OOS
You can provide navigational support but no tax advice.
What is Biz-Tax?
Tom's job is in New Jersey, but because he enjoys his income and wants to avoid high tax, he lives in Pennsylvania. His employer withholds PA taxes from his earnings.
It's all about the coffee. Mentions in comments will earn you spotlights.
What is our survey competition?
Your customer was transferred to you and wants to know why their Federal refund was lower than expected; the case you received does not show any useful tax forms/interview so you have to pull a Diagnostic.
What is a Product Support call?
Hobble tracks his miles and claims 65.5 cents per mile when he delivers chocolate eggs to various neighborhood lawns.
What is the Easter Bunny?
Your current Full Service CX finds an error on his 2022 return. He needs to fix this.
What is a prior year amendment?
Mary's husband passed in TY2022, she has two young dependents and her standard deduction is $27,700
What is a Qualifying Surviving Spouse?
TurboTax is not in the league but we will still pretend by setting up brackets.
What is March Madness?
Your Full Service CX is going to upload their W-2 in three days and your manager keeps reminding you to change the status of the return until then.
What is Hold?
It's the end of the day and past closing. You can't wait to see the PING that it's time to go home. You don't take your eye off it.
What's the ttl-announcement channel?
Bob gifts his mother his 10 bed/7 bath mansion in New Jersey. Now he needs to report his generosity to the IRS, they want a piece of it.
What is a gift tax return, Form 709?
Johnny's tax advisor just informed him that he should not have depreciated his entire home and mom-in-law suite if he was only using a small closet to conduct his business over the past 3 years. He told him not to worry, he will fix it with his TY23 return.
What is Form 3115
Tom's refund did not post in time. Now he is receiving emails from TurboTax about his fees. His Expert will dig through Webserve to check on which step of the collection process he is in.
What is the Auto-Debit process?
The Full Service customer is upset, but you are not the problem; it's Paulie from POD Amy.
What is a Triage Call?
In the fall Timmie tackles with a ball, in the spring he tackles 25 state returns. His tax preparer wishes him luck, he has to do it on his own.
What is a a football player?
A married couple files separately and needs to report 50% of spouse's income and half of income generated by community assets in addition to their own income.
What is a community property allocation?
Sarah started college two years ago and is a full-time undergrad. She purchased books from her local bookstore, now she is claiming it, amongst other expenses, as a qualified educational expense on her tax return.
What is the American Opportunity Credit.
25 TPAs,15 PL3 and PL4s respond to a callout to take the afternoon off.
What is VTO?
Your Enrolled Agent status has brought you to your limits. You cannot file this state return and have to pass it to our fellow CPAs and JDs.
What is Oregon?
Donna and her partner participate in rodeos, her partner is depreciated over 3 years.
What is a horse?
Prior year was a non-resident 1040-NR return so CX is redirected to a third-party for assistance.
What is sprintax.com
Vinnie has a small business and provides a retirement plan for his employees. He can contribute the lesser of 25% of his employee's compensation or $66,000.
What is a SEP?
Mark, a Tax Expert at TT, is worried about his retirement, he likes nice things. He decides to save additional money from his bonus.
What is 401k bonus deferral election?
Your customer received a Tax Notice, regardless of having Audit Defense or not, you will submit information about this call.
What is the Tax Notice Checklist?
Chloe from Ireland, mixes cocktails in Miami Beach for for no income. She does not meet the substantial presence test because she stays for less than 31days in the tax year and under 183 days during a 3-year period.
What is a vacation?