Final Exam
Student:
Wang, Kent
SCORE:
94%
PASSED
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
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
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.
XXEntry is required
Entry is not required
What does a + mean next to a field?
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.
How can you check a box in BlockWorks without using the mouse?
XXSpace bar
Tab
Enter
F9
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.
XXChoose a filing status.
Enter the taxpayer's marital status.
New to BlockWorks this year is:
The ability to perform a Second Look® Review
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.
What does two solid black dots next to a field mean?
XXEntry will override the computer's calculations.
Entry is not required.
Entry must be made to generate the form.
Entries will be added to the amount(s) already carrying to the field.
What do letters in blue indicate?
An error
A required form
A required entry
XXA link to a form, schedule, or worksheet
It's expected that most returns in BlockWorks will be completed using what method:
Appointment Setting mode
XXQuick Key mode
Detail mode
Client Interview mode
What does a purple diagnostic indicate?
XXA problem with EIC.
Nothing, there is no purple diagnostic.
A problem that will prevent the return from being e-filed.
A field is not calculating properly
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.
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 keystroke is recommended for moving to the next field in BlockWorks?
Enter.
F12.
None, the mouse is recommended.
XXTab.
What color is a diagnostic you might want to review with your client?
Red
XXGreen
Orange
Blue
Pressing "T" in a date field will:
Total the field
Test the field for entry
Do nothing
XXAdd today's date
What is the preferred method for entering a tax return in BlockWorks?
View mode
Using the mouse
XXQuick Key mode
Details mode
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
What does the Tax History Questionnaire asses a taxpayer's likelihood of benefitting from?
An audit
Peace of Mind® Extended Service Plan
XXSecond Look® Review
Satisfaction Guarantee
On what screen do you indicate the taxpayer is married and wants to file a joint return?
Welcome to H&R Block!
Tax Information
Filing Status
XXPersonal Information
The tabs on the Add Forms and Schedules pane are in the general order they would appear on a________.
XX1040
1041
1099
1098
Where can you see what form is next?
The Input pane
XXThe Forms pane
The ribbon
The Tools pane
What form is added to the return when you add Student Loan Interest from the Add Forms and Schedules pane?
1040 Pg 2
2441
1098T
XX1040 Pg 1
What has to be provided to the client before you can proceed past the Welcome to H&R Block! screen?
XXPrivacy Policy
Client Service Agreement
Your business card
A beverage
Which screen has an Open or Begin Return button?
XXBlockWorks Home
Tax History
Personal Information
Welcome to H&R Block!
Where can you find more information about processes and procedures in BlockWorks?
BlockWorks Application Page
XXThe BlockWorks home page on DNA.
Technical Support
BlockWorks Program Page
How do you add a form or schedule to a return in BlockWorks?
Choose the form on Add Forms and Schedules.
Click a blue link with the form name you want to add.
Use search to find the form and select it.
XXAll of the above.
Information entered on the Dependent Information screen is carried to which part of the 2441?
(Wrong Answer) XXPart I
Part III
Part IV
Part II
What field is mandatory on the Personal Information input pane?
XXCitizenship
E-mail address
SSN valid for work
Election Fund choice
Information entered on the Form 2442 - Persons or Organizations Providing Care input pane for child care carry to which part of the 2441?
Part II
XXPart I
Part III
Part IV
There are two steps to entering child and dependent care expenses in BlockWorks. What is the first step?
Enter expenses in the Dependent Information pane.
Enter details on Form 2441.
(Wrong Answer) XXAdd a line on Form 2441.
None of the above.
Where is information for a substitute W-2 entered?
On the Substitute W-2 entry pane.
XXAt the bottom of the W-2 detail input pane.
At the bottom of the W-2 Summary pane.
Creation of a substitute W-2 is not available in BlockWorks.
What information defaults when the Federal Wages are entered on the W-2 detail input pane?
SS wages and taxes
Medicare wages
Medicare taxes
XXAll of the above
Which form can be added to a return using the Income tab?
Schedule A
1040 Pg 1
XXSchedule B
Wage W-2
When student loan interest is added to a return, what form is placed in the Forms pane?
1098-E
Schedule B
XX1040 Pg 1
Schedule EIC/8867
What button do you click to get to the W-2 detail input pane?
Add New
Add Another
Add
(Wrong Answer) XXThere's no button - you're automatically taken to the W-2 detail input pane.
What does hotkey F6 do?
Advances your cursor to the next field
Advances you to the next page
Deletes all data from the page you are on
XXOpens a Detail Statement
If a client has made state estimated payments, where are they entered in BlockWorks?
On Schedule A
XXOn the state return
On 1040 Pg 2
On the Federal Estimated Payments pane
How do you open the calculator in BlockWorks?
F9
F7
XXRight-click on any input field, and choose Calculator from the drop-down menu.
F8
What opens if you press + or - after entering a number in a dollar value field?
The Detail Statement
XXThe Calculator
The Asset Manager
A state return
Where do you enter the cost of the land when depreciating real property in BlockWorks?
Subtract it from the total cost, and enter the result in the Cost field in the Asset Manager.
XXOn the Depreciation Worksheet.
Enter it in the Land field in the Asset Manager.
None of the above
What's one way to access the Federal Estimated Taxes pane in BlockWorks?
XXUse the Estimates hyperlink found on certain forms or schedules.
Choose it from the Income tab on the Add Forms and Schedules pane.
Enter a checkmark in the proper box on the Wage W-2 input pane.
All of the above are ways to access the Federal Estimated Taxes pane in BlockWorks.
What's one way to add a Schedule C to a return?
Choose it from the Income tab on Add Forms and Schedules pane.
Click on the Schedule C link on 1040 Pg 1.
Type "Schedule C" in the search field, and select it from the results.
XXAll of the above are ways to add a Schedule C to a return.
How can you open a Detail Statement for entries in BlockWorks?
XXF6
F7
F8
F9
Can a refund be applied to Federal Estimated Taxes in BlockWorks?
Yes, but only up to $500.
XXYes, a refund can be applied to federal estimated taxes in BlockWorks.
Yes, but that requires another form to be filled out.
No, a refund cannot be applied to federal estimated taxes in BlockWorks.
When you choose the correct type on the Asset Manager pane, the ___________is automatically filled in for you.
XXDepreciation Method
Section 179 Depreciation
Special Allowance Depreciation
Prior Depreciation
How many ways are there to access the Asset Manager?
3
1
4
XX2
What button will bring up a list of business codes for you to choose from?
Find Business
Help
XXFind Code
Find Business Code
Where can you apply a refund to federal estimated taxes?
On the state return
On the Schedule A
You can't apply a refund to federal estimated taxes in BlockWorks.
XXOn the Federal Estimated Taxes pane.
What is one way to open the Asset Manager?
By completing Schedule EIC/8867
Through the Common Items tab
None of the above
XXBy entering the depreciation link in Schedule C
Three Questions with Wrong Answer
Question
28
Information entered on the Dependent Information screen is carried to which part of the 2441?
Your answer: Part I
Question
31
There are two steps to entering child and dependent care expenses in BlockWorks. What is the first step?
Your answer: Add a line on Form 2441
Question
36
What button do you click to get to the W-2 detail input pane?
Your answer: There's no button - you're automatically taken to the W-2 detail input pane.
