Basic Troubleshooting
This browser setting deletes temporary files saved from websites, resolves tremors in the Force, eases the symptoms of most flu variants.
What is clear cache and cookies?
This credit reverts back to $2,000 per child for 2022-2025. Tishia blew minds in a huddle when pointing out that in some circumstances, it can be tied to the amount of EITC on the return.
What is the Child Tax Credit?
This tool lets an agent check the status of e-filed returns.
What is EFE?
Where to look for a customer's prior orders of TurboTax.
You can project this even when you don't immediately know the answer to a customer question.
What is Confidence?
This might cause your cookies to spread too much during baking.
What is letting the butter or dough get too warm before putting them in the oven?
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 number is unique to each customer, and can be sent through Slack to identify them.
What is an Auth ID?
Where to see if a customer has multiple accounts.
LoL, here is where u wud nvr type lik this, fam. #YOLO
What is in a customer chat?
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 ensures that you don't blindly over or under tighten a bolt.
What is a torque wrench? (Also will accept, "Who is whatever older male is looking over your shoulder while you're fastening the bolt.")
Some guy at work, your nephew's friend, a random Redditor.
What are three commonly cited sources of tax knowledge some customers believe are more likely to be right than you?
(Turn it around, deliver confidence, provide links, practice Customer Obsession.)
For TTLA/DIWM, it happens when you close the case, not when you end the call.
What is when does the survey go to a survey-eligible customer?
This is where you change your status between Available, Break, and Daily Huddle.
What is Telephony?
This credit is not available in 2023 as there were no stimulus payments in 2023.
What is the Recovery Rebate Credit?
You use this telephony status only in the moments between deciding to call a customer and dialing the customer's phone number.
What is Customer Follow Up (CFU)
Where you can take a customer to print their return.
What is Print Center?
True or False: Engaging in a political discussion with a customer is part of Customer Obsession?
What is False? No politics, just taxes. And yes, taxes are inherently the product of the political process as politics is where people go to legislate because they're sure they know better than anyone else and while we're talking about it...
This is what you use to request lead support.
What is the Lead Support Request workflow?
Form 8867.
What is the paid preparer's due diligence checklilst?
This reference work has tax information, law explanations, and multi-state issues as well as industry news .
What is TaxBook?
What does always verify, never supply refer to?
What is customer identity confirmation information?
You do this when a customer call or chat abruptly disconnects. You don't ask for permission, you don't wait until your next shift, you just do it.
What is call the customer back immediately?