TPA
This tool may make look like a training module, but it is very helpful in guiding the Assistant through the call.
What is the Call Flow Widget?
It's the QoS for Smartlook
What is "share your TurboTax Live screen"?
It's the IRS customer service phone number.
What is 1-800-829-1040?
(QOS)
This core value is all about how we interact with the world around us.
What is We Care and Give Back?
It's where you can find your paystubs, change your direct deposit information, and find your W-2.
What is Payroll Workcenter?
You can't wash dishes in it, but it's the goal of every Welcome Call.
What is Sync?
This form will report a repayment of a Coronavirus related distribution from a retirement account taken in 2020.
What is 8915-F?
(Qualified Disaster Retirement Plan Distributions and Repayments)
In lieu of paying for a copy of their return, taxpayers can request this document.
What is a Tax Return Transcript?
One of Intuit's core values, it represents our commitment to teamwork.
What is Stronger Together?
True or False: Every Expert gets a free copy of Intuit Pro Series software?
What is False?
Clients who live in one of these two states will need a certified expert to prepare their returns.
What are New York (NY) and Connecticut (CT)?
It's the tool used to locate a customer's account when they swear they have filed with us for years but can't find anything now.
What is CSR?
While this might sound like a drinking establishment that got a bad score from the health inspector, it's actually the report US taxpayers must file if they have more than $10,000 in foreign bank accounts.
What is an FBAR?
(Foreign Bank Account Report, FinCen 114)
This core value could be called the Keanu Reeves of core values.
What is Courage?
(Bold, Performance, Speed)
The year before that famous George Orwell book; also, the year Intuit was founded.
What is 1983?
This is the price for Full Service Complex. The highest price a client can pay for TurboTax Full Service.
What is $599?
Regardless of where they are stationed, a military member's state residence for tax purposes is this location.
What is "Home of Record"
(State of residence when they entered the military)
If you are living outside of the US and Puerto Rico and your main place of business is outside of the US and PR, you are allowed an automatic extension of this length of time to file your taxes.
What is 2 months?
(Not an extension of time to pay)
This core value is truly at the center of everything we do here at Intuit.
What is Customer Obsession?
You can't get beamed up, but you can reach Elevate, Workday, and Telephony from this tool.
What is IEP (Intuit Expert Portal).
This is the maximum number of cryptocurrency transactions we can accept in Full Service.
(This limit does not apply if the client provides a completed 8949)
What is 4,000?
If your spouse understated your tax due on your joint tax return and you had no knowledge of the errors, you may be able to request this.
What is Innocent Spouse Relief?
(Form 8857 - Request for Innocent Spouse Relief)
It's the name of the tax notice taxpayers receive when they do not report all of their income on their tax return.
What is CP-2000?
This core value should be a core value of all, inside and outside of the company.
What is Integrity?
The name of our current CEO