OOS
With this product you can provide navigational support but no tax advice.
What is TT Business?
Tom's job is in New Jersey, but he lives in Pennsylvania. His employer withholds PA taxes from his earnings.
What is a reciprocal agreement?
It is our plan for today's success.
What is Resolve, Delight, Ask Right?
Your customer was transferred to you as this, and wants to know why their Federal refund was lower than expected; the case you received does not show any useful tax forms/interview so pull a diagnostic copy.
What is a Product Support call?
Last year this fell before tax day. This year it falls after it.
What is Easter?
Your current Full Service CX finds an error on his 2022 return. He needs to prepare this.
What is a prior year amendment?
Mary's husband passed in 2022, she has two young dependents and her standard deduction is $29,200 for this filing status.
What is a Qualifying Surviving Spouse?
TurboTax isn't in the NBA, but we still set up brackets for this competition.
What is March Madness?
Your Full Service customer is going to upload their W-2 in three days and this is the status of the return until then.
What is on Hold?
It's the end of the day and past closing. You are waiting for this in the announcements channel.
What's the All Clear?
Bob gifts his mother his 10 bed/7 bath mansion in New Jersey. Now he needs to report his generosity to the IRS using this.
What is a gift tax return, Form 709?
Johnny's tax preparer just informed him that he should not have depreciated his entire home and mom-in-law suite if he was only using a small closet to conduct his business over the past 3 years. He told him not to worry, he will fix it on his TY24 return with this form.
What is Form 3115?
Tom's refund did not post in time. Now he is receiving emails from TurboTax about his fees. We can delay this, once, for 21 days.
What is the Auto-Debit process?
The Full Service customer is upset and wants their preparer to call them.
What is a Triage Call?
This is the city Chris Garman lives in with his wife and daughter.
What is Queretaro?
A married couple files separately and needs to report 50% of spouse's income and half of income generated by community assets in addition to their own income.
What is a community property allocation?
Sarah started college two years ago and is a full-time undergrad. She purchased books from her local bookstore, now she is claiming it, amongst other expenses, as a qualified educational expense on her tax return.
What is the American Opportunity Credit?
Announcements channel has 25 slots of this for FS1s but not for Spanish speakers.
What is VTO?
Your Enrolled Agent credential has brought you to your limits. Unless you live there, you cannot file this state return and have to pass it to an eligible preparer.
What is Oregon?
This is Chris Garman's only watercraft.
What is a kayak?
Customer needs to prepare a non-resident 1040-NR return so is redirected to this third-party for assistance.
What is sprintax.com?
Vinnie has a small business and provides a retirement plan for his employees. With this, he can contribute the lesser of 25% of his employee's compensation or $69,000.
What is a SEP?
Mark, a Tax Expert at TT, needs to do this to have part of his bonus go towards retirement, pre-tax.
What is 401k bonus deferral election?
Your customer received a Tax Notice, regardless of having Audit Defense or not, you will submit information about the call using this.
What is the Tax Notice Checklist?
This was Chris Garman's job in Paraguay in the 90s.
What is a Peace Corps Volunteer?