Child Tax Credit
Dependents must be under this age at the end of the year to be eligible for the Child Tax Credit.
What is 17?
You must be this old to be eligible for the Earned Income Tax Credit as a single filer.
What is 25?
The Quality Review turnaround time can be found on this Elevate page.
What is the Full Service Community?
This resource allows you to check your own survey results, and should refresh once daily.
What is the Expert Scorecard?
This is the 10-15 minutes you spend before your shift starts getting your tools and resources ready to go.
What is the daily commute?
Children need this type of valid number to be eligible for the Child Tax Credit.
What is Social Security Number?
You must have at least this much earned income to be eligible for the Earned Income Tax Credit.
What is $1?
This very helpful guide will take you all the way from A to Z regarding anything Full Service.
What is the Full Service End to End Guide?
This QOS phrase should be said near the end of every single contact.
What is the survey pitch?
For Full Service returns, if we are waiting on the customer for information, we put the return in this status.
What is On-Hold?
Dependents generally must live with you for at least this amount of the year to be eligible for the Child Tax Credit.
What is more than half the year? (183 days)
This is the maximum credit amount for a single filer in TY24.
What is $632?
Unlike e-filed engagements, paper filed returns will not do this automatically.
What is close? (Advance to post file and close automatically)
The metric measures the volume of surveys you receive compared to your call volume, and is important in calculating your end of season rating.
What is survey rate?
What is the announcements channel?
This portion of the Child Tax Credit is refundable.
What is the Additional Child Tax Credit?
Investment income over this amount will make you ineligible for the Earned Income Tax Credit in TY 2024.
What is $11,600?
This metric is the percentage of returns that you are able to complete in the same calendar day, and is also a bonus rating metric.
What is Same Day Complete % (SDC)
This survey metric is determined by asking the customer if their problem was fully resolved, and is a factor in your overall performance rating.
What is Customer Resolution (CR)?
This is the tool that is used when we are stuck with a tough call and need Lead assistance.
What is Next Level Help?
In one of the world's great mysteries, approximately this many US children disappeared when the IRS began requiring a Social Security Number to claim a dependent in 1987.
What is 7 million?
This is the maximum credit amount for a person with 3 or more qualifying children in TY 2024.
What is $7,830
When leaving dashboard notes on Full Service engagements, they should be in this acronym format.
What is DIRECT notes?
Full Service customers will have two opportunities for surveys: One during checkout, and one in an email that is sent to the customer after this happens.
What is the first call with the customer?
This term refers to organizing and maintaining visibility on progress for Full Service returns are not finished.
What is WIP? (or WIP Management)