Refresher Training Final Quiz

1.

What are the qualifications to use IRS Free File?

AGI under $62,000

Under age 52

Active Duty Military

AGI under $62,000 and age 52 and under

2.

TaxSlayer's military discount is

50% of all fees

50% off Federal return

60% off amended returns

50% off total filing fees

3.

Amended returns can be e-filed

True

False

4.

What prior year returns does TaxSlayer support?

Only the previous year

The previous 3 years

The previous 4 years

The previous 2 years

5.

Prior year returns must be paper filed.

True

False

6.

TaxSlayer’s refund policy states we will issue refunds for rejected returns.

True

False

7.

How long does it take to process a refund if approved by management?

10-15 business days

7-10 days

10-15 days

7-10 business days

8.

Do we make changes to a customer’s return if they ask us to?

Yes

No

9.

What is the fastest method of receiving your refund?

Direct Deposit

Mailed Check

Debit Card

Picking up your refund from TaxSlayer

10.

Once the return has been electronically filed, Taxslayer can stop the return from being processed or transmitted to the IRS?

True

False

11.

What is “Quick File”?

A feature that lets customers upload their tax documents and files the return for them.

A feature that lets customers choose which forms they have to file and our program guides them to those specific forms.

A feature that lets customers fill out their return using voice control.

A competitors online tax program

12.

The Free Edition supports filing Form 1040-A.

True

False

13.

What package/features are included with the Free Edition of TaxSlayer?

E-mail, Phone, and Chat support

Phone and E-mail support

Filing Form 1040

Chat and E-mail support

14.

The Free Basic Edition and IRS Free File are the same product.

True

False

15.

If bank refund transfer is used you cannot split your refund between multiple bank accounts

True

False

16.

If your return is rejected by the IRS and/or the state agency, you will have to pay again to re-submit your return.

True

False

17.

If you didn’t file with TaxSlayer last year you are not required to enter a prior year pin or AGI

True

False

18.

If the Federal and State returns are filed at the same time and the Federal return gets rejected your state return will NOT be sent

True

False

19.

What methods can you use to pay your TaxSlayer filing fees?

credit card

deduct from refund

check or money order

Both A and B

20.

How many times can you resubmit a Federal return once it has been rejected?

1

2

5

as many times as needed. No limit

21.

How much does WillSlayer cost?

$19.99

$29.99

$9.99

$39.99

22.

You must pre-pay your filing fees to view the PDF of your return.

True

False

23.

If you or your family did not have health insurance for 12 months or an exemption you could be subject to a penalty on your return.

True

False

24.

If a customer is upset and disconnects the call you do not have to complete the call log.

True

False

25.

If your return is rejected for the wrong date of birth and it is entered correctly in the program you will need to contact what department to verify what is on file?

IRS

Social Security Administration

Your employer

The court house