Understanding Delta Navigation Processes
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20 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
A taxpayer calls and says they received a 1099-G form, but there is no total listed in the system under "Prior year Tax return - Other." Using the navigation instructions, what should you conclude and how would you verify your reasoning?
The taxpayer did not receive a 1099-G; verify by checking if any total appears in 1099-G section.
The taxpayer received a 1099-G; verify by checking the total in the 1099-G section.
The taxpayer's 1099-G is pending; verify by checking the Web > Requests section.
The taxpayer's 1099-G is in the CRM > Letters section.
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
You need to verify the Preparer Tax Identification Number (PTIN) for a return. What steps would you take and what evidence would you use to ensure accuracy?
Go to Return > Resident > Additional Info > Preparer Info to find the PTIN.
Go to Registration > IDs to find the PTIN.
Go to CRM > Letters to find the PTIN.
Go to Web > Web logons to find the PTIN.
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
If you need to review a taxpayer’s web logon sessions for LATAP, what is the most strategic way to do this and what evidence would you use?
Go to Web > Web logons, select the LATAP name, and review sessions.
Go to CRM > Letters to review sessions.
Go to Task > Cases to review sessions.
Go to Refunds > Transfers to review sessions.
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
You are asked to provide additional account information for a return. What is your strategic approach to finding this information and what evidence would you use?
Go to Return > Additional info > Account info to find and provide the necessary details.
Go to CRM > Indicators to find additional account information.
Go to Web > Requests to find additional account information.
Go to Task > Cases to find additional account information.
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
If you need to close an account, what is the strategic process you would follow in the system, and what evidence would you use to confirm the account is closed?
Go to Attributes > Cease and verify the account status is updated to closed.
Go to CRM > Letters and look for a closure letter.
Go to Web > Web logons and check for account deactivation.
Go to Task > Cases and look for closure notes.
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
You are asked to find all letters sent to a taxpayer. What is your strategic plan for locating this information and what evidence would you use?
Go to CRM > Letters to find all letters sent to the taxpayer.
Go to Web > Requests to find all letters.
Go to Task > Cases to find all letters.
Go to Refunds > Transfers to find all letters.
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
You are tasked with confirming whether a taxpayer has Power of Attorney (POA) on file. Based on the navigation guide, which steps would you take and what evidence would you use to support your conclusion?
Go to Registration > summary and check for POA or review case notes for documentation.
Go to CRM > Letters and look for POA letters.
Go to Web > Web logons and check for POA access.
Go to Task > Cases and search for POA cases.
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