Written Ledger
Answer the questions based off of what you learned via the training video
Date
*
/
Month
/
Day
Year
Date
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
When is a client REQUIRED to complete and sign the Written Ledger?
*
Only when filing a W-2 return
Only if they owe taxes
When claiming IRS credits or reporting business income
Only if requested by the IRS
What platform do we use to collect client signatures on the Written Ledger?
*
Jotform
TaxSlayer Pro
DocuSign
Email reply
By signing the Written Ledger, the client is confirming the information they provided is accurate and not falsified.
True
False
Which of the following items are documented in the Written Ledger?(Select the BEST answer)
*
Bank login credentials
IRS audit notices
Credits, deductions, dependents, and business-related information
Tax refund amounts
What does the client agree to by signing the Written Ledger?
*
That the tax preparer is responsible for all information
That the IRS will not audit them
That the information provided is true and they accept legal responsibility
That they will receive a refund
If the IRS requests documentation for credits or deductions, the client agrees to provide the required information.
True
False
Which of the following sections appears on the Written Ledger?
*
Credit card authorization
Education credits and dependent acknowledgements
Tax refund advance approval
Bank routing verification
Why is the Written Ledger considered a legally binding document?
*
It is stored electronically
It is signed through DocuSign and confirms taxpayer responsibility
It is submitted with the tax return
It is required for all W-2 filers
Do not forget to hide the score field before you share the quiz.
Score
*
Submit
Should be Empty: