Troubleshooting
Browser setting to delete temporary files saved from websites.
What is clear cache and cookies
How much Child Tax Credit do you get per child and what age do children have to be below before it stops?
What is $2000 and 17 years old?
This tool lets an expert check the status of e-filed returns.
What is EFE?
Where to look for a customer's prior orders.
What is Salesforce/Order Lookup?
This survey metric tracks if a customer would recommend TurboTax to their friends and family.
What is Net Promoter Score (tNPS)?
This must be signed in and active to access our shared drive.
What is Google Sync?
Two credits are used to help with Education Expenses.
What are American Opportunity and Lifetime Learning Credits?
This number is unique to each customer.
What is Auth ID?
Where to see if a customer has multiple accounts.
What is CSR?
These phrases are used for chats, but you have to replace the information in between the brackets.
What is Chat or Smart Snippets?
This is an alternative to Smartlook for seeing a customer's entire screen.
What is Glance?
Form to report income or loss from rental real estate, royalties, partnerships, S corporations, estates,
What is Schedule E?
This site has the Expert Community, Announcements, knowledge sharing, and best practices.
What is Elevate?
Where to look for a customer's refund status if they did a refund transfer.
What is Webserve?
This metric tracks whether a customer's questions or issues were completely answered.
What is Customer Resolution?
This is where you would change your status between Available, Breaks, and Daily Huddle.
What is Telephony?
Amount of income needed for a child to have to file kiddie taxes.
What is $1251?
Tax tool will help the customer with an estimate of their refund.
What is TaxCaster?
Where a customer view a summary of their return.
What is Tax Summary/Preview my 1040?
This is _____ with TurboTax Live satisfies this Quality of Service.
What is Branded Greeting?
This is what you use to request Lead Support.
What is a Slack Workflow?
IRS Pub 1 covers
What is "Your Rights as a Taxpayer"?
This reference work has tax information, law explanations, and multi-state issues as well as industry news.
What is Taxbook?
Biz Tax does not do taxes for
What is Disregarded Entity, Sole Proprietorship, Single Member LLC, and Schedule C?
Share your TurboTax Live Screen satisfies this Quality of Service metric.
What is Smartlook?