TPA
This type of time off, although unpaid, does not count against schedule adherence if you take it, and has been offered to TPAs nearly every day for the past two months.
What is VTO (Voluntary Time Off)?
In prior years, Assisted contacts were formerly known as these types of contacts.
What are AYG (As you go) contacts?
This is the standard deduction amount for single taxpayers in TY22.
What is $12,950?
This is the maximum number of state returns that can be added in TurboTax Online.
What is 5?
This simian sounding company was Intuit's most recent acquisition.
What is MailChimp?
This helpful tool, new for TY22, has been known to disappear on some contacts for no particular reason.
What is the Widget?
These delightful short questions should be completed after every call.
What is B4D (Blueprint for Delight)?
This status allows single taxpayers with children to take greater than the standard deduction.
What is Head of Household?
TTD is the commonly used abbreviation for this product.
What is TurboTax Desktop?
This benefit offered by Intuit can go as high as 7% of your pay, and is a benefit rarely offered to seasonal workers.
What is 401k matching?
The term used when we cannot serve a taxpayer in Full Service.
What is a service exclusion?
These phrases, highlighted in the call guides, should be said on every contact. While very important to maintain quality contacts, they are not a part of bonus calculations this year.
What are QOS (Quality of Service) phrases?
This form is used to report business income and deductions for the self-employed.
What is Schedule C?
This downloadable, sanitized file allows us to open the customer's tax return in TTD.
What is a diagnostic file?
Celebrating 40 years in 2023, Intuit began in this year.
What is 1983?
Once you hit transfer, a survey is sent here for the customer to fill out.
What is closing the case?
If you need to take missed prior year depreciation on an asset, instead of amending you can use this form.
What is form 3115?
Everyone's favorite platform, IEP, is short for this.
What is Intuit Expert Portal?
What is Quickbooks?
The role of Tax Prep Assistant was created in this tax year, in order to speed up the Full Service process.
What is TY21?
Not a basketball game, these meetings with your manager should be scheduled and attended every other week.
What are 1 on 1's?
These are the two tests used by the IRS to determine if a nonresident of the US should be treated as a resident for tax purposes.
What are the green card test and the substantial presence test?
This tool allows us to see refund information for customers who used the "Pay with my refund" (refund transfer) option.
What is Webserve?
The name of Intuit's CEO, who said in 2023, "We are just getting started."
Who is Sasan Goodarzi?