typical standalone install?
Submit
19. In the Taxwise Utilities/Setup Options, where do you go to change your company information?
Submit
20. You can only download conversions from support.taxwise.com

Explanation

The conversions for our software are available at www.trxpro.com

Submit
21. What menu would you find the option of Search/Query for Taxpayer?
Submit
22. By default, what is the password set to when you login to Taxwise for the first time?
Submit
23. Back-up, Restore, and Carry Forward are all found under which menu?
Submit
24. Which Menu will you go to in order to start a return in which the Taxpayer needs to apply for an ITIN?
Submit
25. After installing the conversion, what is the path to access it?
Submit
26. When running a conversion to TW, you must run the conversion from ___ to ___.
Submit
27. You only need to download one conversion to convert both individual and business returns, if needed, from your previous software to your Taxwise software.

Explanation

There are separate conversions for individual returns and business returns.

Submit
28. 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?
Submit
29. The default path to get to the tax return files in a stand alone installation of Taxwise is
Submit
30. What utility is used to move, copy, and rename returns?
Submit
View My Results

Quiz Review Timeline (Updated): Mar 20, 2022 +

Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.

  • Current Version
  • Mar 20, 2022
    Quiz Edited by
    ProProfs Editorial Team
  • Nov 25, 2009
    Quiz Created by
    Eking
Cancel
  • All
    All (30)
  • Unanswered
    Unanswered ()
  • Answered
    Answered ()
If a form in the Forms Tree has a red exclamation point beside it,...
What is the Keyboard Shortcut for printing the return you are...
What is the Keyboard Shortcut for displaying the Help window?
After installing the program, where are the two places you have to...
What is the keyboard shortcut for Search/Query for Taxpayer?
What is the Keyboard Shortcut for saving a return?
What is the Keyboard Shortcut for going to the nest required entry on...
What is the Keyboard Shortcut for running diagnostics?
What is the Keyboard Shortcut for starting a new return?
You can only add a form to a return through the Add Form/Display Form...
You can adjust the form size when editing a return.
What is the Keyboard Shortcut for getting acknowledgements?
It’s best to log in as ADMIN and fill out a client's entire return...
In ADMIN, you have the ability to do all of the following except
After installing Taxwise and launching the program for the first time,...
When logged in as ADMIN, where do you go to create new users?
You can fill out your invoice settings when logged in as ADMIN...
Where are the Taxwise files stored on the computer in a typical...
In the Taxwise Utilities/Setup Options, where do you go to change your...
You can only download conversions from support.taxwise.com
What menu would you find the option of Search/Query for Taxpayer?
By default, what is the password set to when you login to Taxwise for...
Back-up, Restore, and Carry Forward are all found under which menu?
Which Menu will you go to in order to start a return in which the...
After installing the conversion, what is the path to access it?
When running a conversion to TW, you must run the conversion from ___...
You only need to download one conversion to convert both...
If you need to create a new 1040 return, but every time you click New...
The default path to get to the tax return files in a stand alone...
What utility is used to move, copy, and rename returns?
Alert!

Advertisement