Show:
KEY 23
TOOLBOX
RESEARCH
ODDS AND ENDS
End of Season
100

22 IS THIS FORM THAT SHOWS PAYMENTS FROM QUALIFIED EDUCATION PAYMENTS

WHAT IS A 1099-Q?


100

THIS IS THE TOOL YOU CAN USE TO DETERMINE A CX'S ONE INTUIT IDENTITY

WHAT IS CSR

100

THIS RESOURCE IS BLUE WHEN IT'S PHYSICAL AND CAN BE FOUND IN PORTAL MANAGER

WHAT IS TAXBOOK

100

THE TYPE OF CALL THAT SHOWS AS TAX ADVICE AND THE CUSTOMER IS ALREADY IN FULL SERVICE

WHAT IS A FS TRIAGE

100
THE NUMBER OF HOURS NEEDED TO WORK ON APRIL 15TH

WHAT IS 6

200
19 IS THIS FORM THAT IS GIVEN TO A CUSTOMER WHO PURCHASED HEALTH INSURANCE THROUGH THE AFFORDABLE CARE ACT

WHAT IS A 1095-A

200

THIS THREE LETTER TERM STANDS FOR ELETRONIC FILING ENGINE AND IS USED TO DETERMINE WHETHER A CUSTOMER HAS ELECTRONICALLY FILED

WHAT IS EFE

200

THIS IS THE FIRST PLACE TO CHECK FOR INTUIT APPROVED RESOURCES

WHAT IS THE HELP PANEL

200

THE PLACE TO DIRECT CUSTOMERS ON A FS TRIAGE CALL

WHAT IS CHAT

200

THE CURRENT PROMOTION FOR CUSTOMERS GIVES A DISCOUNT OF THIS MUCH MONEY

WHAT IS $100

300

NUMBERS 3, 4, AND 5 INCLUDE A 1099-MISC, 1099-NEC, AND THE 1099-K, WHICH ALL REPRESENT INCOME FOR THIS CATEGORY (ALSO A SEPARATE TAX)

WHAT IS SELF EMPLOYMENT

300

THIS TOOL CAN BE USED TO TRACK REFUNDS FOR CUSTOMERS WHO PAY WITH THEIR FEDERAL REFUND

WHAT IS WEBSERVE

300

THIS INTUIT BASED SOCIAL MEDIA PLATFORM IS ANOTHER GREAT RESOURCE FOR RESEARCH

WHAT IS ELEVATE

300

THIS WEBSITE CAN BE USED TO DETERMINE THE STATUS OF A TAX REFUND FROM THE IRS THAT THE CX HAS NOT RECEIVED

WHAT IS WHERE'S MY REFUND

300

THE LAST DAY THAT YOU WILL WORK SCHEDULED HOURS

WHAT IS APRIL 20TH

400

15 IS THIS SCHEDULE THAT COMES FROM A 1041, 1120-S, OR A 1065

WHAT IS A K-1

400

THIS ICON CAN LAUNCH A VARIETY OF TOOLS THAT YOU MIGHT HAVE SEEN ABOVE IN THIS CATEGORY AND TO FIND THE STATUS OF PRODUCT SUPPORT CASES

WHAT IS SALESFORCE

400

THIS IS NOT ONLY A GREAT RESOURCE FOR CONNECTING WITH PEOPLE ACROSS INTUIT, IT'S ALSO A GREAT RESOURCE FOR RESEARCH

WHAT IS SLACK

400
A RETURN WILL BE REJECTED IF THIS IDENTIFYING NUMBER HAS ALREADY BEEN LISTED AS A DEPENDENT OR FILER ON ANOTHER RETURN

WHAT IS A SOCIAL SECURITY NUMBER

400

THE EXTRA MONEY THAT YOU WILL RECEIVE ON YOUR PAYCHECK BY COMPLETING THREE SPECIFIC CATEGORIES

WHAT IS BONUS

500

20 INCLUDES THIS FORM, ALSO KNOWN AS A TUITION STATEMENT

WHAT IS A 1098-T

500

THIS IS THE TYPE OF CALL YOU MIGHT DEAL WITH IF SOMEONE IS LOOKING FOR ASSISTANCE WITH THEIR FULL SERVICE CASE (OR YOU MIGHT HEAR THIS TERM IN AN EMERGENCY ROOM)

WHAT IS TRIAGE

500

WHEN PERFORMING A GOOGLE SEARCH, YOU SHOULD USE THIS PHRASE TO MAKE SURE WE GET RESOURCES APPROVED BY TURBOTAX

WHAT IS TURBOTAX

500

WHEN YOU ARE TAKING A PRODUCT SUPPORT CALL, YOU DON'T SAY YOU'RE A TAX PREP ASSISTANT, YOU SAY YOU'RE THIS

WHAT IS TAX EXPERT

500

YOUR FINAL OFFBOARD DATE IS

WHAT IS APRIL 26TH