TRX December 7th, 2009
This is a test over the topics covered in the first day of learning the TRX Pro 1040 software.
- 1.
When running the installation, if it's a network install on the HOST computer, we choose the Server install.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
In a network install, we ALWAYS choose Server/Workstation for the Host computer.Rate this question:
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- 2.
When installing states and packages, what two options are available for use to obtain the upgrades?
- A.
Call our technical support team for the appropriate access codes
- B.
Install from the Internet
- C.
Email the IRS for access to certain upgrades
- D.
Install from the Hard Drive
- E.
Install from the CD
Correct Answer(s)
B. Install from the Internet
E. Install from the CD -
- 3.
After the installation completes, and the option to launch the program is chosen, what should the next window that pops up be?
- A.
Windows Update
- B.
Initial Configuration
- C.
CD Auto Run
- D.
TRX website
Correct Answer
B. Initial Configuration -
- 4.
The four pieces of information needed to activate the software are the Account Number, Serial Number, Charge Number, and the Street Address.
- A.
TRUE
- B.
FALSE
Correct Answer
A. TRUE -
- 5.
With the TRX software, we only offer 40 of the 50 states.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
Even though some states don't have income tax, we still have the option of all 50 states.Rate this question:
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- 6.
The Convert Clients selection is under what menu?
- A.
Utilities
- B.
Settings
- C.
File menu
- D.
Workbench
Correct Answer
C. File menu -
- 7.
You don't have to fill out the Firm Data page to run a conversion.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
You must have the Firm Data completely filled out to run the conversion utility.Rate this question:
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- 8.
What package of returns can we not convert from?
- A.
1040
- B.
1120
- C.
1068
- D.
1041
Correct Answer
C. 1068 -
- 9.
What are the possible results when running a conversion?
- A.
Finished
- B.
Success
- C.
Complete
- D.
Failed
- E.
Warning
Correct Answer(s)
B. Success
D. Failed
E. Warning -
- 10.
If the program is set to upgrade automatically, you must restart the program after the download has completed.
- A.
TRUE
- B.
FALSE
Correct Answer
A. TRUEExplanation
In order for the upgrades to be applied, the program must be restarted, even if the upgrade is scheduled to run automatically.Rate this question:
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- 11.
If someone needs to add different state forms after the initial configuration, where are the states available for download?
- A.
Trxpro.com
- B.
Workbench > Support Tool
- C.
Control Data
- D.
Installations > Install Systems
Correct Answer
D. Installations > Install SystemsExplanation
From the Install Systems Menu they can download the other federal forms they need, as well.Rate this question:
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- 12.
TRX Pro 1040 can convert 1040, 1065, and 1120 forms all at the same time.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
Each federal package must be converted individually.Rate this question:
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- 13.
When installing the program from the CD, which option should you choose?
- A.
Run
- B.
Save
- C.
Cancel
- D.
These selections are not applicable
Correct Answer
A. RunExplanation
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.Rate this question:
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- 14.
If a tax preparer changes locations and renames their business, which information can be adjusted in their control data to reflect those changes?
- A.
All information that has been changed
- B.
Only their name
- C.
All information except the address
- D.
All information except their Account Number, Charge Number, Serial Number, and Address
Correct Answer
D. All information except their Account Number, Charge Number, Serial Number, and AddressExplanation
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.Rate this question:
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- 15.
The program will upgrade even when the computer is turned off.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
The computer must be on for the upgrade to run.Rate this question:
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- 16.
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?
- A.
Clients
- B.
Preparers
- C.
Invoice Settings
- D.
None of the above
Correct Answer
A. ClientsExplanation
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.Rate this question:
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- 17.
Which of the following is NOT installed with TRX Pro 1040?
- A.
Microsoft .NET Framework
- B.
SQL Server
- C.
Adobe Reader
- D.
Microsoft Excel
Correct Answer
D. Microsoft Excel -
- 18.
After the conversion runs, all of the converted clients will be stored in the Conversion folder.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
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.Rate this question:
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- 19.
States can be set to automatically download with the Automatic Upgrade.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
States can only be downloaded with Install Systems.Rate this question:
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- 20.
Customers can set up the bank they are using with Initial Configuration.
- A.
TRUE
- B.
FALSE
Correct Answer
A. TRUE -
- 21.
If a customer was installing the program, and canceled the System Install, where do you go to finish the installation?
- A.
C:\TaxPrep\TY08\Bin
- B.
C:\UTS08\Settings
- C.
Start > Programs > TRX Pro 1040 2008 > Install Systems
- D.
Start > Program > TRX Pro 1040 2008 > Automatic Upgrade Utility
Correct Answer
C. Start > Programs > TRX Pro 1040 2008 > Install Systems -
- 22.
Other than the Initial Configuration, what menu can you go to in order to adjust Automatic Upgrade settings?
- A.
Utilities
- B.
Settings
- C.
Workbench
- D.
Installations
Correct Answer
D. Installations -
- 23.
If a client calls in and asks for the Access Codes, what code do you give them?
- A.
TRX2008
- B.
Mboro2008
- C.
R3dG3ar
- D.
We don't use Access Codes
Correct Answer
D. We don't use Access Codes -
- 24.
Where can you go to keep the SSN in the client profile from being masked?
- A.
Utilities
- B.
Control Data
- C.
Support Tool
- D.
Client Management
Correct Answer
B. Control Data -
- 25.
Which tab in Control Data can you go to to turn off the automatic calculation of social security and medicare?
- A.
Switches
- B.
Suppress
- C.
Forms
- D.
Audit
Correct Answer
A. Switches -
- 26.
The program can only start in the Home Screen.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
In Control Data, under Startup, you can set the program to start in the Home Screen, Idle Mode, or Client Selection.Rate this question:
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- 27.
In a typical Stand Alone installation, what type of database will be used?
- A.
Access
- B.
SQL
- C.
Excel
- D.
.Net
Correct Answer
A. Access -
- 28.
Where can you go to view the paths for the databases from outside the program?
- A.
Install Systems
- B.
Program Files
- C.
Support Tool
- D.
My Computer
Correct Answer
C. Support Tool -
- 29.
What is the component of the conversion utility that causes it to not work on a 64-bit Operating System?
- A.
SQL
- B.
.NET Framework
- C.
InstallShield Wizard
- D.
The network setup
Correct Answer
B. .NET Framework -
- 30.
Converted files will always save to the Default folder.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
You can choose the folder you want to save the converted clients into.Rate this question:
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Mar 22, 2022Quiz Edited by
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Nov 19, 2009Quiz Created by
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