It's In The Call Guide
Grab Bag
300
For your client with a pre-validated ID - blue check, yay! - this is your remaining ID requirement for the client.
What is NONE?
300
The answer to the following question, hee:
If the client has already input their W-2 information do we still need a copy of the form?
What is YES??
All W-2 documents must be collected, whether or not W-2 data has been entered in TurboTax by the customer.
500
The button you click in Telephony as part of the process followed when a Welcome Call goes to voicemail.
What is SEND TO Voicemail?
500
The answer to the following :) -
Client received income but never received documention of the income. Must the income still be reported?
What is YES??
Yes, all income must be reported, regardless of whether a document reporting the income exists.
1000
Example: a married client residing in Wisconsin who wants to file Married Filing Separately.
What is a SERVICE EXCLUSION?
1000
The preferred file type for that crucial prior-year 1040.
What is PDF?
always preferable to an image!!
2000
A suggestion from the Call Guide for an activity you can engage in during the 2-minute prep time.
What is ... multiple correct answers.
See step 2) of the Call Guide - several suggestions
2000
What the Call Guide says to do when in doubt ...
What is REACH OUT TO LEADS?
5000
The phrase that will come to mind when you hear the following:
"Hey I have a simple service-based business but have it incorporated as an S-corp; I only just did that in 2021 and I'm not sure about the S-corp filing requirements. Can my Full Service Expert help me with that?"
What is SERVICE EXCLUSION?
5000
The answer to the following question -
Your client has stated they have the following income: interest from their savings account in the amount of $7, a distribution from a retirement account, gambling winnings, and unemployment compensation. Which of these pieces of information does *NOT* require a document?
What is the INTEREST?
Still reportable, under $10 de minimus amount for 1099-INT.
Always assume a document is required if there was a retirement distribution during the tax year. Moving assets out of a retirement account is a distribution. Even just directly transferring assets from one retirement account to another in a rollover is a distribution. The required document is the 1099-R.
All gambling winnings are reportable; the customer will normally have a W2-G Certain Gambling Winnings form. In certain rare cases a substitute document may be provided, but the point remains that a document is required.
Unemployment compensation requires a document, the 1099-G Certain Government Payments form.