Products
TurboTax Business
Quick Links
Tax Expert Handbook
Random
100
True or False - there is a page that compares all products in TurboTax Online.
TRUE!
It's under Products & Pricing - Compare all products
100
True or False
TurboTax has a business software that is available online
FALSE
TurboTax for business is only available on a CD or as a download.
100
True or False
I process a refund when the customer asks for it.
FALSE
The customer can self-serve to get a refund, using https://ttlc.intuit.com/community/tax-topics/help/how-do-i-request-a-refund-for-my-turbotax-product/00/964034
100
Post in the chat - the customer facing article for a customer who would like to amend their return themselves.
It is listed per year up to 2018
200
How many TurboTax Online Products are there?
TWELVE!
TTO - Basic, Deluxe, Premier, & Self Employed
TTO Live - Basic, Deluxe, Premier & Self Employed
TTO Full Service - Basic, Deluxe, Premier & Self Employed
200
True or False a customer has a 1120s, they can use TurboTax Home & Business version on their computer.
FALSE
This situation would warrant using TurboTax Business
200
What is the link for the 'rules' regarding discounts?
See this Help Article - when can I request a service code?
https://help-content-sso.app.intuit.com/content/ctg/en-us/L307CBW0z_US_en_US
200
On what page of the Tax Expert Handbook can you find appearance & wardrobe recommendations?
What is Page 59
300
How many years of prior years' products are available on the TurboTax website?
Three!
2020, 2019 & 2018
https://turbotax.intuit.com/personal-taxes/past-years-products/
PRO TIP - prior to 2018, suggest Amazon, eBay, etc.
300
True or False
TurboTax Business is available on both Windows and Mac
FALSE
As of now, it is only available on Windows - version 8.1 or later
https://turbotax.intuit.com/small-business-taxes/#requirements
300
Post the link in the chat to the IRS Forms availability for TurboTax.
300
What are the Hot Keys to search through the Expert Handbook?
Ctrl + F
300
How do you access a previously filed return in TurboTax online without amending?
Click "Add a State"
NOTE: This is not common, and if you do guide a customer through this, be careful not to change anything in the return as it will save it like that as though it were originally filed that way.
400
A customer can purchase prior year products - True or False?
True!
Under CD/Download products - there is a link to file previous year's products
400
I can help a customer using TurboTax Business balance their balance sheet and assist with calculations.
False
Only tech support is included - it shouldn't even be transferred to you - but you are the end of the line!
400
Post in the chat the super fabulous Backdoor ROTH link Heather mentioned in multiple WIG huddles.
400
I lost my QoS script!
Where in the Tax Expert handbook can I find it?
What is page 64
400
Post the link to the TurboTax 100% Accurate Calculation guarantee in the chat
500
I don't have to pay any more than what is offered on the landing page for Premier and Self Employed returns, no matter what my situation is - True or False?
FALSE
We do charge more for Premier and Self Employed returns that are deemed "Complex"
500
TurboTax Business costs how much?
$170
Only one federal efile is free
State is additional
500
Post the link in the chat to the state forms availability table.
500
True or False -
There is no guidance in the Tax Expert handbook on prior year returns
FALSE
You can find it on page 246
500
List one difference between Audit Support Guarantee and Audit Defense
Audit Support Guarantee
- Included with all versions of TurboTax, except TurboTax Business
- If you get an audit notice, get one-on-one audit guidance from a trained tax professional
- Year-round answers to your audit questions
- Assistance with what to expect and how to prepare for an audit
Audit Defense
- Optional, add-on service
- Get full audit representation by a licensed tax professional, including representation in front of the IRS
- Available through MAX Defend and Restore (TurboTax Online) or as a standalone service (TurboTax desktop software)
- Must be purchased when you file your taxes