ONE STOP Taxes Assessment #3
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- Garry Steven Wells
- 5 years ago
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1 ONE STOP Taxes Assessment #3 Congratulations! You have attended training, studied, and worked hard to become a knowledgeable tax professional. Now it's time to show what you know. Your client information for the assessment is below. Next, go into the software and work up a quote for your client Kristin Walker. Once in the software, be sure to use your FIRST and LAST name with a capital A as the client name to avoid duplicate names in the software. For example, John Doe A (first name John, last name Doe A). Make up a social security number for Kristin. The software will not take the same social security number for the taxpayer more than once. Be sure to start the social security number with a 3 or 4. The tax preparation fee is $500. The bank fee is $136. Go into the software, input the information to work up a quote for Kristin. Then type your quote WITH THE FEES TAKEN OUT into the multiple choice assessment form (short answer portion on the last question). Submit your assessment. Good Luck! *Remember, you can use your resources. Recorded training Modules 7 & 8 show you how to complete a return similar to this. Watch the videos and take your assessment at the same time. The multiple choice questions and answers are in the Facebook Store Owner group. Just search Esha Vinson within the group. The questions are spread out over 3-5 posts. *Once you ve passed the assessment, your name will be loaded into the company app and you will receive a company . An announcement of the newest graduating class (everyone who passed with a score of 80 or better will be announced every Friday. Once you pass please allow up to 5 business days for your credentials to be added. Software Info Go to Click on TAX PROS tab Click TAX SOFTWARE LOGIN Enter username: onestoptraining Enter password: Onestoptraining2018! Good luck, ONE STOP Taxes
2 Taxpayer Kristin Walker DOB- 3/3/1984 MAKE UP A SOCIAL SECURITY NUMBER FOR KRISTIN. THE SOFTWARE WILL NOT TAKE THE SAME SOCIAL FOR THE TAXPAYER MORE THAN ONCE. Be sure the social you make up begins with a 3 or 4. Dependent Preston Walker Son DOB- 7/12/2013
3
4 Kristin lives alone with her son. She is the sole provider for him. His father is in jail. Kristin works as a bank teller full time and does Event Planning on the side. She is a contracted worker through Events Plus. She made a small profit for the 2017 tax year. She used some of her W2 income to purchase items for her business. She bought business cards, flyers, car magnets, and sponsored ads on social media to promote her business. She purchased a laptop, printer, and fabrics for table linens for her business. She works from her home office and books jobs through a website and app. She uses her personal cell phone to communicate with her clients. Expenses Rent- $1000/month Utilities- $250/month Advertising- $715 Supplies- $1400 Cell Phone- $99/month Internet- $115/month *Remember, when you see monthly amounts for expenses, you have to
5 write off a percentage (25%) of the annual expense, not the whole amount. Kristin Walker had health insurance all of She DID NOT purchase insurance from Healthcare.gov or State Marketplace. Her entire household had insurance during the 2017 tax year. The tax preparation fee is $500. The bank fee is $136. Go into the software, input the information to work up a quote for Kristin. Then type your quote WITH THE FEES TAKEN OUT into the assessment form (Last Question). Submit your assessment. Good Luck! *Remember, you can use your resources. Recorded training Modules 7 & 8 show you how to complete a return similar to this. Watch the videos and take your assessment at the same time. The multiple choice questions and answers are in the Facebook Store Owner group. Just search Esha Vinson within the group. The questions are spread out over 3-5 posts.
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