Signer Revisions
The type of Signer Revision written when the Preparer fails to follow the process outlined by TurboTax/Intuit.
What is a Process Deviation?
The first place you look for information regarding your role as a Quality Reviewer.
What is the Playbook?
The information that is evaluated on a DIWM call or chat.
What is Tax Advice?
The M2 over Quality Review.
Who is Sarah Kesting?
The type of signer revision when the preparer does not understand a tax concept.
What is Inaccurate Tax Concept?
May also use What is Tax Concepts Inaccurate?
One of the types of Signer Revisions that always requires a subsequent review.
What is Inaccurate Tax Concepts?
or
What is More Information Required?
The place where all DIWM evaluations are currently housed.
What is Quickbase?
The place where you list the engagement, number of signer revisions, and other information related to your FS Return review.
What is the Engagement Spreadsheet?
or
What is Larry's Sheet?
The type of Signer Revision when the Reviewer is unsure whether the information is correct.
What is More Information Required?
The document that provides the standards for preparing a Full Service return.
What is the Intuit Tax Preparation Standards document?
The most likely reason a coaching is requested for the Tax Expert after an evaluation.
What is service exclusion (out of scope)?
The pdf you use to evaluate a Full Service return.
What is Print for Mail?
The type of Signer Revision written when the Preparer transposes the numbers in line 1 of the W-2.
What is a Clerical Error?
The Signer Revision when a return is out of scope.
What is [OOS]?
The meaning of the acronym DIWM.
What is Do-It-With-Me?
This state borders 5 states AND Canada but does not have reciprocal agreements with any states.
What is New York?
The threshold for not requesting a subsequent review for a return with a Clerical Error Signer Revision.
What is $100 bottom line impact?
The Signer Revision when a W2 is left off of the return.
What is [Form 1040 Line 1]?
One place you may go currently go to find a call or chat to evaluate.
What is Amazon Connect? or
What is Contact Trace?
What we do after we have completed a Full Service evaluation.
What is Let it Go?