TRX December 4th, 2009
This test covers the information covered in day three of TRX Pro TW Training.
- 1.
Where is the dbrepair file located?
- A.
UTS08 Folder
- B.
Database Folder
- C.
TWTech Folder
- D.
Users Folder
Correct Answer
A. UTS08 Folder -
- 2.
In what folder will you find the client data files?
- A.
TWTech
- B.
Users
- C.
Database
- D.
Updates
Correct Answer
B. UsersExplanation
Each folder inside the Users folder will be a username, which will contain the clients of that user.Rate this question:
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- 3.
If the client data is stored in the correct place, but they are not showing up in the client profile, what would you do to populate that information?
- A.
Backup and Restore
- B.
TWTech
- C.
Dbrepair
- D.
Open Taxwise Explorer
Correct Answer
C. Dbrepair -
- 4.
If the Taxwise installation has completed on a Workstation, but there is still no icon on the desktop, you will need to uninstall and reinstall the program.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
To create the icon on the desktop, as well as configure the Workstation, you will run UTS08 > TWTech > Setup.exeRate this question:
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- 5.
What version(s) of Windows will not open the program on a workstation after the computer has been restarted?
- A.
XP Professional and Vista Business
- B.
Vista Ultimate and Vista Home Premium
- C.
Windows 7 and XP Professional
- D.
XP Home and Vista Home Basic
Correct Answer
D. XP Home and Vista Home BasicExplanation
These versions delete the mapped drive after turning off the computerRate this question:
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- 6.
Where do you go to check the version of Taxwise to make sure it is up-to-date?
- A.
Help > About Taxwise
- B.
File > Change User
- C.
TaxWise Explorer
- D.
Edit > Find
Correct Answer
A. Help > About Taxwise -
- 7.
If a client downloads a state but it will not work with their program, what is the first thing you should check?
- A.
Ask what time zone the state they downloaded is in
- B.
Make sure the program is updated to the most recent version
- C.
Ask whether or not they have filed returns for that state in the past
- D.
Make sure they are on a wireless connection
Correct Answer
B. Make sure the program is updated to the most recent version -
- 8.
If a client is in the program and cannot open returns, what is the first thing you should do?
- A.
Close the program and restart
- B.
Run dbrepair
- C.
Make sure they are not logged in as ADMIN
- D.
Edit Tax Form Defaults
Correct Answer
C. Make sure they are not logged in as ADMIN -
- 9.
If a client letter is displaying incorrect information, and you have verified that the information is typed in the return correctly, what should you do?
- A.
Delete all client letters
- B.
Restart the server
- C.
Delete the Users folder
- D.
Dbrepair
Correct Answer
D. DbrepairExplanation
This will force the information to populate again from the information in the returnRate this question:
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- 10.
If a client has locked him or herself out of support.taxwise.com, we will not be able to help them get into their account.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
We can reset their password via our account in support.taxwise.com. Their new password will be their Reg CodeRate this question:
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- 11.
What is the path to the file that should open when you open Taxwise from a non-networked installation?
- A.
C:\UTS08\TWW08.exe
- B.
C:\UTS08\taxwise.exe
- C.
C:\TW08\taxwise.exe
- D.
C:\TW08\TWW08.exe
Correct Answer
A. C:\UTS08\TWW08.exe -
- 12.
In Commit, where do you document what happened on a call you have just finished?
- A.
Members
- B.
Tickets
- C.
Main Info
- D.
Knowledge Base
Correct Answer
B. TicketsExplanation
Make sure you are in the correct account before you leave the ticketRate this question:
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- 13.
If a customer calls in to change his or her EFIN, what tab will you change the information on?
- A.
Members
- B.
Address
- C.
Main Info
- D.
Notes
Correct Answer
C. Main InfoExplanation
You will also check the New EFIN box, directly beside the box for typing the new EFINRate this question:
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- 14.
If someone calls in to switch from Taxwise to TRX Pro 1040, you will check the new package and leave the old package still selected.
- A.
TRUE
- B.
FALSE
Correct Answer
A. TRUEExplanation
You will also check the box “Switched Package” under the Main Info Tab, along with a History Note.Rate this question:
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- 15.
If a customer calls in to switch from Taxwise to ATX, where will you go in Commit to document this change?
- A.
Main Info
- B.
Notes
- C.
Members
- D.
They cannot switch to ATX
Correct Answer
D. They cannot switch to ATX -
- 16.
The client’s address will always be stored in the Address tab in Commit.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
The most recent and correct information is typically under the Main Info tab.Rate this question:
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- 17.
Which of the following is not a reason Acknowledgements might not be coming through into the program?
- A.
No internet connection
- B.
The program is not up-to-date
- C.
They have not been downloaded from the Support Site
- D.
There are no acknowledgements available
Correct Answer
C. They have not been downloaded from the Support Site -
- 18.
When you open the Knowledge Base in Commit, it will automatically Save and Close the account you have open.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
All open windows will remain open and you can view them in a list in the top left corner of the program.Rate this question:
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- 19.
