Salesforce
This salesforce resource enables you to check whether customers have filed their tax returns for previous years.
EFE
This is our internal platform created to be a one stop shop for our experts to find answers, communication, get quick access to tools and resources.
Elevate
This six digit code allows you to view the customer's Turbotax screen.
Smartlook Code
This resource enables you to check the status of a customer's refund if they opted for the refund transfer method.
Webserve
She's from Barbados & knows what she wants--"Shut Up And Drive"
Rhianna
This salesforce resource enables you to see all TurboTax accounts linked to a customer's (name, phone number, e-mail), helpful when they encounter login issues or have multiple accounts.
CSR
Your real time communication tool and primary tool for support interaction with leads.
Slack
This code provided by the customer allows us to download and open the customers tax file in TTD. We enter this code in this tool located in quickbase.
Diagnostic Token
Your engine to find ctos, case numbers, and other information about FS cases
Splunk
Enjoy some jerk chicken in this Caribbean country where it originated
Jamaica
In this section, you can view customers' entitlements (i.e audit defense, max) and their past Turbotax product purchases from previous years.
Customer Orders
A resource for tax information, law explanations, and multi-state issues. It also has industry news where important tax law updates are shared as well as organizers and worksheets.
A customer elects to pay TurboTax fees with their refund this is also known as
Refund Transfer
A customer cannot file due to a form not being available early in the tax season. We can use this tool to see when specific (federal and state) forms will be ready.
An owl cannot move these from side to side, so it must move its head
Eyes
This tool helps small business owners create, manage, and file forms related to their employees and independent contractors (w-2, 1099-NEC)
Quick Employer Forms
Your public exchange for TT answers. A community where customers can ask questions and answered by TT Live experts.
Turbotax Live Community (TTLC)
This specific slack channel gives updates about queues, vto offered, overtime offered, emerging issues.
#TTL-Announcements
This resource provides a list of all known issues in the TurboTax product, the investigation status, resolutions & any temporary workarounds.
Known Issues and investigations
(https://en.intuit.com/ttl-us/known-issues-and-investigations)
"Extra" this type of olive oil comes only from pressed olives, with no added chemicals
Extra Virgin Oil
I received a call but no case popped up/missing customer information. To resolve this, I will go into salesforce and "do this" to the customers' account.
Sync
This internal resource shows you where to enter the tax documents (information) into TurboTax and how to verify the information in the tax return.
Turbotax How to Guide (WIKI)
(https://wiki.intuit.com/pages/viewpage.action?pageId=685673486)
A customer has received a notice from the IRS. After confirming entitlements, we see that they have purchased this add-on. The customer will follow up with taxaudit.com
Audit Defense
The customer is unable to share screen via smartlook. As an alternative you can screen share using this tool.
Glance (turbotaxshare.intuit.com)
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Hostess