Salesforce
What should you do for every call
What is make a case
1040 returns only
What is Basic
1040 only
What is Basic?
EF status search tool
What is EFE
Schedule A
What is Itemized deductions?
What is the first thing that needs to be entered?
What is the contact name
Wages, Salary, Tips
What is Line 1
1040 and Business
What is Professional?
What is password reset tool, etc.
What is Oii
Schedule B
What is interest and dividends?
What are the 3 things that are needed to verify the customer?
What is customer name, customer account number, and customer email
What does AGI stand for
What is adjusted gross income
Screen Share in Pro Series
What is smartlook?
What is CAT
what is Care agent tool
Schedule C
What is business income?
Where can I search articles
What is PCG Help panel
Will reduce the amount of tax you owe
What is a credit
Screen Share outside PS
What is Glance?
Program
What is ProSeries
Schedule F
What is farm income?
What are the 3 Tier 2 chats?
What is customer service, tax, and system?
Reduction of income
What is a Deduction
Date for deadline
What is April 15th?
Search for articles
What is PCG help panel?
Schedule D
What is capital gains and losses?