TPA
"Tax Prep Assistant", "TurboTax Live Full Service", "Am I speaking with", and "you're calling from" are the QOS phrases that must be stated in this timeframe.
What is the first 60 seconds of the call?
Employees fill out this form and provide it to their employer to dictate how much tax is withheld from their paychecks. TurboTax has a good resource to help with this.
What is a W-4, Employee's Withholding Certificate?
This company was founded in 2007 by Kenneth Lin, Ryan Graciano, and Nichole Mustard with the mission of helping customers access their credit reports for free.
What is Credit Karma?
(Acquired by Intuit in 2020)This will tell you whether or not a customer needs to upload their prior year tax return for us.
What is the Document Checklist?
This type of Assisted case, which is created when a customer requests Live help at the "Review" stage of the return, is eligible for a Free Full Service upgrade.
What is Expert Review?
According to this man, Intuit's CEO, "We're on a mission to power prosperity around the world, especially for those that need it most"
Who is Sasan Goodarzi?
We can accept a black and white copy of this as long as it's clearly visible.
What is a Primary ID?
This will be "recaptured" by the IRS after the sale of a rental property, even if it was never claimed in the first place.
What is depreciation?
Recently measured in the hundreds of billions of dollars, this is the difference between the tax due to the IRS and the tax collected by the IRS in a given year.
What is the Tax Gap?
These are the only 2 reasons that an engagement should ever be closed.
What are:
1. Customer states that they want to leave Full Service.
2. Customer is not eligible for Full Service (Service Exclusion, OOS)
We recommend Sprintax to taxpayers who are required to file this form, which is not supported by TurboTax.
What is 1040-NR?
(Nonresident)
While you can't call 911 to track down your missing IRS refund, you can submit this form.
What is Form 3911, Taxpayer Statement Regarding Refund?
(Commonly referred to as a "911" form)
If a customer doesn't have access to their prior year return, they can request this from the IRS.
What is a tax transcript?
A customer can enter their IP PIN in this section of TurboTax Online.
What is Other Tax Situations? (Uncommon Tax Situations)
This dog was originally bred by an 19th century German tax collector who wanted some protection while making his rounds.
What is a Doberman?
(Doberman Pinscher, Louis Doberman)