TRX December 7th, 2009

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1/30 Questions

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

About This Quiz

This is a test over the topics covered in the first day of learning the TRX Pro 1040 software.

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
Correct Answer

A. Initial Configuration
3.

With the TRX software, we only offer 40 of the 50 states.
- TRUE
- FALSE
Correct Answer

A. FALSE

Explanation

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

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4.

The Convert Clients selection is under what menu?
- Utilities
- Settings
- File menu
- Workbench
Correct Answer

A. File menu
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
Correct Answer

A. TRUE
6.

Customers can set up the bank they are using with Initial Configuration.
- TRUE
- FALSE
Correct Answer

A. TRUE
7.

The program will upgrade even when the computer is turned off.
- TRUE
- FALSE
Correct Answer

A. FALSE

Explanation

The computer must be on for the upgrade to run.

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8.

The program can only start in the Home Screen.
- TRUE
- FALSE
Correct Answer

A. FALSE

Explanation

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

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9.

What package of returns can we not convert from?
- 1040
- 1120
- 1068
- 1041
Correct Answer

A. 1068
10.

Which of the following is NOT installed with TRX Pro 1040?
- Microsoft .NET Framework
- SQL Server
- Adobe Reader
- Microsoft Excel
Correct Answer

A. Microsoft Excel
11.

TRX Pro 1040 can convert 1040, 1065, and 1120 forms all at the same time.
- TRUE
- FALSE
Correct Answer

A. FALSE

Explanation

Each federal package must be converted individually.

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12.

When installing the program from the CD, which option should you choose?
- Run
- Save
- Cancel
- These selections are not applicable
Correct Answer

A. Run

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.

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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
Correct Answer

A. Installations > Install Systems

Explanation

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

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14.

Other than the Initial Configuration, what menu can you go to in order to adjust Automatic Upgrade settings?
- Utilities
- Settings
- Workbench
- Installations
Correct Answer

A. 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
Correct Answer

A. Switches
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
Correct Answer(s)

A. Install from the Internet
A. Install from the CD
17.

If the program is set to upgrade automatically, you must restart the program after the download has completed.
- TRUE
- FALSE
Correct Answer

A. TRUE

Explanation

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

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18.

After the conversion runs, all of the converted clients will be stored in the Conversion folder.
- TRUE
- FALSE
Correct Answer

A. FALSE

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.

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19.

Where can you go to keep the SSN in the client profile from being masked?
- Utilities
- Control Data
- Support Tool
- Client Management
Correct Answer

A. Control Data
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
Correct Answer

A. .NET Framework
21.

Converted files will always save to the Default folder.
- TRUE
- FALSE
Correct Answer

A. FALSE

Explanation

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

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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
Correct Answer

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

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.

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23.

What are the possible results when running a conversion?
- Finished
- Success
- Complete
- Failed
- Warning
Correct Answer(s)

A. Success
A. Failed
A. Warning
24.

Where can you go to view the paths for the databases from outside the program?
- Install Systems
- Program Files
- Support Tool
- My Computer
Correct Answer

A. Support Tool
25.

In a typical Stand Alone installation, what type of database will be used?
- Access
- SQL
- Excel
- .Net
Correct Answer

A. Access
26.

You don't have to fill out the Firm Data page to run a conversion.
- TRUE
- FALSE
Correct Answer

A. FALSE

Explanation

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

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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
Correct Answer

A. Start > Programs > TRX Pro 1040 2008 > Install Systems
28.

When running the installation, if it's a network install on the HOST computer, we choose the Server install.
- TRUE
- FALSE
Correct Answer

A. FALSE

Explanation

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

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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
Correct Answer

A. Clients

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.

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30.

States can be set to automatically download with the Automatic Upgrade.
- TRUE
- FALSE
Correct Answer

A. FALSE

Explanation

States can only be downloaded with Install Systems.

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Quiz Review Timeline (Updated): Mar 22, 2022 +

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Current Version
Mar 22, 2022

Quiz Edited by
ProProfs Editorial Team
Nov 19, 2009

Quiz Created by
Eking

TRX December 7th, 2009

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

Quiz Preview

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

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

The Convert Clients selection is under what menu?

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

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

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

The program can only start in the Home Screen.

What package of returns can we not convert from?

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

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

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

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

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

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

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

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

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

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

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

Converted files will always save to the Default folder.

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

What are the possible results when running a conversion?

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

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

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

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

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

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?

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