Team Mackenzie Jeopardy Template

Direct Deposit	Online Services	Confidentiality	Tax Topics
100 What is Regular What level of confidentiality is required to cancel a direct deposit?	100 Two How many line numbers does a taxpayer need to get right in order to register for my account?	100 BC, NB, NFLD, NWT, NS, NUN, YUK You can speak to a parent of a minor child provided the child is under 19 in which provinces	100 Paper, CVTIP, Netfile, Efile, FMR, ITFA How do you file taxes? (6)
200 What is a legal representative What type of representative can update a direct deposit?	200 No, only one credential. If a taxpayer has a BC Services card, can they register a sign in partner as well?	200 If the caller is an authorized or legal rep, you can access the account if they pass caller verification. What do you do when you access an account and there is a three strike bulletin on the account and a rep is on the phone?	200 Yes Can I claim my ambulance ride as a medical expense?
300 What is My account, by mail, DDFI, over the phone. Efile, Paper filed return (2018 or prior) What options does a taxpayer have to update direct deposit?	300 Include their REP ID in their request to become a representative When a legal representative is sending in legal documents to become a rep on someone's account, what do they need to do to gain online access?	300 Each legal rep listed on the account does not need the consent or signature of the other legal rep to obtain or change the taxpayers information What does the term severally mean?	300 Yes Can I claim medical expenses that I paid for my niece who is a resident of Canada?
400 What is check to see if there is any DD info on file. A taxpayer calls in and wants to change their direct deposit. They pass enhanced caller verification. What do you need to do next?	400 They need to enter their security code. Need to enhance the security to IDPL3 Would a representative that only has RAC, what needs to happen in order for them to see their clients information?	400 Referral to IPS A taxpayer calls in to update their address with IPS code 4 on their account. How do you proceed?	400 92,480 What is the income limit for someone who is 65 years or older to be able to claim the age amount for 2022
500 What is Yes. You check to see if the taxpayer has DD on file. All they have is an old deleted DD on account but no active DD. Do they need to confirm the deleted account number to continue with the update?	500 CER.021 What is the error message that someone will receive if they are trying to register and they already have a credential on file?	500 Advise him to call back once 4 weeks has elapsed Two weeks ago a TP sent in documents to IPS in regards to his three strikes policy, he wants a status update, what do you do?	500 ONLY in the year during which the adoption period ends. When do I need to claim my adoption expenses that were paid?

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