Day 4 Recap Quiz
Quiz
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Other
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Professional Development
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Medium
Brittany S
Used 4+ times
FREE Resource
10 questions
Show all answers
1.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
What PTIN statuses do NOT require addressing on a call?
Select all that apply.
Suspended
Voluntary Inactive
Active
Permanently Expired
Pending Activation
Answer explanation
All other statuses require probing to determine if the RP will be preparing returns.
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
True or False:
Preparers need a PTIN for each tax year they will be preparing taxes for.
True
False
Answer explanation
REMEMBER:
PTIN's go by calendar year, not tax year.
Try to clarify this with your callers if they're confused.
As long as they're active during that calendar year, then they can prepare returns for ANY tax year.
3.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
Which questions are you required to ask when you have a caller/chatter with an Expired PTIN?
Select all that apply.
If they had an active CPA license while expired
If they have prepared tax returns while expired
If they had an active EA license while expired
If they plan to renew for next year
Answer explanation
They are required to renew for all years that they were actively preparing returns and/or held an Active EA license.
So if they say 'Yes' then you must inform them how to renew for those prior years.
(Go find the CPG for Prior Years for details!)
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
True or False:
If a preparer has a Permanently Expired PTIN, they are not eligible for an Activation Code.
True
False
Answer explanation
If their PTIN is Permanently Expired they must create a new account and go through registration as if they were a new preparer.
5.
OPEN ENDED QUESTION
3 mins • 1 pt
If a preparer has a Suspended PTIN that occurred in 2021, what should you advise them?
Write your response in your own words.
(This is a TOUGH question. You have 3 minutes. Take your time)
Evaluate responses using AI:
OFF
Answer explanation
Remember the PTIN system transferred from Versa to ServiceNow in late 2022.
Any suspensions that occurred in Versa cannot be paid online in ServiceNow. This preparer must mail in their repayment to resolve their suspension!
Once resolved they can easily renew online.
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
An RP prepared returns while their PTIN was Voluntary Inactive. What will their status show as after attesting that they DID file taxes?
Active
Expired
Not Compliant
Permanently Expired
Answer explanation
Inform the RP that they must re-activate their PTIN before preparing any returns. This may include paying the renewal fee if they haven't already.
(Check out the Voluntary Inactivate/Reactive CPG for details!)
7.
MULTIPLE CHOICE QUESTION
45 sec • 1 pt
What does it mean when a PTIN status shows as Pending Activation?
It was registered for the next year, and will become active on January 1st
It needs to be renewed for the current year
It has been expired for more than 3 years
It was registered for the next tax season, and will become active when tax season starts
Answer explanation
Their PTIN will become active on January 1st, at that time they can begin preparing returns for compensation using their PTIN.
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