QoS
This must be presented within the first 60 seconds of a Welcome Call.
What is the branded greeting and icebreaker?
B, DIV, G, INT, K, MISC, NEC, R, S, SA, SSA
What are types of 1099 Forms?
The room I should start every day in to find announcements, updates, and information relevant to my upcoming day.
What is the Team Hebert TY22 homepage?
The only thing we can provide in this realm is estimates based on safe harbor rules, links to IRS/State resources, and our calculators
What is tax projection/planning?
My bank sent me this form about my mortgage interest
What is a 1098?
We offer SmartLook early in the conversation and hope to utilize this tool on every call by using these words.
What is "share your TurboTax Live screen?"
We need the "A" but not the "B" or "C" versions.
What is a 1095?
Where I can find additional useful resources on my team page.
What is "Links to Success?" (right sidebar)
We can report this only if the customer provides the conversions, and files their own FBAR.
What is foreign income?
I have some partnership/S-Corp income, and I got this packet of information.
What is a K-1?
We let our customers know that they're on their way to completion with one of our preparers with this phrase.
What is "I've just matched you with <Expert Name>?"
If they have gambling winnings/losses to report, we need this form.
What is a W2-G?
My page for researching tax tips and procedures, BEFORE engaging a Lead's assistance.
What is TTL US Expert Answers?
Missing basis
Fair Market Value determinations
Amortization schedules
PY Carryovers
What are calculations we do NOT provide?
I received these three forms because I run my own business, and they report my income for the year. (Name at least 2 of the three)
What are:
1099-K
1099-NEC
1099-MISC
If you don't say this within the last 120 seconds of the call, you'll miss out on some QoS credit.
What is "You may receive a survey?"
Government issued, with a photo
Utility bills
Pay stubs
Account Statements
What are acceptable forms of identification?
This is where I will find the most recent information my manager wants me to have.
What is "Latest Announcements" at the top of the team homepage?
5 states
5 farms
10 sole proprietorships
45 rental properties
4,000 crypto transactions
10,000 covered stock transactions
What are the TTO filing limits?
Certain government payments are reported on this form.
What is a 1099-G?
We want our customer to have the right expectations when it comes to pricing and product levels by using these words.
What is "depend on the complexity" (of your return)?
Except in very rare instances (i.e. first year filer), we cannot prepare a FS return without this.
What is the prior year tax return?
This is where we will recognize our teammates for exemplifying Intuit values.
What is "Word Fame?"
Sales/use tax
Inheritance/gift tax
Real/personal property tax
Business/Trust/Estate returns
What are non-individual tax exclusions?
My compiled investments will be reported on this multi-page form
What is a 1099-B?