Sales Force
First thing that needs to be entered
What is the contact name?
Highend product
What is Lacerte
1040 only
What is Basic?
Fast Path
What is the download?
RTFF
What is read the *freaking* form?
3 things that are needed to verify the customer
What is customer name, customer account number, and customer email?
Desktop Version
What is Pro Series
1040 and Buisness
What is Professional?
1099 NEC
What is non-employee compensation?
Schedule A
What is/are itemized deductions?
3 Tier 2 chats
What is PCG PS customer service, PCG PS tax, and PCG PS system?
What is PTO (Pro Tax online)
Screen Share in Pro Series
What is smartlook?
Red Error
What is you must fix this?
Schedule B
What is Interest and Dividends?
Search Articles
What is help panel?
1040 only
What is Basic
Screen Share outside PS
What is Glance?
Yellow Error
What is you should fix it?
Schedule C
Status of Case
What is closed?
Business Returns
What is Professional
Date for deadline/extensions due
What is April 15th?
Green
What is informational only?
Schedule D
What is capital gains and losses?