TRX December 3rd, 2009
This test covers information learned during day two of the TRX Pro-TW software training.
- 1.
What are the two main reasons to run diagnostics?
- A.
Correct Errors and create an E-file
- B.
Run Reports and Print labels
- C.
System Snapshot and Test Connections
- D.
Detect Modem and Set up Printers
Correct Answer
A. Correct Errors and create an E-file -
- 2.
What menu do you find the Client Organizers under?
- A.
Communications
- B.
Reports
- C.
File
- D.
Tools
Correct Answer
B. Reports -
- 3.
You can search for a taxpayer with all of the following information, except
- A.
Taxpayer SSN
- B.
Taxpayer Address line 1
- C.
Taxpayer's Last Name
- D.
Taxpayer Daytime Telephone
Correct Answer
B. Taxpayer Address line 1 -
- 4.
The Client Profile will not list any deleted clients.
- A.
TRUE
- B.
FALSE
Correct Answer
A. TRUEExplanation
However, you can search for them by going to File > Search/Query for Taxpayer.Rate this question:
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- 5.
After finishing a return and creating the E-file, what menu will you go to in order to send the return to the E-file center?
- A.
Tools
- B.
Reports
- C.
Communications
- D.
Bank
Correct Answer
C. Communications -
- 6.
Under what menu will you find the Acknowledgements?
- A.
Tools
- B.
Bank
- C.
View
- D.
Reports
Correct Answer
D. Reports -
- 7.
You can only print with the Print button at the top of the screen.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
You can also print from the File Menu.Rate this question:
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- 8.
You cannot print blank return forms in TaxWise.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
You can print blank forms by going to File > Print > Print Blank Forms.Rate this question:
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- 9.
When creating a report, what format will it be in?
- A.
Word Document
- B.
Taxwise Document
- C.
Text File
- D.
PDF
Correct Answer
D. PDF -
- 10.
What is the Shortcut for overriding an entry?
- A.
F8
- B.
F9
- C.
Ctrl + F8
- D.
Alt + F4
Correct Answer
A. F8 -
- 11.
What is the Shortcut for linking a form?
- A.
F9
- B.
F8
- C.
Ctrl + F5
- D.
F5
Correct Answer
A. F9 -
- 12.
Once you link a form incorrectly, you must delete it and link it again in order to put it in the right place.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
To change the Parent Form of an improperly linked form, you can right click it in the Forms Tree and choose Change Parent Form. Then, select the appropriate form.Rate this question:
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- 13.
Where are the business codes listed within the program?
- A.
Tools
- B.
Taxwise Help
- C.
File
- D.
View
Correct Answer
B. Taxwise Help -
- 14.
If a client does not receive an Acknowledgement from a return they sent a month ago, where can we go to check the status of their return?
- A.
Trxpro.com, under the Contact Heading
- B.
Trxalliance.com, under the Products Heading
- C.
Support.taxwise.com, under Return Query
- D.
We cannot check their return status.
Correct Answer
C. Support.taxwise.com, under Return Query -
- 15.
Where can you find the option to View/Edit Print Packets?
- A.
File > Print
- B.
Communications
- C.
Reports
- D.
Taxwise Utility
Correct Answer
D. Taxwise Utility -
- 16.
It is not possible to print mailing labels from the data stored in Taxwise.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
You can print mailing labels from the Reports Menu.Rate this question:
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- 17.
In Taxwise Utility, where do you go to adjust printer settings?
- A.
Setup > Setup Options > Printer Setup
- B.
File > Taxwise Explorer
- C.
Help > Utility Help
- D.
Communication > System Snapshot
Correct Answer
A. Setup > Setup Options > Printer Setup -
- 18.
What is the first information you will type in for a new 1040 return?
- A.
Taxpayer Name
- B.
Taxpayer SSN
- C.
Taxpayer Birthday
- D.
Taxpayer Filing Status
Correct Answer
B. Taxpayer SSN -
- 19.
When adjusting printer settings, it is possible to set different printers for Tax Forms, Checks, and Labels.
- A.
TRUE
- B.
FALSE
Correct Answer
A. TRUE -
- 20.
Which of the following is not a type of report that can be run in TaxWise?
- A.
Client List
- B.
Postcard Missing You
- C.
Tax Calendar Letter
- D.
Postcard for Birthdays
Correct Answer
D. Postcard for Birthdays -
- 21.
From creating a return to getting the acknowledgement, what are the steps for e-filing a return in Taxwise?
- A.
Finish return, Create E-File, Send E-File through Communications Menu, Get Acknowledgements through Communications Menu, View Acknowledgement
- B.
Finish return, Run Diagnostics, Fix Diagnostic Errors, Create E-file, Send E-File through Communications Menu, Get Ack through Communications Menu, View Ackowledgement
- C.
Finish return, Run Diagnostics, Create E-File, Get Acknowledgement through Communications Menu
- D.
Finish return, Run Diagnostics, Fix Diagnostic Errors, Get Acknowledgements through Communications Menu, View Acknowledgement
Correct Answer
B. Finish return, Run Diagnostics, Fix Diagnostic Errors, Create E-file, Send E-File through Communications Menu, Get Ack through Communications Menu, View Ackowledgement -
- 22.
If a client is trying to print a check, but the file is corrupt, and he or she is unable to print the check, what is the solution?
- A.
Rehang the Check
- B.
Redo the Return
- C.
Retype the W-2
- D.
Resubmit the E-file
Correct Answer
A. Rehang the Check -
- 23.
Once a client has received a check in the program, it will remain there until it is printed.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
Checks will expire if not printed in a timely matter. After the check has expired, the client will have to call us so we can contact Taxwise and get a rehang on the check.Rate this question:
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- 24.
Ctrl + U is the shortcut for which option?
- A.
Change Package
- B.
Undo
- C.
Unestimate
- D.
Change User
Correct Answer
D. Change User -
- 25.
If a client needs to split a Married Filing Joint return, where is the option to do this?
- A.
Tools
- B.
Client Profile
- C.
File
- D.
This is not possible.
Correct Answer
C. File -
- 26.
It is possible to set the return in "What if?" mode and adjust the forms to reflect different scenarios.
- A.
TRUE
- B.
FALSE
Correct Answer
A. TRUEExplanation
You can access this from the File Menu, and you will be able to make changes without affecting the actual return.Rate this question:
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- 27.
The input screens in Taxwise are displayed as if you are actually typing on the form you are using.
- A.
TRUE
- B.
FALSE
Correct Answer
A. TRUEExplanation
This is true. In TRX Pro 1040, however, the information is typed into input screens that are then carried over to the appropriate forms.Rate this question:
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- 28.
Most of the options for changin entries on forms can be found under which Menu?
- A.
File
- B.
Edit
- C.
Communications
- D.
Tools
Correct Answer
B. Edit -
- 29.
In order to check the status of a return that you have not received an Acknowledgement for in Taxwise, where should you go?
- A.
The E-file Center Website
- B.
Trxpro.com
- C.
Support.taxwise.com
- D.
You cannot check the status unless you have the Ack
Correct Answer
C. Support.taxwise.com -
- 30.
What menu will you find the Mailing Labels under?
- A.
Reports
- B.
Communications
- C.
Tools
- D.
File
Correct Answer
A. Reports -
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Current Version
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Mar 19, 2022Quiz Edited by
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Nov 25, 2009Quiz Created by
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