If a client calls in because information is not carrying correctly from one form to another, what is the first thing to check?
- A.
Make sure all the forms are linked correctly
- B.
Make sure they have an internet connection
- C.
Make sure all computers have restarted
- D.
Make sure they have run dbrepair
Correct Answer
A. Make sure all the forms are linked correctly -
- 20.
If a Backup is stored on a CD, the Restore will not work properly.
- A.
TRUE
- B.
FALSE
Correct Answer
A. TRUEExplanation
Storing a Backup on a flash drive is the best option.Rate this question:
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- 21.
What should you do if you get an access violation error when trying to run reports?
- A.
Run Crystal Reports
- B.
Dbrepair
- C.
Reinstall the Program
- D.
Restart the computer
Correct Answer
A. Run Crystal Reports -
- 22.
If you need to run Crystal Reports, where is the file you need located in a standalone installation?
- A.
C:\UTS08\CrystalRep_2008
- B.
C:\UTS08\CRRedist2008_x86
- C.
C:\TW08\CR.exe
- D.
C:\TW08\Crystal_Report
Correct Answer
B. C:\UTS08\CRRedist2008_x86 -
- 23.
How can you add more than 4 dependents?
- A.
Go to line 6c and link an Addl Dependents Worksheet
- B.
Go to line 6c and hit enter until you have enough lines
- C.
Open a new return in "Dependent 4+" mode
- D.
Open the return under the ADMIN user name, add more dependents from there
Correct Answer
A. Go to line 6c and link an Addl Dependents Worksheet -
- 24.
If all the client's returns are not showing up in the Client Organizer, what should you confirm before you start trying to fix it?
- A.
That they have the internet
- B.
That the missing returns are NOT from the prior year
- C.
That the missing returns are NOT business or fiduciary returns, because those do not show up in the Organizers.
- D.
That they have installed the program
Correct Answer
C. That the missing returns are NOT business or fiduciary returns, because those do not show up in the Organizers. -
- 25.
What do you do if a client keeps getting bank rejections, but the returns are being accepted by the IRS and EFC?
- A.
Go to Communications > Get Acks Direct From State
- B.
Go to Communications > Get Updates
- C.
Go to Bank > Maintenance/Setup > Update RAL Applications
- D.
Go to Bank > Maintenance/Setup > Fix Rejected Bank Apps
Correct Answer
D. Go to Bank > Maintenance/Setup > Fix Rejected Bank AppsExplanation
Make sure you are logged in as the user who sent the fileRate this question:
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- 26.
We cannot reset passwords for the ADMIN account in Taxwise.
- A.
TRUE
- B.
FALSE
Correct Answer
B. FALSEExplanation
We can reset the password in Taxwise by going into the UTS08 Folder, renaming PWD.NEW to PWD.EXE, running it, and then naming it back to PWD.NEW.Rate this question:
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- 27.
If a client gets a Duplicate DCN error, what are you going to have to do to fix this?
- A.
Retype the Return
- B.
Force a New DCN
- C.
Transmit it again
- D.
Rename the file
Correct Answer
B. Force a New DCN -
- 28.
How do you correct Reject Code 679, 672, 680?
- A.
Select SELF SELECT AND PRACTITIONER PIN on the Main Info sheet, and t hen check the box beside CHECK IF USING THE PRACTITINOER PIN METHOD FOR E-FILING THIS INCOME TAX RETURN OR FORM 4868 WTH DIRECT DEBIT, then delete the four fields under this section.
- B.
Delete all four fields under the option to check CHECK IF USING THE PRACTITINOER PIN METHOD FOR E-FILING THIS INCOME TAX RETURN OR FORM 4868 WTH DIRECT DEBIT.
- C.
Contact Taxwise for a Rehang of the E-File
- D.
Include the Local Intranet Exception within Internet Explorer
Correct Answer
A. Select SELF SELECT AND PRACTITIONER PIN on the Main Info sheet, and t hen check the box beside CHECK IF USING THE PRACTITINOER PIN METHOD FOR E-FILING THIS INCOME TAX RETURN OR FORM 4868 WTH DIRECT DEBIT, then delete the four fields under this section. -
- 29.
What does the Error in Startup.exe mean?
- A.
The program will not open.
- B.
There is an error in the file required for automatic installation.
- C.
The client data will not load.
- D.
All of the user names in the program will be lost
Correct Answer
B. There is an error in the file required for automatic installation.Explanation
You will need to manually install the program from the cd.Rate this question:
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- 30.
What should you do if you get Error 189 when trying to E-File?
- A.
Make sure the program is updated
- B.
Fix the Spouse SSN
- C.
Delete the Return and type it again
- D.
Remove any blank forms from the return
Correct Answer
D. Remove any blank forms from the return -
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Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.
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Current Version
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Mar 20, 2022Quiz Edited by
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Nov 27, 2009Quiz Created by
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