TRX December 7th, 2009

1. If a client calls in and asks for the Access Codes, what code do you give them?

TRX2008

Mboro2008

R3dG3ar

We don't use Access Codes

2. After the installation completes, and the option to launch the program is chosen, what should the next window that pops up be?

Windows Update

Initial Configuration

CD Auto Run

TRX website

3. With the TRX software, we only offer 40 of the 50 states.

TRUE

FALSE

Even though some states don't have income tax, we still have the option of all 50 states.

Explanation

Even though some states don't have income tax, we still have the option of all 50 states.

4. The Convert Clients selection is under what menu?

Utilities

Settings

File menu

Workbench

5. The four pieces of information needed to activate the software are the Account Number, Serial Number, Charge Number, and the Street Address.

TRUE

FALSE

6. Customers can set up the bank they are using with Initial Configuration.

TRUE

FALSE

7. The program will upgrade even when the computer is turned off.

TRUE

FALSE

The computer must be on for the upgrade to run.

Explanation

The computer must be on for the upgrade to run.

8. The program can only start in the Home Screen.

TRUE

FALSE

In Control Data, under Startup, you can set the program to start in the Home Screen, Idle Mode, or Client Selection.

Explanation

In Control Data, under Startup, you can set the program to start in the Home Screen, Idle Mode, or Client Selection.

9. What package of returns can we not convert from?

1040

1120

1068

1041

10. Which of the following is NOT installed with TRX Pro 1040?

Microsoft .NET Framework

SQL Server

Adobe Reader

Microsoft Excel

11. TRX Pro 1040 can convert 1040, 1065, and 1120 forms all at the same time.

TRUE

FALSE

Each federal package must be converted individually.

Explanation

Each federal package must be converted individually.

12. When installing the program from the CD, which option should you choose?

Run

Save

Cancel

These selections are not applicable

Clicking on run will enable the computer to read the CD. You cannot save the files from the CD, and so the installation will not work if you click on Save.

Explanation

Clicking on run will enable the computer to read the CD. You cannot save the files from the CD, and so the installation will not work if you click on Save.

13. If someone needs to add different state forms after the initial configuration, where are the states available for download?

Trxpro.com

Workbench > Support Tool

Control Data

Installations > Install Systems

From the Install Systems Menu they can download the other federal forms they need, as well.

Explanation

From the Install Systems Menu they can download the other federal forms they need, as well.

14. Other than the Initial Configuration, what menu can you go to in order to adjust Automatic Upgrade settings?

Utilities

Settings

Workbench

Installations

15. Which tab in Control Data can you go to to turn off the automatic calculation of social security and medicare?

Switches

Suppress

Forms

Audit

16. When installing states and packages, what two options are available for use to obtain the upgrades?

Call our technical support team for the appropriate access codes

Install from the Internet

Email the IRS for access to certain upgrades

Install from the Hard Drive

Install from the CD

Submit

17. If the program is set to upgrade automatically, you must restart the program after the download has completed.

TRUE

FALSE

In order for the upgrades to be applied, the program must be restarted, even if the upgrade is scheduled to run automatically.

Explanation

In order for the upgrades to be applied, the program must be restarted, even if the upgrade is scheduled to run automatically.

18. After the conversion runs, all of the converted clients will be stored in the Conversion folder.

TRUE

FALSE

The user can set the files to convert into whichever folder they have created, or they can save them into Default or Samples, which are already in the program.

Explanation

The user can set the files to convert into whichever folder they have created, or they can save them into Default or Samples, which are already in the program.

19. Where can you go to keep the SSN in the client profile from being masked?

Utilities

Control Data

Support Tool

Client Management

20. What is the component of the conversion utility that causes it to not work on a 64-bit Operating System?

SQL

.NET Framework

InstallShield Wizard

The network setup

21. Converted files will always save to the Default folder.

TRUE

FALSE

You can choose the folder you want to save the converted clients into.

Explanation

You can choose the folder you want to save the converted clients into.

22. If a tax preparer changes locations and renames their business, which information can be adjusted in their control data to reflect those changes?

All information that has been changed

Only their name

All information except the address

All information except their Account Number, Charge Number, Serial Number, and Address

The Account Number, Charge Number, Serial Number and the preparer's address are all registered together and must remain the same for the program to work.

Explanation

The Account Number, Charge Number, Serial Number and the preparer's address are all registered together and must remain the same for the program to work.

23. What are the possible results when running a conversion?

Finished

Success

Complete

Failed

Warning

Submit

24. Where can you go to view the paths for the databases from outside the program?

Install Systems

Program Files

Support Tool

My Computer

25. In a typical Stand Alone installation, what type of database will be used?

Access

SQL

Excel

.Net

26. You don't have to fill out the Firm Data page to run a conversion.

TRUE

FALSE

You must have the Firm Data completely filled out to run the conversion utility.

Explanation

You must have the Firm Data completely filled out to run the conversion utility.

27. If a customer was installing the program, and canceled the System Install, where do you go to finish the installation?

C:\TaxPrep\TY08\Bin

C:\UTS08\Settings

Start > Programs > TRX Pro 1040 2008 > Install Systems

Start > Program > TRX Pro 1040 2008 > Automatic Upgrade Utility

28. When running the installation, if it's a network install on the HOST computer, we choose the Server install.

TRUE

FALSE

In a network install, we ALWAYS choose Server/Workstation for the Host computer.

Explanation

In a network install, we ALWAYS choose Server/Workstation for the Host computer.

29. After running the initial configuration, which of the following will NOT be carried into the program from the 2008 version of TRX Pro 1040 to the 2009 version?

Clients

Preparers

Invoice Settings

None of the above

The clients must be added after running the initial configuration by going into the Client Profile, clicking on Update, choosing the prior year clients and clicking Update, again.

Explanation

The clients must be added after running the initial configuration by going into the Client Profile, clicking on Update, choosing the prior year clients and clicking Update, again.

30. States can be set to automatically download with the Automatic Upgrade.

TRUE

FALSE

States can only be downloaded with Install Systems.

Explanation

States can only be downloaded with Install Systems.