FSB Preparation
To ensure the client is available, the checklist requires making this number of attempts for the outbound Client Intro Call.
What is 2 (attempts)?
In the "QoS Contact Flow," this should be done in the first 15 seconds of the call.
What is the Branded Greeting & Introduction?
In the Expert Review structure, after answering top-of-mind questions, the expert must clear these.
What are customer in-product errors?
If you have more than 8 active FSB engagements, this action occurs at the end of the Welcome Call.
What is matching to a preparing expert?
Experts cannot assist with Form 706 or 709, which relate to these taxes.
What are Inheritance and gift taxes?
During the Initial Case Review, you must check for expert assignment restrictions in Maryland, Iowa, and this state.
What is New York (NY)?
When a TTLA Business engagement pops in IEP, this specific "Type" will appear.
What is Tax Advice Business?
If a customer is unwilling to do this before the review starts, you should proceed with the review without it.
What is share their screen?
If a client operates as a C Corporation or Trust, they are considered this.
What is Out of Scope?
Experts can provide guidance on how to gather info, but cannot perform these for the client.
What are calculations (or "unable-to-serve calculations")?
While preparing the return, you must confirm that business ownership of this type of property is documented.
What is depreciable property?
The branded greeting includes stating your name, title, and this metric (though it is listed as optional).
What is years of experience?
This tool in IEP is used to compare a returning customer’s current return to their previous one to identify changes.
What is the 2-year comparison tool?
If you leave a voicemail for a client during a Welcome Call attempt but fail to select the "Send to Voicemail" button, you must manually perform this action to the engagement.
What is Unassign yourself?
While you cannot provide investment advice, you can identify potential deductions and send links to these.
What are IRS and state resources?
When making elections that benefit the taxpayer, you must do this to ensure they are informed.
What is disclose to client?
This phase of the call occurs in the last 180 seconds of the contact flow.
What is Resolution & Survey?
For a DIY add-on customer, the incoming message on the cover sheet will specifically say this phrase regarding the request.
What is "Expert Review DIY"?
If the customer intends to file later than standard, you must capture this in the IEP notes.
What is the intended filing date?
This specific foreign form (FBAR) can be prepared by the expert, but the customer must file it.
What is Form 114 (or FinCEN Form 114)?
If a partnership is eligible, experts are instructed to elect out of this audit regime on Form 1065.
What is the Centralized Partnership Audit Regime (CPAR)?
At the beginning of a shift, business tax experts are instructed to review daily updates in IEP and announcements in these two specific Slack channels.
#pod-biz-tax-support and #pod-biztax-fs-collab
If a DIY customer is not confident after the review, you can offer to upgrade them to this service.
What is Full Service?
Full Service Business and Expert Live Assisted Business clients are considered out of scope if they need to file state returns in this number of states or more.
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Experts cannot provide advice on legal matters such as bankruptcy, divorce, or this planning process for assets after death.
What is estate planning?