My Transition to BlockWorks - Phase 2
Final Exam
Student:
Wang, Kent
SCORE:
100%
To default name and address on the W-2 entry pane, you must indicate:
XXSSN and last name (Wrong)
Name
None of the above
YYY Ownership
Standard diagnostics should be:
XXReviewed and, if possible, resolved because they will prevent the return from being e-filed.(Wrong)
Reviewed and, if possible, resolved before finishing the return.
Ignored because they generally cannot be resolved.
Ignored because they are informational only
Which hotkey will enter today's date in a date field?
D
XX T
C
F
Which hotkey opens a detail statement on an active field?
F5
F7
F9
XXF6
What keystroke is recommended for moving to the next field in BlockWorks?
XXEnter. (Wrong)
F12.
None, the mouse is recommended.
Tab
How many ways are there to open a return placed on hold?
2
1
4
XX 3
What do letters in blue indicate?
An error
A required form
A required entry
XX A link to a form, schedule, or worksheet
How can you check a box in BlockWorks without using the mouse?
XX Space bar
Tab
Enter
F9
What are the two ways you can move to the next screen in BlockWorks using the keyboard?
XX F12 and Next
F9 and Next
F11 and Next
F10 and Next
New to BlockWorks this year is:
The ability to perform a Second Look® Review (Wrong)
The ability to complete a W-7 return.
The ability to preview and print the return without having to open the return.
XXAll of the above
On the Filing Status input pane, you must:
Do nothing — a filing status is recommended.
Indicate the taxpayer paid all the expenses, even if they didn't.
XX Choose a filing status.
Enter the taxpayer's marital status
What color is a diagnostic you might want to review with your client?
Red
XX Green
Orange
Blue
What is the preferred method for entering a tax return in BlockWorks?
View mode
Using the mouse
XXQuick Key mode
Details mode
What does a + mean next to a field?
What information is required to start an individual return in BlockWorks?
SSN and last name
SSN and DOB
SSN and full name
SSN and full name and address
XXEntries will be added to the amount(s) already carrying to the field.
Entry must be made to generate the form.
Entry will override the computer's calculations.
Entry is required
What does it mean when a field is highlighted yellow?
Entry in that field is required.
XXYour cursor is resting in that field.
The entry in that field is incorrect.
There's data carrying over from another field
Where can you find additional information on how to use BlockWorks?
BlockWorks Product Page
BlockWorks Information Base
Knowledge and Development
XXBlockWorks Home Page on DNA
What will you find on the "Common" tab under Add Forms and Schedules?
Items commonly used to complete a W-2
Items commonly needed to validate eligibility for EIC.
XXItems commonly used in the preparation of an individual tax return.
Items required to complete a tax return
What does a red diagnostic indicate?
A problem with EIC that must be corrected.
XXCritical error that must be resolved before the return can be finished.
Nothing you can safely ignore red diagnostics.
An error that should be reviewed before finishing the return
What does an asterisk to the left of a field mean?
Amounts will automatically carry from other forms if the corresponding forms are program-generated.
Entry will override the computer's calculations.
XX Entry is required
Entry is not required
What does a double chevron (<<) next to a field indicate?
The field will automatically calculate.
Entry must be made to generate the form.
XXYou can enter the item through the Asset Manager.
You can enter data using another form.
What information can you enter on the Personal Information input pane that you CANNOT enter on the Welcome pane?
XXApartment number
ZIP code
Last name
City/state
Pressing "T" in a date field will:
Total the field
Test the field for entry
Do nothing
XX Add today's date
What does a + mean next to a field?
XX Entries will be added to the amount(s) already carrying to the field.
Entry must be made to generate the form.
Entry will override the computer's calculations.
Entry is required
What information is required to start an individual return in BlockWorks?
SSN and last name
XXSSN and DOB
SSN and full name
SSN and full name and address
Which hotkey compares to F10 in TPS?
F10
XXF12
F9
F8