Tools
An internet email exchange used in daily communications.
What is Outlook?
A REFUNDABLE credit given to lower income individuals and families with or without children.
What is Earned Income Credit or EIC?
The schedule overlay that tells you when you should be working on engagements when the customer is NOT on the phone.
What is BOP?
Number of follow up attempts for a baseline full service customer before they can be considered Unresponsive?
What is 3.
The first value of intuit we learn about is this with out compromise.
What is Integrity.
A message based communication tool used to post and direct message Team Members.
What is Slack?
Beginning tax year 2023 (taxes filed in 2024), brokers will be required to report these transactions to the IRS.
What is Crypto?
The period before your shift begins used to prepare your tools and review information for the day
What is the daily commute.
The type of note used on an experts full service engagement dashboard to give updates on the status of an engagement.
What is a DIRECT note.
An expert can read the written survey feedback in this area of their scorecard.
What is VOC and Verbatim
A system tool that will tell the status of a customers return with the IRS.
What is Global EFE?
Payment Card and Third Party Network Transactions Tax Statement
What is a 1099K
One of our Turbo Tax Values that we should exhibit on every call possible (2 answers possible - get them both double points)
QOS - Quality of Speech/Service
Smartlook - Share Screen
This is our newest way to seek help from our Leads.
What is NLH or Next Level Help?
A more complex return with rental properties and self employment or investments can be done online using this product
A web based resource containing articles in a searchable post form.
What is Elevate?
This change in 2024 tax law puts more money back in the consumers pocket by lowering the amount of tax they would pay versus prior years.
What are tax bracket changes?
The status on an engagement that indicates we are waiting on the customer for information and are not currently working on the engagement.
What is HOLD?
Average hours an expert must work for $100 internet reimbursement
Name at least 6 of the 9 US states that do not have income tax. (Double points if you can name all)
What is Alaska, Florida, Nevada, New Hampshire, Tennessee, South Dakota, Texas, Washington, Wyoming.
Our newest communication tool where we can view Announcements cascaded from Management and click on Resources and Trainings.
What is Huddle Board?
With a qualifying student this credit reduces your tax bill dollar for dollar up to $2,500.
What is the American Opportunity Tax Credit?
In Full Service, the name of the KPI Metric that earns us an extra bonus if an engagement is executed and finished on one call or in a limited timeframe.
What is Same Day Complete?
Which US states have restrictions on the number of returns that can be prepared by a paid preparer without a state specific credential?
What is Maryland (5) and Iowa (10)
Taxpayers using MFS filing status cannot claim these credits (2 answers required) Double points if you can name them all.
What is Student Loan interest Deduction, American Opportunity Credit, Earned income credit, Lifetime Learning Credit, Exclusion credit on Adoption Fees, Interest income from qualified U.S. savings bonds used for higher education purposes