On Hold
I sent my customer a request for more information regarding their SE Expenses, and I'm waiting for their answer. They are On Hold under this reason
What is "Question"?
We use this status to start our day and complete our daily commute
What is "Commute"?
This is my client's first contact for their FS Engagement, and they came straight to me. The milestone I see will be this
What is "Welcome Call"?
The original Federal tax returns in the U.S.A. were due on this date
What is March 1st?
These are needed on every FS Engagment, and are most easily entered in the "Details" box of the Status menu
What are "DIRECT Notes"?
What is "Pending Checkout"?
This status is set to last for 90 seconds before putting us back in Available to take the next contact
What is "After Call Work" or "ACW"?
What is "Evaluation"?
The first e-filed tax return occurred in January of this year
What is 1986?
This part of the DIRECT Note should detail what is keeping you from moving forward with the Engagement.
What is "I - issue causing the On Hold status"
My Cx stopped talking to me, and I haven't been able to make contact in over a week! They are On Hold for this reason
What is "Unresponsive"?
Name one of the two statuses we never use as Tax Experts
What is "Agent Assist" OR "External Email Support"?
This milestone is no longer in use, and may be disappearing this season. If an Engagement is in this milestone, we should advance it to the next one manually.
What is "Gathering Info"?
The Form 1040 has been in use since this year
What is 1913?
This part of the DIRECT Note should always match your On Hold follow-up date. The only time you won't have this part of the entry is after you push the e-file button.
What is "ECT - expected completion time"?
We made it! Finished, checked out and filed, but now I'm seeing a rejection notice on the engagement. I've reached out to my client to let them know we have more work to do. The engagement is On Hold for this reason
What is "E-File Rejected"?
This status occurs automatically, and should prompt you to change to "System Issues" to address the situation
What is "Mic(rophone) Unavailable"?
When the entries are complete, but before we can press that e-file button, the engagement will be in this status, indicating that we're ready for the cx to take the next steps
What is "Client Review"?
The earliest known tax records, dating from approximately 6000 BCE were found in what is now Iraq in this form
What are clay tablets?
This part of the DIRECT note should reflect the most recent time you were in the Engagment.
What is "D - date the note is added"?
We hope to never have to use this status, because our tools and software should always work as intended, but every once in a while it becomes necessary to put a return On Hold for this reason
What is "Technical Issue/Bug"
The other new phone status added this season is for Full Service, and you must be in it 10 minutes prior to a scheduled meeting with your client to enable the video call to initiate.
What is "Waiting for Appointment"?
The Engagement will automatically move to this Milestone once the client has completed their review, signed off on their consent to file, and paid for the service.
What is "Filing"?
This U.S. President signed the law establishing a permanent internal tax system.
This part of the DIRECT Note lets your manager know what will get you moving forward again.
What is "R - resolution"?