General
1st system you should sign into everyday
What is STC
Clearing Cache
What is FAQ 553
What is Once the IRS opens e-filing for the season, the customer should wait 48 hours for Fed to accept it, if it has been longer than that they should contact our EFM.
What product would I choose if I have Child tax credit and a health savings account, but no investments or businesses.
What is Deluxe Edition.
How to sign out of Genesys daily
What is press Logout
How to enter a 6 digit PIN
What is FAQ 1664
If customer knows their PY PIN what do they press on their tax return in order to enter it.
What is "I don't have my 2019 tax return" and then continue.
What does All Inclusive Bundle include?
What is Federal filing, State return, Refund Transfer, E-file concierge, and Audit Defense.
How many days prior, I must request off
What is 14 days
PDF larger then 2MB
What is FAQ 22498
Who is not eligible for Tax Xpert Assist directly in their return?
Desktop customer - Business return (1120, 1120S, 1065) - Estates and Trust return - Tax Exempt return - Prior Year Online 1040 Returns - IRS / State Notice Received. They must be transferred to appropriate department.
What is Refund Transfer?
What is we offer options like choosing to have your fees deducted directly from your refund.
When do I approve my time in Paychex?
What is one time per week
Rejection correcting and resubmitting (2)
What is FAQ 393 & 422
TAC remove
What is-Within the return > go to "Filing" > E-File > Click Remov. Can also see OneNote Customer Steps to Remove TaxAct Complete Bundle. Note- All Inclusive can not remove individual serivces.
What is look at their "Account Activity". Users are limited to 2 attempts in 24 hours and 6 attempts in a week, if they exceed these limits they will be locked out for a day (2/24) or a week(6/7days). We should NEVER tell a customer what our limits are but we can tell them once they have reached a limit.
What is Evaluagent and Genesys
What is FAQ 817
Cyber Week Deals expire when?
What is April 18, 2023
The TaxAct Guarantee will pay out up to what to cover errors if we make a mistake?
What is $100,000