basic troubleshooting
tax changes
tax tools
metrics/qos
100

This browser setting deletes temporary files saved from websites. 

What is clear cache and cookies?

100

This credit reverts back to $2,000 per child for 2022-2025.

What is the Child Tax Credit?

100

This tool lets an agent check the status of e-filed returns.

what is EFE?

100

This survey metric tracks if a customer would recommend TurboTax to their friends and family. 

What is Net Promoter Score?

200

This is the name of the Intuit VPN.

What is Global Protect?

200

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?

200

This number is unique to each customer, and can be sent through slack to identify them. 

What is an Auth ID

200

These phrases are available in IEP for chats, but you have to replace the information in between the brackets.

What are Smart Snippets?

300
This is an alternative to Smartlook for browsing a customer's entire screen. 

What is Glance?

300

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)

300

We issue these codes to correct the pricing of a TurboTax product prior to checkout.

What is a Service Code?

300

This metric tracks whether the customer's issue and question was answered.

What is Customer Resolution?

400

This is where you would change your status between available, breaks, and daily huddle.  

Telephony

400

This credit is not available in 2022 as there were no stimulus payments in 2022. 

What is the Recovery Rebate Credit?

400

This site houses our team room, expert communities, announcements, knowledge sharing and best practices.

What is Elevate?

400

"This is ___, with TurboTax Live" satisfies which Quality of Service metric. 

What is Branded Greeting

500

This is what you submit to request lead support.

What is a slack workflow?

500

A customer's prior year income cannot be used to qualify for this credit in 2022. 

What is the earned income credit?

500

This reference tool contains tax information, tax law explanations, and state revenue sites, as well as industry news.

What is "The Taxbook"

500

"Share your TurboTax Live screen" satisfies this Quality of Service Metric. 

What is Smartlook?

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