KEY 23
22 IS THIS FORM THAT SHOWS PAYMENTS FROM QUALIFIED EDUCATION PAYMENTS
WHAT IS A 1099-Q?
THIS IS THE TOOL YOU CAN USE TO DETERMINE A CX'S ONE INTUIT IDENTITY
WHAT IS CSR
THIS RESOURCE IS BLUE WHEN IT'S PHYSICAL AND CAN BE FOUND IN PORTAL MANAGER
WHAT IS TAXBOOK
IF A CX CAN'T FIND A RETURN OR THEIR WAGES AND INCOME, THEY CAN REQUEST ONE OF THESE FROM THE IRS
WHAT IS A TRANSCRIPT
WHAT IS ILLEGAL
WHAT IS A 1095-A
THIS THREE LETTER TERM STANDS FOR ELETRONIC FILING ENGINE AND IS USED TO DETERMINE WHETHER A CUSTOMER HAS ELECTRONICALLY FILED
WHAT IS EFE
THIS IS THE FIRST PLACE TO CHECK FOR INTUIT APPROVED RESOURCES
WHAT IS THE HELP PANEL
THIS MIGHT NEEDED FROM A PRIOR YEAR RETURN TO E-FILE SUCCESSFULLY THIS YEAR, AND IS SHORT FOR ADJUSTED GROSS INCOME
WHAT IS AGI
IN ASSISTED, WE CAN'T DETERMINE THE THIS OF REAL ESTATE SOLD OR PLACED IN SERVICE, WHETHER IT'S STEPPED OR COST
WHAT IS BASIS
NUMBERS 3, 4, AND 5 INCLUDE A 1099-MISC, 1099-NEC, AND THE 1099-K, WHICH ALL REPRESENT INCOME FOR THIS CATEGORY (ALSO A SEPARATE TAX)
WHAT IS SELF EMPLOYMENT
THIS TOOL CAN BE USED TO TRACK REFUNDS FOR CUSTOMERS WHO PAY WITH THEIR FEDERAL REFUND
WHAT IS WEBSERVE
THIS INTUIT BASED SOCIAL MEDIA PLATFORM IS ANOTHER GREAT RESOURCE FOR RESEARCH
WHAT IS ELEVATE
THIS WEBSITE CAN BE USED TO DETERMINE THE STATUS OF A TAX REFUND FROM THE IRS THAT THE CX HAS NOT RECEIVED
WHAT IS WHERE'S MY REFUND
WE CAN'T PROVIDE ALLOCATIONS FOR THIS KIND OF PROPERTY (COMMONLY USED IN WESTERN STATES)
WHAT IS COMMUNITY PROPERTY
15 IS THIS SCHEDULE THAT COMES FROM A 1041, 1120-S, OR A 1065
WHAT IS A K-1
THIS ICON CAN LAUNCH A VARIETY OF TOOLS THAT YOU MIGHT HAVE SEEN ABOVE IN THIS CATEGORY AND TO FIND THE STATUS OF PRODUCT SUPPORT CASES
WHAT IS SALESFORCE
THIS IS NOT ONLY A GREAT RESOURCE FOR CONNECTING WITH PEOPLE ACROSS INTUIT, IT'S ALSO A GREAT RESOURCE FOR RESEARCH
WHAT IS SLACK
WHAT IS A SOCIAL SECURITY NUMBER
WE CAN'T DETERMINE WHETHER A CX NEEDS TO FILL OUT A 1040 OR THIS FORM USED FOR NON-RESIDENTS; WE REFER THOSE CXS TO SPRINTAX
WHAT IS A 1040-NR
20 INCLUDES THIS FORM, ALSO KNOWN AS A TUITION STATEMENT
WHAT IS A 1098-T
THIS IS THE TYPE OF CALL YOU MIGHT DEAL WITH IF SOMEONE IS LOOKING FOR ASSISTANCE WITH THEIR FULL SERVICE CASE (OR YOU MIGHT HEAR THIS TERM IN AN EMERGENCY ROOM)
WHAT IS TRIAGE
WHEN PERFORMING A GOOGLE SEARCH, YOU SHOULD USE THIS PHRASE TO MAKE SURE WE GET RESOURCES APPROVED BY TURBOTAX
WHAT IS TURBOTAX
WHEN YOU ARE TAKING A PRODUCT SUPPORT CALL, YOU DON'T SAY YOU'RE A TAX PREP ASSISTANT, YOU SAY YOU'RE THIS
WHAT IS TAX EXPERT
WE MUST ONLY TALK ABOUT INCOME TAXES, NOT THESE KINDS OF TAXES REPORTED ON A 706 OR 709
WHAT IS A TRANSFER TAX (GIFT TAX, ESTATE TAX OR GENERATION SKIPPING TRANSFER TAX)