Tools & Tech
The VPN service that we use to securely connect to the Intuit network.
What is Global Protect?
The best lead team at TurboTax.
Who is Team Teague?
The tab that lists all of the chronological information in relation to the Full Service engagement.
What is the History tab?
These questions may be asked for what credit:
Did your child live with you for more than half the year?
Did your child pay more than half of their own living expenses?
Does your child have a SSN that is valid for work?
What is the Child Tax Credit?
Where are places that you can enter a diagnostic code to download the file?
What is IEP & Quickbase?
The tool used to cross-reference a case number with an engagement.
What is Splunk?
What is "Thread Boss"?
The main tool that TPA's taking welcome calls need to have ready to go.
What is the TPA Welcome Call Guide?
A client is asking about their flood damage deductibility. What credit/deduction are they looking for information on?
What is a casualty loss?
1065
1120S
1041
What are tax forms that generate a K-1?
This tool can find client account information and is especially useful when a client has multiple accounts.
What is CSR?
The emoji to use when an expert resolves their issue on their own.
What is :gold-star:?
Clients will have these questions in this engagement type:
My expert hasn’t reached out to me yet.
How do I leave Full Service?
Why can’t I do my return?
Can I get a different expert?
What is Full Service Triage?
For what credit would you review these forms:
Form 1040
Form 1116
Schedule 3
What is the Foreign Tax Credit.
Business returns that Full Service Business can prepare.
What are Partnerships (1065), S-Corps (1120-S), and Multi-Member LLCs?
Where can we exchange PII with the experts?
What is Zoom and Slack Huddles?
The emoji to use when there are currently no leads available to take expert threads.
What is :waiting:?
We do not do this by client request, and only if the Full Service return requires it.
What is paper file?
The client is a primary school teacher and paid for supplies. What credit/deduction are they looking for?
What is the Educator Expense Deduction?
Subsidiaries
Type of Income
Type of Foreign Tax
All of the above
What are tax items that could cause K-1's to be divided when entered into TurboTax from a single K-1?
The slack channel to use when an IEP-related issue cannot be resolved with expected troubleshooting and/or is an issue with no resolution.
What is #ttl-iep-escalations?
The workflow to use when an expert was/is on a call with an uncivil or abusive client.
What is Expert SOS?
The complete list of the unique tax documents that a TPA is expected to identify and add to the client's checklist.
What is the "Key 23" documents?
If the taxpayer is owed money that they cannot collect, what deduction are they looking for?
What is the Bad Debt Deduction?
K-1
Expanded K-1 for subsidiaries
QBI statement for the parameters
Sales Schedule with Basis Adjustments
What are documents that can be found in a K-1 packet?