Local Tax Office
Canvassing, Connect & Learn & Tabling Events
What were the Local Tax Office Marketing Events permitted by Intuit this Tax Season?
Work In Progress
What is WIP?
In-Person Meeting
What is the correct Telephony Status when a Client is present in the Local Tax Office?
Section Of TurboTax Where I Enter W2
What is Wages & Income?
Lou Vecchio
Who had the largest participation percentage of all DonMinator Experts in our Daily Huddles?
Uploading Documents
What was the biggest challenge facing Local Tax Experts in TY 25?
Sync Call
What is a Tax Return Completed with Client on the phone call?
BOP - Back Office Prep
What is the correct Telephony Status when an expert needs to prepare a tax return?
Section of TurboTax Where I Enter Charitable Contributions
What is Deductions & Credits?
Prithvi Peethala
Who was the "Go To Expert" in our Team Room for complex Tax issues?
Physical Presence, Uniform, Weekly Marketing Activities
What are the 3 Main Components of LTO Experts that Virtual Experts were not required to do?
Out Of Scope
What are Tax Returns that Experts CANNOT Prepare in Full Service?
Customer Follow-Up
What is the correct Telephony Status for making out-bound Client Phone Calls?
Section of TurboTax Where I Enter Estimated Tax Payments
What is Other Tax Situations?
Grace Ding
Which of our Teammates worked the most hours?
Cameras, Scanners & Signage
What are 3 changes to the Local Office Space that we are likely to see in the future?
FS4
What is the Level of a Full Service Agent who prepares the most complex returns?
ACW Extended
What is the correct Telephony Status when an expert needs additional time to make client notations?
TTD
What is TurboTax Desktop?
Barrington Edwards & Prabowo Yuwono
Which Teammates were known to the Team as Bear and Little Bear?
Jennifer Devlin
Who was the National Manager for the Local Tax Offices in TY25?
QRT
What is the Quality Review Team?
Offline
What is the correct Telephony Status for all Non-Productive Activities excluding lunch & breaks?
Smart Check or Self Check
How do I review a TurboTax Return for Accuracy?
Flora Zhai & Denise Cobb
Who were our 2 Teammates who spearheaded Marketing Tabling Events?