basic troubleshooting
This browser setting deletes temporary files saved from websites.
What is clear cache and cookies?
This credit reverts back to $2,000 per child for 2022-2025.
What is the Child Tax Credit?
This tool lets an agent check the status of e-filed returns.
what is EFE?
Product used by customer to prepare 2021 taxes
What is Turbo Tax Desktop?
This survey metric tracks if a customer would recommend TurboTax to their friends and family.
What is Net Promoter Score?
This must be signed in and active to access our shared drive.
What is Google Sync?
These deductions must now be itemized, $300 ($600 if filed jointly) are no longer allowed to be claimed if you claim the standard deduction.
What are Charitable deductions?
This feature allows an agent to verify if audit protection was purchased.
What is check entitlements/Order Look Up
Product used by customer needing help with tax questions on a self prepared business return.
What is Turbo Tax Live Assisted Business/ Live Assisted Business/ Assisted Business
These phrases are available in IEP for chats, but you have to replace the information in between the brackets.
What are Smart Snippets?
What is Glance?
This is an agreement between two states that allows residents of one state to request an exemption from tax withholding in the other state.
What is reciprocity? (or reciprocal agreement)
This tool is needed to deep dive into customer data.
What is a diagnostic filee?
Additional fee charged when an expert review contact wants their entire return reviewed in Full Service (not an OOS return).
What is 0?
This Metric tracks whether a customer's issues and questions were completely answered.
This is where you would change your status between available, breaks, and daily huddle.
Telephony
This credit is not available in 2022 as there were no stimulus payments in 2022.
What is the Recovery Rebate Credit?
This site houses our team room, expert communities, announcements, knowledge sharing and best practices.
What is Elevate?
This Product offers a maximum refund guarantee
What is ALL Turbo Tax products?
I am a 'tax expert' satisfies this Quality of Service.
What is Intro/ Introduction
This is what you specifically use to request lead support.
What is a slack workflow?
Previous year income cannot be used to qualify for this credit in 2022.
What is the earned income credit?
This reference work has tax information, law explanations, and multi-state issues as well as industry news .
What is Taxbook
Feature allowing customers to purchase lifetime audit protection
This is the QoS metric that ensures your efforts are rewarded.
What is survey?